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Financial Advisor Independent Contractor Jobs in Wisconsin

Northwestern Mutual

Financial Advisor

Whitefish Bay, WI · On-site

$61 - $250/hr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... As such, they are considered independent contractors for income tax purposes, and a statutory ...

MBE Wealth

Financial Advisor

Marshfield, WI · On-site

Financial Advisors provide financial planning and investment support to the firm's clients. Your ... MBE Wealth is open to discussing independent contractor or direct full-time hire arrangements ...

MBE Wealth

Financial Advisor

Sturgeon Bay, WI · On-site

Financial Advisors provide financial planning and investment support to the firm's clients. Your ... MBE Wealth is open to discussing independent contractor or direct full-time hire arrangements ...

Thrivent

Financial Advisor

Appleton, WI

... independent and driven to succeed. * Motivated by helping others and seeing them achieve their ... Attainment of FINRA SIE, life and health licenses (licensed role only) before contracting.

Thrivent

Financial Advisor

Madison, WI

... independent and driven to succeed. * Motivated by helping others and seeing them achieve their ... Attainment of FINRA SIE, life and health licenses (licensed role only) before contracting.

Thrivent

Financial Advisor

Janesville, WI

... independent and driven to succeed. * Motivated by helping others and seeing them achieve their ... Attainment of FINRA SIE, life and health licenses (licensed role only) before contracting.

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All JobsFinancial Advisor Independent Contractor JobsFinancial Advisor Independent Contractor Jobs in Wisconsin

Financial Advisor Independent Contractor information

See Wisconsin salary details

$36.3K

$103.1K

$145.3K

How much do financial advisor independent contractor jobs pay per year?

As of Sep 6, 2026, the average yearly pay for financial advisor independent contractor in Wisconsin is $103,090.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,700.00 and $132,200.00 per year, depending on experience, location, and employer.

What is a financial advisor independent contractor?

A Financial Advisor Independent Contractor is a professional who provides financial planning, investment advice, and other financial services to clients while operating independently rather than as an employee of a firm. These advisors typically work under contract with financial firms or as self-employed individuals, allowing them greater flexibility and control over their business. They help clients set financial goals, manage assets, and plan for retirement, but they are responsible for their own business operations, client acquisition, and regulatory compliance.

What are the key skills and qualifications needed to thrive as a financial advisor independent contractor, and why are they important?

To thrive as a Financial Advisor Independent Contractor, you need a strong background in finance, investment strategies, and financial planning, typically supported by a relevant degree and certifications like the Series 7, Series 66, or CFP. Familiarity with financial planning software, customer relationship management (CRM) systems, and portfolio analysis tools is essential. Outstanding interpersonal skills, self-motivation, and the ability to build trust with clients are crucial soft skills for this role. These capabilities ensure you can effectively attract and retain clients, deliver sound financial advice, and operate successfully as an independent business owner.

What are some common challenges faced by independent contractor financial advisors, and how can they be managed?

Independent contractor financial advisors often face challenges such as building a client base from scratch, balancing administrative tasks with client service, and managing the unpredictability of commission-based income. To manage these, it's helpful to develop strong networking and referral strategies, invest in marketing, and utilize efficient client management tools. Additionally, staying organized with time management and seeking mentorship from experienced advisors can provide valuable guidance and support throughout your career.

What is the difference between Financial Advisor Independent Contractor vs Financial Planner?

AspectFinancial Advisor Independent ContractorFinancial Planner
CredentialsCFP, Series 7/66, state licensesCFP, Series 7/66, state licenses
Work EnvironmentSelf-employed, affiliated with firms or independentlyEmployed by firms or independent practice
Employer/Industry UsageOften contracted with broker-dealers or RIAsTypically employed or self-employed in financial planning
Search/Comparison IntentUnderstanding independent roles in financial advisingLearning about comprehensive financial planning services

The main difference is that a Financial Advisor Independent Contractor operates independently or through contracted firms, focusing on client advice with flexible arrangements. A Financial Planner often provides comprehensive financial planning services, either as an employee or independent professional. Both roles require similar credentials but differ mainly in employment structure and scope of services.

How much does a financial advisor independent contractor earn?

Financial advisor independent contractors typically earn between $50,000 and $150,000 annually, with income largely based on commissions, fees, and client assets under management. Earnings can vary widely depending on experience, client base, and the firm or platform they work with.

What are the most commonly searched types of Financial Advisor jobs in Wisconsin?

The most popular types of Financial Advisor jobs in Wisconsin are:

What cities in Wisconsin are hiring for Financial Advisor Independent Contractor jobs?

Cities in Wisconsin with the most Financial Advisor Independent Contractor job openings:

Financial Advisor Independent Contractor jobs near you

Financial Advisor

Wisconsin Financial Advisor | MBE Wealth Management -- MBE Wealth

Marshfield, WI

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 16 days ago

Key responsibilities

  • Assist current clients with their financial planning and investment needs.

  • Develop and implement strategies to grow the firm’s client base and marketing efforts.

  • Manage client relationships and provide ongoing financial support and advice.

Job description

What's the role?

Financial Advisors provide financial planning and investment support to the firm's clients. Your primary role will be to assist current firm clients' financial planning and investment needs. Your secondary role will be to develop your clientele and future marketing strategies to effectively grow the firm clientele. To be successful in this position you should understand financial planning and investing concepts, be detail-oriented, and professional, and have excellent written and verbal communication skills.

MBE Wealth is open to discussing independent contractor or direct full-time hire arrangements including buying a current advisor's book or business and/or creating a commission-based model as it relates to compensation. We are flexible in finding the arrangement that works best for the candidate.

What experience and skills do I need to be successful?

  • Bachelor's degree in finance, business administration, or a related business field.
  • Experience in a financial advisor or related position.
  • Series 66 or Series 65 licensure.
  • General computer skills in using Microsoft Office Suite (Word, Excel, Outlook) and managing clients within a CRM.
  • Excellent personal skills when dealing with clients of all ages and from all walks of life.

Great Perks and Benefits:

Some major perks we offer are long-term job stability, work-life balance to support raising a family, and the opportunity to grow your career within the company. In addition:

  • Competitive medical, dental, and vision insurance plans.
  • FSA/HSA account options.
  • Paid Time Off (PTO).
  • 401k employer matching program to save for retirement.
  • Tuition reimbursement and professional growth opportunities through continuing education.
  • Supplemental insurance options for life, AD&D, STD, LTD, and critical illness.
  • Bonuses for helping with business development leads.
  • Incredible potential for upward mobility and career growth.

What will my schedule look like?

This onsite role supports our office hours of Monday-Friday 8a-5p with very limited travel unless requested by a client for an in-person meeting.

How do I join?

The first step is applying with your resume. Qualified candidates will then complete a phone screen with HR, followed by an interview with the MBE Wealth team.

What else are you hiring for?

See all MBE Wealth's openings on our website or reach out to our lead recruiter, Brock Kazda, on LinkedIn.

More about MBE Wealth:

MBE Wealth is part of the MBE CPAs affiliate group. We are a team of financial experts who use our industry-based knowledge to help others succeed in their financial journeys through financial planning and wealth management. We support our clients with 19 office locations including 13 in Wisconsin in Black Earth, Door Country, Fort Atkinson, Mauston, Marshfield, Portage, Reedsburg, Sauk City, Sun Prairie, Tomah, Wausau, Wisconsin Dells-Lake Delton, and our corporate headquarters in Baraboo plus offices in Phoenix, Goodyear, and Chandler, Arizona, in Scottsbluff and Kimball, Nebraska, and Durango, Colorado.

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