ZipRecruiter

Log In

1

Financial Coach Jobs in Wisconsin (NOW HIRING)

Thrivent Financial

Financial Advisor

Stevens Point, WI

$165K/yr

We offer up to 14 weeks of paid training and coaching as you obtain your state insurance licenses ... Build a financial practice guiding Christians on their journeys to financial clarity, empowering ...

previous pagenext page

Showing results 21-40

All JobsFinancial Coach JobsFinancial Coach Jobs in Wisconsin

Financial Coach information

See Wisconsin salary details

$5

$23

$29

How much do financial coach jobs pay per hour?

As of Aug 9, 2026, the average hourly pay for financial coach in Wisconsin is $23.24, according to ZipRecruiter salary data. Most workers in this role earn between $19.18 and $27.16 per hour, depending on experience, location, and employer.

Is there a demand for financial coaches?

There is growing demand for financial coaches as more individuals seek personalized financial guidance to improve budgeting, debt management, and savings. The role often requires strong communication skills, financial knowledge, and certifications such as the Accredited Financial Counselor (AFC) or Certified Financial Planner (CFP). Job opportunities are available in various settings, including private practice, financial institutions, and community organizations.

How much can a financial coach make?

Financial coaches typically earn between $40,000 and $70,000 annually, depending on experience, location, and client base. Some may earn higher with advanced certifications or by working independently, while others may start with lower salaries in entry-level positions or part-time roles.

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

To thrive as a Financial Coach, you need a solid understanding of personal finance principles, budgeting, debt management, and often a background in finance or a related certification like AFC (Accredited Financial Counselor). Familiarity with financial planning software, spreadsheets, and client management systems is typically required. Exceptional interpersonal skills, active listening, and the ability to motivate and educate clients are crucial for building trust and fostering positive behavioral change. These skills enable Financial Coaches to guide clients effectively toward achieving their financial goals and improving their overall financial well-being.

What is the difference between Financial Coach vs Financial Advisor?

AspectFinancial CoachFinancial Advisor
CredentialsOften no formal certification required; certifications like AFC or FFC are commonTypically holds certifications such as CFP, CFA, or ChFC
Work EnvironmentOne-on-one coaching, workshops, online platformsClient meetings, investment planning, portfolio management
Employer & Industry UsageFinancial coaching firms, independent coaches, non-profit organizationsBanks, investment firms, independent financial planning firms
Search & Comparison IntentPeople seeking budgeting, debt management, financial habitsIndividuals seeking investment advice, retirement planning

Financial Coaches primarily focus on budgeting, debt reduction, and financial habits without necessarily providing investment advice. Financial Advisors typically offer investment planning and wealth management services, often requiring advanced certifications. Both roles serve different client needs within the financial industry.

How does a financial coach typically collaborate with clients to set and achieve financial goals?

A Financial Coach works closely with clients to identify their financial priorities, assess their current situation, and develop actionable plans for improvement. This often involves regular one-on-one sessions, where coaches help clients create budgets, tackle debt, and build healthy financial habits. Coaches provide accountability, encouragement, and guidance, but clients remain responsible for their own financial decisions. The collaborative approach helps clients build confidence and long-term financial skills, making the relationship both supportive and empowering.

What is a financial coach?

A financial coach helps clients set and reach their financial goals using a coaching model relationship. As a financial coach, your responsibilities include assisting clients to assess their resources and expenses, make calculations regarding debt, and set budgets. You are also there to provide accountability. Your job is different than that of financial advisors or consultants. You help facilitate the client’s goals as they determine the best path for themselves. Your job is to help clients address concerns they have about money and financial security by coaching them into better choices and reaching their goals.

More about Financial Coach jobs
What are the most commonly searched types of Financial Coach jobs in Wisconsin? The most popular types of Financial Coach jobs in Wisconsin are:
What are popular job titles related to Financial Coach jobs in Wisconsin? For Financial Coach jobs in Wisconsin, the most frequently searched job titles are:
What job categories do people searching Financial Coach jobs in Wisconsin look for? The top searched job categories for Financial Coach jobs in Wisconsin are:
What cities in Wisconsin are hiring for Financial Coach jobs? Cities in Wisconsin with the most Financial Coach job openings:
What are popular job titles related to Financial Coach jobs in WI? For Financial Coach jobs in WI, the most frequently searched job titles are:
Financial Coach jobs near you
Infographic showing various Financial Coach job openings in Wisconsin as of August 2026, with employment types broken down into 95% Full Time, and 5% Part Time. Highlights an 95% In-person, 2% Hybrid, and 3% Remote job distribution, with an average salary of $48,343 per year, or $23.2 per hour.

Personal Financial Planner

Lakeshore Financial Group

Madison, WI

$100K/yr

Full-time

Re-posted 10 days ago

Job description

Do you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more. If you have great communication skills and an eye for detail, apply today!Compensation:

$75,000 - $100,000 at plan earnings


Responsibilities:
  • Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management
  • Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs
  • Be a coachable, organized team member interested in pursuing training development and educational opportunities
  • Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor
  • Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals

Qualifications:
  • Up-to-date FINRA Series 7 & 63/66 documents are a bonus
  • Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary
  • Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers
  • Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed
  • A Bachelor’s degree in finance, business administration, or alternate related analytical field is required

About Company

At Lakeshore Financial, our Financial Representatives and Advisors take pride in nurturing strong and meaningful connections with a diverse range of individuals. Our services are designed to cater to specific needs, offering comprehensive financial strategies or focusing on particular areas that require attention.

What sets us apart is our commitment to providing a unique and all-encompassing approach to evaluating and developing financial wellness strategies tailored to each individual's circumstances. We genuinely care about clients' well-being and want them to experience our dedicated and holistic method.

To ensure the highest quality of guidance, our team follows a comprehensive process. By leveraging this approach, we strive to deliver exceptional results and empower clients to achieve their financial goals with confidence.