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Financial Educator Jobs in Wisconsin (NOW HIRING)

NFP Corp

Financial Education Coordinator

Madison, WI · On-site

$59K - $65K/yr

The Financial Education Coordinator plays a key role in supporting the development and execution of client financial education initiatives through the Wealthspire at Work program. This position ...

NFP Corp

Financial Education Coordinator

Madison, WI · On-site

$59K - $65K/yr

The Financial Education Coordinator plays a key role in supporting the development and execution of client financial education initiatives through the Wealthspire at Work program. This position ...

NFP Corp

Financial Education Coordinator

NY · Remote

$59K - $65K/yr

The Financial Education Coordinator plays a key role in supporting the development and execution of client financial education initiatives through the Wealthspire at Work program. This position ...

greenpath, inc.

Financial Wellness Expert

Madison, WI · On-site

$20.35 - $23/hr

Personal finance and financial education * Continuous learning and skill development * Working scheduled shifts consistently and punctually Position Requirements * Compensation: $20.35-$23.00 per ...

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Financial Educator information

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$10

$22

$41

How much do financial educator jobs pay per hour?

As of Aug 1, 2026, the average hourly pay for financial educator in Wisconsin is $22.63, according to ZipRecruiter salary data. Most workers in this role earn between $16.97 and $24.76 per hour, depending on experience, location, and employer.

Is 40 too late to start a career in finance?

A career as a financial educator can be pursued at any age, including 40, as it often relies on strong communication skills, financial knowledge, and relevant certifications. Many professionals successfully transition into finance later in life by gaining necessary credentials like the CFP or CFA and building experience through training and networking.

Can financial advisors make $500,000 a year?

Financial advisors can earn $500,000 or more annually, especially those with extensive experience, a strong client base, and specialization in high-net-worth individuals. Achieving this level often requires advanced certifications like the CFP or CFA, a robust network, and a focus on high-value financial planning or investment management. Income varies widely based on location, firm size, and individual performance.

What is the role of a financial educator?

A financial educator is responsible for teaching individuals or groups about financial concepts, budgeting, saving, investing, and debt management. They develop educational programs, provide guidance, and often use tools like workshops or online resources to improve financial literacy. Certification in finance or education may enhance their effectiveness in this role.

What are the key skills and qualifications needed to thrive in the Financial Educator position, and why are they important?

To thrive as a Financial Educator, you need a solid understanding of financial concepts, educational techniques, and personal finance, often supported by degrees in finance, economics, education, or related certifications like AFC® or CFP®. Familiarity with tools such as budgeting software, presentation platforms, and online learning management systems is vital. Strong communication, active listening, and the ability to simplify complex information are standout soft skills in this field. These abilities are crucial for effectively conveying financial knowledge and empowering diverse audiences to make informed financial decisions.

What does a financial educator do?

A financial educator teaches individuals or groups about personal finance topics such as budgeting, saving, investing, and debt management. They develop educational materials, conduct workshops or seminars, and may hold certifications like CFP or CFA to enhance credibility. Their goal is to improve financial literacy and help clients make informed financial decisions.

What does a typical day look like for a Financial Educator, and how do they interact with other team members?

A typical day for a Financial Educator involves designing and delivering financial workshops, one-on-one counseling sessions, or webinars tailored to individuals’ or groups’ needs. They often collaborate with other educators, program coordinators, or financial professionals to develop curriculum, assess participant progress, and refine educational materials. Regular communication with clients or audiences is essential, along with tracking outcomes and staying updated on industry trends. This role blends independent planning with teamwork, making it dynamic and highly interactive within an educational or organizational setting.

What is a Financial Educator job?

A Financial Educator teaches individuals and groups about personal finance topics such as budgeting, saving, investing, debt management, and retirement planning. They may work for schools, nonprofits, financial institutions, or as independent consultants. Their goal is to improve financial literacy and help people make informed financial decisions. Financial Educators often create workshops, instructional materials, and one-on-one coaching sessions to empower others with financial knowledge.

What are the most commonly searched types of Financial Educator jobs in Wisconsin? The most popular types of Financial Educator jobs in Wisconsin are:
What are popular job titles related to Financial Educator jobs in Wisconsin? For Financial Educator jobs in Wisconsin, the most frequently searched job titles are:
What job categories do people searching Financial Educator jobs in Wisconsin look for? The top searched job categories for Financial Educator jobs in Wisconsin are:
What cities in Wisconsin are hiring for Financial Educator jobs? Cities in Wisconsin with the most Financial Educator job openings:
Financial Educator jobs near you
Infographic showing various Financial Educator job openings in Wisconsin as of July 2026, with employment types broken down into 1% As Needed, 74% Full Time, 20% Part Time, 1% Temporary, and 4% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $47,064 per year, or $22.6 per hour.

Financial Education Specialist - Wisconsin

All Financial Freedom

Madison, WI • Remote

$30K - $50K/yr

Part-time

Re-posted 18 days ago

Job description

This role focuses on delivering structured financial education and supporting individuals through foundational financial planning concepts.

In this position, you will guide individuals through foundational financial concepts in a clear and structured manner. The role emphasizes education, professionalism, and ethical client engagement.

Position Overview

This position centers on financial education delivery and client understanding. The role supports individuals and families by explaining foundational financial concepts and supporting long-term planning initiatives in a professional and ethical manner.

Key Responsibilities

  • Conduct virtual financial education sessions
  • Communicate financial concepts clearly and accurately
  • Support individuals through structured learning frameworks
  • Maintain documentation and compliance standards
  • Participate in ongoing education and training

Required Qualifications

  • Strong verbal and written communication skills
  • Professional demeanor and attention to detail
  • Comfort working remotely and independently
  • Licensing eligibility

Compensation & Benefits

  • Performance-based compensation
  • Remote, flexible work environment
  • Training and licensing support

Career Path

Growth into education leadership, training, or management roles.

Employment Type: PART_TIME

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