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Financial Educator Jobs in Wisconsin (NOW HIRING)

Aon

Financial Education Coordinator (Remote)

Madison, WI · On-site

$45K - $50K/yr

The Financial Education Coordinator is responsible for supporting the delivery and coordination of retirement plan education programs for plan participants. This role partners closely with advisors ...

Diocese of Green Bay

Financial Health Counselor

Marinette, WI · On-site

$17.25 - $22.75/hr

Must hold a certificate of Certified Debt Management Professional (from Partnership for Financial Education) or be willing and able to earn this certificate within 2 months of hire. * Must hold a ...

Baird

Associate Financial Advisor

Milwaukee, WI · On-site

Provide or lead financial education, such as long-term planning, social security/Medicare, tax return reviews utilizing our team of experts * Take the planning results and identify the best ...

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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How much do financial educator jobs pay per hour?

As of Aug 22, 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.

What is a financial educator?

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 does a financial educator do?

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 are the key skills and qualifications needed to thrive as a financial educator?

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.

How to become a financial educator?

To become a financial educator, individuals typically need a bachelor's degree in finance, economics, or a related field, along with strong communication skills. Gaining experience in financial planning or advising and obtaining relevant certifications, such as the Certified Financial Education Instructor (CFEI), can enhance credibility and job prospects.

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 August 2026, with employment types broken down into 1% As Needed, 85% Full Time, 12% Part Time, and 2% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% 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 • On-site, Remote

$30K - $50K/yr

Part-time

Re-posted 10 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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