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Financial Educator Jobs in Wisconsin (NOW HIRING)

Mercyhealth

Application Educator

Janesville, WI · On-site

$58K - $91K/yr

Financial Education * Annual recognition/awards events * Partner appreciation days * Family entertainment/attractions discount * Community service/improvement opportunities Click here for more ...

Johnson Financial Group

Financial Advisor

Hayward, WI · On-site

... education. * Demonstrated analytical, problem-solving, strategic, and tactical implementation skills in financial settings. * Developed networking abilities and a strong grasp of group dynamics ...

Johnson Financial Group

Financial Advisor

Hayward, WI · On-site

... education. * Demonstrated analytical, problem-solving, strategic, and tactical implementation skills in financial settings. * Developed networking abilities and a strong grasp of group dynamics ...

Johnson Financial Group

Financial Advisor

Rice Lake, WI · On-site

... education. * Demonstrated analytical, problem-solving, strategic, and tactical implementation skills in financial settings. * Developed networking abilities and a strong grasp of group dynamics ...

Johnson Financial Group

Financial Advisor

Racine, WI · On-site

... education. * Demonstrated analytical, problem-solving, strategic, and tactical implementation skills in financial settings. * Developed networking abilities and a strong grasp of group dynamics ...

Johnson Financial Group

Financial Advisor

Racine, WI · On-site

... education. * Demonstrated analytical, problem-solving, strategic, and tactical implementation skills in financial settings. * Developed networking abilities and a strong grasp of group dynamics ...

Inizio Engage

Clinical Educator

Milwaukee, WI · On-site

$85K - $159K/yr

... financially: * Competitive pay that recognizes your experience, expertise, and impact ... To present educational "Train The Trainer" programs, both live and virtual, to Healthcare ...

Inizio

Clinical Educator

Milwaukee, WI

$85K - $159K/yr

... financially: * Competitive pay that recognizes your experience, expertise, and impact ... To present educational "Train The Trainer" programs, both live and virtual, to Healthcare ...

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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.

Personal Financial Planner

Lakeshore Financial Group

Madison, WI

$100K/yr

Full-time

Re-posted 24 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.