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Financial Planner Jobs in Wisconsin (NOW HIRING)

KerberRose S.C.

Financial Planner

Appleton, WI

$74K - $99K/yr

As a Financial Planner , you will lead the planning process for assigned clients, develop sophisticated strategies, and serve as a key contributor to both client success and team development. This ...

KerberRose S.C.

Financial Planner

Appleton, WI · On-site

$74K - $99K/yr

As a Financial Planner , you will lead the planning process for assigned clients, develop sophisticated strategies, and serve as a key contributor to both client success and team development. This ...

JMG Financial Group

Financial Advisor - WI

Madison, WI

$100K - $150K/yr

The Financial Advisor must have knowledge in all areas of comprehensive financial planning and at least 5 years of client facing experience. Advisors assess and manage the financial needs of ...

e2 Retirement Consulting

Be Seen First

Financial Advisor

Milwaukee, WI · On-site

$60K - $120K/yr

As Certified Financial Planner professionals, we believe in treating all clients with the fiduciary standard of care, the highest in the financial service industry. Through clear communication ...

KerberRose S.C.

Associate ParaPlanner

Appleton, WI · On-site

Refine proficiency in financial planning software. * Maintain basic knowledge of KRW model portfolios, investment philosophy, benchmarks, and strategy. * Work with Client Service Team on routine ...

KerberRose S.C.

Associate ParaPlanner

Appleton, WI · On-site

Refine proficiency in financial planning software. * Maintain basic knowledge of KRW model portfolios, investment philosophy, benchmarks, and strategy. * Work with Client Service Team on routine ...

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All JobsFinancial Planner JobsFinancial Planner Jobs in Wisconsin

Financial Planner information

See Wisconsin salary details

$51K

$97.6K

$140.8K

How much do financial planner jobs pay per year?

As of Aug 6, 2026, the average yearly pay for financial planner in Wisconsin is $97,585.00, according to ZipRecruiter salary data. Most workers in this role earn between $76,700.00 and $103,000.00 per year, depending on experience, location, and employer.

What skills and qualifications are needed to be a financial planner?

To thrive as a Financial Planner, you need strong analytical skills, a solid understanding of financial products, and typically a bachelor's degree in finance, accounting, or a related field, often supplemented by certifications like CFP (Certified Financial Planner). Proficiency with financial planning software, portfolio management tools, and CRM systems is essential. Exceptional interpersonal communication, ethical judgment, and active listening set top performers apart in this role. These skills and qualifications are crucial for building client trust, developing effective financial strategies, and ensuring regulatory compliance.

What is the difference between Financial Planner vs Financial Advisor?

AspectFinancial PlannerFinancial Advisor
CertificationsCFP, ChFCCFP, Series 7, Series 66
Work EnvironmentIndependent or firm-based, comprehensive planningBank, brokerage, or independent, investment-focused
Primary FocusHolistic financial planning including retirement, estate, taxesInvestment management and product sales
Employer & Industry UsageFinancial planning firms, independentFinancial institutions, banks, brokerages

While both roles involve helping clients manage their finances, a Financial Planner provides comprehensive, long-term financial planning services, often holding CFP or ChFC certifications. A Financial Advisor may focus more on investment management and may hold additional licenses like Series 7 or 66. The roles often overlap, but the Financial Planner emphasizes holistic planning, whereas the Financial Advisor may concentrate on investment products and portfolio management.

How much do financial planners get paid?

Financial planners typically earn a median annual salary of around $89,000, with salaries ranging from approximately $50,000 to over $200,000 depending on experience, location, and client base. Many financial planners also earn commissions or fees for their services and often hold certifications like the CFP to enhance earning potential.

What is a financial planner?

A Financial Planner is a professional who helps individuals and organizations manage their finances and plan for their financial future. They provide advice on topics such as budgeting, investing, retirement savings, tax strategies, and estate planning. Financial Planners work closely with clients to understand their financial goals and develop personalized plans to achieve them. Many Financial Planners hold certifications, such as Certified Financial Planner (CFP), which demonstrate their expertise and commitment to ethical standards.

What challenges do financial planners face when building a client base, and how can they be addressed?

Financial Planners often find that establishing a strong client base is an initial hurdle, as trust and credibility are critical in this field. Many planners overcome this by networking extensively, seeking referrals from existing clients, and consistently demonstrating value through tailored financial advice. Leveraging technology, participating in community events, and maintaining professional certifications can also help build reputation. Persistence, excellent communication skills, and a genuine interest in clients’ financial goals are key to long-term success.
More about Financial Planner jobs
What are the most commonly searched types of Financial Planner jobs in Wisconsin? The most popular types of Financial Planner jobs in Wisconsin are:
What are popular job titles related to Financial Planner jobs in Wisconsin? For Financial Planner jobs in Wisconsin, the most frequently searched job titles are:
What job categories do people searching Financial Planner jobs in Wisconsin look for? The top searched job categories for Financial Planner jobs in Wisconsin are:
What cities in Wisconsin are hiring for Financial Planner jobs? Cities in Wisconsin with the most Financial Planner job openings:
What are popular job titles related to Financial Planner jobs in WI? For Financial Planner jobs in WI, the most frequently searched job titles are:
Financial Planner jobs near you
Infographic showing various Financial Planner job openings in Wisconsin as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $97,585 per year, or $46.9 per hour.

Financial Planner

KerberRose S.C.

Appleton, WI

$74K - $99K/yr

Other

Re-posted 11 days ago

Job description

Description

Location: Appleton, WI (Onsite)

Candidates must reside within a reasonable commuting distance.


Join a collaborative and experienced team committed to delivering comprehensive financial planning solutions and building meaningful client relationships. As a Financial Planner, you will lead the planning process for assigned clients, develop sophisticated strategies, and serve as a key contributor to both client success and team development.


This role is ideal for an experienced professional who thrives in a client-facing environment, enjoys solving complex financial questions, and is passionate about mentoring others while continuously improving planning processes.


Key Responsibilities:

  • Lead financial planning for assigned clients.
  • Model and address complex questions independently.
  • Advanced mastery of leading planning tools-RightCapital, Income Solver, and Holistiplan-to deliver sophisticated client solutions.
  • Apply KRW modeling techniques at an expert level.
  • Independently solve problems and integrate considerations in new planning scenarios.
  • Maintain a strong understanding of financial markets and current economic conditions.
  • Demonstrate deep knowledge of KRW model portfolios, investment philosophy, benchmarks, and strategy.
  • Analyze outside portfolios and develop recommendations with limited Advisor oversight.
  • Contribute to improving financial planning processes.
  • Manage new client onboarding.
  • Mentor Paraplanners and team members.
  • Manage and improve ParaPlanner training plan and best practices. 

Requirements

  • 8-10+ years of financial planning experience, including ParaPlanner experience
  • CFP or CPA designation
  • Strong financial acumen with the ability to navigate current markets and solve complex planning scenarios independently
  • Skilled in portfolio analysis and developing thoughtful recommendations
  • Clear, professional communicator with strong organizational skills and ability to manage competing priorities
  • Self-motivated team player, effective both independently and collaboratively
  • Proficient in Microsoft Office and financial planning software tools

Culture and Core Values:

KerberRose Wealth Management offers a supportive, team-oriented environment rooted in professionalism and a personal approach to client service. We are committed to fostering both professional and personal growth for our team members.

Our core values guide everything we do:

Honesty

Integrity

Respect

Balanced Life

Community Oriented


Our team members are our most valuable asset, and we are dedicated to creating an environment where they can succeed and grow.

Apply