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Financial Planner Jobs in Wisconsin (NOW HIRING)

Financial Advisor

Milwaukee, WI · On-site

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Planning Experience Asset & Income Protection Education Funding Investment & Advisory Services ...

Financial Advisor

Milwaukee, WI · On-site

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Planning Experience Asset & Income Protection Education Funding Investment & Advisory Services ...

Financial Advisor

Appleton, WI · On-site

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Planning Experience Asset & Income Protection Education Funding Investment & Advisory Services ...

Financial Advisor

Whitefish Bay, WI · On-site

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Planning Experience Asset & Income Protection Education Funding Investment & Advisory Services ...

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Planning Experience Asset & Income Protection Education Funding Investment & Advisory Services ...

Showing results 21-40

Financial Planner information

See Wisconsin salary details

$51K

$97.6K

$140.8K

How much do financial planner jobs pay per year?

As of Aug 17, 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 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 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 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.

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 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 cities in Wisconsin are hiring for Financial Planner jobs?

Cities in Wisconsin with the most Financial Planner job openings:

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.

Director of Financial Planning & Analytics

Endries International Inc.

Brillion, WI • Hybrid

Full-time

Re-posted 2 days ago


Endries International rating

7.5

Company rating: 7.5 out of 10

Based on 7 frontline employees who took The Breakroom Quiz

175th of 419 rated retail wholesalers


Job description

Endries International, Inc., a leading distributor of fasteners and other Class C commodities and provider of Vendor Managed Inventory (VMI) solutions for original equipment manufacturers (OEMs) worldwide, is seeking a Director of Financial Planning & Analysis (FP&A). Based in Brillion, Wisconsin, with hybrid flexibility available following the initial onboarding and transition period, this role reports to the Chief Financial and Legal Officer.

As a key member of the finance leadership team, the Director of FP&A will lead financial planning, forecasting, business analytics, and executive decision support across the enterprise. This is an opportunity to influence strategic decisions, enhance business performance, and help shape the future of a growing global organization.

Key Areas of Focus

  • Lead and advance enterprise-wide financial planning and analysis capabilities.

  • Drive the annual budgeting process, long-range planning, forecasting, and financial modeling.

  • Enhance executive and Board reporting through meaningful financial insights and business narratives.

  • Develop KPI frameworks, dashboards, and performance reporting that improve organizational visibility and decision-making.

  • Expand the use of automation, analytics, AI, and emerging technologies to improve financial processes and reporting efficiency.

  • Partner with business leaders to identify opportunities, evaluate investments, manage risk, and support strategic initiatives.

  • Translate financial and operational data into actionable recommendations that drive business performance.

  • Build strong cross-functional relationships and serve as a trusted advisor to senior leadership.

  • Contribute to the continued development of a high-performing finance organization positioned to support the company's long-term objectives.

What We're Looking For

The ideal candidate is a strategic finance leader with a strong foundation in financial planning, business performance management, and analytics. They combine intellectual curiosity with sound business judgment and enjoy partnering with leaders across the organization to solve complex business challenges.

Qualified candidates will have:

  • Bachelor's degree in finance, accounting, business, or a related field (MBA and/or CPA preferred).

  • Significant progressive experience in financial planning and analysis, corporate finance, or business analytics, including leadership experience.

  • Proven success leading budgeting, forecasting, financial modeling, and business performance reporting.

  • Strong analytical, problem-solving, and decision-support capabilities.

  • Experience leveraging business intelligence, analytics, and financial technologies to improve organizational performance.

  • Excellent communication and presentation skills, with the ability to influence executive leadership.

  • Experience within a manufacturing, distribution, industrial, or similar operating environment preferred.

Why Endries?

At Endries, you'll have the opportunity to make a meaningful impact on a growing global organization with a strong financial foundation and a culture built on collaboration, continuous improvement, and customer success. You'll work alongside an experienced leadership team, influence key business decisions, and help shape the future of our finance organization.

Location

Brillion, Wisconsin, with hybrid flexibility available following the initial onboarding and transition period.

Compensation

We offer competitive compensation commensurate with experience, along with a comprehensive benefits package and opportunities for professional growth.

Endries International is an equal opportunity employer. All qualified applicants will be considered for employment without attention to his or her race, color, religion, sex, sexual orientation, age, national origin, marital status, pregnancy, veteran status or because of a disability that does not prevent the individual from performing the essential functions of his or her job, as well any other legally protected class status. 


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