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Financial Planning Assistant Jobs in Wisconsin (NOW HIRING)

Tri City National Bank

Financial Analyst

Oak Creek, WI · Hybrid

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Budgeting and Planning: Assist in the preparation and maintenance of annual budgets, forecasts, and long-range financial plans * Variance Analysis : Analyze monthly financial performance and ...

Tri City National Bank

Financial Analyst

Oak Creek, WI · On-site

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Budgeting and Planning: Assist in the preparation and maintenance of annual budgets, forecasts, and long-range financial plans * Variance Analysis : Analyze monthly financial performance and ...

Tri City National Bank

Financial Analyst

Oak Creek, WI · Hybrid

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Budgeting and Planning: Assist in the preparation and maintenance of annual budgets, forecasts, and long-range financial plans * Variance Analysis : Analyze monthly financial performance and ...

Regal Rexnord

FP&A Analyst

Milwaukee, WI · Hybrid

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

The FP&A Analyst is a critical member of the Corporate FP&A team. This high-visibility role will ... Lead and assist with continuous improvement and standardization of processes * Support internal ...

Komatsu

Manager, FP&A

Milwaukee, WI · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Manager, FP&A Posting Start Date: 5/6/26 Job Location (Short): Milwaukee, Wisconsin, USA, 53204 ... and assist in formulating action plans. • Excellent analytical, critical thinking, problem ...

Komatsu America Corp.

Manager, FP&A

Milwaukee, WI · On-site

$110 - $160/hr

  • Life

  • Retirement

  • PTO

Hybrid Position Job Overview The Manager, FP&A is responsible for leading the consolidation ... Ability to interpret data, explain financial results, develop trend lines, and assist in ...

New

E2E Alignment Healthcare USA, LLC

WI · On-site

$109.93 - $164.90/hr

Responsibilities * Assist the Director and SVP of Financial Planning & Analysis in budgeting, forecasting, financial reporting, cash flow, regulatory reporting, and overall financial performance.

New

Apria Healthcare LLC

WI · On-site

$80 - $85/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Why is this FP&A Analyst II role different? This role offers the opportunity to be a key ... Prepare and deliver monthly financial reports, including variance analysis and commentary. * Assist ...

New

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Financial Planning Assistant information

See Wisconsin salary details

$35.8K

$61.2K

$105.5K

How much do financial planning assistant jobs pay per year?

As of Aug 19, 2026, the average yearly pay for financial planning assistant in Wisconsin is $61,184.00, according to ZipRecruiter salary data. Most workers in this role earn between $46,900.00 and $69,100.00 per year, depending on experience, location, and employer.

What does a financial planning assistant do?

A financial planning assistant provides support to a financial planner. You assist with the analysis of potential plans for clients and provide customer assistance whenever they have questions. You also perform administrative duties for your manager, such as scheduling meetings. For qualified financial planning assistants, your job responsibilities may require you to draft letters, documents, or reports.

What are some of the main ways a financial planning assistant supports financial advisors during client meetings?

Financial Planning Assistants play a crucial role before, during, and after client meetings by preparing necessary documentation, gathering and organizing financial data, and creating preliminary reports. During meetings, they often take detailed notes, update financial plans in real time, and ensure that all client questions are documented for follow-up. After meetings, they handle administrative tasks such as updating client files, scheduling follow-up appointments, and coordinating with other team members to implement recommended strategies. This support ensures meetings run smoothly and advisors can focus on client relationships and strategic planning.

What are the key skills and qualifications needed to thrive as a financial planning assistant, and why are they important?

To thrive as a Financial Planning Assistant, you need a solid understanding of financial concepts, attention to detail, and typically a degree in finance or a related field. Familiarity with financial planning software, CRM systems, and proficiency in Microsoft Excel are commonly required, and certifications like the FPQP (Financial Paraplanner Qualified Professional) can be advantageous. Strong organizational skills, discretion, and excellent interpersonal communication help you build trust with clients and support advisors effectively. These abilities ensure accurate financial analysis, smooth workflow, and high-quality client service in a competitive industry.

What is the difference between Financial Planning Assistant vs Financial Advisor?

AspectFinancial Planning AssistantFinancial Advisor
CredentialsTypically requires a high school diploma or bachelor's degree; certifications like CFP are not mandatoryOften requires a bachelor's degree; CFP certification is common and preferred
Work EnvironmentSupports financial planners in an office setting, handling administrative and client support tasksWorks directly with clients to develop and implement financial plans
Employer & Industry UsageEmployed by financial planning firms, banks, or investment companiesEmployed by similar firms, often with a client-facing role

While both roles support financial services, a Financial Planning Assistant primarily provides administrative and support functions, whereas a Financial Advisor works directly with clients to create personalized financial strategies. The assistant role often serves as a stepping stone toward becoming a Financial Advisor.

More about Financial Planning Assistant jobs

What are the most commonly searched types of Financial Planning jobs in Wisconsin?

The most popular types of Financial Planning jobs in Wisconsin are:

What are popular job titles related to Financial Planning Assistant jobs in Wisconsin?

For Financial Planning Assistant jobs in Wisconsin, the most frequently searched job titles are:

What job categories do people searching Financial Planning Assistant jobs in Wisconsin look for?

The top searched job categories for Financial Planning Assistant jobs in Wisconsin are:

What cities in Wisconsin are hiring for Financial Planning Assistant jobs?

Cities in Wisconsin with the most Financial Planning Assistant job openings:

Financial Planning Assistant jobs near you
Infographic showing various Financial Planning Assistant 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 $61,184 per year, or $29.4 per hour.

Production Planning Assistant

Global Power Components

Milwaukee, WI

$15.75 - $20.50/hr

Full-time

Re-posted 26 days ago

Global Power Components rating

8.4

Company rating: 8.4 out of 10

Based on 15 frontline employees who took The Breakroom Quiz

99th of 490 rated machine equipment manufacturers

Job description

Title: Production Planning Assistant
Company: Global Power Components – www.globalpowercomponents.com
Location: Milwaukee, WI (onsite 5-days/week)
Hire Type: Direct Hire
Overview:
Global Power Components is a privately held, financially sound, growing manufacturer of UL heavy gauge steel fuel tanks, trailers, large generator enclosures, and modular metal enclosures for housing fully equipped electrical distribution and control equipment. As a result of our continuing expansion and continued organization growth, we are looking for a motivated Production Planning Assistant to join our team.
Description:
We are seeking a detail-oriented Production Planning Assistant to support our Production Planning team. This role is responsible for creating, maintaining, and distributing production documentation, across multiple facilities. This role ensures that all departments have accurate and up-to-date information to support ongoing manufacturing operations. This position plays a critical role in keeping production running smoothly by managing documentation workflows, handling engineering changes (ECNs), and coordinating across departments and locations.
Responsibilities:
  • Create and compile production paperwork packets for multiple departments
  • Ensure all documentation is accurate, complete, and tailored to the needs of each department
  • Distribute production packets to multiple facilities and coordinate delivery
  • Review and process Engineering Change Notices (ECNs), ensuring updates are correctly applied to active production documentation
  • Replace drawings and documents in existing production packets, based on ECNs
  • Prioritize workload based on production schedules and deadlines
  • Coordinate with internal teams to ensure all locations have the required documentation to maintain production flow
  • Identify opportunities to improve documentation processes and efficiency

Required Skills:
  • Experience in an administrative or manufacturing support role
  • Ability to interpret and work with technical drawings (or willingness to learn quickly)
  • Strong organizational, time management, and problem-solving skills
  • A service-oriented approach to internal (production) stakeholders.

Preferred:
  • Familiarity with Engineering Change Notices (ECNs)
  • Experience handling production documentation / engineering drawings
  • Experience with ERP systems
  • Proficiency with Excel, Adobe, SharePoint, or Smartsheet

Equal Opportunity Employer/Minorities/Women/Veterans/Disabled
Global Power Components is an Equal Opportunity and Affirmative Action Employer. Global Power Components is committed to ensuring equal employment opportunities for all job applicants and employees. Employment decisions are based upon job-related reasons regardless of an applicant's race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, marital status, genetic information, protected veteran status, or any other status protected by law.
#ZR

Company Description

Global Power Components is a privately held, growing manufacturer of UL heavy gauge steel fuel tanks, trailers, large generator enclosures and modular metal enclosures for housing fully equipped electrical distribution and control equipment.

In 2018 we moved operations into a newly renovated 300,000 sq. foot facility on 51st Street that will foster our continued growth as we continue to be recognized as the undisputed leaders in our industry.

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