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Financial Planning Assistant Jobs in Wisconsin (NOW HIRING)

Regal Rexnord

FP&A Analyst

Milwaukee, WI · Hybrid

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

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 ...

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

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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All JobsFinancial Planning JobsFinancial Planning Assistant JobsFinancial Planning Assistant Jobs in Wisconsin

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 21, 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.

FP&A Data Analyst

MTE Corporation

Menomonee Falls, WI • On-site

Full-time

Re-posted 22 days ago

Job description

About the Role
We are seeking a highly analytical, intellectually curious professional to join our finance team in a hybrid FP&A and Data Analytics role with growing exposure to AI-enabled tools and capabilities.
This position is ideal for someone early in their career who wants to go beyond traditional FP&A and help build the next generation of data-driven decision-making in a manufacturing environment.
You will work across functions to:
  • Improve visibility into key business drivers
  • Automate and enhance reporting
  • Develop data models and dashboards
  • Support forecasting and financial planning
  • Assist in piloting practical AI use cases

This is a high-impact, high-growth role designed for an individual who wants to build a career at the intersection of finance, data, and AI. You will play a key role in shaping how data is used to drive performance across the organization.
Key Responsibilities
1) Data & Analytics
  • Develop and maintain dashboards and reports across functions and areas of the business
  • Work with ERP and operational data to build clean, reliable datasets
  • Automate recurring reporting and reduce reliance on manual Excel processes
  • Analyze business performance and identify trends, risks, and opportunities

2) FP&A & Financial Analysis
  • Support monthly forecasting, budgeting, and variance analysis
  • Build and enhance driver-based financial models (volume, mix, cost, efficiency)
  • Translate operational metrics into financial impact
  • Assist with:
    • Pricing/Margin analysis
    • Cost reduction initiatives
    • Working capital and inventory insights

3) AI & Advanced Analytics (Development Focus)
  • Support evaluation and implementation of practical AI use cases, such as:
    • Demand or lead-time forecasting
    • Operational trend and anomaly detection
    • Inventory optimization
  • Use tools such as:
    • Claude, Copilot and other AI tools
    • Power BI/Tableau reporting features
    • Python
  • Help embed insights into daily decision-making processes

Qualifications
Required
  • Bachelor's degree in:
    • Finance, Accounting, Data Analytics or related field
  • 2-5 years of experience in:
    • FP&A, financial analysis or data/operations analytics
  • Advanced Excel skills (modeling, data analysis)
  • Experience with Power BI, Tableau or similar tools
  • Strong analytical and problem-solving skills
  • Ability to communicate clearly with both technical and non-technical teams
  • Fluency in English (additionally Spanish is a strong plus)
  • Exposure to:
    • ERP systems (SAP, Oracle, Epicor, etc.)
    • SQL or database querying
    • Python or similar tools
  • Experience with AI / machine learning applications

Apply