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Financial Planning Associate Jobs in Wisconsin (NOW HIRING)

Baird

Associate Financial Advisor

Milwaukee, WI · On-site

Specialized areas of emphasis include financial planning, portfolio management and analysis and/or ... the Associate Financial Advisor role * Must hold SIE, Series 7/66 or Series 7/63/65 licenses

KOHLS

Associate Planner

Menomonee Falls, WI · On-site

Work collaboratively with the merchandising team for your category of business to provide financial ... Build, update and maintain Enterprise Planning (EP), KP2 web-based application and Vendor ...

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 ... 000 associates around the world who help create a better tomorrow by providing sustainable ...

Regal Rexnord

Senior Analyst, FP&A

Milwaukee, WI · Hybrid

$84K - $104K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Lead alignment across FP&A, Accounting, IT, and business stakeholders by clarifying ownership ... 000 associates around the world who help create a better tomorrow by providing sustainable ...

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All JobsFinancial Planning Associate JobsFinancial Planning Associate Jobs in Wisconsin

Financial Planning Associate information

See Wisconsin salary details

$14

$32

$68

How much do financial planning associate jobs pay per hour?

As of Aug 16, 2026, the average hourly pay for financial planning associate in Wisconsin is $32.26, according to ZipRecruiter salary data. Most workers in this role earn between $20.87 and $34.71 per hour, depending on experience, location, and employer.

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

To thrive as a Financial Planning Associate, you need strong analytical abilities, knowledge of financial products, and a bachelor's degree in finance or a related field. Familiarity with financial planning software such as eMoney Advisor or MoneyGuidePro and certifications like CFP coursework are typically expected. Excellent interpersonal skills, attention to detail, and clear communication help foster client trust and support collaboration within advisory teams. These skills are crucial for delivering accurate financial advice, building strong client relationships, and ensuring regulatory compliance.

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

AspectFinancial Planning AssociateFinancial Advisor
CertificationsTypically requires a Series 7, Series 66, or CFP courseworkOften holds CFP certification, Series 7, Series 66, or other licenses
Work EnvironmentSupports financial advisors, works in financial firms or banksProvides personalized financial advice to clients, works independently or in firms
Primary ResponsibilitiesAssists in preparing financial plans, research, client supportCreates financial plans, recommends investments, manages client portfolios

Financial Planning Associates typically support Financial Advisors by handling research and client support, often requiring similar certifications. Financial Advisors directly serve clients with personalized financial strategies. While Associates focus on preparation and support, Advisors engage in client-facing advice and portfolio management.

What does a financial planning associate do?

A Financial Planning Associate supports financial advisors in creating and managing personalized financial plans for clients. They assist with data gathering, preparing financial projections, and conducting research on investment products and strategies. Their role also includes communicating with clients, maintaining records, and ensuring all regulatory requirements are met. This position is often an entry point for those aspiring to become certified financial planners in the future.

How does a financial planning associate typically collaborate with senior advisors and clients?

As a Financial Planning Associate, you’ll work closely with senior advisors by assisting in the preparation of financial plans, conducting research, and gathering client information. You’ll often participate in client meetings, take notes, and help implement action items such as account openings, portfolio rebalancing, or document preparation. This collaborative environment provides valuable opportunities to learn directly from experienced professionals and build strong client relationships, which can be pivotal for advancement within the firm.

How to get an entry level job in a financial planning associate?

To secure an entry-level financial planning associate position, candidates typically need a bachelor's degree in finance, economics, or a related field. Gaining relevant skills such as proficiency in financial software and obtaining certifications like the CFP designation can improve job prospects; internships or related experience are also valuable for entry-level applicants.

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 Associate jobs in Wisconsin?

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

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

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

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

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

Financial Planning Associate jobs near you
Infographic showing various Financial Planning Associate job openings in Wisconsin as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 14% Part Time, and 3% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $67,103 per year, or $32.3 per hour.

Financial Planning Specialist

Claire Myers Consulting

Hudson, WI • On-site

Full-time

Re-posted 19 days ago

Job description

Location: Hudson, WI | Full-time in office


Compensation: Competitive base salary plus a comprehensive benefits package


Position Overview:


Our client is a successful, boutique wealth management firm seeking a Financial Planning Specialist who plays a critical role in bridging financial planning strategy and operational execution. This position is responsible for implementing financial planning recommendations, managing planning-related workflows, and ensuring seamless coordination between Advisors, operations, and custodial platforms. This role offers tremendous career growth opportunity with a tight-knit collaborative team valuing integrity, expertise and commitment.


This is an ideal opportunity for a detail-oriented financial services professional who enjoys translating planning strategy into action and thrives in a process-driven environment.


Key Responsibilities:


Financial Planning Implementation:


  • Assist in the preparation and implementation of comprehensive financial plans
  • Gather, input, and maintain accurate client data within financial planning tools
  • Manage financial plan recommendation checklists and update CRM records accordingly
  • Execute back-end processes required to implement Advisor recommendations
  • Support account openings, rollovers, transfers, and onboarding activities
  • Process non-discretionary trades as directed by Lead Advisors or investment strategy
  • Coordinate asset movements including ACHs, wires, and internal journals
  • Partner with Lead Advisors to ensure timely and accurate implementation of planning strategies
  • Stay current on planning tools, tax considerations, and industry best practices
  • Maintain progress toward relevant professional designations, as applicable



Operations & Workflow Management:


  • Prepare, track, and process client paperwork via DocuSign and traditional mail
  • Own task flow within custodial systems, including work baskets, transfers, and cash exceptions
  • Maintain accurate and up-to-date client records within the CRM
  • Monitor planning and portfolio tools for updates, changes, and drift
  • Collaborate cross-functionally with compliance, billing, and trading teams as needed



Team Collaboration & Process Improvement:


  • Provide tactical support to Lead and Associate Advisors on plan execution
  • Assist with coordination between Financial Planning and Investment Operations teams
  • Identify workflow inefficiencies and proactively recommend process improvements
  • Contribute to a high-functioning, detail-driven team culture



Preferred Qualifications:


  • Bachelor’s degree
  • Series 65 license, ChFC or CFP designation
  • 4+ years of experience in financial services, planning support, or investment operations
  • Experience with Pershing, NetX360+, or similar custodial platforms preferred
  • Experience with CRM systems 
  • Working knowledge of investment products and asset classes
  • Strong organizational, time management, and communication skills
  • Exceptional attention to detail and accuracy
  • Ability to work independently while collaborating effectively across teams
  • Familiarity with financial planning and portfolio software (e.g., eMoney, BlackDiamond, Holistiplan, Pontera)
  • Technologically proficient with the ability to quickly learn and adapt to new systems