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Financial Planning Associate Jobs in Wisconsin (NOW HIRING)

WI · On-site

$80 - $115/hr

Finance POSITION SUMMARY The FP&A Analyst is responsible for supporting the company's strategic ... business associates. * Professional integrity and accountability. * Work in fast-paced ...

WI · On-site

$90 - $120/hr

Headquartered in Middleton WI, we have 6,000 associates with locations in North America, Europe ... Lead end-to-end financial planning, including VCP, Annual Budget, and quarterly forecast cycles

WI · On-site

$80 - $100/hr

FP&A Analyst POSITION SNAPSHOT Type of work: Hybrid Type of contract: Open-ended/permanent Full/Par ... associate brand products and solutions to address the needs of a broad range of customers and ...

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

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 ...

WI · On-site

$110 - $140/hr

Headquartered in Middleton WI, we have 6,000 associates with locations in North America, Europe ... The FP&A Manager serve as the lead finance business partner to Global Trade operations driving ...

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Financial Planning Associate information

See Wisconsin salary details

$14

$32

$68

How much do financial planning associate jobs pay per hour?

As of Sep 5, 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 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.

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.

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.

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.

Is a Financial Planning Associate an entry-level job?

A Financial Planning Associate is typically considered an entry-level position in the financial services industry. It often requires basic knowledge of financial concepts, strong communication skills, and may involve on-the-job training or certifications such as the CFP designation in the future.

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:

Infographic showing various Financial Planning Associate 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 $67,103 per year, or $32.3 per hour.

Financial Planning Analyst

Jonah Energy

WI • On-site

$80 - $115/hr

Other

Medical, Dental, Vision, Life, Retirement, PTO

Posted 5 days ago


Job description

Job DetailsJob Location: South Texas Corporate Office - Houston, TX 77055Position Type: Full TimeEducation Level: 4 Year DegreeTravel Percentage: NegligibleJob Shift: DayJob Category: Finance

POSITION SUMMARY

The FP&A Analyst is responsible for supporting the company’s strategic goals and objectives within the Financial Planning & Analysis and Treasury group from our Houston office. The position supports cash flow forecasting, budgeting, variance analysis, treasury activities, and A&D evaluations.

ESSENTIAL RESPONSIBILITIES
  • Support FP&A and Treasury objectives.
  • Assist with annual budget process, forecast updates, production and capital performance tracking, and variance analysis
  • Assist with acquisition, divestiture, and business development analyses, including financial modeling, valuation support, and presentation materials
  • Prepare executive and board materials.
  • Provide reporting to leadership.
  • Monitor bank accounts, cash receipts/disbursements and cash flow forecasts.
  • Support debt administration, covenant calculations and treasury reporting.
  • Maintain respectful and productive working relationships within and across all work groups, ensuring effective collaboration and cooperation.
  • Foster a work environment that is consistent with the company’s Purpose, Vision & Core Values.
OTHER DUTIES
  • Perform other duties and projects assigned to support the success of the department and company
SUPERVISORY RESPONSIBILITIES
  • None
QualificationsREQUIRED KNOWLEDGE, SKILLS, AND ABILITIES
  • Advanced Microsoft Office skills including Excel and PowerPoint.
  • Financial modeling and accounting knowledge.
  • Strong analytical, communication and problem-solving skills.
  • Ability to manage multiple priorities and deadlines.
  • Excellent verbal and written communication skills; effectively converse with all levels of the company, customers, business associates.
  • Professional integrity and accountability.
  • Work in fast-paced, collaborative environment.
REQUIRED EDUCATION AND QUALIFICATIONS
  • Bachelor’s degree in Finance, Economics, Statistics or similar.
  • 2+ years finance/accounting experience. Oil & Gas experience preferred.
  • 2+ years analytical experience.
REQUIRED CERTIFICATIONS AND LICENSES
  • None
PREFERRED KNOWLEDGE, SKILLS, AND ABILITIES
  • Previous experience in Oil and Gas Exploration & Production.
  • Experience with Concur.
  • Knowledge of, and experience with, Oil & Gas accounting and GAAP principles.
  • Previous experience with cash management and treasury duties.
  • Good presentation skills.
  • Previous experience with variance analysis.
PREFERRED EDUCATION AND QUALIFICATIONS
  • 2+ years of complex analytical experience in the Oil and Gas industry.
PREFERRED CERTIFICATIONS AND LICENSES
  • None
POSITION SCOPE & IMPACT
  • Individual contributor with impact on department and company.
WORK ENVIRONMENT
  • Work in a climate-controlled office and routinely use standard office equipment.
TRAVEL
  • Up to 5%, as business requires.
PHYSICAL REQUIREMENTS
  • Remain in a seated position – 80%
  • Speak and hear clearly – 100%
  • Lift office products and supplies, up to 20lbs. – 10%
  • Stoop, kneel, bend and reach – 10%
  • Dexterity to write and manipulate keyboard and mouse – 100%

Jonah Energy determines the salary level for potential new employees by considering a candidate's experience, skills, and education, along with the position's work location, external market conditions and internal pay equity.

This position is eligible for a 9/80 hybrid work schedule after 30-days of employment. Work is performed at office on Tuesdays through Thursdays, remote work on Mondays and Fridays.

We offer a comprehensive benefit package including generous PTO, 401k match and discretionary profit sharing, tuition assistance, professional development, and eligibility for short- and long-term incentive program. Additionally, eligible employees may enroll in health, dental, vision and life insurance on their first day of employment and elect from several voluntary group benefits.

As an employee you have the opportunity to make a difference in a company where your position is critical to project success!

It has been and will continue to be the policy of Jonah Energy LLC not to discriminate against any employee or applicant for employment because of their race, color, religion, national origin, age, sex, sexual orientation, gender identity, gender expression, veteran status, disability, or other legally protected status. Employment is contingent upon successful completion of pre-employment screenings.

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