1

Financial Planning Associate Jobs in Wisconsin (NOW HIRING)

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 ...

Financial Advisor

Appleton, WI · Hybrid

$75K - $125K/yr

Hybrid / Remote Job Summary Our client is seeking a Financial Advisor or Associate Advisor to join a growing wealth management and financial planning practice. The ideal candidate should possess ...

Financial Advisor

Mequon, WI · On-site

$120 - $210/hr

Financial Advisor -- Guaranteed Appointments, No Prospecting Drake & Associates is a respected financial planning firm in Wisconsin committed to delivering outstanding client service through ...

Financial Advisor -- Guaranteed Appointments, No Prospecting Drake & Associates is a respected financial planning firm in Wisconsin committed to delivering outstanding client service through ...

Financial Advisor -- Guaranteed Appointments, No Prospecting Drake & Associates is a respected financial planning firm in Wisconsin committed to delivering outstanding client service through ...

Showing results 21-40

Financial Planning Associate information

See Wisconsin salary details

$14

$32

$68

How much do financial planning associate jobs pay per hour?

As of Sep 6, 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.

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 10 days ago


Regal Rexnord rating

8.1

Company rating: 8.1 out of 10

Based on 83 frontline employees who took The Breakroom Quiz

154th of 499 rated machine equipment manufacturers


Job description

Work Model: Work Model: You'll work in a hybrid model, onsite at your designated Regal Rexnord location at least 3 days per week (Monday-Thursday), with flexibility to work remotely up to 2 days, including Friday.

____________________

Position Overview:

The FP&A Analyst is a critical member of the Corporate FP&A team. This high-visibility role will work with corporate function stakeholders to optimize and execute financial planning, reporting and analysis in support of Regal Rexnord's continued growth. Successful candidates will be able to effectively collaborate and communicate with all levels of the organization to deliver results.

Key Responsibilities

  • Develop working relationships and collaborate with business partners to develop the annual operating plan and monthly forecasts for corporate functions including variance analyses, communication of insights, and presentation of results to the business leads
  • Assist with accurate and timely consolidation of monthly financial results, financial analysis, and GL Detail analysis
  • Leverage analytical skills and system knowledge to organize and harness large amounts of data; effectively translate data into insights for business decision making
  • Communicate potential risks and opportunities vs the plan and recommend actions to achieve financial commitments
  • Lead and assist with continuous improvement and standardization of processes
  • Support internal control processes to ensure compliance with statutory regulations and Regal Rexnord accounting policies
  • Help achieve process improvements within FP&A, including standardization, automation, and enhancement of reporting tools and financial models
  • Create ad-hoc reports as necessary

Required Skills and Qualifications

  • Bachelor's degree in Accounting or Finance
  • 5-7 years of progressive finance experience (or advanced degree with relevant experience)
  • Demonstrated ability to operate independently and manage end-to-end financial processes with limited supervision
  • Proven experience partnering with functional leaders and influencing business decisions
  • Experience with Hyperion, BI, OneStream, or other consolidation and reporting tools

Preferred Skills and Qualifications

  • High level of proficiency with MS Office (especially Excel and PowerPoint)
  • Strong written and verbal communication skills required
  • The ability to perform in a dynamic cross-functional team environment is critical
  • Strong organization skills to manage and prioritize a broad range of responsibilities
  • Demonstrated ability to lead initiatives within a defined area of responsibility and deliver measurable outcomes
  • Experience driving process improvements or system enhancements (e.g., automation, reporting standardization)
  • Ability to translate complex financial data into clear, actionable insights for non-financial stakeholders
  • Experience reviewing or mentoring junior analysts' work and providing constructive feedback
  • Strong business acumen with the ability to connect financial results to operational drivers

#LI-KL2

#LI-Hybrid

Benefits
  • Medical, Dental, Vision and Prescription Drug Coverage
  • Spending accounts (HSA, Health Care FSA and Dependent Care FSA)
  • Paid Time Off and Holidays
  • 401k Retirement Plan with Matching Employer Contributions
  • Life and Accidental Death & Dismemberment (AD&D) Insurance
  • Paid Leaves
  • Tuition Assistance

About Regal Rexnord

Regal Rexnord is a publicly held global industrial manufacturer with 30,000 associates around the world who help create a better tomorrow by providing sustainable solutions that power, transmit and control motion. The Company's electric motors and air moving subsystems provide the power to create motion. A portfolio of highly engineered power transmission components and subsystems efficiently transmits motion to power industrial applications. The Company's automation offering, comprised of controls, actuators, drives, and precision motors, controls motion in applications ranging from factory automation to precision control in surgical tools.


The Company's end markets benefit from meaningful secular demand tailwinds, and include factory automation, food & beverage, aerospace, medical, data center, warehouse, alternative energy, residential and commercial buildings, general industrial, construction, metals and mining, and agriculture.


Regal Rexnord is comprised of three operating segments: Industrial Powertrain Solutions, Power Efficiency Solutions, and Automation & Motion Control. Regal Rexnord has offices and manufacturing, sales and service facilities worldwide. For more information, including a copy of our Sustainability Report, visit RegalRexnord.com.


Equal Employment Opportunity Statement

Regal Rexnord is an Equal Opportunity and Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex/gender, sexual orientation, gender identity, pregnancy, age, ancestry, national origin, genetic information, marital status, citizenship status (unless required by the applicable law or government contract), disability or protected veteran status or any other status or characteristic protected by law. Regal Rexnord is committed to a diverse and inclusive workforce. We are committed to building a team that represents diverse and inclusive backgrounds, perspectives, and skills. If you'd like to view a copy of the company's affirmative action plan for protected veterans/individuals with disabilities or policy statement, please email Recruiting@RegalRexnord.com.If you have a disability and you believe you need a reasonable accommodation in order to search for a job opening or to submit an online application, please e-mail Recruiting@RegalRexnord.com.


Equal Employment Opportunity Posters
Notification to Agencies: Please note that Regal Rexnord Corporation and its affiliates and subsidiaries ("Regal Rexnord") do not accept unsolicited resumes or calls from third-party recruiters or employment agencies. In the absence of a signed Master Service Agreement or similar contract and approval from HR to submit resumes for a specific requisition, Regal Rexnord will not consider or approve payment to any third-parties for hires made.


What Regal Rexnord employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom