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Financial Planning Associate Jobs in Wisconsin (NOW HIRING)

Drake & Associates

Financial Advisor

Waukesha, WI · On-site

  • Medical

  • Life

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

Savant Insights

Associate Advisor - Middleton, WI

Middleton, WI · On-site

$65K - $85K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Are you passionate about financial planning and eager to build a career as a trusted advisor? As an Associate Advisor at Savant, you'll gain hands-on experience supporting clients, developing ...

Drake and Associates

Financial Advisor

Mequon, WI · On-site

$100K - $250K/yr

  • Medical

  • Life

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

Drake and Associates

Financial Advisor

Waukesha, WI · On-site

$100K - $250K/yr

  • Medical

  • Life

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

Drake and Associates

Financial Advisor

Waukesha, WI · On-site

  • Medical

  • Life

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

Drake and Associates

Financial Advisor

Mequon, WI · On-site

  • Medical

  • Life

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

Overstock.Com

WI · On-site

$90 - $130/hr

  • Retirement

... and financial initiatives and ensure seamless analysis, forecasting, and planning processes ... It is our policy to provide equal employment opportunity for all applicants and associates. This ...

Rehlko, LLC

Finance Associate - SG&A & CapEx

Kohler, WI · Hybrid

  • Medical

  • Dental

  • Vision

  • Retirement

A safe and inclusive workplace Why You Will Love this Job Under the general guidance of the Controller - Americas FP&A, Marine & Switchgear, this Finance Associate - SG&A & CapEx position provides ...

Rehlko, LLC

Finance Associate - SG&A & CapEx

Kohler, WI · On-site

  • Medical

  • Dental

  • Vision

  • Retirement

A safe and inclusive workplace Why You Will Love this Job Under the general guidance of the Controller - Americas FP&A, Marine & Switchgear, this Finance Associate - SG&A & CapEx position provides ...

Baird

AFAT Advisor Associate

Milwaukee, WI · On-site

  • Retirement

Baird's Associate Financial Advice Team (AFAT) is a dedicated financial advisor team focused on ... Sit in on financial planning meetings with clients in partnership with other team members * Support ...

Robert W Baird & Co

AFAT Advisor Associate

Milwaukee, WI · On-site

  • Retirement

Baird's Associate Financial Advice Team (AFAT) is a dedicated financial advisor team focused on ... Sit in on financial planning meetings with clients in partnership with other team members * Support ...

Conagra Brands, Inc.

Financial Analyst

Menomonie, WI · On-site

$64K - $95K/yr

  • Retirement

  • PTO

Provide financial planning and analysis support for ad hoc requests and special projects ... Associate Compensation Pay Range:$64,000-$95,000 The annual salary listed above is the expected ...

CONAGRA

Financial Analyst

Menomonie, WI · On-site

$64K - $95K/yr

  • Retirement

  • PTO

Provide financial planning and analysis support for ad hoc requests and special projects ... Associate Compensation Pay Range:$64,000-$95,000 The annual salary listed above is the expected ...

Conagra Brands

Financial Analyst

Menomonie, WI

$64K - $95K/yr

  • Retirement

  • PTO

Provide financial planning and analysis support for ad hoc requests and special projects ... Associate Compensation Pay Range:$64,000-$95,000 The annual salary listed above is the expected ...

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Showing results 41-60

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 Advisor

Drake & Associates

Waukesha, WI • On-site

Full-time

Medical, Life

Posted 20 days ago

Job description

Financial Advisor — Guaranteed Appointments, No Prospecting


Drake & Associates is a respected financial planning firm in Wisconsin committed to delivering outstanding client service through collaboration and an entrepreneurial mindset. We specialize in retirement planning with our Retirement Ready Roadmap and seek a driven, client-focused Financial Advisor to join our team in Waukesha, WI.


Why You’ll Love This Role

✔ Built-in clients — no prospecting and no cold calling required
✔ Consistent schedule with 7 guaranteed appointments weekly
✔ $200K+ with uncapped earning potential


About This Opportunity
The Lead Financial Advisor will meet directly with prospective clients from seminars, workshops, and referrals. Responsibilities include presenting the firm’s value proposition, participating in public seminars and marketing initiatives, and building lasting client relationships.


How You’ll Make an Impact

  • Develop, present, and implement tailored financial plans
  • Advise clients on annuities, life insurance, long-term care, and managed investments
  • Provide comprehensive financial planning, including investment, insurance, and retirement strategies
  • Cultivate and maintain strong client relationships


What We’re Looking For

  • Active Life & Health license
  • Series 65 or Series 66 and 7 licenses
  • Bachelor’s degree preferred
  • Minimum three years of financial services experience, with an emphasis on sales
  • Strong organizational, analytical, and communication skills (verbal and written)
  • Proficiency with Google Suite; Salesforce experience preferred


What Makes You a Great Fit

  • Initiative and persistence
  • Positive attitude
  • Entrepreneurial mindset
  • Effective local marketing skills
  • Persuasive communication


Ready to make an impact?

If you are passionate about helping families achieve their financial goals and meet the qualifications above, we encourage you to apply and join our team at Drake & Associates!