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Financial Planning Associate Jobs in Madison, WI

Wisconsin

SMPH Finance Director

Madison, WI

$205K/yr

... financial planning, budgeting, reporting, analytics, and fiscal operations across the School of ... three Associate Directors overseeing shared financial services, budgeting and analytics, and ...

MSCCN

Personal Financial Counselor - Truax Field, WI

WI · On-site

$45K - $60K/yr

May consider applicants with an associate degree plus 4 years' experience in lieu of bachelor ... Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial ...

New

Santander

CIB, Structured Finance Associate

Madison, WI · On-site

Santander is a global leader and innovator in the financial services industry and is evolving from ... Participating in strategic planning and business management for the Digital Infrastructure business ...

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Financial Planning Associate information

See Madison, WI salary details

$14

$32

$68

How much do financial planning associate jobs pay per hour?

As of Aug 23, 2026, the average hourly pay for financial planning associate in Madison, WI is $32.21, according to ZipRecruiter salary data. Most workers in this role earn between $20.82 and $34.62 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 Madison, WI?

The most popular types of Financial Planning jobs in Madison, WI are:

What are popular job titles related to Financial Planning Associate jobs in Madison, WI?

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

What job categories do people searching Financial Planning Associate jobs in Madison, WI look for?

The top searched job categories for Financial Planning Associate jobs in Madison, WI are:

What cities near Madison, WI are hiring for Financial Planning Associate jobs?

Cities near Madison, WI with the most Financial Planning Associate job openings:

Financial Planning Associate jobs near you
Infographic showing various Financial Planning Associate job openings in Madison, WI as of August 2026, with employment types broken down into 1% As Needed, 81% Full Time, 14% Part Time, and 4% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution, with an average salary of $66,989 per year, or $32.2 per hour.

Associate Merchandise Manager Lands' End Outfitters

Lands' End

Dodgeville, WI • Hybrid

Full-time

Posted 16 days ago

Lands' End rating

6.9

Company rating: 6.9 out of 10

Based on 33 frontline employees who took The Breakroom Quiz

22nd of 104 rated fashion retailers

Job description

As an Associate Merchandise Manager, you will be responsible for working with the Lands' End Business Outfitters team merchant (and/or Senior Merchant) to drive categories through product development. Specific responsibilities include financial planning, mindful of bottom line profit and loss, development of new product, and evaluation of existing styles. You will work closely with Design, Creative, Quality, Sourcing, Marketing, Channel Merchants, Inventory and Planning, Technical Design, and Styling collaborating on product content of each catalog and product page/internet, quality, fit of styles and customer fulfillment to give our customer the best experience. This position would support both Strategic Growth Account initiatives and National Account merchandising operations.

 Job Functions (Employees must be able to perform the job functions of this position satisfactorily. The requirements listed below are representative of the duties, knowledge, skills, and/or abilities required.  If requested, reasonable accommodations may be made to enable employees with disabilities to perform the essential job functions.)

  • Bring strong third-party program experience, including quoting, assortment management, and program administration
  • Responsible for driving and delivering financial plan and metrics for one or more product categories
  • Develop and execute strategies that align with divisional and category strategies.
  • Execute assortment plan from concept to customer that will hit financial targets deliver sales and profit objectives.
  • Manage business In-Season. React to findings to drive current and future seasonal results.
  • Analyze findings (financial, competitive analysis, etc.), draw conclusions and provide recommendations and actions to drive the business.
  • Report on weekly business with suggested in-season actions and future actions.
  • Lead collaboration with cross-functional teams to execute actions that deliver category and line targets and support seasonal strategies.
  • Lead weekly Line Status/Omni meetings with cross-functional teams
  • Manage assortment communication with international partners
  • Conduct market research on the customer and the brand and apply that knowledge to product and business plans.
  • Present strategies and key deliverables in milestone meetings with clarity and confidence.
  • Certain categories may require the management/development of a Merchandising Assistant
  • Ad hoc projects as needed by the team

Skills

  • Strong experience in working cross functionally with a sales organization.
  • Experience as an external vendor contact needed.
  • Must be a team player with the ability to effectively interact with different communication styles.
  • Strong leadership, interpersonal and organizational skills.
  • Demonstrated ability to prioritize and manage projects from concept to completion within time constraints.
  • Exceptional presentation skills
  • Ability to support decisions made for your category
  • Proficient excel, IPLM, Quick view, OBIEE, AP, ILE, Business Objects
  • Excellent analytical, decision making, multi-tasking and problem-solving skills.
  • Must be organized and self-motivated.

Physical Requirements

  • Constant sitting
  • Frequent fine finger manipulation
  • Occasional standing/walking
  • Ability to travel as needed.

 Education & Experience Requirements

  • 1-3 years buying or merchandising experience either in catalog, specialty or department store environment or relevant experience in other related field (i.e. marketing, business management etc.)
  • 2-3 years product development experience in apparel.
  • B2B experience helpful

This is a hybrid role with three weeks per month onsite in Dodgeville, WI (Monday – Thursday, Friday is remote). The fourth week is fully remote.

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