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Financial Planning Associate Jobs in Sun Prairie, WI

NFP Corp

Associate, Advisor

Madison, WI · On-site

$60K - $70K/yr

Our Advisor Associates works directly with Advisors to assist with the wealth management and ... Provide support to Advisors in all areas of financial planning. * Initiate and field client calls ...

NFP Corp

Associate, Advisor

Madison, WI

$60K - $70K/yr

Our Advisor Associates works directly with Advisors to assist with the wealth management and ... Provide support to Advisors in all areas of financial planning. * Initiate and field client calls ...

NFP Corp

Associate, Advisor

Madison, WI · On-site

$60K - $70K/yr

Our Advisor Associates works directly with Advisors to assist with the wealth management and ... Provide support to Advisors in all areas of financial planning. * Initiate and field client calls ...

UMB Financial

Wealth Advisor

Madison, WI · On-site

$81K - $120K/yr

The Sr. Wealth Advisor works closely with the Financial Planner, Private Banker, Portfolio Manager ... UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) ...

Choreo

Client Service Associate

Madison, WI

$14.50 - $20.25/hr

... to financial planning to translate wealth into fulfillment. With over 200 employees and 40 ... As a Client Service Associate, you will be responsible for managing client communications and ...

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All JobsFinancial Planning Associate JobsFinancial Planning Associate Jobs in Sun Prairie, WI

Financial Planning Associate information

See Sun Prairie, WI salary details

$13

$31

$65

How much do financial planning associate jobs pay per hour?

As of Aug 1, 2026, the average hourly pay for financial planning associate in Sun Prairie, WI is $31.10, according to ZipRecruiter salary data. Most workers in this role earn between $20.10 and $33.46 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.
What are the most commonly searched types of Financial Planning jobs in Sun Prairie, WI? The most popular types of Financial Planning jobs in Sun Prairie, WI are:
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What job categories do people searching Financial Planning Associate jobs in Sun Prairie, WI look for? The top searched job categories for Financial Planning Associate jobs in Sun Prairie, WI are:
What cities near Sun Prairie, WI are hiring for Financial Planning Associate jobs? Cities near Sun Prairie, WI with the most Financial Planning Associate job openings:
Financial Planning Associate jobs near you
Infographic showing various Financial Planning Associate job openings in Sun Prairie, WI as of June 2026, with employment types broken down into 82% Full Time, 16% Part Time, 1% Temporary, and 1% Contract. Highlights an 91% Physical, 2% Hybrid, and 7% Remote job distribution, with an average salary of $64,683 per year, or $31.1 per hour.

Strategic Planning Associate

Franklin Electric

Madison, WI • On-site

Full-time

Posted 25 days ago

Job description

Strategic Planning Associate
Department: Sales / Marketing
Employment Type: Full Time
Location: US - Wisconsin - Madison
Reporting To: Patsy Loeb
Description
At Franklin Electric, this role provides a strong foundation at the intersection of marketing, strategy, and finance. You will play a key supporting role in leadership decision-making while developing the skills needed to take on greater ownership of strategic planning, market analysis, and growth efforts over time.
The Strategic Planning Associate will support the Global Marketing Manager in driving strategic planning, market intelligence, and Key Strategic Initiative (KSI) tracking across the business segment. This role is centered on delivering high-impact business insights, using data and analysis to inform strategic decisions and guide key initiatives across the business.
Key Responsibilities
Strategic Planning & Execution
  • Support the annual strategic planning process, including preparation of materials, data gathering, and coordination across functional teams
  • Assist in development of segment strategy through market sizing, growth analysis, and competitive insights
  • Help translate strategic priorities into actionable plans, metrics, and tracking tools

Market Intelligence & Analysis
  • Conduct market research and competitive analysis to identify key trends, risks, and growth opportunities
  • Support development of insights on customer behavior, end-market dynamics, and regulatory influences
  • Build and maintain data sets and basic models to support forecasting, scenario analysis, and decision-making

Key Strategic Initiative Management & Reporting
  • Assist in tracking and reporting of segment Key Strategic Initiatives (KSIs)
  • Prepare clear, concise reporting materials for leadership, including performance updates, insights, and recommendations
  • Ensure alignment across functions by coordinating inputs from commercial, operations, and finance teams

Cross-Functional Collaboration
  • Partner with marketing, finance, operations, commercial and product teams to align forecasts, priorities, and strategic initiatives
  • Contribute to preparation of executive presentations, internal communications and business updates

Mergers & Acquisitions Growth Initiative Support
  • Support market mapping and research to identify potential acquisition or partnership opportunities
  • Assist with preliminary screening and organization of pipeline materials

Pricing & Customer Programs Support
  • Support execution of pricing initiatives, including global price actions
  • Support development and execution of customer-facing marketing and promotional programs

Skills Knowledge and Expertise
  • Bachelor's degree in marketing, business, finance, economics, or a related field
  • 2-4 years of experience in marketing, market analysis, strategy, or consulting
  • Strong analytical and problem-solving skills, with the ability to interpret complex data into clear insights
  • Exposure with market research, competitive analysis, and forecasting methodologies
  • Proficiency in Excel, PowerPoint, and AI tools; experience building models and executive-ready presentations
  • Strong written and communication skills, with the ability to convey insights clearly to senior leadership

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