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Parttime Financial Planner Jobs in Wisconsin (NOW HIRING)

Occupational Therapist - OT

Fennimore, WI · On-site

$36 - $47.25/hr

Dove Healthcare - Fennimore | 1850 11th Street, Fennimore, WI 53809 Schedule Details: * part-time, ... financial planning resources * referral bonus - up to $700 per referral Career Development ...

Occupational Therapist - OT

Fennimore, WI · On-site

$36 - $47.25/hr

Dove Healthcare - Fennimore | 1850 11th Street, Fennimore, WI 53809 Schedule Details: * part-time, ... financial planning resources * referral bonus - up to $700 per referral Career Development ...

Occupational Therapist - OT

Fennimore, WI · On-site

$36 - $47.25/hr

Dove Healthcare - Fennimore | 1850 11th Street, Fennimore, WI 53809 Schedule Details: * part-time, ... financial planning resources * referral bonus - up to $700 per referral Career Development ...

Teller (Part-time)

Lake Hallie, WI · On-site

$17 - $19/hr

This is a fast-paced, interactive position with CCFBank, a successful financial institution with ... Career Planning: Plot your career trajectory. * Colleague Pricing on Secondary Market Mortgage ...

Dishwasher

Osseo, WI

$12 - $15.50/hr

Required Qualifications: * age 16+ invited to apply Schedule Details: * part-time * includes every ... financial planning resources * referral bonus - up to $700 per referral Career Development ...

Dishwasher

Osseo, WI · On-site

$12 - $15.50/hr

Required Qualifications: * age 16+ invited to apply Schedule Details: * part-time * includes every ... financial planning resources * referral bonus - up to $700 per referral Career Development ...

Dishwasher

Osseo, WI · On-site

$12 - $15.50/hr

Required Qualifications: * age 16+ invited to apply Schedule Details: * part-time * includes every ... financial planning resources * referral bonus - up to $700 per referral Career Development ...

Dishwasher

Osseo, WI · On-site

$12 - $15.50/hr

Required Qualifications: * age 16+ invited to apply Schedule Details: * part-time * includes every ... financial planning resources * referral bonus - up to $700 per referral Career Development ...

Cook

Lodi, WI · On-site

$18.50 - $22.75/hr

Dove Healthcare - Lodi | 700 Clark St, Lodi, WI 53555 Shift Openings: * part-time position ... financial planning resources * referral bonus - up to $700 per referral Career Development ...

Showing results 21-40

Parttime Financial Planner information

What is the difference between Parttime Financial Planner vs Parttime Financial Advisor?

AspectParttime Financial PlannerParttime Financial Advisor
CertificationsCFP, ChFC, or similarCFP, ChFC, or similar
Work EnvironmentIndependent or firm-based, client meetings, planning sessionsClient consultations, portfolio management, financial advice
Industry UsageUsed interchangeably with Financial Advisor in some contextsCommonly used term for client-facing financial guidance

Both roles often require similar certifications like CFP or ChFC and typically work in similar environments, providing financial advice and planning services. The main difference is in terminology; 'Financial Planner' emphasizes comprehensive planning, while 'Financial Advisor' may focus more on investment management. Many employers and clients use these terms interchangeably, making the roles closely aligned.

What are popular job titles related to Parttime Financial Planner jobs in Wisconsin? For Parttime Financial Planner jobs in Wisconsin, the most frequently searched job titles are:
What job categories do people searching Parttime Financial Planner jobs in Wisconsin look for? The top searched job categories for Parttime Financial Planner jobs in Wisconsin are:
What cities in Wisconsin are hiring for Parttime Financial Planner jobs? Cities in Wisconsin with the most Parttime Financial Planner job openings:

Regular Part-time Teller (41892)

SECURITY FINANCIAL BANK

Black River Falls, WI • On-site

$15.25 - $19/hr

Part-time

Re-posted 5 hours ago


Job description

Part-time Day Hours | Positive Team Culture | Community Impact

Security Financial Bank (SFB) has an open position as a Part-time Teller working 20-29 hours per week at our Motor Bank location in Black River Falls. This position has set daytime shifts published weeks in advance to allow for future planning. If you thrive in customer service roles and are interested in a steady, rewarding role that fits with your schedule while you build skills for the future, this may be the role for you.

Why Join Us:

At SFB, we don’t just talk about relationship banking — we live it. As a Teller, you’ll be the friendly face of our community bank, helping customers with everyday banking needs while gaining valuable financial skills.

When you join SFB, you become part of a team that offers:

    • A supportive, inclusive culture that recognizes your contributions
    • Paid training and professional development opportunities
    • Tuition support for finance/banking courses and certifications
    • Saturday shift pay differential
    • Comprehensive benefit package
    • Paid volunteer time off
    • & more!

Position Summary:

As a Teller, you’ll be the face of the bank, helping customers with their daily financial needs while ensuring accuracy and professionalism. The schedule for this position is to work 20-29 hours Monday-Friday, with occasional rotating Saturdays (Saturday shift pay differential included). Your responsibilities will include:

  • Assisting customers with deposits, withdrawals, and other routine transactions
  • Verifying checks, endorsements, and proper identification
  • Balancing your cash drawer daily and assisting with branch balancing tasks
  • Answering customer inquiries in person and by phone, while maintaining confidentiality
  • Referring customers to other SFB team members for specialized services
  • Supporting branch operations and ensuring compliance with regulations

What We’re Looking For:

  • High school diploma or equivalent required
  • Prior customer service and cash-handling experience
  • Knowledge of bank products, services, and various federal regulations is a plus!
  • Strong communication and interpersonal skills
  • Attention to detail and ability to balance transactions accurately
  • A friendly, professional attitude and willingness to learn
  • Proficiency with computer and comfort learning new systems

Working conditions, including physical requirements:

  •  Work is performed largely within the Bank with limited chance of personal injury.  Prolonged and frequent mental, audio, visual, and verbal concentration required in responding to customer requests, computer work and viewing monitors. Fine motor skills to operate mouse and keyboard. Periodic stressful situations in response to multiple priorities within established deadlines. Work hours are generally daytime hours Monday-Friday with rotating Saturdays.
  • Must be able to stand and walk the majority of the work shift hours to serve customers at the Teller line and drive-up. 
  • Must be able to grasp and lift up to 40 pounds infrequently.
  • Bending, stooping about 5-10% of the workday depending on the day’s job duties (such as vault counts).
  • Serves as a representative of the organization at appropriate functions

Who We Are:

SFB is an independent community bank with eight branch locations and more than 140 employees. Since opening in 1934, we’ve built our reputation on trust, relationships, and community involvement. At SFB, you’ll find a supportive, team-oriented workplace where your contributions matter and your professional growth is encouraged. 

At Security Financial Bank, we value diversity and are proud to be an Equal Opportunity Employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other protected characteristic.

General Notice:

This position description describes the general nature and level of work performed by the employee assigned to this position and should not be interpreted as all inclusive. It does not state or imply that these are the only duties and responsibilities assigned to the position. The employee may be required to perform other job-related duties. All requirements are subject to change and to possible modification to reasonably accommodate individuals with a disability.

This position description does not constitute an employment agreement between the Bank and employee and is subject to change by the employer as the needs of the Bank and requirements of the position change.