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Personal Financial Manager Jobs in Sun Prairie, WI

MSCCN

Personal Financial Counselor - Truax Field, WI

WI · On-site

$45K - $60K/yr

Provides personal financial counseling and management services directly to service members and their families. Assists service members in establishing a spending plan for extended absences. Develops ...

JMG Financial Group

Financial Advisor - WI

Madison, WI

$100K - $150K/yr

JMG provides wealth management services to corporate executives and high net worth individuals ... Advisors help clients plan for short- and long-term goals to achieve their personal financial ...

UMB Financial

Personal Banker I

Madison, WI · On-site

$38K - $57K/yr

UMB's branches offer many opportunities to expand your financial education & grow your career ... transactions, managing a cash drawer and completing bank documentation that you consistently ...

Weidner Apartment Homes

Service Manager

Madison, WI · On-site

Employee Assistance Program (EAP) providing confidential support for personal, financial, and legal ... management company Join Weidner Apartment Homes and become part of a team that values your ...

UMB Financial Corporation

Personal Banker I

Madison, WI · On-site

$38K - $57K/yr

UMB's branches offer many opportunities to expand your financial education & grow your career ... transactions, managing a cash drawer and completing bank documentation that you consistently ...

UMB Financial Corporation

Personal Banker I

Madison, WI · On-site

$38K - $57K/yr

UMB's branches offer many opportunities to expand your financial education & grow your career ... transactions, managing a cash drawer and completing bank documentation that you consistently ...

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Personal Financial Manager information

See Sun Prairie, WI salary details

$24.3K

$95.4K

$166.4K

How much do personal financial manager jobs pay per year?

As of Aug 31, 2026, the average yearly pay for personal financial manager in Sun Prairie, WI is $95,448.00, according to ZipRecruiter salary data. Most workers in this role earn between $73,000.00 and $109,500.00 per year, depending on experience, location, and employer.

What is a personal financial manager?

A Personal Financial Manager is a professional who helps individuals and families manage their finances, create budgets, plan for retirement, and make informed financial decisions. They assess a client's financial situation, set achievable financial goals, and develop strategies for saving, investing, and debt management. Personal Financial Managers may also advise on tax planning, insurance needs, and estate planning, offering tailored advice to help clients achieve financial security and growth.

What does a personal financial manager do?

Personal Financial Managers work closely with clients to understand their financial goals, risk tolerance, and current financial situation. They conduct in-depth assessments, gather relevant financial documents, and facilitate open discussions to identify short- and long-term objectives. Collaboration is ongoing, with regular meetings to review progress, update plans based on life changes, and adjust investment strategies or budgeting as needed. This client-focused approach ensures that financial plans remain personalized and effective over time.

What are the key skills and qualifications needed to thrive as a personal financial manager?

To thrive as a Personal Financial Manager, you need a solid understanding of financial planning, investment strategies, and regulatory compliance, often supported by a degree in finance or accounting and relevant certifications like CFP or CPA. Familiarity with financial planning software, portfolio management systems, and tax preparation tools is typically required. Excellent interpersonal skills, trustworthiness, and the ability to communicate complex concepts clearly set top performers apart. These skills ensure you can build strong client relationships, develop effective financial plans, and help clients achieve their financial goals.

What is the difference between Personal Financial Manager vs Financial Advisor?

AspectPersonal Financial ManagerFinancial Advisor
CredentialsCertifications like CFP, CFA often preferredCFP, CFA, or similar certifications common
Work EnvironmentPrivate clients, wealth management firmsFinancial institutions, independent practice
Employer & IndustryWealth management firms, banks, private clientsFinancial planning firms, banks, investment firms

Both roles involve financial planning and client advising, but Personal Financial Managers typically handle comprehensive wealth management for high-net-worth individuals, while Financial Advisors may serve a broader client base with a focus on investment and retirement planning. The roles often overlap, but the scope and client profile can differ.

What job categories do people searching Personal Financial Manager jobs in Sun Prairie, WI look for?

The top searched job categories for Personal Financial Manager jobs in Sun Prairie, WI are:

Personal Financial Manager jobs near you

Personal Financial Planner

Lakeshore Financial Group

Madison, WI

$75K - $100K/yr

Full-time

Re-posted 2 days ago

Job description

Do you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more. If you have great communication skills and an eye for detail, apply today!Compensation:

$75,000 - $100,000 at plan earnings


Responsibilities:
  • Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management
  • Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs
  • Be a coachable, organized team member interested in pursuing training development and educational opportunities
  • Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor
  • Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals

Qualifications:
  • Up-to-date FINRA Series 7 & 63/66 documents are a bonus
  • Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary
  • Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers
  • Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed
  • A Bachelor’s degree in finance, business administration, or alternate related analytical field is required

About Company

At Lakeshore Financial, our Financial Representatives and Advisors take pride in nurturing strong and meaningful connections with a diverse range of individuals. Our services are designed to cater to specific needs, offering comprehensive financial strategies or focusing on particular areas that require attention.

What sets us apart is our commitment to providing a unique and all-encompassing approach to evaluating and developing financial wellness strategies tailored to each individual's circumstances. We genuinely care about clients' well-being and want them to experience our dedicated and holistic method.

To ensure the highest quality of guidance, our team follows a comprehensive process. By leveraging this approach, we strive to deliver exceptional results and empower clients to achieve their financial goals with confidence.