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Planning Center Jobs in Wisconsin (NOW HIRING)

WI · On-site

$27.55/hr

Systems Champion | serve as the department systems champion for Asana, SharePoint, and Planning Center Online, etc. * Standards | create and maintain organized files, templates, workflows ...

New

... Planning: Center staff function best in a well-managed environment. The center's services can best be delivered by a Director of First Impressions who effectively manages time and resources.

The Demand Planner position is responsible for all forecasting activities associated with customers ... On-site wellness, fitness center, food, and coffee service * And many more, check out our benefits ...

The Demand Planner position is responsible for all forecasting activities associated with customers ... On-site wellness, fitness center, food, and coffee service * And many more, check out our benefits ...

Center Director

Monona, WI

$47K - $65K/yr

Leading a child care center is something special. We're hiring and we want difference makers who ... Manages school staff by planning work schedules, evaluating staff performance, and developing ...

Center Director

Waukesha, WI · On-site

$47K - $64K/yr

Leading a child care center is something special. We're hiring and we want difference makers who ... Manages school staff by planning work schedules, evaluating staff performance, and developing ...

Center Director

Waukesha, WI

$47K - $64K/yr

Leading a child care center is something special. We're hiring and we want difference makers who ... Manages school staff by planning work schedules, evaluating staff performance, and developing ...

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Showing results 1-20

Planning Center information

See Wisconsin salary details

$19.7K

$67.7K

$99.4K

How much do planning center jobs pay per year?

As of Aug 24, 2026, the average yearly pay for planning center in Wisconsin is $67,683.00, according to ZipRecruiter salary data. Most workers in this role earn between $53,000.00 and $81,300.00 per year, depending on experience, location, and employer.

What is a Planning Center?

A Planning Center job typically refers to a role within organizations that use Planning Center, a suite of church management software tools. These jobs can involve scheduling volunteers, organizing worship services, managing event planning, and handling communication within a church or ministry context. Employees in these roles often work with technology to streamline church operations, support staff and volunteers, and ensure that events and services run smoothly. Familiarity with the Planning Center software and strong organizational skills are usually required. Roles can range from administrative assistants to worship coordinators and technical support specialists.

What are the key skills and qualifications needed to thrive as a Planning Center administrator?

To thrive as a Planning Center Administrator, you need a solid understanding of event planning, scheduling, and volunteer coordination, often supported by experience in church administration or similar roles. Familiarity with Planning Center's suite of tools, such as Services, People, and Check-Ins, along with general proficiency in cloud-based management systems, is essential. Strong organizational skills, attention to detail, and effective communication help ensure smooth operations and team collaboration. These competencies are crucial for managing complex schedules, optimizing team workflows, and supporting the needs of dynamic congregational environments.

What are the most common challenges faced by professionals working in a Planning Center role, and how can they overcome them?

Professionals in a Planning Center role often face challenges such as managing multiple projects with tight deadlines, coordinating across various departments, and ensuring all planning data is accurate and up-to-date. Balancing the needs of different teams and adapting to frequent changes in project scope can also be demanding. To overcome these challenges, it's important to maintain strong communication, leverage collaborative planning tools, and prioritize tasks effectively. Staying organized and proactive helps ensure smooth operations and contributes to the overall success of the organization.

What is the difference between Planning Center vs Event Coordinator?

AspectPlanning CenterEvent Coordinator
CredentialsTypically no formal certifications required, but familiarity with planning software is commonOften requires event planning certifications or experience
Work EnvironmentPrimarily software-based, managing schedules and resourcesOn-site event management and coordination
Industry UsageUsed across churches, nonprofits, and event planning companiesCommon in hospitality, corporate events, and nonprofit sectors

Planning Center focuses on scheduling and resource management through software, while an Event Coordinator handles the on-the-ground execution of events. Both roles are essential in event planning but differ in scope and daily tasks.

What are popular job titles related to Planning Center jobs in Wisconsin?

For Planning Center jobs in Wisconsin, the most frequently searched job titles are:

What job categories do people searching Planning Center jobs in Wisconsin look for?

The top searched job categories for Planning Center jobs in Wisconsin are:

Infographic showing various Planning Center job openings in Wisconsin as of August 2026, with employment types broken down into 1% As Needed, 86% Full Time, 10% Part Time, and 3% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution, with an average salary of $67,683 per year, or $32.5 per hour.

Associate Wealth Advisor - Financial Planning Center

Cliftonlarsonallen

Eau Claire, WI

Full-time

Medical, Dental, Vision, Retirement

Re-posted 12 days ago


CliftonLarsonAllen rating

7.0

Company rating: 7.0 out of 10

Based on 29 frontline employees who took The Breakroom Quiz

21st of 23 rated bookkeepers and accountants


Job description

CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you.

CLA is dedicated to building a culture that invites different beliefs and perspectives to the table, so we can truly know and help our clients, communities, and each other.

About the role:

CLA is looking to hire Associate Wealth Advisors in Milwaukee, WI

Summary:

This role provides centralized financial planning support to advisors across the firm. You will deliver centralized planning expertise to Wealth Advisors and Senior Wealth Advisors, turning complex data into clear, actionable plans. With a focus on plan construction, analysis, and ongoing optimization, you collaborate closely with local advisory teams to deliver consistent, high-quality, and scalable planning solutions that reflect firmwide standards and best practices-and make a real difference for clients.

This role reports functionally within the Financial Planning Center. Associates work closely with Principals, Directors, Senior Wealth Advisors, Wealth Advisors, and Associate Wealth Advisors. Primary collaboration is internal and advisor-facing, with direct client interaction increasing over time.

Essential Job Functions:
Financial Planning: Build powerful, end-to-end financial plans that drive real client decisions. Use firm-approved tools to craft integrated strategies across retirement, cash flow, insurance, estate, tax, and investments. Turn complexity into clarity through advanced modeling, scenario analysis, and stress testing. Partner directly with Wealth Advisors and Senior Wealth Advisors to deliver
timely, high-impact planning solutions that elevate client conversations and outcomes-while
maintaining the highest standards of accuracy and compliance.
Investments/Insurance: Analyze investment and insurance information to support smart, goal-aligned recommendations within each client's total financial plan. Assist Wealth Advisors in evaluating strategy design, portfolio oversight, and long-term progress. Track trends, synthesize data, and help shape planning strategies that keep clients confidently moving toward their goals.
Internal Advisor Support: Partner with Wealth Advisors to solve complex planning challenges, anticipate servicing needs, and prepare polished financial plans for client meetings. Sharpen plan presentation skills and help elevate advisor-client discussions. Drive innovation within the Financial Planning Center by identifying ways to improve efficiency, accuracy, and scalability.
Leverage modern planning software and emerging technology to streamline workflows and maximize impact.

Minimum Required Experience, Education, and Certifications

Experience

None required
1 year experience preferred

Education: Bachelor's degree in Accounting, Finance, or a related field.

Bachelor's degree is required. Combination of relevant experience, education, and training may
be accepted in lieu of degree.
Bachelor's degree in Accounting, Finance or a related field is preferred.

Certifications/Licenses: FINRA Series 65 or 66 Required.

Series 65 certification required (New hires will have 180 days to obtain this certification. If they do not obtain the certification in that timeframe and/or they fail after their third attempt, their employment will be terminated.)

#LI-MU1


Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
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Wellness at CLA

To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more.


To view a complete list of benefits, click here.



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About CliftonLarsonAllen

Sourced by ZipRecruiter

CliftonLarsonAllen (CLA) is a leading professional services company based in Minneapolis, MN, US. CLA operates in the accounting industry and offers a broad range of products and services such as wealth advisory, outsourcing, audit, tax, and consulting services. The company was founded in 1953 with a merger between two firms, Clifton Gunderson and LarsonAllen, in 2012. Working in accordance with their mission to create opportunities for clients, people, and communities, they have established a presence across the US, serving privately held businesses, non-profits, and governmental entities. Recognized for their contributions, CLA has received accolades such as the Innovative Firm of the Year award.

Industry

Accounting services

Company size

5,001 - 10,000 Employees

Headquarters location

Minneapolis, MN, US

Year founded

2012