ZipRecruiter

Log In

2

Remote Financial Planner Jobs in Wisconsin (NOW HIRING)

Cayenta

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Are you interested in building your expertise in ERP support and problem-solving? At Cayenta, our ... Experience delivering solutions, services, or support within HR, payroll, finance, or accounting ...

Cayenta

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Are you interested in building your expertise in ERP support and problem-solving? At Cayenta, our ... Experience delivering solutions, services, or support within HR, payroll, finance, or accounting ...

CSAA

  • Retirement

... finance, human resources and space planning. * Manages systems and procedures to protect ... Please note we are hiring for this role remote anywhere in the United States with the following ...

CSAA

  • Retirement

... finance, human resources and space planning. * Manages systems and procedures to protect ... Please note we are hiring for this role remote anywhere in the United States with the following ...

CSAA

  • Retirement

... finance, human resources and space planning. * Manages systems and procedures to protect ... Please note we are hiring for this role remote anywhere in the United States with the following ...

CSAA

  • Retirement

... finance, human resources and space planning. * Manages systems and procedures to protect ... Please note we are hiring for this role remote anywhere in the United States with the following ...

CSAA

  • Retirement

Develop financial analyses and strategic business cases that support executive decision-making ... Support due diligence, contract negotiations, implementation planning, governance activities, and ...

CSAA

  • Retirement

Develop financial analyses and strategic business cases that support executive decision-making ... Support due diligence, contract negotiations, implementation planning, governance activities, and ...

previous pagenext page

Showing results 21-40

All JobsFinancial Planner JobsRemote Financial Planner JobsRemote Financial Planner Jobs in Wisconsin

Remote Financial Planner information

See Wisconsin salary details

$51K

$97.6K

$140.8K

How much do remote financial planner jobs pay per year?

As of Aug 16, 2026, the average yearly pay for remote financial planner in Wisconsin is $97,585.00, according to ZipRecruiter salary data. Most workers in this role earn between $76,700.00 and $103,000.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a remote financial planner, and why are they important?

To thrive as a Remote Financial Planner, you need strong analytical skills, comprehensive knowledge of financial planning, and certification such as CFP (Certified Financial Planner). Familiarity with financial planning software, CRM systems, and secure communication tools is typically required. Exceptional interpersonal skills, self-motivation, and clear virtual communication help build trust and maintain client relationships remotely. These abilities are essential for delivering effective, compliant financial advice and fostering long-term client satisfaction from a distance.

What is a remote financial planner?

A remote financial planner is a professional who helps individuals or businesses manage their finances, investments, and long-term financial goals, but does so primarily through virtual channels such as phone calls, video conferencing, and online platforms. They provide services including budgeting advice, retirement planning, tax strategies, and investment recommendations, all without the need to meet clients in person. This remote setup offers flexibility for both the planner and client, often allowing for a broader client base and more convenient scheduling.

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

AspectRemote Financial PlannerRemote Financial Advisor
CertificationsCFP, ChFC, or similarCFP, ChFC, or similar
Work EnvironmentIndependently or with firms, client meetings onlineIndependently or with firms, client meetings online
Industry UsageFinancial planning, wealth managementFinancial planning, wealth management
Primary FocusCreating comprehensive financial plansProviding personalized financial advice

Remote Financial Planners and Remote Financial Advisors often share certifications and work environments. The main difference is that financial planners develop comprehensive plans, while financial advisors focus on personalized advice. Both roles serve similar client needs in the financial industry, often overlapping in duties and qualifications.

How do remote financial planners typically collaborate with clients and colleagues while working offsite?

Remote Financial Planners rely heavily on digital platforms to maintain strong client relationships and collaborate with team members. Video conferencing, secure messaging, and cloud-based financial planning tools are commonly used to conduct meetings, share documents, and track progress on client accounts. Effective communication skills and comfort with technology are essential, as much of the role involves proactive outreach, virtual presentations, and joint planning sessions with colleagues in compliance, investment, or tax advisory. While the work is flexible, staying organized and responsive helps ensure high client satisfaction and smooth teamwork.

What are the most commonly searched types of Financial Planner jobs in Wisconsin?

The most popular types of Financial Planner jobs in Wisconsin are:

What are popular job titles related to Remote Financial Planner jobs in Wisconsin?

For Remote Financial Planner jobs in Wisconsin, the most frequently searched job titles are:

What job categories do people searching Remote Financial Planner jobs in Wisconsin look for?

The top searched job categories for Remote Financial Planner jobs in Wisconsin are:

What cities in Wisconsin are hiring for Remote Financial Planner jobs?

Cities in Wisconsin with the most Remote Financial Planner job openings:

Remote Financial Planner jobs near you
Infographic showing various Remote Financial Planner job openings in Wisconsin as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 15% Part Time, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $97,585 per year, or $46.9 per hour.

Application Analyst, Senior, ERP (Workday-Finance) - Remote

ThedaCare

Appleton, WI • On-site, Remote

$83K - $103K/yr

Full-time

Re-posted 15 days ago

ThedaCare rating

6.6

Company rating: 6.6 out of 10

Based on 128 frontline employees who took The Breakroom Quiz

569th of 887 rated healthcare providers

Job description

Why ThedaCare?
Living A Life Inspired!
Our new vision at ThedaCare is bold, ambitious, and ignited by a shared passion to provide outstanding care. We are inspired to reinvent health care by becoming a proactive partner in health, enriching the lives of all and creating value in everything we do. Each of us are called to take action in delivering higher standards of care, lower costs and a healthier future for our patients, our families, our communities and our world.
At ThedaCare, our team members are empowered to be the catalyst of change through our values of compassion, excellence, leadership, innovation, and agility. A career means much more than excellent compensation and benefits. Our team members are supported by continued opportunities for learning and development, accessible and transparent leadership, and a commitment to work/life balance. If you're interested in joining a health care system that is changing the face of care and well-being in our community, we encourage you to explore a future with ThedaCare.
Benefits, with a whole-person approach to wellness -
  • Lifestyle Engagement
    • e.g. health coaches, relaxation rooms, health focused apps (Wonder, Ripple), mental health support

  • Access & Affordability
    • e.g. minimal or zero copays, team member cost sharing premiums, daycare

About ThedaCare!
Summary :
The Senior Application Analyst supports and enhances the Workday Finance system across the organization. This role partners with Payroll, Supply Chain, Human Resources, and other business teams, as well as third party vendors, to maintain system functionality, resolve issues, and improve processes.
The position plays a key role in supporting system configuration and foundational data model, reporting, and upgrades while ensuring data accuracy and efficient system use.
Job Description:
Key Accountabilities:
  • Maintain and support Workday Finance modules and system configuration.
  • Partner with business teams to understand needs and recommend solutions.
  • Implement solutions through successful design, development, testing, and deployment with required documentation.
  • Troubleshoot system issues and ensure timely resolution.
  • Support system enhancements, upgrades, and new implementations.
  • Develop and maintain reports for business users.
  • Ensure accuracy and integrity of financial system data.
  • Manage support tickets ensuring thorough, timely work, and compliance with documentation procedures in ticket tracking system.
  • Support system integrations and coordinate with vendors as needed.
  • Identify opportunities to improve systems and processes.
  • Occasional extended hours during system upgrades, releases, or critical project milestones.

Qualifications:
  • Bachelor's degree in Information Systems, Finance, Accounting, Business, or related field.
  • 3+ years of experience supporting ERP or enterprise systems.
  • Experience with Workday Finance.
  • Strong analytical, problem-solving, and communication skills.
  • Knowledge of financial processes and accounting concepts.
  • Preferred Qualifications
    • Workday certification or ability to obtain within 6 months.
    • Experience with system implementations or upgrades.
    • Experience in healthcare or complex organizations.

Physical Demands:
  • Ability to move freely (standing, stooping, walking, bending, pushing and pulling) and lift up to a maximum of twenty-five (25) pounds without assistance
  • Job classification is not exposed to blood borne pathogens (blood or bodily fluids) while performing job duties

Work Environment:
  • Work may be performed remotely, in a hybrid arrangement, or in a climate-controlled office cubicle setting, with occasional movement throughout the facility.

Scheduled Weekly Hours:
40Scheduled FTE:
1Location:
ThedaCare Corporate Office - Neenah,WisconsinOvertime Exempt:
YesWorker Shift Details:
Days

What ThedaCare employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

ThedaCare logo

About ThedaCare

Sourced by ZipRecruiter

We want to make exceptional care effortless for our patients. At ThedaCare, that means going above and beyond treating a particular condition – it means helping you achieve better health for life. You and your family are at the center of everything we do, from prioritizing your schedule when making appointments to designing our facilities for your comfort and convenience. Remaining proactive in your care allows us to better predict and prevent disease before complications arise, and when it comes to making important health-related decisions, we are here to support you. In every interaction, we want you to have full confidence the care you receive is purposeful, cost-effective and will help you continue enjoying life as you’ve planned it. ThedaCare is the third largest healthcare employer in Wisconsin, and the largest employer in Northeast Wisconsin with over 7,000 team members.

Industry

Health care and social assistance

Company size

5,001 - 10,000 Employees

Headquarters location

Neenah, WI, US

Year founded

1909

View All ThedaCare Jobs

Apply