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Retirement Planner Jobs in Wisconsin (NOW HIRING)

UW Health

WI · On-site

$70 - $90/hr

An excellent benefits package, including health and dental insurance, paid time off, retirement ... Certified Medical Planner (CMP) Preferred Our Commitment to Social Impact and Belonging UW Health ...

UW Health

Medical Equipment Planner

Middleton, WI · On-site

An excellent benefits package, including health and dental insurance, paid time off, retirement ... Certified Medical Planner (CMP) Preferred Our Commitment to Social Impact and Belonging UW Health ...

UWHealth

Medical Equipment Planner

Middleton, WI · On-site

An excellent benefits package, including health and dental insurance, paid time off, retirement ... Certified Medical Planner (CMP) Preferred Our Commitment to Social Impact and Belonging UW Health ...

UW Health

Medical Equipment Planner

Middleton, WI · On-site

$86K - $129K/yr

An excellent benefits package, including health and dental insurance, paid time off, retirement ... Certified Medical Planner (CMP) Preferred Our Commitment to Social Impact and Belonging UW Health ...

HOFFMASTER

Production Planner

Oshkosh, WI · On-site

$65 - $85/hr

Review Material Requirements Planning (MRP) data and execute the master production schedule in a ... Retirement savings options * Growth opportunities that elevate your career * Comprehensive Medical ...

New

Hoffmaster Group, Inc.

Production Planner

Oshkosh, WI · On-site

About the Role The Production Planner is responsible for developing, maintaining, and executing ... Retirement savings options * Growth opportunities that elevate your career * Comprehensive Medical ...

Belcan

Supply Planner

Oak Creek, WI · On-site

$30 - $35/hr

Supply Planner Pay Rate: $30 - $35/hr. Location: Oak Creek, WI Area Code: 414 ZIP Code: 53154 Start ... Medical, Dental, Vision, Retirement savings options, tuition reimbursement, performance increases ...

Nott Company

Planner / Scheduler

Kaukauna, WI · On-site

$28 - $31/hr

The Planner/Scheduler is responsible for translating daily manufacturing requirements into an ... retirement programs and more! Please note that any pay range information provided is a good faith ...

La Crosse County

PUBLIC HEALTH PLANNER

La Crosse, WI · On-site

Wisconsin Retirement System (WRS), one of the most respected pension programs in the nation ... The Public Health Planner position acts as a strategist that leads intentional and strategic ...

Paper Transport

Transportation Planner

De Pere, WI · On-site

$66K - $78K/yr

We are looking for a Transportation Planner who is a motivated self-starter and who isn't afraid of ... Short term disability and long term disability * 100% company paid life insurance * 401k Retirement ...

Flamingo Marine Inc

Buyer/Planner

Richfield, WI · On-site

$56K - $78K/yr

The Buyer/Planner is responsible for coordinating and executing purchase orders to a schedule that ... A clean, safe, and modern production environment * 401k retirement plan * Paid time off and ...

Paper Transport, Inc.

Transportation Planner

De Pere, WI · On-site

$60 - $75/hr

We are looking for a Transportation Planner who is a motivated self-starter and who isn't afraid of ... Short term disability and long term disability * 401k Retirement Savings with company match * Paid ...

Magnum

AM Planner

Mattoon, WI · On-site

$24 - $28/hr

... Planner to build and dispatch efficient P&D (pickup & delivery) routes while supporting evening ... Vision Insurance * 401(k) Retirement Plan * Paid Time Off (PTO) and Paid Holidays * Employee ...

Paper Transport

Transportation Planner

De Pere, WI · On-site

$66K - $78K/yr

We are looking for a Transportation Planner who is a motivated self-starter and who isn't afraid of ... Short term disability and long term disability * 100% company paid life insurance * 401k Retirement ...

Koch Industries

Transportation Planner

Green Bay, WI · On-site

$66K - $79K/yr

In this role, you will own the planning and execution of freight moving in and out of plants, mills ... retirement, paid vacation/time off, educational assistance, and may also include infertility ...

nVent

Production Planner

Madison, WI · Hybrid

... corporate planning and logistics. * Develop and communicate daily production plans to all ... A 401(k) retirement plan and an employee stock purchase plan - both include a company match.

nVent

Production Planner

Madison, WI · On-site

... corporate planning and logistics. * Develop and communicate daily production plans to all ... A 401(k) retirement plan and an employee stock purchase plan - both include a company match.

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Showing results 21-40

All JobsRetirement Planner JobsRetirement Planner Jobs in Wisconsin

Retirement Planner information

See Wisconsin salary details

$34.8K

$66.3K

$96.4K

How much do retirement planner jobs pay per year?

As of Sep 4, 2026, the average yearly pay for retirement planner in Wisconsin is $66,316.00, according to ZipRecruiter salary data. Most workers in this role earn between $54,500.00 and $74,700.00 per year, depending on experience, location, and employer.

What does a retirement planner do?

A Retirement Planner helps individuals and families prepare for financial security in retirement by assessing savings, investments, and future income needs. They create personalized retirement plans, recommend investment strategies, and account for factors like inflation, taxes, and healthcare costs. Retirement Planners may also assist with Social Security planning and employer-sponsored retirement plans. Their goal is to ensure clients have enough resources to maintain their desired lifestyle after they stop working.

What are the key skills and qualifications needed to thrive as a retirement planner?

To thrive as a Retirement Planner, you need strong analytical abilities, in-depth knowledge of retirement planning strategies, and typically a background in finance or related certifications such as CFP (Certified Financial Planner). Proficiency with financial planning software, client management systems, and investment analysis tools is often required. Exceptional interpersonal skills, active listening, and the ability to explain complex financial topics in simple terms help candidates excel in this role. These qualifications are essential for building trust with clients and delivering tailored retirement solutions that meet their long-term financial goals.

What are the most common challenges retirement planners face in their daily work?

Retirement Planners often encounter challenges such as navigating constantly changing tax laws, market conditions, and evolving client needs or expectations. Balancing numerous client portfolios requires strong organizational skills and attention to detail to ensure that recommendations remain up-to-date and compliant with regulations. Additionally, building long-term relationships with clients can be demanding, as it involves ongoing communication, education, and reassurance during periods of financial uncertainty. Overcoming these challenges is key to helping clients achieve peace of mind and a secure retirement.

How do you become a retirement planner?

To become a retirement planner, you typically need a bachelor's degree in finance, economics, or a related field, along with strong analytical and interpersonal skills. Many retirement planners obtain certifications such as the Certified Financial Planner (CFP) designation, which requires completing coursework, passing exams, and gaining relevant work experience. Licensing requirements vary by region but often include registration with financial regulatory authorities.

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

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

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

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

What cities in Wisconsin are hiring for Retirement Planner jobs?

Cities in Wisconsin with the most Retirement Planner job openings:

Retirement Planner jobs near you
Infographic showing various Retirement Planner job openings in Wisconsin as of August 2026, with employment types broken down into 1% As Needed, 80% Full Time, 14% Part Time, and 5% Contract. Highlights an 92% Physical, 1% Hybrid, and 7% Remote job distribution, with an average salary of $66,316 per year, or $31.9 per hour.

Medical Equipment Planner

UW Health

WI • On-site

$70 - $90/hr

Other

Medical, Dental, Retirement, PTO

Posted 17 days ago

UW Health rating

7.9

Company rating: 7.9 out of 10

Based on 226 frontline employees who took The Breakroom Quiz

110th of 898 rated healthcare providers

Job description

Work Schedule: 100% FTE, Days. Hours from 8:00 am to 5:00 pm Monday through Friday. This is a hybrid role. When in person, you will work at 7974 UW Health Ct in Middleton, WI.

Be part of something remarkable

Join the #1 hospital in Wisconsin!

We are seeking a Medical Equipment Planner to:

  • Be responsible for planning, coordinating, and implementing medical equipment for construction, renovation, and capital projects.
  • Lead equipment planning sessions and user group meetings across all project phases.
  • Prepare presentations and ensure consistent communication related to project or operational assignments.
  • Coordinate with internal and external stakeholders to develop equipment inventories, budgets, support procurement and vendor coordination, and installation.
  • Act as an industry expert for emerging technologies and products in collaboration with clinical teams.
At UW Health, you will have:
  • An excellent benefits package, including health and dental insurance, paid time off, retirement plans, two-week paid parental leave, and adoption assistance.
  • Options for a variety of schedules and shifts that offer flexibility and allow for work-life balance.
  • Access to great resources through the UW Health Employee Wellbeing Department that supports your emotional, financial, and physical well-being.
  • Tuition benefits eligibility – UW Health invests in your professional growth by helping pay for coursework associated with career advancement.
  • The opportunity to earn a referral bonus for referring friends, former colleagues or others to apply for open posted positions.
Education
  • Bachelor's Degree in biomedical engineering, healthcare, or supply chain related field. Required
Work Experience
  • 3 years Experience in healthcare related field including medical equipment planning, clinical engineering, or medical equipment procurement. Required
  • 5 years Experience in medical equipment planning for a healthcare system or consulting firm. Preferred
Licenses and Certifications
  • Certified Medical Planner (CMP) Preferred
Our Commitment to Social Impact and Belonging

UW Health is committed to fostering a workplace that creates belonging for everyone and is an Equal Employment Opportunity (EEO) employer. Our respect for people shines through patient care interactions and our daily work practices as we work to embrace the knowledge, unique perspectives and qualities each employee and faculty member brings to work each day. It is the policy of UW Health to provide equal opportunities to all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran or disabled status, or genetic information.

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What UW Health employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

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About UW Health

Sourced by ZipRecruiter

UW Health Clinics - our physicians and staff are dedicated to providing an exceptional patient and family experience by delivering the highest quality of care in a compassionate environment. With more than 80 primary and specialty care clinics located throughout Dane County and the surrounding areas, we are proud to have the opportunity to impact the communities we serve.

Industry

Health care and social assistance and hospitals

Company size

10,000+ Employees

Headquarters location

Madison, WI, US

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