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Weekend Financial Planner Jobs in Wisconsin (NOW HIRING)

KerberRose S.C.

Financial Planner

Appleton, WI

$74K - $99K/yr

As a Financial Planner , you will lead the planning process for assigned clients, develop sophisticated strategies, and serve as a key contributor to both client success and team development. This ...

KerberRose S.C.

Financial Planner

Appleton, WI · On-site

$74K - $99K/yr

As a Financial Planner , you will lead the planning process for assigned clients, develop sophisticated strategies, and serve as a key contributor to both client success and team development. This ...

JMG Financial Group

Financial Advisor - WI

Madison, WI · On-site

$100K - $150K/yr

The Financial Advisor must have knowledge in all areas of comprehensive financial planning and at least 5 years of client facing experience. Advisors assess and manage the financial needs of ...

e2 Retirement Consulting

Be Seen First

Financial Advisor

Milwaukee, WI · On-site

$60K - $120K/yr

As Certified Financial Planner professionals, we believe in treating all clients with the fiduciary standard of care, the highest in the financial service industry. Through clear communication ...

e2 Retirement Consulting

Be Seen First

Financial Advisor

Menomonee Falls, WI · On-site

$60K - $90K/yr

As Certified Financial Planner professionals, we believe in treating all clients with the fiduciary standard of care, the highest in the financial service industry. Through clear communication ...

KerberRose S.C.

Associate ParaPlanner

Appleton, WI · On-site

Refine proficiency in financial planning software. * Maintain basic knowledge of KRW model portfolios, investment philosophy, benchmarks, and strategy. * Work with Client Service Team on routine ...

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All JobsFinancial Planner JobsWeekend Financial Planner JobsWeekend Financial Planner Jobs in Wisconsin

Weekend Financial Planner information

See Wisconsin salary details

$51K

$97.6K

$140.8K

How much do weekend financial planner jobs pay per year?

As of Aug 18, 2026, the average yearly pay for weekend 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 is a Weekend Financial Planner?

A Weekend Financial Planner is a financial advisor who offers their services primarily during weekends to accommodate clients who are unavailable during regular business hours. They help individuals and families create budgets, plan for retirement, manage investments, and achieve their financial goals. These professionals may work independently, for financial firms, or as part of a team, providing personalized advice and planning sessions outside of typical weekday schedules.

What are the key skills and qualifications needed to thrive as a Weekend Financial Planner?

To thrive as a Weekend Financial Planner, you need a strong grasp of financial planning principles, investment strategies, and regulatory compliance, usually supported by a relevant degree and certifications such as CFP or Series 65. Familiarity with financial planning software, portfolio management systems, and spreadsheet tools is typically required. Strong interpersonal skills, trustworthiness, and effective communication are essential for building client relationships and clearly explaining complex financial concepts. These skills and qualities are critical for delivering sound financial advice and maintaining client trust during flexible weekend hours.

What unique challenges and opportunities come with working as a Weekend Financial Planner?

As a Weekend Financial Planner, you may encounter the challenge of balancing client availability with your own schedule, since many clients seek advice outside traditional business hours. This role often involves a high degree of flexibility and self-motivation, as you may work independently or as part of a smaller weekend team. On the positive side, working weekends allows you to serve clients who are unable to meet during the week, potentially expanding your client base. Additionally, this schedule can provide more control over your work-life balance and may offer unique advancement opportunities within firms that value off-hours client service.

Are there part-time weekend financial planner jobs?

Part-time weekend financial planner jobs are available in the industry, often requiring certifications such as CFP and flexible scheduling to accommodate clients' needs. These roles typically involve advising clients on investments, retirement planning, and budgeting during weekends or after standard business hours.

Do weekend financial planners work weekends?

Weekend financial planners often work on weekends to accommodate clients' schedules, especially during busy periods like tax season or financial year-end. Their work hours can vary based on client needs and firm policies, but flexibility is common in this role.

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 Weekend Financial Planner jobs in Wisconsin?

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

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

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

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

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

Weekend Financial Planner jobs near you

Financial Planner

KerberRose S.C.

Appleton, WI

$74K - $99K/yr

Full-time

Re-posted 23 days ago

Job description

Description

Location: Appleton, WI (Onsite)

Candidates must reside within a reasonable commuting distance.


Join a collaborative and experienced team committed to delivering comprehensive financial planning solutions and building meaningful client relationships. As a Financial Planner, you will lead the planning process for assigned clients, develop sophisticated strategies, and serve as a key contributor to both client success and team development.


This role is ideal for an experienced professional who thrives in a client-facing environment, enjoys solving complex financial questions, and is passionate about mentoring others while continuously improving planning processes.


Key Responsibilities:

  • Lead financial planning for assigned clients.
  • Model and address complex questions independently.
  • Advanced mastery of leading planning tools-RightCapital, Income Solver, and Holistiplan-to deliver sophisticated client solutions.
  • Apply KRW modeling techniques at an expert level.
  • Independently solve problems and integrate considerations in new planning scenarios.
  • Maintain a strong understanding of financial markets and current economic conditions.
  • Demonstrate deep knowledge of KRW model portfolios, investment philosophy, benchmarks, and strategy.
  • Analyze outside portfolios and develop recommendations with limited Advisor oversight.
  • Contribute to improving financial planning processes.
  • Manage new client onboarding.
  • Mentor Paraplanners and team members.
  • Manage and improve ParaPlanner training plan and best practices. 

Requirements

  • 8-10+ years of financial planning experience, including ParaPlanner experience
  • CFP or CPA designation
  • Strong financial acumen with the ability to navigate current markets and solve complex planning scenarios independently
  • Skilled in portfolio analysis and developing thoughtful recommendations
  • Clear, professional communicator with strong organizational skills and ability to manage competing priorities
  • Self-motivated team player, effective both independently and collaboratively
  • Proficient in Microsoft Office and financial planning software tools

Culture and Core Values:

KerberRose Wealth Management offers a supportive, team-oriented environment rooted in professionalism and a personal approach to client service. We are committed to fostering both professional and personal growth for our team members.

Our core values guide everything we do:

Honesty

Integrity

Respect

Balanced Life

Community Oriented


Our team members are our most valuable asset, and we are dedicated to creating an environment where they can succeed and grow.

Apply