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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

$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

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 ...

KerberRose S.C.

Associate ParaPlanner

Appleton, WI

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 ...

CFS

FP&A Analyst

Baraboo, WI · On-site

$90K - $120K/yr

FP&A Analyst Salary: $90,000-$120,000 Why This Opportunity Stands Out: * Our client is a well-established, family-owned manufacturing holding company with a diverse portfolio of industry-leading ...

CFS

FP&A Analyst

Baraboo, WI · On-site

$90K - $120K/yr

FP&A Analyst About the Company and Opportunity: • Salary: $90,000 - $120,000 • Join a privately held organization with approximately $400M in annual revenue • Exposure to a company operating ...

CFS

FP&A Analyst

Baraboo, WI · Hybrid

FP&A Analyst / Internal Controls Specialist Salary: $90,000 - $120,000 + Target 20% Bonus Why This Opportunity Stands Out * Newly created, high-visibility position working directly with the CFO as a ...

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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 Jul 28, 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.

Is 200,000 enough to work with a financial advisor?

For a Weekend Financial Planner, having $200,000 can be sufficient to start working with a financial advisor, especially if the goal is to develop a personalized financial plan or investment strategy. Many advisors have minimum account sizes ranging from $25,000 to $100,000, but some may accept lower amounts or offer hourly consulting. The suitability depends on the advisor's policies and the complexity of your financial needs.

What pays more, CPA or CFP?

For a Weekend Financial Planner, Certified Public Accountants (CPAs) generally have higher earning potential than Certified Financial Planners (CFPs), especially in accounting and tax-related roles. However, CFPs often earn more in financial planning and advisory positions, depending on experience and client base. Salary differences can vary based on industry, location, and certifications held.

How many financial advisors make $500,000 a year?

While a small percentage of financial advisors earn $500,000 or more annually, such high earnings typically require extensive experience, a strong client base, and specialization in high-net-worth individuals. Most financial advisors earn between $60,000 and $150,000, with top earners reaching higher compensation through performance bonuses and commissions.

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.

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

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 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.

How can I make 2000 a week working from home?

A Weekend Financial Planner can potentially earn $2,000 weekly by offering specialized financial advice, managing client portfolios, and providing planning services during weekends. Building a client base, obtaining relevant certifications, and leveraging online platforms can help increase income, but earnings depend on experience, client volume, and service fees.
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Weekend Financial Planner jobs near you
Financial Planner

Financial Planner

KerberRose S.C.

Appleton, WI

$74K - $99K/yr

Other

Posted 2 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