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Weekend Financial Planner Jobs in Madison, WI (NOW HIRING)

DataAnnotation

Financial Planner - AI Trainer

Madison, WI · Remote

$50 - $60/hr

Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Advantages of contracting with us: * You'll be able to choose ...

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 ...

Northwestern Mutual

Financial Advisor

Middleton, WI · On-site

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Planning Experience Asset & Income Protection Education Funding Investment & Advisory Services ...

Northwestern Mutual

Financial Advisor

Middleton, WI

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Planning Experience Asset & Income Protection Education Funding Investment & Advisory Services ...

Northwestern Mutual

Financial Advisor

Middleton, WI

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Planning Experience Asset & Income Protection Education Funding Investment & Advisory Services ...

Northwestern Mutual

Financial Advisor

Middleton, WI

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Planning Experience Asset & Income Protection Education Funding Investment & Advisory Services ...

Northwestern Mutual

Financial Advisor

Middleton, WI

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Planning Experience Asset & Income Protection Education Funding Investment & Advisory Services ...

Northwestern Mutual

Financial Advisor

Middleton, WI

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Planning Experience Asset & Income Protection Education Funding Investment & Advisory Services ...

Northwestern Mutual

Financial Advisor

Middleton, WI

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Planning Experience Asset & Income Protection Education Funding Investment & Advisory Services ...

Northwestern Mutual

Financial Advisor

Middleton, WI

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Planning Experience Asset & Income Protection Education Funding Investment & Advisory Services ...

Northwestern Mutual

Financial Advisor

Middleton, WI

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... Planning Experience Asset & Income Protection Education Funding Investment & Advisory Services ...

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All JobsFinancial Planner JobsWeekend Financial Planner JobsWeekend Financial Planner Jobs in Madison, WI

Weekend Financial Planner information

See Madison, WI salary details

$50.9K

$97.4K

$140.6K

How much do weekend financial planner jobs pay per year?

As of Jul 27, 2026, the average yearly pay for weekend financial planner in Madison, WI is $97,418.00, according to ZipRecruiter salary data. Most workers in this role earn between $76,600.00 and $102,800.00 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.
What are the most commonly searched types of Financial Planner jobs in Madison, WI? The most popular types of Financial Planner jobs in Madison, WI are:
What are popular job titles related to Weekend Financial Planner jobs in Madison, WI? For Weekend Financial Planner jobs in Madison, WI, the most frequently searched job titles are:
What job categories do people searching Weekend Financial Planner jobs in Madison, WI look for? The top searched job categories for Weekend Financial Planner jobs in Madison, WI are:
What cities near Madison, WI are hiring for Weekend Financial Planner jobs? Cities near Madison, WI with the most Weekend Financial Planner job openings:
Weekend Financial Planner jobs near you
Personal Financial Planner

Personal Financial Planner

Lakeshore Financial Group

Madison, WI

$100K/yr

Full-time

Posted 28 days ago

Job description

Do you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more. If you have great communication skills and an eye for detail, apply today!Compensation:

$75,000 - $100,000 at plan earnings


Responsibilities:
  • Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management
  • Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs
  • Be a coachable, organized team member interested in pursuing training development and educational opportunities
  • Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor
  • Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals

Qualifications:
  • Up-to-date FINRA Series 7 & 63/66 documents are a bonus
  • Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary
  • Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers
  • Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed
  • A Bachelor’s degree in finance, business administration, or alternate related analytical field is required

About Company

At Lakeshore Financial, our Financial Representatives and Advisors take pride in nurturing strong and meaningful connections with a diverse range of individuals. Our services are designed to cater to specific needs, offering comprehensive financial strategies or focusing on particular areas that require attention.

What sets us apart is our commitment to providing a unique and all-encompassing approach to evaluating and developing financial wellness strategies tailored to each individual's circumstances. We genuinely care about clients' well-being and want them to experience our dedicated and holistic method.

To ensure the highest quality of guidance, our team follows a comprehensive process. By leveraging this approach, we strive to deliver exceptional results and empower clients to achieve their financial goals with confidence.