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

Northwestern Mutual

Financial Advisor

Middleton, WI · On-site

$61K - $250K/yr

Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory ... As a financial advisor, you will: * Grow your client base by making new connections, maintaining a ...

Northwestern Mutual

Financial Advisor

Middleton, WI · On-site

$61K - $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 ...

Northwestern Mutual

Financial Advisor

Middleton, WI · On-site

$61K - $250K/yr

Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory ... As a financial advisor, you will: * Grow your client base by making new connections, maintaining a ...

Northwestern Mutual

Financial Advisor

Middleton, WI · On-site

$61K - $250K/yr

Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory ... As a financial advisor, you will: * Grow your client base by making new connections, maintaining a ...

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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 Aug 17, 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.

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' availability. These roles typically involve advising clients on investments, retirement planning, and financial strategies 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 include evenings and weekends, depending on client needs and firm policies, and they may need to be flexible to provide timely advice and support.

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

Financial Consultant

WealthBridge Financial Group

Fitchburg, WI • On-site

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted 7 days ago

Job description

Financial Consultant | WealthBridge

WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand their financial objectives and provide them with tailored advice and strategies that align with their goals. You will leverage your financial expertise to offer comprehensive solutions, including investment opportunities, retirement planning, and wealth management strategies.

As a Financial Consultant at WealthBridge, you will play a pivotal role in empowering clients to make informed financial decisions. You will utilize advanced financial tools and analytics to assess client needs and develop effective action plans. Collaboration with a network of industry experts and access to cutting-edge resources will enhance your ability to serve clients effectively.

Join WealthBridge Financial Group and be part of a passionate team dedicated to delivering exceptional service and fostering long-term client relationships. If you are driven by results and have a deep commitment to helping clients achieve financial success, we would love to hear from you.

Requirements

  • Bachelor's degree in finance, accounting, or a related field.
  • Experience in financial consulting or a similar role is preferred.
  • Strong analytical and problem-solving skills.
  • Excellent communication and interpersonal skills to effectively connect with clients.
  • Demonstrated ability to build and maintain client relationships.
  • Licenses or certifications in financial planning are a plus.

Benefits

  • Top-tier health coverage including medical, dental, and vision plans for you and your dependents
  • 401(k) retirement plan with company match to help you build long-term security
  • Life and disability insurance for added peace of mind
  • Employee wellness programs and mental health resources
  • Career growth opportunities and ongoing training support