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Certified Financial Planner Jobs in Milwaukee WI

Certified Financial Planner Intern

Certified Financial Planner Intern

Northwestern Mutual • Milwaukee (WI)

Sur place
USD 25 000 - 39 000
Exposure to financial planning professionals
Structured learning and mentorship
Networking opportunities
CFP® Wealth Planning Advisor | Client Growth & Strategy

CFP® Wealth Planning Advisor | Client Growth & Strategy

F.L.Putnam Investment Management Company • Milwaukee (WI)

Sur place
USD 100 000 - 150 000
Wealth Planner – Licensing Path to CFP + Flexible Schedule

Wealth Planner – Licensing Path to CFP + Flexible Schedule

Equitable Advisors • Milwaukee (WI)

Sur place
USD 85 000 - 120 000
Flexible schedule
Comprehensive benefits programs
Stable pay
+1
Paraplanner | Financial Planning Associate

Paraplanner | Financial Planning Associate

Ameriprise Financial Services, LLC • Town of Brookfield (WI)

Sur place
USD 75 000 - 90 000
Health, dental, and vision insurance
401(k) plan
Open PTO policy
+1
CFP Private Client Advisor — Wealth Planning Lead

CFP Private Client Advisor — Wealth Planning Lead

Flputnam • Milwaukee (WI)

Hybride
USD 120 000 - 180 000
Private Client Advisor - Milwaukee

Private Client Advisor - Milwaukee

F.L.Putnam Investment Management Company • Milwaukee (WI)

Sur place
USD 100 000 - 150 000
Private Client Advisor - Milwaukee

Private Client Advisor - Milwaukee

Flputnam • Milwaukee (WI)

Hybride
USD 120 000 - 180 000
CFP Internship: Real Financial Planning Skills & Networking

CFP Internship: Real Financial Planning Skills & Networking

Northwestern Mutual • Milwaukee (WI)

Sur place
USD 25 000 - 39 000
Exposure to financial planning professionals
Structured learning and mentorship
Networking opportunities
Private Client Advisor - Milwaukee

Private Client Advisor - Milwaukee

FL Putnam Investment Management • Milwaukee (WI)

Sur place
USD 90 000 - 120 000
Private Client Advisor/CFP

Private Client Advisor/CFP

F.L.Putnam Investment Management Company • Milwaukee (WI)

Sur place
USD 90 000 - 130 000
Client‑Focused Financial Advisor & Planner

Client‑Focused Financial Advisor & Planner

Fidelity Investments Inc. • Goerke's Corners (WI)

Sur place
USD 80 000 - 120 000
CFP Private Wealth Advisor

CFP Private Wealth Advisor

FL Putnam Investment Management • Milwaukee (WI)

Sur place
USD 90 000 - 120 000
Associate Financial Planner

Associate Financial Planner

Financial Service Group • Racine (WI), Northern (KY)

Hybride
USD 90 000 - 120 000
PTO
401K
Flexible work schedule options
+4
Wealth Advisor with CFP — Planning & Ownership

Wealth Advisor with CFP — Planning & Ownership

JMG Financial Group, Ltd. • City of Pewaukee (WI)

Sur place
USD 90 000 - 150 000
Bonuses
Full benefits (health, dental, vision,
Ownership potential
+1
Wealth Planning Associate — Impactful Client Planning

Wealth Planning Associate — Impactful Client Planning

CliftonLarsonAllen • Milwaukee (WI)

Sur place
USD 70 000 - 100 000
Health benefits
Dental insurance
Vision insurance
+1
Integrated Financial Planning Growth Consultant

Integrated Financial Planning Growth Consultant

Northwestern Mutual • Franklin (WI)

Sur place
USD 89 000 - 134 000
Flexible work schedules
Concierge service
Comprehensive benefits
+1
College Financial Planner Intern — Flexible Schedule

College Financial Planner Intern — Flexible Schedule

Northwestern Mutual • City of Pewaukee (WI)

Sur place
USD 500 - 1 000
Performance-based earnings
Learning incentives (up to $1000/month
Productivity bonuses
+2
CFP Private Client Advisor - Wealth Planning Lead

CFP Private Client Advisor - Wealth Planning Lead

F.L.Putnam Investment Management Company • Milwaukee (WI)

Sur place
USD 90 000 - 130 000
Financial Consultant- Milwaukee, WI

Financial Consultant- Milwaukee, WI

Fidelity Investments Inc. • Goerke's Corners (WI)

Sur place
USD 80 000 - 120 000
Senior Paraplanner — Financial Planning & Client Service

Senior Paraplanner — Financial Planning & Client Service

Ameriprise Financial • Town of Brookfield (WI)

Sur place
USD 75 000 - 90 000
Health, dental, and vision benefits
401(k)
Open PTO policy
Associate Financial Advisor

Associate Financial Advisor

Baird Careers • Milwaukee (WI)

Sur place
USD 65 000 - 90 000
Entrepreneurial Financial Planner — Build Your Practice

Entrepreneurial Financial Planner — Build Your Practice

Northwestern Mutual • Milwaukee (WI)

Sur place
USD 61 000 - 250 000
Performance-based earnings
Medical, vision, and dental plans
Fully company-funded retirement package
+2
Associate Wealth Advisor - Financial Planning Center

Associate Wealth Advisor - Financial Planning Center

CliftonLarsonAllen • Milwaukee (WI)

Sur place
USD 70 000 - 100 000
Health benefits
Dental insurance
Vision insurance
+1
Financial Advisor

Financial Advisor

Liberty Financial Group, Inc. • Elm Grove (WI)

Hybride
USD 115 000 - 125 000
33-hour Summer Week
Hybrid schedule (WFH Wednesdays)
Base salary with incentive plan
+1
Registered Paraplanner

Registered Paraplanner

Ameriprise Financial • Town of Brookfield (WI)

Sur place
USD 75 000 - 90 000
Health, dental, and vision benefits
401(k)
Open PTO policy