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Certified Financial Planner Jobs in Milwaukee WI

Wealth Planner – Licensing Path to CFP + Flexible Schedule

Wealth Planner – Licensing Path to CFP + Flexible Schedule

Equitable Advisors • Milwaukee (WI)

On-site
USD 85,000 - 120,000
Flexible schedule
Comprehensive benefits programs
Stable pay
+1
Certified Financial Planner Intern

Certified Financial Planner Intern

Northwestern Mutual • Milwaukee (WI)

On-site
USD 25,000 - 39,000
Exposure to financial planning professionals
Structured learning and mentorship
Networking opportunities
Entrepreneurial Financial Planner — Build Your Practice

Entrepreneurial Financial Planner — Build Your Practice

Northwestern Mutual • Milwaukee (WI)

On-site
USD 61,000 - 250,000
Performance-based earnings
Medical, vision, and dental plans
Fully company-funded retirement package
+2
Fee-Only Financial Advisor | Wealth Planner (CFP/CFA)

Fee-Only Financial Advisor | Wealth Planner (CFP/CFA)

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

On-site
USD 80,000 - 120,000
Licensed Financial Advisor - Holistic Wealth Planning

Licensed Financial Advisor - Holistic Wealth Planning

WizeHire, Inc • Milwaukee (WI)

On-site
USD 60,000 - 90,000
Health insurance
Dental insurance
Vision insurance
+3
CFP Internship: Hands-on Financial Planning

CFP Internship: Hands-on Financial Planning

Shell Lubricants Hub Hamburg • Milwaukee (WI)

On-site
Travel reimbursement
Mileage reimbursement
Company-provided housing
Strategic Financial Planning Consultant

Strategic Financial Planning Consultant

Northwestern Mutual Investment Services, LLC • Franklin (WI)

On-site
USD 103,000 - 154,000
Client-Focused Investment Planner

Client-Focused Investment Planner

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

On-site
USD 60,000 - 110,000
Tuition reimbursement
Training program—in-branch/regionally/
Career growth opportunities
Associate Financial Advisor — Path to CFP/65 + Equity

Associate Financial Advisor — Path to CFP/65 + Equity

Retirement Resource Center, LLC. • Milwaukee (WI)

On-site
USD 50,000 - 65,000
Equity grant
401(k) match
Medical/dental/vision insurance
+3
Entry-Level Financial Planner: Grow & Impact Lives

Entry-Level Financial Planner: Grow & Impact Lives

Lakeshore Financial Group • Milwaukee (WI)

On-site
USD 75,000 - 100,000
Associate Financial Planner

Associate Financial Planner

Lakeshore Financial Group • Milwaukee (WI)

On-site
USD 75,000 - 100,000
Flexible schedule
Comprehensive training
Full medical, dental, and vision benefits
+1
Wealth Advisor Associate: Client-Focused Financial Planning

Wealth Advisor Associate: Client-Focused Financial Planning

ROBERT W. BAIRD & CO. INCORPORATED • Milwaukee (WI)

On-site
USD 65,000 - 90,000
Competitive benefits
Holistic Financial Advisor - Client Growth & Planning

Holistic Financial Advisor - Client Growth & Planning

Lakeshore Financial Group • Milwaukee (WI)

Hybrid
USD 150,000 - 200,000
Heavily subsidized health, dental, and
vision insurance
401(k)
Financial Advisor

Financial Advisor

Drake & Associates • Waukesha (WI)

On-site
USD 150,000 - 230,000
Financial Consultant

Financial Consultant

WealthBridge Financial Group • Franklin (WI)

On-site
USD 65,000 - 90,000
Financial Advisor - WI

Financial Advisor - WI

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

On-site
USD 80,000 - 120,000
Health benefits
401(k)
Ownership potential
+2
Financial Consultant

Financial Consultant

WealthBridge Financial Group • Greenfield (WI)

On-site
USD 65,000 - 95,000
Health coverage
401(k) with match
Life and disability insurance
+2
CFP Internship: Real Financial Planning Skills & Networking

CFP Internship: Real Financial Planning Skills & Networking

Northwestern Mutual • Milwaukee (WI)

On-site
USD 25,000 - 39,000
Exposure to financial planning professionals
Structured learning and mentorship
Networking opportunities
Wealth Advisor for Private Clients & Planning

Wealth Advisor for Private Clients & Planning

JPMorgan Chase • Milwaukee (WI)

On-site
USD 90,000 - 140,000
Comprehensive health care coverage
On-site health and wellness centers
Retirement savings plan
+4
Financial Advisor

Financial Advisor

Voya Financial • Milwaukee (WI)

On-site
USD 70,000 - 100,000
Financial Advisor

Financial Advisor

Drake & Associates • Goerke's Corners (WI)

On-site
USD 180,000 - 220,000
Built-in clients — no prospecting and
7 guaranteed appointments weekly
Uncapped earning potential
Financial Consultant: Build Wealth & Retirement Plans

Financial Consultant: Build Wealth & Retirement Plans

WealthBridge Financial Group • Greenfield (WI)

On-site
USD 65,000 - 95,000
Health coverage
401(k) with match
Life and disability insurance
+2
Licensed Financial Advisor

Licensed Financial Advisor

Lakeshore Financial Group • Milwaukee (WI)

Hybrid
USD 150,000 - 200,000
Heavily subsidized health, dental, and
vision insurance
401(k)
EXPERIENCED FINANCIAL ADVISOR

EXPERIENCED FINANCIAL ADVISOR

Tri-State Wealth Advisors of Prudential Advisors • Milwaukee (WI)

On-site
USD 75,000 - 100,000
401(k) with 4% match
Cash balance pension plan
Full medical and dental benefits
Independent Financial Advisor: Build Your Book & Benefits

Independent Financial Advisor: Build Your Book & Benefits

Tri-State Wealth Advisors of Prudential Advisors • Milwaukee (WI)

On-site
USD 75,000 - 100,000
401(k) with 4% match
Cash balance pension plan
Full medical and dental benefits