Top 11 Financial Planner/Advisor Jobs in Madison, WI

Insurance Agent with Training
Wisconsin Region - Modern Woodmen of America —Madison, WI
- $63,000 - $84,000 a year
- Full-time
- Hybrid work
- Military
- 11+ years
- Business development experience
- Health insurance
- Dental insurance
Quick Apply
Entry Level – Financial Advisor
Equitable Advisors —Madison, WI
- Office
- Bachelor's degree
- US work authorization
- Employee stock purchase plan
- Disability insurance
Personal Financial Planner
Lakeshore Financial Group —Madison, WI
- $75,000 - $100,000 a year
- Hybrid work
- Basic math
- Finance
- Bachelor's degree
- Retirement plan
Quick Apply
Associate Advisor - Middleton, WI
Savant —Middleton, WI
- $65,000 - $85,000 a year
- Full-time
- Hybrid work
- Research
- Office
- Finance
- Health savings account
- AD&D insurance
10d
Financial Advisory - Junior Financial Planner
Kestra Financial —Madison, WI
- Full-time
- CPA
- Research
- Mid-level
- Health insurance
- 401(k)
Quick Apply
Entry Level – Wealth Manager
Equitable Advisors —Madison, WI
- Office
- Bachelor's degree
- US work authorization
- Employee stock purchase plan
- Disability insurance
Financial Professional - Retirement Benefits Group
Equitable Advisors —Madison, WI
- Mid-level
- Bachelor's degree
- US work authorization
- Employee stock purchase plan
- Disability insurance
Planning Strategist
Savant Wealth Management —Middleton, WI
- $127,500 - $175,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Health savings account
- AD&D insurance
Wealth Advisor, Director
BMO Financial Group —Madison, WI
- $91,800 - $171,000 a year
- Full-time
- 7 years
- Office
- Team management
- Health insurance
- Tuition reimbursement
5d
Senior Project Manager / Environmental Engineer
WSP —Madison, WI
- Background check
- 7 years
- Engineering
- Disability insurance
- Health insurance

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Paraplanner
Peak Retirement Planning, Inc. —Columbus, OH
The ability to earn your Series 65 and Life & Health license. Receive extensive mentorship and training to develop into a financial planner.
$50,000 - $100,000 a year
Financial Planner
Peak Retirement Planning, Inc. —Columbus, OH
CFP® professional or actively pursuing CFP® certification. Participate in an in-depth training program to sharpen your skills and build technical knowledge.
$50,000 - $200,000 a year

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Financial Planner/Advisor jobs near Madison, WI

Insurance Agent with Training

Wisconsin Region - Modern Woodmen of America
Madison, WI

Quick Apply

Job Details

Full-time
$63,000 - $84,000 a year

Benefits

Health insurance
Dental insurance
401(k)
Work from home
Vision insurance
401(k) matching
Professional development assistance
Opportunities for advancement
Flexible schedule
Life insurance
Referral program

Qualifications

Insurance needs analysis
Financial planning
Insurance products customer support
Financial sales
Financial services customer support
Customer relationship building
Referral-based lead generation
Military
Sales referrals
Client inquiry handling
11+ years
Business development experience
Sales development
Insurance planning
Meeting or exceeding sales goals
Client referrals
Community relationship building
Insurance sales
Leadership
Entry level

Full Job Description

Benefits:

401(k)
401(k) matching
Bonus based on performance
Company parties
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Training & development
Vision insurance

Are you someone who thrives on competition, teamwork, and achieving excellence? The Frey Region at Modern Woodmen of America is seeking driven professionals who want to build a career as holistic financial planners, individuals passionate about helping others achieve both financial protection and financial growth. Our team is made up of motivated, service-minded leaders dedicated to making a meaningful difference in the lives of our members and communities. If you’re ready to take on new challenges, grow your career, and make a lasting impact, we’d love to connect with you.

At the Frey Region of Modern Woodmen of America, our mission is to foster a culture where every Financial Representative feels supported, confident, and equipped to succeed. We believe that success begins with hands-on leadership and ongoing mentorship, ensuring our team always has a trusted leader to turn to for guidance and growth. This commitment extends far beyond initial training; it is a lifelong promise.

At the Frey Region, our representatives are in business for themselves but never by themselves. We take pride in cultivating a collaborative environment where each member has the tools, knowledge, and encouragement to deliver personalized, compassionate, and knowledgeable service to every client. Together, we are building not just successful practices but lasting relationships and stronger communities.

Watch this short video to see how sharing meaningful moments—both personal and professional—can transform perspectives on a career in financial services with Modern Woodmen of America: https://youtu.be/-qWeFzHB-ck

About Modern Woodmen:

Modern Woodmen is about people. Created for our members. Owned and operated by them too. Together, we’re here for each other, for our families and for the communities we love. We are a member-owned fraternal financial services organization. Together with over 700,000 members, we’ve been touching lives and securing futures since 1883. Modern Woodmen's financial strength is anchored in a robust asset base of $17.14 billion. Guided by a prudent investment philosophy, the organization focuses on high-quality, diversified investments with high industry ratings from A.M. Best and KBRA. With a surplus of $2.42 billion and a solvency ratio of 116.41%, Modern Woodmen is committed to ensuring additional protection for its members, affirming its dedication to long-term financial stability.

Meet Our Regional Director:

Danny Frey II is Regional Director for Modern Woodmen of America, where he focuses on helping members and advisors create lasting impact through financial guidance and community involvement. With nearly 19 years in the industry, Danny brings a blend of experience, leadership, and dedication to Modern Woodmen’s mission of making lives better through service and fraternalism. Before joining the organization in 2007, he owned and operated his own bar and grill, which fueled his passion for building relationships and leading with purpose. Outside of work, Danny enjoys supporting his kids’ sports and spending time working on cars.

Role Responsibilities:

Member Consultation: Meet with client members to assess their insurance needs and recommend appropriate coverage.
Customer Service: Provide exceptional customer service, addressing client inquiries and resolving issues promptly.
Networking: Build and maintain a network of client members through referrals, networking events, and community engagement.
Training and Development: Participate in ongoing training and professional development to stay current with industry changes and enhance sales skills.
Target Achievement: Meet or exceed business development goals.

Perks/Benefits:

Strong income opportunity
Potential to earn client member leads
Once you reach our qualification standards we will consider allocating resources to support you to recruit, train and develop your own team of talented professionals.
Exclusive training/development with the financial services professional supporting you
An environment and culture of mutual support and growth
Attainment of prestigious credentials and recognition
Consistent opportunities for growing your income and character
Strong benefits and retirement package
Dental, health, and vision insurance
Flexible schedule
Life insurance
Professional development assistance
Referral program

Qualifications:

Team-Oriented
Enthusiastic
Positive attitude
Self-Starter
Community-Focused
Coachable
Athletic background (bonus)
Military background (bonus)
Goal-Driven
Willingness to obtain state insurance license

If you're ready to unleash your competitive drive and embark on a career that changes lives, join our team.

Flexible work from home options available.

Quick Apply

Refine Your Search

Financial Planner/Advisor jobs in Madison, WI

Insurance Agent with Training

Entry Level – Financial Advisor

Personal Financial Planner

Associate Advisor - Middleton, WI

Financial Advisory - Junior Financial Planner

Entry Level – Wealth Manager

Financial Professional - Retirement Benefits Group

Planning Strategist

Wealth Advisor, Director

Senior Project Manager / Environmental Engineer

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