Financial Consultant Salaries in Wisconsin

Bachelor’s degree in Finance, Business, Accounting, or a related field. Actively develop new client relationships through networking, referrals, and community…

$80,000 - $140,000 a year

Perform necessary client transactions and requests. Minimum of 2 years of experience in financial planning, can be substituted for education.

$32 - $38 an hour

CFP® certification preferred (or willingness to obtain within two years). Deep technical bench across tax, estate, and investments.

$150,000 - $175,000 a year

Life and Health insurance license. 1+ years’ of face-to-face client experience in financial services or related field. Some evenings required for client events.

$68,900 - $86,900 a year

May consider applicants with an associate degree plus 4 years' experience in lieu of bachelor's degree. May consider applicants with a high school diploma plus…

$58,440 - $93,500 a year

Active CPA license (highly preferred). A Bachelor’s Degree in Accounting, Business Administration, Finance, or related field from an accredited college or…

$130,000 - $180,000 a year