Financial Planner Salaries in Wisconsin

Our advisors come from all walks of life: teaching, military, marketing, social work, restaurant management, IT, engineering, and sports coaching.

$84,000 - $200,000 a year

FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire. The Expertise and Skills You Bring.

Advisors assess and manage the financial needs of individuals and help them with decisions on, but not limited to, employer benefits, investments, income tax,…

$100,000 - $150,000 a year

FINRA Series 7, 63, 65 or 66 license, and applicable state insurance license. This role receives an annual base salary between $65,000 and $80,200 depending on…

$65,000 - $80,200 a year

Five (5) plus years’ experience as a fee-based Advisor in the field of accounting, finance, or a related professional field. CFP or CPA/PFS, preferred.

$101,430.74 - $161,070.00 a year

Certifications: A Series 65 securities license is required (or a willingness to obtain it within six months of hire).

4 days ago