Financial Consultant Jobs in Wisconsin
Financial Consultant jobs in Wisconsin are in steady demand, with the strongest concentration in wealth management, retirement planning, and insurance-linked financial services across Milwaukee, Madison, and Green Bay. Major employers with an established Wisconsin footprint include Northwestern Mutual, Johnson Financial Group, and Associated Bank, all of which hire financial consultants at both associate and senior levels. Client-facing advisory, fee-based planning, and small-business financial consulting are the sub-areas drawing the most consistent hiring activity across the state. Find a role that fits below and apply directly.
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Who We Are:
With an exceptional legacy passed on from its predecessors spanning back to 1997, the LeadCar Toyota Monroe and LeadCar Chevrolet Monroe team brings a proven track record combined with an unmatched reputation for quality in the local Monroe, WI and greater Madison, WI & northern IL market areas.
If you are ready to take your career to the next level, we are looking for a Sales Manager and Financial Services Consultant to join our team. Apply today!
To learn more about us, please visit www.leadcar.com.
What We Offer:
- Health Insurance
- Dental Insurance
- Vision Insurance
- Supplemental Benefit Insurance, including Life Insurance, Short- and Long-Term Disability Insurance, Accident Insurance and more!
- 401(K) Retirement Plan
- Paid Time Off
- Paid Holidays
- Employee Discounts
- Continued training through the Company
The Schedule: This position may be expected to work above and beyond a regular 40-hour work week in order to meet necessary deadlines.
- Monday-Friday, 8:30 a.m.-5:00 p.m., with a rotating Saturday shift (8:30 a.m.-2:30 p.m.). A weekday off is provided during weeks worked on Saturday. One Saturday off per month.
The schedule is subject to change at any time based on operational need and at management’s discretion.
Travel Requirements: travel requirements will vary based on organizational priorities and operational demands and may be required periodically throughout the year for training or meetings.
- A valid driver’s license is required and must be maintained for travel requirements.
Job Type: Full-time
The Opportunity - Sales Manager and Financial Services Consultant
The Sales Manager/Financial Services Consultant works with other Variable Managers to oversee, manage, and train in all aspects of the Sales and Finance Departments. Communicates any concerns and suggestions in a timely manner to the President/General Manager.
Essential Duties and Responsibilities
- Supervise, train, coach, and develop Sales & Leasing Consultants to drive performance and customer satisfaction.
- Foster a collaborative, customer-focused sales environment throughout the sales, delivery, and follow-up process.
- Manage sales operations, including staffing, scheduling, performance goals, and sales meeting leadership.
- Structure and negotiate new, used, and certified vehicle deals to maximize profitability and customer satisfaction.
- Oversee CRM processes and customer follow-up activities to ensure timely communication, accurate reporting, and lead management.
- Partner with leadership to manage vehicle inventory, trade appraisals, vehicle acquisitions, and sales forecasting.
- Ensure compliance with dealership policies and all applicable federal, state, and local regulations, including FTC Safeguards requirements.
- Collaborate with Sales, Finance & Insurance (F&I), and Accounting teams to ensure accurate deal processing, funding, documentation, commissions, and profitability.
- Present financing, leasing, warranty, and aftermarket product options while maintaining transparency and delivering an exceptional customer experience.
- Analyze department performance, develop incentive initiatives, prepare operational reports, and support continuous improvement through training and best-practice collaboration.
Certifications, Licenses, Registrations:
- Manufacturer certification must be maintained at the minimum level.
Qualifications
Required Qualifications
- Valid Wisconsin Sales License (or ability to obtain and maintain upon hire).
- Valid driver's license with an acceptable driving record.
- Minimum of 5 years of automotive sales leadership, sales management, or related dealership experience; or an equivalent combination of education and experience.
- Demonstrated success achieving sales, customer satisfaction, and profitability goals.
- Strong leadership, coaching, team-building, and communication skills.
- Excellent organizational, problem-solving, and customer service abilities.
- Proficiency with dealership management systems, CRM platforms, Microsoft Office, and related technology.
- Ability to maintain required manufacturer certifications and complete ongoing training.
Preferred Qualifications
- Previous Finance & Insurance (F&I) experience.
- Experience with Toyota and/or Chevrolet franchise operations.
- Prior experience with VIN Solutions and/or Dealertrack a plus.
- Experience managing inventory, trade appraisals, desking deals, and sales forecasting.
- Strong understanding of automotive regulatory compliance and dealership operations.
We are an equal opportunity employer. All persons shall have the opportunity to be considered for employment without regard to actual or perceived race, color, religion, creed, sex, sexual orientation, gender identity or expression, national origin, age, ancestry, ethnicity, disability, pregnancy, citizenship, marital status, familial status, military or veteran status, genetic information, predisposing genetic characteristic, status as a victim of domestic violence, stalking and sex offenses, or any other status protected by applicable federal, state or local law.
We will endeavor to make reasonable accommodation/modification for the known physical or mental limitations of a qualified applicant with a disability to assist in the hiring process, unless the accommodation would impose an undue hardship on the operation of our business, in accordance with applicable federal, state and local law. If you believe you require such assistance to complete this form or to participate in the interview process, please contact Human Resources by calling 608-824-1355 or by emailing hr@leadcar.com.
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Find Financial Consultant JobsFinancial Consultant Jobs by City in Wisconsin
Where Wisconsin roles are concentrated, by current openings.
Financial Consultant Job Market in Wisconsin
A snapshot from current Wisconsin openings, updated as new roles post.
Who's Hiring



What Wisconsin Employers Look For
The qualifications that appear most often in financial consultant jobs across Wisconsin.
- Active FINRA Series 7 or Series 65 license required or must be obtained within licensing window
- Bachelor's degree in finance, economics, accounting, or a closely related field
- Proven ability to build and manage a client book in a Wisconsin market
- CFP designation preferred or actively in progress for senior advisory roles
- Experience with financial planning software such as eMoney, MoneyGuidePro, or similar platforms
- Strong knowledge of Wisconsin state tax rules and retirement plan regulations relevant to clients
Financial Consultant Jobs in Wisconsin: Frequently Asked Questions
How do you become a financial consultant in Wisconsin?
The core path is earning a bachelor's degree in finance, economics, or accounting, then passing the FINRA Series 65 or Series 7 exam to become a licensed investment adviser representative or registered representative in Wisconsin. The Wisconsin Department of Financial Institutions oversees investment adviser registration in the state. Many employers also expect or require a CFP credential for client-facing advisory roles, which demands additional coursework and examination.
Which companies hire financial consultants in Wisconsin?
Wisconsin financial consultant roles are posted by Wealthbridge Financial, Fidelity Investments, and LeadCar® and others right now, based on current listings on Migrate Mate as of November 2026. Wisconsin's deep roots in insurance and mutual-fund companies mean many openings come from firms headquartered here rather than regional branches of national firms.
Which Wisconsin cities have the most financial consultant jobs?
Howard, Monroe, and Allouez account for the largest share of financial consultant openings in Wisconsin. Milwaukee leads because it is home to several major financial services and insurance headquarters, Madison draws openings from state government finance roles and university-adjacent wealth management, and Green Bay's openings reflect a strong regional banking and insurance presence serving northeastern Wisconsin businesses and households.
Are there remote financial consultant jobs in Wisconsin?
Yes, and more than many financial roles, particularly for fee-only planners and analytical positions. About 100% of financial consultant openings tied to Wisconsin are remote or hybrid as of November 2026, reflecting the industry's shift toward virtual client meetings. Client-facing relationship management and new business development roles are the most likely to require regular in-person presence in Wisconsin offices.
How can I get hired as a financial consultant in Wisconsin with little or no experience?
The most realistic entry path is through a financial planning associate or paraplanner role at a Wisconsin-based firm, which lets you sit alongside licensed advisors before carrying your own book. Northwestern Mutual's Milwaukee-based new financial representative program and Johnson Financial Group's associate advisor track are well-known Wisconsin starting points. Earning the Series 65 before applying signals readiness, and any experience in banking, insurance, or accounting at Wisconsin regional institutions like Associated Bank or CUNA Mutual Group strengthens a junior application.
Where can I find and apply to financial consultant jobs in Wisconsin?
You can find and apply to financial consultant jobs in Wisconsin on Migrate Mate, which lists current Wisconsin openings across Milwaukee, Madison, Green Bay, and other markets in the state. Find roles that fit your experience level and specialty, then apply directly to each employer through the listing.
See All 9 Financial Consultant Jobs in Wisconsin
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