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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Overview

Open roles9
Top employerWealthbridge Financial
Top cityHoward, WI
Cities hiring9
Work type67% Hybrid
Top credentialBachelor's degree in finance

Showing 5 of 9+ Financial Consultant jobs

Ryder System
MBA Leadership Development Program - Financial Consultant - REMOTE
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Ryder System
Added 2d ago
MBA Leadership Development Program - Financial Consultant - REMOTE
Ryder System
Madison, Wisconsin
Accounting
Business Analysis
Investment Operations
$100k - $110k/yr
Remote (US)
Master's degree in business administration

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Fidelity Investments
Financial Consultant- Milwaukee, WI
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Fidelity Investments
Added 3w ago
Financial Consultant- Milwaukee, WI
Fidelity Investments
Brookfield, Wisconsin
Business Development
Business Strategy
Consulting & Professional Services
Remote (US)
Experience equivalent to degree accepted
10,000+

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Fidelity Investments
Financial Consultant- Madison, WI
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Fidelity Investments
Added 1mo ago
Financial Consultant- Madison, WI
Fidelity Investments
Middleton, Wisconsin
Account Management
Business Development
Consulting & Professional Services
Customer Success
Remote (US)
Experience equivalent to degree accepted
10,000+

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Wealthbridge Financial Group
Financial Consultant
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Wealthbridge Financial Group
Added 2mo ago
Financial Consultant
Wealthbridge Financial Group
Allouez, Wisconsin
Account Management
Business Development
Consulting & Professional Services
Customer Success
$100k - $175k/yr
Hybrid
Bachelor's degree in finance

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Wealthbridge Financial Group
Financial Consultant
We won't show you this job again
Wealthbridge Financial Group
Added 2mo ago
Financial Consultant
Wealthbridge Financial Group
Howard, Wisconsin
Account Management
Business Development
Consulting & Professional Services
Customer Success
$100k - $175k/yr
Hybrid
Bachelor's degree in finance

Have you applied for this role?

See All 9 Financial Consultant Jobs in Wisconsin

Find roles in Wisconsin that match your experience and apply in just a few clicks.

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Financial Consultant Jobs by City in Wisconsin

Where Wisconsin roles are concentrated, by current openings.

Howard
1 job
Allouez
1 job
De Pere
1 job
Madison
1 job
Bellevue
1 job
Green Bay
1 job
Middleton
1 job
Brookfield
1 job
Ashwaubenon
1 job

Financial Consultant Job Market in Wisconsin

A snapshot from current Wisconsin openings, updated as new roles post.

Who's Hiring

Wealthbridge Financial
Wealthbridge Financial6 open roles
Fidelity Investments
Fidelity Investments2 open roles
Ryder System
Ryder System1 open role

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 Ryder System and others right now, based on current listings on Migrate Mate as of September 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, Allouez, and De Pere 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 September 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

Find roles in Wisconsin that match your experience and apply in just a few clicks.

Find Financial Consultant Jobs