Top 42 Financial advisor Jobs in Appleton Wi

SVP, Advisor
NFP Corp —Appleton, WI
- $204,400 - $347,500 a year
- Full-time
- Mid-level
- Finance
- Supervising experience
- Paid holidays
- Paid time off
11d
Financial Advisor - Appleton, WI and Surrounding Areas
Thrivent —Appleton, WI
- Up to $150,000 a year
- Background check
- Mid-level
- Business development
- Paid training
- AD&D insurance
Quick Apply
Financial Representative
Northwestern Mutual —Appleton, WI
- $50,000 - $100,000 a year
- Full-time
- Hybrid work
- Background check
- Sales
- Research
- Paid training
- Health insurance
Quick Apply
Financial Representative
Northwestern Mutual- Greater Green Bay —De Pere, WI
- $70,000 - $200,000 a year
- Full-time
- Hybrid work
- Military
- Business development
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
Wealth Management Trainee (WI)
Bankers Life —Oshkosh, WI
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Financial Planner
KerberRose S.C. —Appleton, WI
- CPA
- Office
- 8 years
VP, Financial Consultant - Appleton, WI
Charles Schwab —Appleton, WI
- $70,000 - $95,000 a year
- Background check
- Office
- Senior level
- Paid parental leave
- Employee stock purchase plan
Sr Client Relationship Specialist - Appleton, WI
Charles Schwab —Appleton, WI
- $51,300 - $93,900 a year
- Mid-level
- Office
- Bachelor's degree
- Paid parental leave
- Employee stock purchase plan
2d
Financial Advisor
Northwestern Mutual —Appleton, WI
- $61,000 - $250,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Health insurance
- Dental insurance
Financial Consultant
WealthBridge Financial Group —Ashwaubenon, WI
- $100,000 - $175,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
Personal Financial Counselor, Assignment Ready Counselor, PFC-Appleton, WI
Magellan Health —Appleton, WI
- $58,440 - $93,500 a year
- Part-time
- Spanish
- English
- Mid-level
Decedent and Special Accounts Representative
Community First Credit Union —Neenah, WI
- Research
- Mid-level
- 3 years
Quick Apply
Personal Trust Manager - Fox Valley
Associated Bank —Neenah, WI
- $167,930 - $287,880 a year
- Full-time
- Background check
- 5 years
- Office
- Employee stock purchase plan
- 401(k)
Director of Trust and Estate Settlement
Legacy Private Trust Company —Neenah, WI
- Full-time
- CPA
- 5 years
- Office
Quick Apply
Managing Director
WealthBridge Financial Group —De Pere, WI
- $150,000 - $225,000 a year
- Full-time
- Hybrid work
- 3 years
- Mentoring
- US work authorization
- Disability insurance
- Health insurance
Quick Apply
Financial Advisor/Wealth Manager
Professions Inc —Oshkosh, WI
- Mid-level
- Business development
- Mentoring
Quick Apply
Senior Sales Relationship Manager - Personal Trust
Associated Bank —Neenah, WI
- $116,690 - $200,040 a year
- Full-time
- Background check
- CPA
- Finance
- Employee stock purchase plan
- 401(k)
Personal Financial Counselor, Assignment Ready Counselor, PFC-Green Bay, WI
Magellan Health —Green Bay, WI
- $58,440 - $93,500 a year
- Part-time
- Spanish
- English
- Mid-level
Relationship Manager – Private Wealth & Tax Solutions
Wilson Hand LLC —United States
- $175,000 - $950,000 a year
- Full-time
- Remote
- CPA
- Bachelor's degree
- Accounting
- Flexible schedule
Quick Apply
Financial Coach
Empower —United States
- $58,500 - $72,000 a year
- Remote
- Mid-level
- Bachelor's degree
- Travel
- Paid parental leave
- Paid holidays

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financial advisor jobs near appleton wi

SVP, Advisor

NFP Corp -
Appleton, WI

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Job Details

Full-time
$204,400 - $347,500 a year
11 days ago

Benefits

Paid holidays
Paid time off
401(k) matching

Qualifications

Managing projects
Financial services
Productivity software

Full Job Description

Posting Description:

Who We Are:

We are a newly independent wealth management firm, with approximately $500 million in revenue, recently carved out from a larger parent company and acquired by a leading private equity sponsor. With a strong foundation of client relationships, acquisitions, and growth potential, we are in the process of standing up new systems, processes, and controls to support our next phase of expansion. This is a unique opportunity to help shape the tax infrastructure of a high-growth platform from the ground up.

Summary: Wealthspire Advisors is in search of a Wealth Advisor . This position entails collaborating with other members of the team to serve the wealth management and financial planning needs of our high net-worth clients and their families.

Responsibilities

Lead and/or support other advisors in the management of client engagements.
Determine appropriate client allocations through analysis of investment objectives, risk tolerance, net worth, income, and investment experience, or other knowledge.
Execute investment and planning activities (e.g., rebalancing portfolios, money movements, required minimum distributions, tax loss harvesting, charitable planning, lending evaluation, education funding, etc.).
Monitor client investments, review performance, and suggest changes to client portfolios as appropriate.
Actively service client accounts by performing and/or coordinating administrative tasks (e.g. tracking and monitoring account/asset transfers, preparing and presenting performance reports, processing transaction requests as directed, handling necessary paperwork for accounts, etc.).
Initiate and field client calls on various topics and miscellaneous requests (e.g., account specific questions, general inquiries regarding portfolios, investment market discussions, planning items, money movements, etc.).
Assist with the development of client financial plans using financial planning software and present results and solutions to clients.
Prepare for and attend client meetings and manage and/or complete all meeting follow-up activities.
Create proposals for prospective clients.
Coordinate with clients’ attorneys, accountants, and other professionals as needed.
Develop and maintain working knowledge of various financial planning concepts, such as gift, estate and income tax planning, insurance, credit solutions, education funding, charitable/philanthropic strategies, etc.
Pursue professional development opportunities to include additional licenses and/or designations and actively participate in internal and external training sessions and networking events.
Deepen existing client relationships; seek client referrals.
Participate in community outreach, networking, and marketing activities to drive new business opportunities.
Leverage local centers of influence to extend referral network.
Provide ongoing training and serve as a mentor to advisory staff.

Requirements

Minimum 10+ years of wealth management experience (other or additional experience will be considered).
CFP other wealth management designation highly preferred.
Ability to independently manage and prioritize multiple projects.
Organized, detail-oriented, and able to effectively manage task lists.
Excellent written and verbal communication skills.
Flexible team player who is highly adaptable to change and open to new ideas.
Ability to think creatively.
Reliable, follows through on commitments.
Personal integrity and professional initiative.
Previous supervisory experience managing teams is a plus.
Strong problem-solving and influence/consensus-building skills.
Strong communication and organizational skills.
Ability to work through questions and concerns collaboratively.
Proficiency in Microsoft Office; experience with CRM, portfolio management and financial planning software is a plus.
Bachelor’s degree or higher preferably in financial planning, business, accounting, finance, economics, law, or related experience.

What We Offer:

We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, and more. The base salary range for this position is $204,400 – $347,500. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

Wealthspire is an inclusive Equal Employment Opportunity employer.

#Wealthspire

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Refine Your Search

financial advisor jobs in appleton wi

SVP, Advisor

Financial Advisor - Appleton, WI and Surrounding Areas

Financial Representative

Financial Representative

Wealth Management Trainee (WI)

Financial Planner

VP, Financial Consultant - Appleton, WI

Sr Client Relationship Specialist - Appleton, WI

Financial Advisor

Financial Consultant

Personal Financial Counselor, Assignment Ready Counselor, PFC-Appleton, WI

Decedent and Special Accounts Representative

Personal Trust Manager - Fox Valley

Director of Trust and Estate Settlement

Managing Director

Financial Advisor/Wealth Manager

Senior Sales Relationship Manager - Personal Trust

Personal Financial Counselor, Assignment Ready Counselor, PFC-Green Bay, WI

Relationship Manager – Private Wealth & Tax Solutions

Financial Coach

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