Top 55 Financial planner Jobs in Appleton Wi

Financial Planner
KerberRose S.C. —Appleton, WI
- CPA
- Office
- 8 years
6d
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
Financial Representative
Northwestern Mutual- Greater Green Bay —De Pere, WI
- $65,000 - $250,000 a year
- Full-time
- Hybrid work
- Military
- Mid-level
- Business development
- Health insurance
- Dental insurance
Quick Apply
Financial Advisor - Appleton, WI and Surrounding Areas
Thrivent —Appleton, WI
- Background check
- Mid-level
- Business development
- Paid training
- AD&D insurance
Quick Apply
Financial Advisor
Northwestern Mutual —Oshkosh, WI
- $60,000 - $100,000 a year
- Full-time
- Sales
- Research
- Office
- Paid training
- Health savings account
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
Wealth Management Trainee (WI)
Bankers Life —Oshkosh, WI
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Wealth Management Trainee (WI)
Bankers Life —Green Bay, WI
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
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
8d
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
Wealth Manager
Annex Wealth Management LLC —Appleton, WI
- 5 years
- Mid-level
- Office
- Disability insurance
- Health insurance
Quick Apply
Private Advisor Affluent
FirstRand —Kimberly, WI
- Full-time
- Mid-level
- 3 years
2d
Wealth Management Advisor-Oshkosh, WI
U.S. Bank National Association —Appleton, WI
- $65,000 - $80,200 a year
- Full-time
- Research
- Mid-level
- Office
- Paid holidays
- Disability insurance
Financial and Tax Planning Associate
Avaii Wealth Management —Appleton, WI
- Full-time
- CPA
- Research
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Director of Trust and Estate Settlement
Legacy Private Trust Company —Neenah, WI
- Full-time
- CPA
- 5 years
- Office
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)
Financial Advisor/Wealth Manager
Professions Inc —Oshkosh, WI
- Mid-level
- Mentoring
- Teaching
Quick Apply
Middle Office Support Specialist
Legacy Private Trust Company —Neenah, WI
- Full-time
- Mid-level
- Office
- Finance
- Life insurance
Quick Apply
Decedent and Special Accounts Representative
Community First Credit Union —Neenah, WI
- Research
- Mid-level
- 3 years
Quick Apply
Personal Trust Officer
Thrivent —Appleton, WI
- $99,108 - $134,087 a year
- Full-time
- 3 years
- Finance
- Business development
- Paid parental leave
- Health savings account
Quick Apply

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financial planner jobs near appleton wi

Financial Planner

KerberRose S.C. -
Appleton, WI

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Job Details

6 days ago

Qualifications

Financial planning software
Portfolio performance analysis
Financial plan development
Productivity software

Full Job Description

Description:

Location: Appleton, WI (Onsite)

Candidates must reside within a reasonable commuting distance.

Join a collaborative and experienced team committed to delivering comprehensive financial planning solutions and building meaningful client relationships. As a Financial Planner, you will lead the planning process for assigned clients, develop sophisticated strategies, and serve as a key contributor to both client success and team development.

This role is ideal for an experienced professional who thrives in a client-facing environment, enjoys solving complex financial questions, and is passionate about mentoring others while continuously improving planning processes.

Key Responsibilities:

Lead financial planning for assigned clients.
Model and address complex questions independently.
Advanced mastery of leading planning tools—RightCapital, Income Solver, and Holistiplan—to deliver sophisticated client solutions.
Apply KRW modeling techniques at an expert level.
Independently solve problems and integrate considerations in new planning scenarios.
Maintain a strong understanding of financial markets and current economic conditions.
Demonstrate deep knowledge of KRW model portfolios, investment philosophy, benchmarks, and strategy.
Analyze outside portfolios and develop recommendations with limited Advisor oversight.
Contribute to improving financial planning processes.
Manage new client onboarding.
Mentor Paraplanners and team members.
Manage and improve ParaPlanner training plan and best practices.

Requirements:

8–10+ years of financial planning experience, including ParaPlanner experience
CFP or CPA designation
Strong financial acumen with the ability to navigate current markets and solve complex planning scenarios independently
Skilled in portfolio analysis and developing thoughtful recommendations
Clear, professional communicator with strong organizational skills and ability to manage competing priorities
Self-motivated team player, effective both independently and collaboratively
Proficient in Microsoft Office and financial planning software tools

Culture and Core Values:

KerberRose Wealth Management offers a supportive, team-oriented environment rooted in professionalism and a personal approach to client service. We are committed to fostering both professional and personal growth for our team members.

Our core values guide everything we do:

Honesty
Integrity
Respect
Balanced Life
Community Oriented

Our team members are our most valuable asset, and we are dedicated to creating an environment where they can succeed and grow.

Apply Now

Refine Your Search

financial planner jobs in appleton wi

Financial Planner

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

Financial Representative

Financial Advisor - Appleton, WI and Surrounding Areas

Financial Advisor

Financial Representative

Wealth Management Trainee (WI)

Wealth Management Trainee (WI)

VP, Financial Consultant - Appleton, WI

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

Wealth Manager

Private Advisor Affluent

Wealth Management Advisor-Oshkosh, WI

Financial and Tax Planning Associate

Director of Trust and Estate Settlement

Personal Trust Manager - Fox Valley

Financial Advisor/Wealth Manager

Middle Office Support Specialist

Decedent and Special Accounts Representative

Personal Trust Officer

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