Top 52 Financial planner Jobs in Appleton Wi

VP, Financial Consultant - Appleton, WI
Charles Schwab —Appleton, WI
- $70,000 - $95,000 a year
- Background check
- Senior level
- Paid parental leave
- Employee stock purchase plan
Financial Planner
KerberRose S.C. —Appleton, WI
- CPA
- Office
- 8 years
SVP, Advisor
NFP Corp —Appleton, WI
- $204,400 - $347,500 a year
- Full-time
- Mid-level
- Finance
- Supervising experience
- Paid holidays
- Paid time off
13d
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
Wealth Management Trainee (WI)
Bankers Life —Green Bay, WI
- $50,000 - $80,000 a year
- Full-time
- Entry level
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
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
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)
Middle Office Support Specialist
Legacy Private Trust Company —Neenah, WI
- Full-time
- Mid-level
- Office
- Finance
- Life insurance
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
Decedent and Special Accounts Representative
Community First Credit Union —Neenah, WI
- Research
- Mid-level
- 3 years
Quick Apply
Director of Trust and Estate Settlement
Legacy Private Trust Company —Neenah, WI
- Full-time
- CPA
- 5 years
- Office
Quick Apply
Financial Advisor/Wealth Manager
Professions Inc —Oshkosh, WI
- Mid-level
- Business development
- Mentoring
Quick Apply
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
Wealth Solutions Advisor
Empower —United States
- $70,000 - $92,500 a year
- Remote
- Mid-level
- 3 years
- US work authorization
- Paid parental leave
- Paid holidays

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VP, Financial Consultant - Appleton, WI
Charles Schwab —Appleton, WI
A valid and active FINRA Series 7 license required. If you currently have your securities license, enjoy working in a team setting, and share our passion for…
$70,000 - $95,000 a year
Financial Planner
KerberRose S.C. —Appleton, WI
Analyze outside portfolios and develop recommendations with limited Advisor oversight. Skilled in portfolio analysis and developing thoughtful recommendations.

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Paraplanner
Peak Retirement Planning, Inc. —Columbus, OH
The ability to earn your Series 65 and Life & Health license. Receive extensive mentorship and training to develop into a financial planner.
$50,000 - $100,000 a year
Financial Planner
Peak Retirement Planning, Inc. —Columbus, OH
CFP® professional or actively pursuing CFP® certification. Participate in an in-depth training program to sharpen your skills and build technical knowledge.
$50,000 - $200,000 a year

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financial planner jobs near appleton wi

VP, Financial Consultant - Appleton, WI

Charles Schwab -
Appleton, WI

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Job Details

$70,000 - $95,000 a year

Benefits

Paid parental leave
Employee stock purchase plan
Health insurance
Dental insurance
Tuition reimbursement
Parental leave
Vision insurance
401(k) matching
Sabbatical

Qualifications

Customer communication
Series 7
FINRA License
Experience practicing in the securities industry

Full Job Description

Position Type: Regular

Your opportunity

In addition to the salary range, this role is also eligible for bonus or incentive opportunities. Click the link below to review our Investment Professionals’ incentive structure.

Investment Professionals' Compensation | Charles Schwab

At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.

Schwab’s branch team is at the heart of our firm’s commitment to helping clients own their financial futures. In this exciting role, you’ll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. You’ll also have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities.

As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you’ll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a team setting, and share our passion for serving clients - this role is for you.

What you have

Required Qualifications:

A valid and active FINRA Series 7 license required
Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job.

Preferred Qualifications:

Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations.
Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client’s progress toward achieving their goals.
Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning
Ability to adapt and implement change as the market and business conditions evolve
Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation
Desire to provide an outstanding investor experience in additional to furthering your own professional development in Wealth Management.

Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process

What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance

Apply Now

Refine Your Search

financial planner jobs in appleton wi

VP, Financial Consultant - Appleton, WI

Financial Planner

SVP, Advisor

Financial Representative

Wealth Management Trainee (WI)

Wealth Management Trainee (WI)

Personal Trust Manager - Fox Valley

Financial Advisor

Financial Consultant

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

Senior Sales Relationship Manager - Personal Trust

Middle Office Support Specialist

Managing Director

Decedent and Special Accounts Representative

Director of Trust and Estate Settlement

Financial Advisor/Wealth Manager

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

Relationship Manager – Private Wealth & Tax Solutions

Wealth Solutions Advisor

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