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Assistant Financial Planner Jobs in Appleton, WI

KerberRose S.C.

Associate ParaPlanner

Appleton, WI · On-site

... * Assist with tax season efforts. * Train and mentor interns. Requirements * Prior experience in financial planning is desirable but not required; this is an entry-level role with strong career ...

KerberRose S.C.

Associate ParaPlanner

Appleton, WI · On-site

... * Assist with tax season efforts. * Train and mentor interns. Requirements * Prior experience in financial planning is desirable but not required; this is an entry-level role with strong career ...

Thrivent Financial

Senior FP&A Analyst

Appleton, WI · Hybrid

$70K - $95K/yr

Support FP&A Business Partners & division leaders in managing over $1 billion in organization expenses and deliver reporting to assist in the identification of appropriate levels of spending and ...

Associatedbank

Financial Advisor

Oshkosh, WI

Using a holistic financial planning approach, assist clients and prospects by analyzing their financial needs and objectives, making appropriate recommendations, effect sales of investment and ...

Aston Carter

Senior Financial Analyst

Menasha, WI · On-site

$100K - $135K/yr

Senior Financial Analyst The Senior Financial Analyst role offers a high-impact, strategic ... and strategic planning activities. * Assist in preparing clear, compelling materials and ...

Iconex, LLC

Senior Financial Analyst

Appleton, WI

$83K - $103K/yr

By leading budgeting, forecasting, and financial planning activities, and by analyzing key ... Develop financial models to assist in decision-making and business strategy. * Develop and track ...

DataAnnotation

FP&A Manager - AI Trainer

Green Bay, WI · Remote

$50 - $60/hr

We're currently expanding into an exciting new area - teaching AI Assistant models to be a more ... We're seeking experienced finance professionals with advanced degrees (MBA+) and professional ...

Workspace Plus

Accountant II

De Pere, WI · On-site

$65K - $90K/yr

Financial Analysis, Reporting & Planning * Conduct financial analysis, including forecasting ... Develop and maintain financial models to support business needs. * Assist with budgeting and ...

Workspace Plus

Accountant II

De Pere, WI · On-site

$65K - $90K/yr

Financial Analysis, Reporting & Planning * Conduct financial analysis, including forecasting ... Develop and maintain financial models to support business needs. * Assist with budgeting and ...

UniFiX and Twin Pillars

Finance Graduate Intern

Neenah, WI

$18 - $23.50/hr

... and planning initiatives across the organization. This role is designed for a master's-level ... Support the preparation of financial reports, dashboards, and summaries for leadership * Assist ...

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All JobsAssistant Financial Planner JobsAssistant Financial Planner Jobs in Appleton, WI

Assistant Financial Planner information

See Appleton, WI salary details

$34.6K

$59.1K

$101.9K

How much do assistant financial planner jobs pay per year?

As of Jun 20, 2026, the average yearly pay for assistant financial planner in Appleton, WI is $59,118.00, according to ZipRecruiter salary data. Most workers in this role earn between $45,400.00 and $66,800.00 per year, depending on experience, location, and employer.

What are Assistant Financial Planners?

Assistant Financial Planners are professionals who support financial planners or advisors in managing clients' financial portfolios. Their responsibilities typically include preparing financial reports, analyzing data, conducting research, and assisting in developing financial plans for clients. They often interact with clients to gather information, process paperwork, and ensure compliance with regulations. This role is an entry-level position that provides valuable experience for those looking to become certified financial planners in the future.

What is the difference between Assistant Financial Planner vs Financial Advisor?

AspectAssistant Financial PlannerFinancial Advisor
CertificationsCFP coursework, licensingCFP certification, licensing
Work EnvironmentSupport role, assisting plannersClient-facing, providing advice
ResponsibilitiesResearch, preparing plans, administrative tasksDeveloping financial plans, advising clients
Experience LevelEntry to mid-levelMid to senior-level

The main difference is that an Assistant Financial Planner supports and assists Financial Advisors with research and administrative tasks, while a Financial Advisor directly interacts with clients, providing personalized financial advice and planning. The Assistant role is often a stepping stone toward becoming a Financial Advisor.

What are the key skills and qualifications needed to thrive as an Assistant Financial Planner, and why are they important?

To thrive as an Assistant Financial Planner, you need foundational knowledge in finance, strong analytical abilities, and a relevant degree such as finance, accounting, or business. Familiarity with financial planning software like eMoney or MoneyGuidePro, and progress toward certifications such as CFP or Series 65, is highly valued. Excellent communication, organizational skills, and attention to detail help you build trust with clients and support senior planners effectively. These skills and qualities are crucial for delivering accurate financial advice, ensuring compliance, and fostering strong client relationships.

What are the typical responsibilities of an Assistant Financial Planner, and how do they support senior advisors and clients?

As an Assistant Financial Planner, your daily tasks often include preparing financial documents, conducting research on investment options, and assisting with the development of financial plans. You will collaborate closely with senior advisors to ensure client meetings run smoothly, often participating in note-taking, follow-ups, and maintaining client records. This role provides valuable exposure to both client interactions and the technical aspects of financial planning, making it an excellent stepping stone for those aiming to advance to a full Financial Planner position.
What are the most commonly searched types of Financial Planner jobs in Appleton, WI? The most popular types of Financial Planner jobs in Appleton, WI are:
What cities near Appleton, WI are hiring for Assistant Financial Planner jobs? Cities near Appleton, WI with the most Assistant Financial Planner job openings:
Assistant Financial Planner jobs near you
Infographic showing various Assistant Financial Planner job openings in Appleton, WI as of June 2026, with employment types broken down into 1% As Needed, 86% Full Time, 9% Part Time, 1% Temporary, 2% Contract, and 1% Nights. Highlights an 84% Physical, 3% Hybrid, and 13% Remote job distribution, with an average salary of $59,118 per year, or $28.4 per hour.
Financial Planner - AI Trainer

Financial Planner - AI Trainer

DataAnnotation

Green Bay, WI • Remote

$50 - $60/hr

Contractor

Posted 6 days ago

Job description

About the job:

DataAnnotation is committed to creating high-quality AI. Enjoy the flexibility of remote work and the freedom to set your own schedule. This is an opportunity to work with us as an independent contractor.

We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making.

In this role, you might:

• Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets

• Leverage your education and work experience to check the reasoning and accuracy of an AI Assistant's work

• Push the models with complex, real-world scenarios and edge cases to see where their reasoning holds up – and where it doesn’t.

• Share clear, structured feedback to help make each new version of the AI smarter and more reliable.

To succeed in this position, you should have expert-level financial reasoning and formal training in a finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning.

Advantages of contracting with us:

  • You'll be able to choose which projects you want to work on and when
  • You work on your own schedule, on your own computer, from the comfort of your own home
  • Projects are paid hourly starting at USD $50-$60 per hour, with bonus rates available on some projects

Responsibilities:

  • Give AI chatbots diverse and complex problems and evaluate their outputs
  • Evaluate the quality produced by AI models for correctness and performance

Qualifications:

  • Fluency in English (native or bilingual level)
  • Detail-oriented
  • Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management
  • A current, in progress, or completed Master's and/or PhD is preferred but not required

Note:

Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contractor position.

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