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Assistant Financial Planner Jobs in Appleton, WI

DWM Tax Planning

Be Seen First

Tax Preparer / Tax Advisor

Appleton, WI · On-site

$50K - $60K/yr

Participate in joint meetings with clients and their financial advisor to walk through tax results and planning recommendations together * Assist in developing financial plans * Prepare quarterly ...

DWM Tax Planning

Be Seen First

Tax Preparer / Tax Advisor

Appleton, WI · On-site

$50K - $60K/yr

Participate in joint meetings with clients and their financial advisor to walk through tax results and planning recommendations together * Assist in developing financial plans * Prepare quarterly ...

NFP Corp

SVP, Advisor

Appleton, WI · On-site

$204K - $347K/yr

... 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 ...

New

NFP Corp

SVP, Advisor

Appleton, WI · On-site

$204K - $347K/yr

... 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 ...

NFP Corp

SVP, Advisor

Appleton, WI · On-site

$204K - $347K/yr

... 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 ...

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All JobsFinancial Planner 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 Aug 8, 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 is an assistant financial planner?

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 August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 14% Part Time, and 3% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $59,118 per year, or $28.4 per hour.

Delivery Driver/ Warehouse - Full Time

Heritage Vet Partners and their Partner Clinics

Oshkosh, WI • On-site

$16 - $19.75/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 26 days ago

Job description

WHO WE ARE

Heritage Vet Partners is a leading animal health product supplier and veterinarian service provider based in Oshkosh, WI.

Heritage Vet Partners brings together companies and people who have been part of the animal health landscape for decades. Our founders are veterinarians and experienced animal health specialists, and our name is a tribute to you, the producers, who make this industry great.

Heritage Vet Partners reflects our Midwest values of fairness and respect, of a person’s word being something you can count on, and of doing things the right way, rather than the easy way. It respects the value of hard work, the satisfaction of a job well done, and of building something to pass along to the next generation. We recognize that Agriculture is an industry with a long and proud heritage.

Very flexible work schedule to include no weekends and potential for 4 day work weeks.

RESPONSIBILITIES

  • Safely deliver products to customers using company vehicles
  • Load and unload delivery vehicles
  • Assist with picking, packing and organizing inventory in the warehouse
  • Maintain a clean, organized warehouse and work areas
  • Perform basic facility maintenance as needed

QUALIFICATIONS

  • Must be able to lift 50 lbs
  • Basic computer knowledge
  • Team player
  • Forklift experience (Preferred, not necessary)
  • Valid driver's license with a clean driving record (Preferred)
  • Experience operating commercial vehicles (box trucks) under 26,000 (Preferred, not necessary)

BENEFITS

HVP offers a full benefits package, including 4 health insurance plan options, vision, dental, and life insurance, long and short-term disability, critical illness and accident insurance, and GAP insurance. We also offer Flexible Spending Accounts as well as Health Savings Accounts. A generous paid time off policy allows our employees the flexibility they need for work/life balance. HVP invests in your future by offering a company sponsored 401k plan with employer match, along with access to a financial planner!

STATEMENT

All applicants are considered for all positions without regard to race, religion, color, sex, gender, sexual orientation, pregnancy, age, national origin, ancestry, physical/mental disability, medical condition, military/veteran status, genetic information, marital status, ethnicity, citizenship or immigration status, or any other protected classification, in accordance with applicable federal, state, and local laws. By completing this application, you are seeking to join a team of hardworking professionals dedicated to consistently delivering outstanding service to our customers and contributing to the financial success of the organization, its clients, and its employees. Equal access to programs, services, and employment is available to all qualified persons. Those applicants requiring an accommodation to complete the application and/or interview process should contact a management representative.

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