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Associate Financial Planner Jobs in Appleton, WI

KerberRose S.C.

Associate ParaPlanner

Appleton, WI

As a Associate Paraplanner , you will play a vital role in supporting our internal team, managing ... Refine proficiency in financial planning software. * Maintain basic knowledge of KRW model ...

KerberRose S.C.

Associate ParaPlanner

Appleton, WI · On-site

As a Associate Paraplanner , you will play a vital role in supporting our internal team, managing ... Refine proficiency in financial planning software. * Maintain basic knowledge of KRW model ...

W3Global Inc.

Financial Advisor

Appleton, WI · Hybrid

$75K - $125K/yr

Hybrid / Remote Job Summary Our client is seeking a Financial Advisor or Associate Advisor to join a growing wealth management and financial planning practice. The ideal candidate should possess ...

KerberRose S.C.

ParaPlanner

Appleton, WI

Draft and update financial plans with limited oversight from Financial Planner. * Develop expertise ... Update and add to Associate ParaPlanner training plan and best practices. Requirements * 5 - 7 ...

KerberRose S.C.

ParaPlanner

Appleton, WI · On-site

Draft and update financial plans with limited oversight from Financial Planner. * Develop expertise ... Update and add to Associate ParaPlanner training plan and best practices. Requirements * 5 - 7 ...

KerberRose S.C.

ParaPlanner

Appleton, WI · On-site

Draft and update financial plans with limited oversight from Financial Planner. * Develop expertise ... Update and add to Associate ParaPlanner training plan and best practices. Requirements * 5 - 7 ...

KerberRose S.C.

ParaPlanner

Freedom, WI · On-site

Draft and update financial plans with limited oversight from Financial Planner. * Develop expertise ... Update and add to Associate ParaPlanner training plan and best practices. Requirements * 5 - 7 ...

TMS Financial

Financial Services Assistant

Green Bay, WI · On-site

$25 - $37/hr

... planning and insurance services - all designed to meet your unique financial goals with integrity ... Bachelor's or Associate's degree in Finance, Business, Accounting, Marketing or related field ...

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

Associate Financial Planner information

See Appleton, WI salary details

$44.4K

$81.8K

$109.7K

How much do associate financial planner jobs pay per year?

As of Aug 10, 2026, the average yearly pay for associate financial planner in Appleton, WI is $81,830.00, according to ZipRecruiter salary data. Most workers in this role earn between $73,100.00 and $97,500.00 per year, depending on experience, location, and employer.

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

AspectAssociate Financial PlannerFinancial Advisor
CertificationsCFP® coursework, licensingCFP®, Series 7, 66/65
Work EnvironmentSupport role, entry-level, team-basedClient-facing, independent or firm-based
Employer & Industry UsageFinancial planning firms, banks, wealth managementIndependent practices, firms, banks

The Associate Financial Planner typically supports senior planners, focusing on research and client prep, often with CFP® coursework. Financial Advisors directly manage client portfolios, provide financial advice, and hold relevant certifications like CFP® and securities licenses. While both roles work within the financial planning industry, the Associate Financial Planner is an entry-level support position, whereas the Financial Advisor is a client-facing role with greater responsibility.

What does an associate financial planner do?

An Associate Financial Planner supports senior financial planners in creating and implementing financial plans for clients. Their duties typically include gathering and analyzing client financial data, preparing reports, assisting with investment recommendations, and maintaining client records. They also help answer client questions and ensure that all compliance and regulatory requirements are met. This entry-level role is ideal for those starting a career in financial planning and often serves as a stepping stone to becoming a lead financial advisor.

What are the key skills and qualifications needed to thrive as an associate financial planner, and why are they important?

To thrive as an Associate Financial Planner, you need a solid grounding in finance, investment principles, and financial planning concepts, typically supported by a bachelor's degree in finance or a related field. Familiarity with financial planning software (such as eMoney or MoneyGuidePro), CRM systems, and progress toward certifications like CFP® is highly valued. Strong interpersonal skills, attention to detail, and effective communication set outstanding candidates apart. These skills ensure accurate advice, client trust, and successful collaboration within a financial planning team.

What is an associate financial planner?

The job duties of an associate financial planner revolve around working to assist and support a more senior financial planner as they offer advice to clients. Your responsibilities in this career may include providing analysis about financial options, using data to make projections, helping the advisor or planner prepare for clients, meeting with clients to get their initial information, and assisting with recommendations. You may need to deal with subjects such as investment portfolio management or retirement planning. You may also perform office administration tasks such as filing paperwork and scheduling appointments.

How does an associate financial planner typically collaborate with senior advisors and clients?

Associate Financial Planners often work closely with senior advisors by supporting the development of financial plans, conducting research, and preparing client reports. They may participate in client meetings, take notes, and help implement recommendations under the supervision of a lead planner. This collaboration allows associates to gain valuable mentorship, deepen their understanding of client needs, and build strong communication skills essential for career advancement in financial planning.
More about Associate Financial Planner jobs
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What cities near Appleton, WI are hiring for Associate Financial Planner jobs? Cities near Appleton, WI with the most Associate Financial Planner job openings:
Associate Financial Planner jobs near you

Associate ParaPlanner

KerberRose S.C.

Appleton, WI

Full-time

Re-posted 14 days ago

Job description

Description

Location: Appleton, WI (Onsite)


Candidates must reside within a reasonable commuting distance.
Join a dynamic and generationally diverse team of professionals committed to serving clients with the highest standards of ethics and professionalism. As a Associate Paraplanner, you will play a vital role in supporting our internal team, managing schedules, coordinating tasks, and contributing to relationship development. This position provides a unique opportunity to explore the Wealth Management industry from behind the scenes and build a strong foundation for a rewarding career in financial planning. 


Key Responsibilities:

  • Draft and update financial plans with oversight from Financial Planner.
  • Collaborate with wealth advisors to understand client needs.
  • Refine proficiency in financial planning software.
  • Maintain basic knowledge of KRW model portfolios, investment philosophy, benchmarks, and strategy.
  • Work with Client Service Team on routine/simple client requests.
  • Provide limited support to onboard new clients.
  • Assist with organizing and updating Advyzon, RightCapital, and client folders.
  • 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 development potential. Preference will be given to candidates currently enrolled in or who have completed financial planning education leading to professional certification (e.g., CFP or CPA/PFS).
  • Exceptional written and verbal communication skills.
  • Self-motivated and productive, with the ability to work both independently and as part of a team.
  • Strong attention to detail and the ability to anticipate and meet client needs.
  • Excellent project management skills, with the ability to handle and prioritize multiple tasks effectively.
  • Proficiency in Microsoft Office Suite.

Culture and Core Values:KerberRose Wealth Management offers a fun, supportive atmosphere of professionalism marked by a personal touch. We believe in creating an environment which encourages and supports professional and personal development. Our core values drive our culture:

  • Honesty
  • Integrity
  • Respect
  • Balanced Life
  • Community Oriented

Our team members are our most valuable assets, which is why KerberRose Wealth Management team members are given frequent opportunities for achievement and recognition.  

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