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Associate Financial Planner Jobs in Appleton, WI

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 ...

Paper Transport

Transportation Planner

De Pere, WI · On-site

$66K - $78K/yr

Associate's Degree in Logistics / Supply Chain / Transportation or Business related fields ... Financial Counseling Program * Employee Assistance Program * Ongoing training and employee ...

Paper Transport

Transportation Planner

De Pere, WI · On-site

$66K - $78K/yr

Associate's Degree in Logistics / Supply Chain / Transportation or Business related fields ... Financial Counseling Program * Employee Assistance Program * Ongoing training and employee ...

LG-OSS LLC

Inventory Associate

Green Bay, WI · On-site

$13/hr

Financial Planning Assistance w/ 3 free consultations * Free legal services * 80 Hours of Vacation ... As a Inventory Associate, you will embody the P.A.L.S core values through performance, policy and ...

LG-OSS LLC

Inventory Associate

Green Bay, WI · On-site

$13/hr

Financial Planning Assistance w/ 3 free consultations * Free legal services * 80 Hours of Vacation ... As a Inventory Associate, you will embody the P.A.L.S core values through performance, policy and ...

TMS Financial

Senior Staff Accountant

Green Bay, WI · On-site

$28 - $39/hr

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

TMS Financial

Senior Staff Accountant

Green Bay, WI · On-site

... planning and insurance services - all designed to meet your unique financial goals with integrity ... Bachelors or Associates degree in Accounting, Business, Finance, or related field Responsibilities:

TMS Financial

Senior Staff Accountant

Green Bay, WI · On-site

$28 - $39/hr

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

TMS Financial

Senior Staff Accountant

Green Bay, WI · On-site

$28 - $39/hr

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

Thrivent Financial

Market Developer

Appleton, WI · On-site

... other sales associates. This role will foster a culture of excellence, compliance, and client ... It is critical in retaining financial advisors and sales roles by helping them get off to a ...

Thrivent Financial

Market Developer

Green Bay, WI

... other sales associates. This role will foster a culture of excellence, compliance, and client ... It is critical in retaining financial advisors and sales roles by helping them get off to a ...

Grant Thornton

Audit Senior Associate

Appleton, WI · On-site

$79K - $97K/yr

Planning, executing and completing financial statement audits while managing the budget; performing an in-charge role as needed * Training and supervising audit associates and interns and providing ...

Grant Thornton

Audit Senior Associate

Appleton, WI · On-site

$79K - $97K/yr

Planning, executing and completing financial statement audits while managing the budget; performing an in-charge role as needed * Training and supervising audit associates and interns and providing ...

Grant Thornton

Audit Senior Associate

Appleton, WI · On-site

$79K - $97K/yr

Planning, executing and completing financial statement audits while managing the budget; performing an in-charge role as needed * Training and supervising audit associates and interns and providing ...

Grant Thornton

Audit Senior Associate

Appleton, WI · On-site

$79K - $97K/yr

Planning, executing and completing financial statement audits while managing the budget; performing an in-charge role as needed * Training and supervising audit associates and interns and providing ...

Ascension

Associate Chaplain

Appleton, WI

$23.74/hr

... referrals as needed. * Assist with planning and implementing spiritual care programs and ... Ascension will never ask for payment or to provide banking or financial information as part of the ...

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Showing results 21-40

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

Financial Services Assistant

TMS Financial

Green Bay, WI • On-site

$25 - $37/hr

Full-time

Posted 19 days ago

Job description

Financial Services Assistant
TMS Financial is dedicated to being the premier provider of comprehensive tax and financial services for individuals and businesses alike. For more than three decades, we have been a trusted partner in helping clients achieve financial success. Our team provides a full range of services - including tax preparation, small business accounting, investment planning and insurance services - all designed to meet your unique financial goals with integrity and expertise.
TMS Financial is currently looking to hire a full-time Financial Services Assistant for our Green Bay office.
The Ideal Candidate:
  • Proven understanding of investment products and financial industry
  • Excellent communication and interpersonal skills
  • Detail-oriented with a desire for greatest degree of accuracy
  • Ability to learn and adapt to new computer programs, software and technology while welcoming change and opportunities to continuously learn and improve
  • Bachelor's or Associate's degree in Finance, Business, Accounting, Marketing or related field (preferred but not required)
  • 3+ years of experience in finance or investment industry (preferred but not required)

Responsibilities:
  • Process new accounts, transfers, contributions and redemptions, beneficiary changes, address changes
  • Input and maintain accurate client information in all appropriate databases and software applications
  • Research and resolve client concerns, questions, or requests
  • Verify all requests are received and handled to completion
  • Effectively manage and prioritize workflow
  • Client interaction including inbound phone calls and scheduling of various appointments
  • Learn and run various specialized financial software applications
  • Create, enhance, and maintain various reports, database projects and other special projects as directed

The position is year-round with fewer hours outside of tax season. Family-friendly culture, employee-focused, and supports a healthy work life balance.

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