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Associate Financial Planner Jobs in Appleton, WI

FOX WORLD TRAVEL INC

Controller

Oshkosh, WI · Hybrid

We've been able to create a culture where our associates can grow, learn, and succeed, and, in turn ... Analyze financial results and explain significant variances. * Overseeing supplier revenue and ...

Fox World Travel Inc

Controller

Oshkosh, WI · On-site

We've been able to create a culture where our associates can grow, learn, and succeed, and, in turn ... Analyze financial results and explain significant variances. * Overseeing supplier revenue and ...

Fox World Travel

Controller

Oshkosh, WI · On-site

We've been able to create a culture where our associates can grow, learn, and succeed, and, in turn ... Analyze financial results and explain significant variances. * Overseeing supplier revenue and ...

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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 Sep 3, 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 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.

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.

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.

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 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.

More about Associate Financial Planner jobs

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:

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For Associate Financial Planner jobs in Appleton, WI, the most frequently searched job titles are:

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The top searched job categories for Associate Financial Planner jobs in Appleton, WI are:

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
Infographic showing various Associate Financial Planner job openings in Appleton, WI as of August 2026, with employment types broken down into 84% Full Time, 14% Part Time, and 2% Contract. Highlights an 88% Physical, 3% Hybrid, and 9% Remote job distribution, with an average salary of $81,830 per year, or $39.3 per hour.

Account Associate - State Farm Agent Team Member

State Farm

Appleton, WI • On-site

$50K - $60K/yr

Full-time

Medical, Retirement, PTO

Re-posted 5 days ago

State Farm rating

7.3

Company rating: 7.3 out of 10

Based on 1,562 frontline employees who took The Breakroom Quiz

242nd of 315 rated insurance

Job description

Responsive recruiter
Replies within 24 hours
Benefits:
  • License reimbursement
  • Bonus based on performance
  • Competitive salary
  • Flexible schedule
  • Opportunity for advancement
  • Paid time off
  • Training & development
  • 401(k)
  • Health insurance

ABOUT OUR AGENCY:I've been a State Farm agent since 2012 and am proud to serve the community I grew up in here in Northeast Wisconsin. I'm a graduate of the University of Wisconsin-Eau Claire with a B.S., and a proud dad to a five-year-old daughter.
For our team, we offer a 401(k), health benefits, reimbursement for licensing costs, and a strong focus on work-life balance.
Our office culture is supportive, steady, and team-oriented. We're looking for someone who is dependable, motivated, and enjoys working with people - someone who wants to grow their career while being part of a positive, community-focused team.
ROLE DESCRIPTION:As Account Associate - State Farm Agent Team Member for Andy Wescott - State Farm Agent, you are vital to our daily business operations and customers' success. You grow our agency through meaningful client relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services.
Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team.
RESPONSIBILITIES:
  • Generate leads and actively pursue new business opportunities.
  • Educate clients about insurance products and recommend appropriate coverage options.
  • Foster strong client relationships through regular follow-ups and proactive communication.
  • Maintain accurate client records and manage policy updates efficiently.

QUALIFICATIONS:
  • Strong organizational skills and attention to detail.
  • Excellent customer service and communication skills.
  • Previous experience in insurance or a related field preferred.

Compensation: $50,000.00 - $60,000.00 per year
My team's mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams. We are located in Appleton, WI and help customers with their insurance and financial services needs, including:
  • Auto insurance
  • Home insurance
  • Life insurance
  • Retirement planning

State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.

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