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Cfp Jobs in Appleton, WI (NOW HIRING)

KerberRose S.C.

Financial Planner

Appleton, WI

$74K - $99K/yr

CFP or CPA designation * Strong financial acumen with the ability to navigate current markets and solve complex planning scenarios independently * Skilled in portfolio analysis and developing ...

KerberRose S.C.

Financial Planner

Appleton, WI · On-site

$74K - $99K/yr

CFP or CPA designation * Strong financial acumen with the ability to navigate current markets and solve complex planning scenarios independently * Skilled in portfolio analysis and developing ...

Aon

SVP, Advisor

Appleton, WI · On-site

$204K - $347K/yr

CFP other wealth management designation highly preferred. * Ability to independently manage and prioritize multiple projects. * Organized, detail-oriented, and able to effectively manage task lists.

NFP Corp

SVP, Advisor

Appleton, WI · On-site

$204K - $347K/yr

CFP other wealth management designation highly preferred. * Ability to independently manage and prioritize multiple projects. * Organized, detail-oriented, and able to effectively manage task lists.

AON PLC

SVP, Advisor

Appleton, WI · On-site

$204 - $348/hr

CFP other wealth management designation highly preferred. * Ability to independently manage and prioritize multiple projects. * Organized, detail-oriented, and able to effectively manage task lists.

NFP Corp

SVP, Advisor

Appleton, WI · On-site

$204K - $347K/yr

CFP other wealth management designation highly preferred. * Ability to independently manage and prioritize multiple projects. * Organized, detail-oriented, and able to effectively manage task lists.

NFP Corp

SVP, Advisor

Appleton, WI

$204K - $347K/yr

CFP other wealth management designation highly preferred. * Ability to independently manage and prioritize multiple projects. * Organized, detail-oriented, and able to effectively manage task lists.

Annex Wealth Management

Wealth Manager - Appleton

WI · On-site

CFP required. Bachelor's degree in Finance, Business, Economics, or related field. * Experience: 5+ years of experience in wealth advisory roles. * Investment Expertise & Portfolio Strategy: Strong ...

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$59.5K

$99.4K

$137.5K

How much do cfp jobs pay per year?

As of Sep 5, 2026, the average yearly pay for cfp in Appleton, WI is $99,419.00, according to ZipRecruiter salary data. Most workers in this role earn between $84,800.00 and $111,700.00 per year, depending on experience, location, and employer.

What is a CFP?

CFP stands for Certified Financial Planner, a professional designation for financial advisors who have met rigorous education, examination, experience, and ethical requirements set by the CFP Board. CFPs help individuals and families create comprehensive financial plans, covering areas such as investments, retirement, taxes, estate planning, and insurance. They are held to a fiduciary standard, meaning they must act in their clients’ best interests when providing financial advice.

What does a CFP do?

A certified financial planner (CFP) works with clients to help manage personal finances and realize short and long term financial goals. As a CFP, you often work with individuals, but you may also advise companies and small businesses. Your duties include offering advice about savings and investments, helping clients budget for major expenses such as a college education or home purchase, and providing strategies to improve the management of their assets and cash flow. In addition to investing and budgeting advice, you also sell financial products such as insurance and investments.

What skills and qualifications are needed to be a CFP?

To thrive as a Certified Financial Planner (CFP), you need in-depth knowledge of financial planning, investment strategies, and tax regulations, underpinned by a bachelor's degree and CFP certification. Familiarity with financial planning software, CRM systems, and portfolio management tools is commonly required. Excellent interpersonal skills, ethical judgment, and the ability to communicate complex information clearly help set top CFPs apart. These skills and qualities ensure clients receive sound, personalized advice and foster long-term trust and compliance with regulatory standards.

How do CFPs build long-term client relationships and trust?

Certified Financial Planners (CFPs) build long-term client relationships by consistently providing personalized financial advice, maintaining transparent communication, and demonstrating reliability and ethical standards. They schedule regular check-ins to review clients' financial goals, adjust plans as needed, and proactively address changes in financial markets or regulations. Establishing trust also involves confidentiality, clear documentation, and ongoing education to help clients make informed decisions, which ultimately fosters loyalty and referrals.

What jobs can I get with a certified financial planner certification?

A Certified Financial Planner (CFP) certification qualifies individuals for roles such as financial planner, financial advisor, wealth manager, or retirement planner. These professionals develop financial plans, provide investment advice, and help clients achieve their financial goals, often working in banks, advisory firms, or independent practices. The certification demonstrates expertise in financial planning, investments, taxes, estate planning, and insurance.
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Cfp jobs near you
Infographic showing various Cfp job openings in Appleton, WI as of August 2026, with employment types broken down into 5% Internship, 75% Full Time, 8% Part Time, and 12% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $99,419 per year, or $47.8 per hour.

Personal Financial Counselor, Assignment Ready Counselor, PFC-Green Bay, WI

Magellan Health, Inc.

Green Bay, WI • On-site, Remote

$58K - $93K/yr

Part-time

Medical, Life

Re-posted 17 days ago

Key responsibilities

  • Provide personal financial counseling services to military service members and their families, including education, counseling, and referrals.

  • Coordinate and deliver financial management classes and workshops on topics relevant to military lifecycle events.

  • Utilize virtual counseling methods and communicate with leadership regarding trends and issues on the installation.

Job description

This position will provide coverage in short-term, surge and on demand situations resulting from the Military needs such as a post-deployment event or to cover an existing assignment for counselors who are absent. Primary responsibilities include the full breadth of personal financial counseling services to military service members and their families at military installations. Services include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Works closely with the installation and military branch Points of Contact (POC) to assure that the program is provided within scope and meets the needs of the installation.
  • Provides personal financial counseling and management services directly to service members and their families.
  • Assists service members in establishing a spending plan for extended absences.
  • Develops and makes available informational financial materials to service members and families.
  • Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
  • Responds to requests for age-appropriate classes or seminars.
  • Possess the skills to effectively utilize virtual counseling or other electronic modes of communication, such as web based, secure online chat, or video-based communications and secure video teleconference sponsored by the customer. Virtual PFC support may only be authorized by OSD FINRED Program office.
  • Manages duty to warn situations according to Department of Defense (DoD) protocol.
  • Communicates with leadership and participates in regular individual and group supervision, sharing information regarding trends and issues on the installations to which the counselor is assigned.
  • Participates in regular in-services/training, quality improvement committees or other contract activities as assigned/appropriate.
  • All other duties as assigned.

The job duties listed above are representative and not intended to be all-inclusive of what may be expected of an employee assigned to this job. A leader may assign additional or other duties which would align with the intent of this job, without revision to the job description.
Other Job Requirements
Responsibilities
Bachelor's degree required.
May consider applicants with an associate degree plus 4 years' experience in lieu of bachelor's degree.
May consider applicants with a high school diploma plus 6 years' experience in lieu of a bachelor's degree.
3+ years of financial counseling experience.
Must be a U.S. citizen and speak fluent English.
If required by the contract, must be bilingual in English and Spanish.
Be able to obtain a favorably adjudicated Tier 2 investigation.
Must be able to pass the Congressionally Mandated Disclosures for Organizational Conflicts of Interest (OCI) process.
Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).
General Job Information
Title
Personal Financial Counselor, Assignment Ready Counselor, PFC-Green Bay, WI
Grade
24
Work Experience - Required
Financial Counseling
Work Experience - Preferred
Education - Required
A Combination of Education and Work Experience May Be Considered., Bachelor's
Education - Preferred
License and Certifications - Required
AFC - Accredited Financial Counselor - EnterpriseEnterpriseEnterprise, CFP - Certified Financial Planner - EnterpriseEnterpriseEnterprise, ChFC - Chartered Financial Consultant - EnterpriseEnterpriseEnterprise, DL - Driver License, Valid In State - OtherOtherOther
License and Certifications - Preferred
Salary Range
Salary Minimum:
$58,440
Salary Maximum:
$93,500
This information reflects the anticipated base salary range for this position based on current national data. Minimums and maximums may vary based on location. Actual pay will be adjusted based on an individual's skills, experience, education, and other job-related factors permitted by law.
This position may be eligible for short-term incentives as well as a comprehensive benefits package. Magellan offers a broad range of health, life, voluntary and other benefits and perks that enhance your physical, mental, emotional and financial wellbeing.
Magellan Health, Inc. is proud to be an Equal Opportunity Employer and a Tobacco-free workplace. EOE/M/F/Vet/Disabled.
Every employee must understand, comply with and attest to the security responsibilities and security controls unique to their position; and comply with all applicable legal, regulatory, and contractual requirements and internal policies and procedures.

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