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Cfp Jobs in Appleton, WI (NOW HIRING)

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 ...

KerberRose S.C.

Associate ParaPlanner

Appleton, WI · On-site

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 ...

KerberRose S.C.

ParaPlanner

Appleton, WI · On-site

Working toward CFP designation * Exceptional written and verbal communication skills. * Self-motivated and productive, with the ability to work both independently and as part of a team. * Strong ...

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 ...

KerberRose S.C.

ParaPlanner

Freedom, WI · On-site

Working toward CFP designation * Exceptional written and verbal communication skills. * Self-motivated and productive, with the ability to work both independently and as part of a team. * Strong ...

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 · 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.

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Cfp information

See Appleton, WI salary details

$58.1K

$97K

$134.2K

How much do cfp jobs pay per year?

As of Aug 16, 2026, the average yearly pay for cfp in Appleton, WI is $97,015.00, according to ZipRecruiter salary data. Most workers in this role earn between $82,800.00 and $109,000.00 per year, depending on experience, location, and employer.

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 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. Strong communication skills and knowledge of financial tools are essential in these roles.

Is being a certified financial planner a good job?

A certified financial planner (CFP) is a professional who provides financial planning and investment advice, often working in financial services firms or independently. The role typically requires passing the CFP certification exam, gaining experience, and maintaining ongoing education. It can offer a stable career with opportunities for client interaction, but income varies based on experience, location, and client base.

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 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 jobs can I get with a certified financial planner (CFP) certification?

A Certified Financial Planner (CFP) certification qualifies individuals for roles such as financial planner, financial advisor, wealth manager, or estate planner. These professionals develop financial plans, provide investment advice, and help clients achieve their financial goals, often working in financial services firms or independently. The certification demonstrates expertise in areas like retirement planning, tax strategies, and estate planning, and typically requires strong communication skills and knowledge of financial tools and regulations.

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.
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Infographic showing various Cfp job openings in Appleton, WI as of August 2026, with employment types broken down into 100% Full Time. Highlights an 87% In-person, 4% Hybrid, and 9% Remote job distribution, with an average salary of $97,015 per year, or $46.6 per hour.

Wealth Advisor (Green Bay, WI)

Mercer Advisors

Green Bay, WI • Hybrid

Full-time

Re-posted 23 days ago

Mercer Advisors rating

8.9

Company rating: 8.9 out of 10

Based on 5 frontline employees who took The Breakroom Quiz

Job description

Job Summary:

The Wealth Advisor focuses on deepening relationships with an established base of clients and organically growing their practice through referrals, while leveraging our unified in-house team of experts to help clients achieve their financial goals.

Unlike other firms, Mercer has a dedicated Sales team so that our advisors can focus exclusively on their clients. Our advisors are client-focused fiduciaries who take pride in utilizing their advanced knowledge of financial planning and investments and their superior relationship skills to diagnose the needs of clients and propose solutions that fit each client's unique scenario. They're supported by a sophisticated technology platform and a team of experts in portfolio management, financial planning, tax, estate planning, and more.

Key Responsibilities and Duties

  • Partners with affluent clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives.
  • Communicates complex financial solutions to clients, utilizing interpersonal communication and relationship building skills.
  • Ensures client retention by building meaningful and long-lasting relationships, alongside the development and implementation of appropriate financial solutions.
  • Leverages Mercer's broad set of solutions including tax, estate planning, insurance, and more to provide a comprehensive offering to our clients
  • Ensures adherence to compliance and regulatory policies as well as company standards of client care
  • Acts as a fiduciary, placing client interests and outcomes first

Required Knowledge, Skills and Abilities:

Education:

  • Bachelor's degree from an accredited institution (preferably Business, Economics, Accounting or Finance related); Master's degree a plus

Experience:

  • 7-10 years of job-related experience (Independent Advisor, Registered Representative, Securities Portfolio Manager, Financial Planner, Certified Public Accountant)

Certifications/Licenses:

  • Certified Financial Planner (CFP) designation required. In lieu of the CFP, the following certifications may be acceptable:  Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA), Chartered Investment Consultant (CIC).
  • Series 65 required, unless any of the above designations qualify for an exemption in the applicable state(s)

Skills & Competencies:

  • Advanced knowledge of the industry, financial products, and financial planning concepts
  • Superior communication skills, with the ability to effectively present investment, finance, and tax planning solutions to clients
  • Advanced knowledge of the economic landscape/general understanding of impact on the Firm and clients
  • Experience utilizing financial planning software
  • Expert at collaboration and willing to help others
  • Sales aptitude and experience is preferred
  • An entrepreneurial spirit and growth-mindset, with a positive attitude that contributes to a positive work environment
  • Strong core understanding of our investments and ISG, along with the ability to perform asset allocation and analysis for portfolio reviews
  • Comprehensive understanding of compliance requirements
  • Ability to travel up to 20% as required for client meetings, company training, etc.

Work Schedule:   Business hours Monday through Friday.

Working Conditions:  Hybrid schedule with a combination of remote and office work in a professional office environment.  Working inside.  Standing and sitting.  Will be assigned to a workstation.  

#LI-Hybrid

What Mercer Advisors employees say

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