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Cfp Jobs in Appleton, WI (NOW HIRING)

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.

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.

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.

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 ...

Associatedbank

Financial Advisor

Oshkosh, WI

CFP-Certified Financial Planner Preferred * CFA-Charted Financial Analyst Preferred Note: This position requires a check of criminal background and credit records as a FINRA registered position. Must ...

Associated Bank - Corp

Financial Advisor

Oshkosh, WI · On-site

CFP-Certified Financial Planner Preferred * CFA-Charted Financial Analyst Preferred Note: This position requires a check of criminal background and credit records as a FINRA registered position. Must ...

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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All JobsCfp JobsCfp Jobs in Appleton, WI

Cfp information

See Appleton, WI salary details

$58.1K

$97K

$134.2K

How much do cfp jobs pay per year?

As of Jul 27, 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 Is the Job of a CFP Professional?

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.

How much money can a CFP make?

Certified Financial Planners (CFPs) typically earn a median annual salary of around $89,000, with experienced professionals earning over $150,000. Salaries vary based on location, experience, and the size of the firm, and CFPs often work in financial planning, investment advising, or wealth management roles that require passing the CFP certification exam and maintaining ongoing education.

Which pays more, CFP or CPA?

Generally, Certified Public Accountants (CPAs) tend to have higher average salaries than Certified Financial Planners (CFPs), especially in accounting, auditing, and tax roles. However, salary differences can vary based on experience, location, and industry, with CFPS often earning more in financial planning and advisory positions. Both certifications can lead to lucrative careers, but CPAs typically command higher pay in traditional accounting roles.

How do Certified Financial Planners (CFPs) typically 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 are CFPs?

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 are the key skills and qualifications needed to thrive as a Certified Financial Planner (CFP), and why are they important?

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 many financial advisors make $500,000 a year?

While a small percentage of financial advisors earn $500,000 or more annually, those reaching this level typically have extensive experience, strong client bases, and often hold certifications like the CFP. High earnings are more common among top-performing advisors in large firms or with high-net-worth clients.

What jobs does a CFP get you?

A Certified Financial Planner (CFP) typically works as a financial advisor, helping clients with investment planning, retirement, estate planning, and risk management. CFPs often work in financial services firms, banks, or independently, and must pass the CFP exam and meet experience requirements to provide comprehensive financial advice.
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What job categories do people searching Cfp jobs in Appleton, WI look for? The top searched job categories for Cfp jobs in Appleton, WI are:
What cities near Appleton, WI are hiring for Cfp jobs? Cities near Appleton, WI with the most Cfp job openings:
Cfp jobs near you
Infographic showing various Cfp job openings in Appleton, WI as of July 2026, with employment types broken down into 92% Full Time, and 8% Part Time. Highlights an 89% Physical, 4% Hybrid, and 7% Remote job distribution, with an average salary of $97,015 per year, or $46.6 per hour.
Wealth Advisor (Green Bay, WI)

Wealth Advisor (Green Bay, WI)

Mercer Advisors

Green Bay, WI • Hybrid

Other

Posted 2 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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