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Cfp Jobs in Appleton, WI (NOW HIRING)

Associatedbank

Financial Advisor

Oshkosh, WI · On-site

  • Retirement

  • PTO

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

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

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 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.

Financial Advisor

Associatedbank

Oshkosh, WI • On-site

Full-time

Retirement, PTO

This job post has expired today. Applications are no longer accepted.

Job description

At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the right place for you.

Associated Bank requires you to directly represent yourself and your own experiences during the recruiting and hiring process. Associated Bank conducts a thorough background check on all new hires.

Are you energized by a collaborative, entrepreneurial environment? We're seeking a Financial Advisor to join our established team-stepping into an existing book of business with plenty of room to earn, grow, and maximize your potential within a supportive environment and culture that allows you to take your success to the next level.
In your role as an Associated Investment Services Financial Advisor, you will provide quality financial planning services and tailored investments and insurance advice to new and existing customers while building solid and long-lasting relationships.
Join our beautiful Stevens Point branch location and support the surrounding areas. Leverage your expertise within a local setting and become an integral part of a community-focused organization.

Key Accountabilities

  • Using a holistic financial planning approach, assist clients and prospects by analyzing their financial needs and objectives, making appropriate recommendations, effect sales of investment and insurance products as appropriate for and requested by the client.

  • Achieve objectives related to advisory business, financial planning, insurance and other key metrics as determined by the line of business.

  • Nurture strong relationships with sales team members, gaining insights into complete solutions to excel in a team-selling model.

  • Ensure that transaction documentation is completed and submitted on a timely basis while resolving any issues in a timely manner.

  • Collaborate with banking and Wealth Management teams and bring expert knowledge of investments, insurance, economic trends, and the full range of Private Client, Investment, Bank, and Trust solutions to help clients achieve their goals.

Education: Bachelor's Degree Business or Finance Required
Experience:

  • 3+ years of advisory/fee based Investment and insurance sales, growing a thriving book of business of $250,000 or more. Required

  • 5+ years of advisory/fee based Investment and insurance sales, growing a thriving book of business of $400,000 or more. Preferred

Licenses and Certifications:

  • Life, Health and Variable Insurance License Required

  • Series 7-Stockbroker Exam Required

  • Other Series 63 / Series 66 or Series 65 Required

  • 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 have access to reliable transportation and the ability to lawfully drive self, if applicable. Required

Employment is contingent upon successful registration with FINRA, SEC, and applicable state regulators, including completion of required qualification exams.

All offers are contingent upon the successful completion of a background check and review of disclosures required by Form U4. Certain regulatory or disciplinary histories may disqualify an applicant.

We welcome and encourage applications from all qualified parties, including but not limited to people returning to the workforce, people with disabilities, those without a college degree, and veterans or those with military experience.

In addition to core traditional benefits, we take pride in offering benefits for every stage of life.

  • Retirement savings including both 401(k) and Pension plans.

  • Paid time off to volunteer in your community.

  • Opportunities to connect with others through our diversity-focusedColleague Resource Groups.

  • Competitive salaries with professional development and advancement opportunities.

  • Bonus benefits including well-being programs and incentives, parental leave,anemployee stock purchase plan, military benefits and much more.

  • Personal banking, loan, investmentand insurance benefits.

Associated Bank serves more than 120 communities throughout Wisconsin, Illinois, Minnesota, and Missouri and we consider our colleagues critical to our continued success. See why our colleagues continually vote us a best place to work in the Midwest.Join our community onFacebook,LinkedInandX.

Compliance Statement

Associated Bank is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.

Fully complies with all applicable enterprise policies and procedures. Acts in compliance with all applicable laws and regulations as outlined in training materials, including but not limited to Bank Secrecy Act. Responsible for reporting suspicious activity to Financial Intelligence. Responsible to report all customer complaints as prescribed and procedure violations to management or HR.

Responsible to report ethical concerns as needed to Associated Bank's anonymous Ethics Hotline.

Associated Bank provides additional assistance throughout the application, interview and hiring process. Please contactleavesandaccommodations@associatedbank.comif you need an accommodation at any time during the process.

Associated Banc-Corp participates in the E-Verify Program. E-Verify NoticeEnglish or Spanish. Know Your Right to WorkEnglishorSpanish.

Associated Bank isPay Transparencycompliant.

The pay range represents anticipated base pay for this role. Actual pay may vary based on factors including, but not limited to, work location, skills, experience, education, and qualifications for the role.

This role offers a commissions-based structure that includes a monthly draw equaling $48,000.00 per year plus generous commissions that increase based on sales volume achieved.

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