CFP, CPA, CFA, or CTFA designation. * FINRA Series 6, 7, and 63 licenses. * Experience partnering across banking and wealth management business lines to deliver integrated client solutions. Why You ...
CFP, CPA, CFA, or CTFA designation. * FINRA Series 6, 7, and 63 licenses. * Experience partnering across banking and wealth management business lines to deliver integrated client solutions. Why You ...
CFP (Certified Financial Planner) designation * CTFA (Certified Trust and Financial Advisor) designation Why You'll Love Working Here At Associated Bank, you'll be part of a collaborative team that ...
CFP (Certified Financial Planner) designation * CTFA (Certified Trust and Financial Advisor) designation Why You'll Love Working Here At Associated Bank, you'll be part of a collaborative team that ...
With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP.
With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP.
With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP ®
New
With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP ®
New
With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP.
With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP.
With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP.
With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP.
With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP.
With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP.
With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP.
With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP.
With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP.
With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP.
With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP.
With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP.
With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP.
With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP.
With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP.
With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP.
With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP.
With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP.
CFP (Certified Financial Planner) designation * CTFA (Certified Trust and Financial Advisor) designation Why You'll Love Working Here At Associated Bank, you'll be part of a collaborative team that ...
CFP (Certified Financial Planner) designation * CTFA (Certified Trust and Financial Advisor) designation Why You'll Love Working Here At Associated Bank, you'll be part of a collaborative team that ...
College Financial Representative, Internship Program - 2025-11149 - Oshkosh, Wisconsin
Oshkosh, WI · On-site
With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP ®
College Financial Representative, Internship Program - 2025-11149 - Oshkosh, Wisconsin
Oshkosh, WI · On-site
With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP ®
With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP.
With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP.
College Financial Representative, Internship Program - 2026-26410 - Appleton, Wisconsin
Appleton, WI · On-site
With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP ®
New
College Financial Representative, Internship Program - 2026-26410 - Appleton, Wisconsin
Appleton, WI · On-site
With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP ®
New
With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP ®
New
With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP ®
New
With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP.
With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP.
Certified Financial Planning (CFP) certification is preferred * Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: NOT FDIC INSURED NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY NOT A ...
Certified Financial Planning (CFP) certification is preferred * Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: NOT FDIC INSURED NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY NOT A ...
Cfp information
See Appleton, WI salary details
$59.5K - $66.6K
4% of jobs
$66.6K - $73.7K
5% of jobs
$73.7K - $80.8K
11% of jobs
$84.5K is the 25th percentile. Wages below this are outliers.
$80.8K - $87.9K
9% of jobs
$87.9K - $95K
14% of jobs
The median wage is $98.2K / yr.
$95K - $102K
15% of jobs
$108.1K is the 75th percentile. Wages above this are outliers.
$102K - $109.1K
20% of jobs
$109.1K - $116.2K
12% of jobs
$116.2K - $123.3K
4% of jobs
$123.3K - $130.4K
2% of jobs
$130.4K - $137.5K
4% of jobs
$59.5K
$99.4K
$137.5K
How much do cfp jobs pay per year?
As of Sep 6, 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.
More about Cfp jobs
What are the most commonly searched types of Cfp jobs in Appleton, WI?
The most popular types of Cfp jobs in Appleton, WI are:
What are popular job titles related to Cfp jobs in Appleton, WI?
For Cfp jobs in Appleton, WI, the most frequently searched job titles are:
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:
Full-time
Retirement, PTO
This job post has expired 2 days ago. Applications are no longer accepted.
Associated Bank rating
8.1
Based on 41 frontline employees who took The Breakroom Quiz
67th of 175 rated banks
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.
Join Associated Bank as a Senior Sales Relationship Manager, Personal Trust, where you will help high-net-worth clients navigate complex wealth planning and fiduciary solutions. This role combines relationship management, strategic business development, and financial planning expertise to grow client assets and deepen long-term partnerships. You'll work closely with internal specialists and community partners while building a meaningful impact within Wealth Management.
Key Accountabilities
Education & Experience
Required
Preferred
Why You'll Love Working Here
At Associated Bank, you'll join a collaborative team focused on delivering personalized financial guidance and exceptional client experiences. The organization supports professional growth through ongoing development opportunities, strong internal partnerships, and meaningful community engagement. Apply today to make an impact.
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.
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 on Facebook, LinkedIn and X.
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 contact leavesandaccommodations@associatedbank.com if you need an accommodation at any time during the process.
Associated Banc-Corp participates in the E-Verify Program. E-Verify Notice English or Spanish. Know Your Right to Work English or Spanish.
Associated Bank is Pay Transparency compliant.
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.
For certain positions, total compensation may also include incentive, commission, or bonus opportunities not reflected in the posted base pay range.
$116,690.00 - $200,040.00 per year
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.
Join Associated Bank as a Senior Sales Relationship Manager, Personal Trust, where you will help high-net-worth clients navigate complex wealth planning and fiduciary solutions. This role combines relationship management, strategic business development, and financial planning expertise to grow client assets and deepen long-term partnerships. You'll work closely with internal specialists and community partners while building a meaningful impact within Wealth Management.
Key Accountabilities
- Develop and execute tailored sales strategies to generate new trust and wealth management business.
- Build and strengthen relationships with high-net-worth clients, referral partners, and centers of influence.
- Advise clients on sophisticated financial planning topics including estate, retirement, investment, and charitable planning.
- Identify cross-selling opportunities and collaborate with internal partners to deliver comprehensive financial solutions.
- Manage assigned trust and fiduciary accounts, including account reviews, cash flow coordination, and client documentation.
- Review estate planning documents and trust agreements to ensure accurate administration and compliance.
- Maintain an active sales pipeline and track business development activity through Salesforce.
- Represent the bank in community and professional organizations to enhance visibility and generate referrals.
Education & Experience
Required
- Bachelor's degree in Business, Finance, Accounting, or related field, or equivalent experience.
- 10+ years of experience managing high-level client relationships within financial services or investment management.
- 10+ years of experience in personal trust, fiduciary administration, estate planning and wealth management sales.
- Strong understanding of estate planning, financial planning, taxes, and discretionary asset management.
- Proven success developing new business and achieving sales goals within a team-oriented environment.
- Ability to travel locally with reliable transportation and a valid driver's license, if applicable.
Preferred
- CFP, CPA, CFA, or CTFA designation.
- FINRA Series 6, 7, and 63 licenses.
- Experience partnering across banking and wealth management business lines to deliver integrated client solutions.
Why You'll Love Working Here
At Associated Bank, you'll join a collaborative team focused on delivering personalized financial guidance and exceptional client experiences. The organization supports professional growth through ongoing development opportunities, strong internal partnerships, and meaningful community engagement. Apply today to make an impact.
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-focused Colleague Resource Groups.
- Competitive salaries with professional development and advancement opportunities.
- Bonus benefits including well-being programs and incentives, parental leave, an employee stock purchase plan, military benefits and much more.
- Personal banking, loan, investment and 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 on Facebook, LinkedIn and X.
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 contact leavesandaccommodations@associatedbank.com if you need an accommodation at any time during the process.
Associated Banc-Corp participates in the E-Verify Program. E-Verify Notice English or Spanish. Know Your Right to Work English or Spanish.
Associated Bank is Pay Transparency compliant.
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.
For certain positions, total compensation may also include incentive, commission, or bonus opportunities not reflected in the posted base pay range.
$116,690.00 - $200,040.00 per year
What Associated Bank employees say
Pay
Benefits
Hours and flexibility
Workplace
Get the full story on Breakroom
About Associated Bank
Sourced by ZipRecruiter
Industry
Finance and insurance
Company size
1,001 - 5,000 Employees
Headquarters location
Green Bay, WI, US
Year founded
1861