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 ...
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.
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.
Director of Trust Services
Green Bay, WI · On-site
Professional designations such as CFP, CTFA, or equivalent * Juris Doctor (JD) or license to practice law Why You'll Love Working Here At Associated Bank, you'll join a collaborative and growth ...
Director of Trust Services
Green Bay, WI · On-site
Professional designations such as CFP, CTFA, or equivalent * Juris Doctor (JD) or license to practice law Why You'll Love Working Here At Associated Bank, you'll join a collaborative and growth ...
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 ...
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.
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, CPA, JD, or CTFA designation * Established network of referral sources and strong internal partnership experience Why You'll Love Working Here At Associated Bank, you'll join a collaborative ...
CFP, CPA, JD, or CTFA designation * Established network of referral sources and strong internal partnership experience Why You'll Love Working Here At Associated Bank, you'll join a collaborative ...
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 Preferred * CFA-Charted Financial Analyst Preferred Note: This position requires a check of criminal background and credit records as a FINRA registered position. Must ...
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 ...
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.
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 Jun 11, 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 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.
Which pays more, CFP or CPA?
Generally, Certified Financial Planners (CFPs) tend to have higher average salaries than Certified Public Accountants (CPAs), especially in financial planning, investment advising, and wealth management roles. However, CPA salaries can be higher in accounting, auditing, and tax specialties, depending on experience and location. Both certifications can lead to lucrative careers, but salary differences depend on industry, role, and geographic factors.
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 job makes $10,000 a month without a degree?
High-paying sales roles, such as real estate brokers or insurance agents, can earn $10,000 or more monthly through commissions and performance. Skilled trades like commercial plumbing or electrical work, especially with experience and certifications, can also reach this income level without a college degree.
Can financial advisors make $500,000 a year?
Financial advisors, including CFPs, can potentially earn $500,000 or more annually, especially with extensive experience, a strong client base, and specialization in high-net-worth individuals. However, such earnings are typically achieved through commissions, fees, and bonuses, and are not guaranteed for all advisors. Income levels vary widely based on location, firm size, and individual performance.
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.
What jobs does a CFP get you?
A Certified Financial Planner (CFP) can work as a financial advisor, helping clients with investment planning, retirement, estate planning, and risk management. CFPs often work in financial planning firms, banks, or independently, using their certification to demonstrate expertise and credibility in financial services.
More about Cfp jobs
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:
College Financial Representative, Internship Program - 2025-11149 - Oshkosh, Wisconsin
Northwestern MutualOshkosh, WI
Other
Medical, Life
Posted 7 days ago
Northwestern Mutual rating
8.0
Based on 71 frontline employees who took The Breakroom Quiz
146th of 260 rated insurance
Job description
Overview
College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off!
Responsibilities
Our internship program mimics our full-time Financial Representative career, allowing you to:
- Learn how to prospect and network to build your business and client base
- Develop and execute on a business strategy
- Call on potential clients and set meetings to understand their financial goals
- Prepare plans and offer useful recommendations
- Gain exposure to proprietary planning software platforms
- Engage in weekly coaching, training, and development meetings
- Receive Risk Product State Licensing: Life, Accident, and Health
- Build life skills that create future career opportunities
As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. 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 ® . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you’ll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation.
#LI-Onsite
Qualifications
Are you a fit for this internship?
- Full-time student; juniors and seniors preferred
- Entrepreneurial ambitions and curiosity for sales
- Highly involved on campus (leader, athlete, campus orgs, student government, etc)
- Excellent time-management skills
- Interest in financial literacy and planning tools
- Business savvy and desire to increase critical thinking abilities
Compensation & Benefits
- Performance-based earnings and revenue
- Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions)
- Productivity Bonuses
- Support for insurance licensing (life, health, DI, LTC)
- Support for SIE, Series 6, Series 63 registrations (eligibility required)
About Us
For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.
Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.
Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors 1 for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes.
As a company, we value an inclusive and belonging workplace where everyone’s unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard.
Why join Northwestern Mutual
- Fortune 500 company (2023)
- Top 100 Internship Programs, Yello x WayUp (2022)
- 5.0+ million clients and growing 2
- $257 billion retail investment client assets held or managed by Northwestern Mutual 3
- Forbes' Best Employers for Diversity (2018-2021)
- Unsurpassed financial strength 4
- Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)
1 Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn.
2 As of June 30, 2023
3 Combined client assets of NMIS and NMWMC as of June 30, 2023
4 Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody’s Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings)
Salary Range
USD $500.00 - USD $1,000.00 /Yr.
What Northwestern Mutual employees say
Pay
Benefits
Hours and flexibility
Workplace
Get the full story on Breakroom
About Northwestern Mutual
Sourced by ZipRecruiter
Northwestern Mutual has been helping families and businesses achieve financial security for over 160 years through a distinctive planning approach that integrates risk management with wealth accumulation, preservation, and distribution. With more than $290 billion in assets, $30 billion in revenues and more than $1.9 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than 4.6 million clients. People are the power behind Northwestern Mutual, and diversity makes us better. We are committed to reflecting and serving the marketplace. We do so by attracting and improving the engagement of those who bring their outstanding perspectives, ideas, and beliefs.
Industry
Finance and insurance
Company size
5,001 - 10,000 Employees
Headquarters location
Milwaukee, WI, US