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Cfp Jobs in Appleton, WI (NOW HIRING)

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Cfp information

See Appleton, WI salary details

$59.5K

$99.5K

$137.6K

How much do cfp jobs pay per year?

As of Aug 19, 2026, the average yearly pay for cfp in Appleton, WI is $99,465.00, according to ZipRecruiter salary data. Most workers in this role earn between $84,900.00 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 financial services firms, banks, or independent practices. The certification demonstrates expertise in areas like estate planning, tax strategies, and investment management, and typically requires strong communication skills and knowledge of financial tools.

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:

Infographic showing various Cfp job openings in Appleton, WI as of August 2026, with employment types broken down into 100% Full Time. Highlights an 85% In-person, 4% Hybrid, and 11% Remote job distribution, with an average salary of $99,465 per year, or $47.8 per hour.

Short-Term Instructional - Accounting & Finance

Universities of Wisconsin

Green Bay, WI • On-site, Remote

$14.50 - $19/hr

Part-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 2 hours ago


Job description

Current Employees and Students: If you are currently employed or enrolled as a student at any of the Universities of Wisconsin, log in to Workday to apply through the internal application process.
Position Title:
Short-Term Instructional - Accounting & Finance
Job Category:
Academic Staff
Employment Type:
Terminal (Fixed Term)
Job Profile:
Adjunct Instructor
Job Duties:
Applications will be considered for vacancies that occur from July 1, 2026 - June 30, 2027.
UW-Green Bay welcomes the submission of credentials from persons interested in short-term instructional employment in the department of Accounting and Finance. This posting does not apply to a specific current opening. Respondents to this posting will be included in a general candidate pool for the department and may be contacted when positions become available.
Key Job Responsibilities:
Department:
Cofrin School of Business
Required Qualifications:
  • Master's Degree at time of application
  • Professional designation, such as CFA, CPA, CFP, or similar

Conditions of Appointment:
A pre-employment education check which includes, but is not limited to, the verification of academic credentials will be conducted on the finalist(s). A criminal conviction investigation will be conducted on the finalist(s). In compliance with the Wisconsin Fair Employment Act, the University does not discriminate on the basis of arrest or conviction record.
The University of Wisconsin-Green Bay does not offer H-1B or other work authorization visa sponsorship for this position. Candidates must be legally authorized to work in the United States at the time of hire and maintain work authorization throughout the employment term. If you have questions regarding this, please contact Human Resources.
How to Apply:
Click the Apply button and follow the prompts on the screen.
Please be sure to complete all required fields, and include all required documents before submitting your application. Once submitted, you will not be able to edit or attach any application materials. Files must be complete to be considered. Please include the following documents:
  • Cover letter specifically addressing qualifications for the essential job functions
  • Resume

Contact Information:
If you have any questions, need accommodations, or submitted your application with missing materials, call or email:
Human Resources
Phone: (920) 465-2390
Email: jobs@uwgb.edu
Credentials are ensured consideration for the period noted (July 1, 2026 - June 30, 2027). In order to remain eligible for consideration beyond June 30, 2027, you must re-apply during the next posting application window beginning July 1, 2027. Submission of materials does not guarantee consideration for future employment in openings of this type, since availability can be unpredictable and consideration competitive.
The Successful Candidate
The successful candidate will be expected to work inclusively and respectfully within a diverse campus community and practice civility in the workplace. The University welcomes applicants who are dedicated to the appreciation and promotion of inclusivity and equity as crucial components in the pursuit of organizational excellence.
In addition, the successful candidate will have strong oral, written, interpersonal, and organizational skills, demonstrated integrity and strong leadership, and the willingness to work independently and as part of a collaborative team. The University invites applicants who are dedicated to enriching the quality of life for students and the community by embracing the educational value of diversity, promoting environmental sustainability, encouraging engaged citizenship, and serving as an intellectual, cultural, and economic resource.
Benefit Details
The Universities of Wisconsin provides an excellent benefits package to meet the diverse needs of its employees. For benefits eligible positions, this includes several health insurance options, with annual deductibles as low as $250/individual and $500/family. Our benefits package also includes dental, vision, several life insurance options, AD&D and Accident insurance and Flexible Spending and Health Savings Accounts. We participate in the Wisconsin Retirement System (WRS), where employer contributions begin immediately, and employees are fully vested after 5 years of service. The Universities of Wisconsin also provides supplemental retirement savings programs including a 403(b) and Deferred Compensation.
In addition, eligible employees receive several types of paid leave benefits, which are prorated for employees working less than 100%. This includes 9 legal holidays, 36 hours of personal holiday and between 96-130 hours of sick leave annually and paid parental leave. Eligible employees earn 13-27 days of vacation each year, depending on years of service and employment type.
For more details, please review the benefit quick guide linked below.
  • UW System Employee Benefits Brochure
  • Total Compensation Estimator

Employee Misconduct
All final candidates will be asked to provide names, email contact information, and/or phone numbers for three (3) references, with at least one being from a manager or supervisor, during the interview process. All final candidates must be asked, prior to hire, whether they have been found to have engaged in, are currently under investigation for, or left employment during an active investigation in which they were accused of employee misconduct, sexual violence or sexual harassment. When obtaining employment reference checks, these same misconduct, sexual violence or sexual harassment questions must also be asked.
Confidentiality Statement
The University of Wisconsin System will not reveal the identities of applicants who request confidentiality in writing, except that the identity of the successful candidate will be released. See Wis.Stat. sec. 19.36(7).
Annual Security Report
For more information regarding the University of Wisconsin-Green Bay and the surrounding area, see our Campus and Community section. For Campus Safety information see our University Police website and our Annual Security Report (for a paper copy please contact the Office of Human Resources at (920) 465-2390). This report includes statistics about reported crimes, as well as information about crime prevention and campus security policies and procedures.
UW is an Equal Opportunity Employer
Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, pregnancy, disability, status as a protected veteran, or any other bases protected by applicable federal or State law and UW System policies. We are committed to building a workforce that represents a variety of backgrounds, perspectives, and skills, and encourage all qualified individuals to apply.