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Contract Financial Planner Jobs in Appleton, WI (NOW HIRING)

Director of Public Works

Neenah, WI · On-site

$120K - $140K/yr

Review and approve major expenditures and contracts. Support long-term financial sustainability through strategic planning and resource allocation. Governance and Communication Prepare and deliver ...

Conduct scenario planning and evaluate opportunities, risks, and market disruptions.Identify value ... Commercial & Financial LeadershipLead sourcing events, negotiations, and contract development.Build ...

... planning, scheduling, supervision and management of personnel ensuring all financial targets are ... Establish contract budgets when project is assigned and takeoff is finalized; takeoff and establish ...

Supports strategic business planning through scenario modeling, forecasting, and financial impact ... Experience supporting customer pricing, contracts, and profitability initiatives preferred.

Supports strategic business planning through scenario modeling, forecasting, and financial impact ... Experience supporting customer pricing, contracts, and profitability initiatives preferred.

... planning and estimating through execution, closeout, and client handoff. While this position offers ... Experience with contract review, cost control, and financial reporting. * Proficiency in project ...

Obtains chemical pricing and contracts and maintains chemical inventories and specifications. Keeps ... Familiarity with inventory, asset management, and financial or ERP software and their relationship ...

Showing results 41-60

Contract Financial Planner information

See Appleton, WI salary details

$48.1K

$92K

$132.8K

How much do contract financial planner jobs pay per year?

As of Aug 17, 2026, the average yearly pay for contract financial planner in Appleton, WI is $92,010.00, according to ZipRecruiter salary data. Most workers in this role earn between $72,300.00 and $97,100.00 per year, depending on experience, location, and employer.

What is a contract financial planner?

A Contract Financial Planner is a professional who provides financial planning services on a contractual or freelance basis rather than as a full-time employee. They assist clients with budgeting, investments, retirement planning, and other financial goals. These planners may work with individual clients, businesses, or financial firms on a temporary or project basis. Their flexibility allows them to take on multiple clients while delivering personalized financial strategies.

What are the typical types of clients and projects a contract financial planner works with?

As a Contract Financial Planner, you may work with a diverse client base, including individuals, small businesses, or even collaborating with larger financial advisory firms on a temporary basis. Projects can range from developing comprehensive financial plans and investment strategies to assisting with tax optimization, estate planning, or succession planning for business owners. The variety of assignments offers exposure to different financial situations and industries, keeping the work dynamic and fostering continuous professional growth. Effective communication and adaptability are key, as you’ll often need to quickly understand each client's unique needs and objectives.

What are the key skills and qualifications needed to thrive in the contract financial planner position, and why are they important?

To thrive as a Contract Financial Planner, you need a solid grasp of financial analysis, investment strategies, and retirement planning, typically backed by a degree in finance or a related field. Proficiency with financial planning software such as eMoney, MoneyGuidePro, or Excel, and certifications like CFP (Certified Financial Planner) are highly valued. Strong interpersonal skills, adaptability, and the ability to communicate complex information clearly are essential soft skills for this role. These competencies enable effective client engagement, accurate financial planning, and successful navigation of dynamic contract-based assignments.

How to become a contract financial planner?

To become a contract financial planner, you typically need a bachelor's degree in finance, accounting, or a related field, along with relevant certifications such as the Certified Financial Planner (CFP) designation. Gaining experience in financial planning and developing strong analytical and communication skills are also important, and some roles may require licensing depending on the services offered.

What are the most commonly searched types of Financial Planner jobs in Appleton, WI?

The most popular types of Financial Planner jobs in Appleton, WI are:

What cities near Appleton, WI are hiring for Contract Financial Planner jobs?

Cities near Appleton, WI with the most Contract Financial Planner job openings:

Infographic showing various Contract Financial Planner job openings in Appleton, WI as of June 2026, with employment types broken down into 73% Full Time, and 27% Part Time. Highlights an 91% Physical, 3% Hybrid, and 6% Remote job distribution, with an average salary of $94,334 per year, or $45.4 per hour.

Financial Advisor - Oshkosh, WI and Surrounding Areas

Thrivent

Oshkosh, WI • On-site

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted 4 days ago


Thrivent rating

8.8

Company rating: 8.8 out of 10

Based on 20 frontline employees who took The Breakroom Quiz


Job description

Meaningful work. Rewarding career.
Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you'll make an impact in the lives of the people you serve, helping them build, grow and protect financial well-being through purpose-based advice, investments, insurance, banking and generosity.
At Thrivent, you'll receive the support, stability and opportunity of a Fortune 500 leader. We offer up to 14 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations, and complete Thrivent's comprehensive advisor onboarding program. After onboarding, you'll have control over the income you earn, as you'll be paid through commissions and incentives based on your success.
As a Thrivent Financial advisor, you will:
  • Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith.
  • Provide personal, actionable and achievable advice and connect clients to Thrivent products and programs.
  • Develop and maintain genuine, long-term relationships throughout generations based on trust and understanding, with the ability to serve clients in your chosen community.
  • Make client appointments by leveraging your network and Thrivent's reputation, delivering award-winning financial workshops and marketing your practice.
  • Have the flexibility to control your schedule, allowing for work-life balance.
  • Find a collaborative culture with colleagues who want you to be successful and are willing to help you do so.
  • Get the support of specialists from every facet of the organization-such as business development, marketing, technology, engagement, and experienced advisors-as you build your business.

Desired Characteristics
Our culture and our people are special. We're looking for people who are - or want to become - part of the communities where clients live, work and worship. Whether you're a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you're:
  • Self-disciplined, independent and driven to succeed.
  • Motivated by helping others and seeing them achieve their goals.
  • A natural coach or guide with strong interpersonal skills.
  • Passionate about living a life of generosity by serving others, not just selling products.

Successful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, business management, education, ministry, hospitality, military and more. Skills acquired in these fields transition well into the financial advisor role.
Requirements
  • Bachelor's degree or equivalent experience. Military veterans are encouraged to apply.
  • Attainment of FINRA SIE, life and health licenses (licensed role only) before contracting.
  • Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable.

Compensation and Benefits
You'll get all the benefits of a Fortune 500 organization and more. Here, you'll enjoy:
  • Unlimited earning potential through biweekly base commissions, bonus opportunities and incentive pay structures, recurring revenue streams, and dedicated planning fees for those who qualify.
  • Medical, dental, vision, disability and accidental death and dismemberment insurance.
  • Pension, 401(k) and retiree medical plans.
  • Ongoing support, training and opportunity for professional growth as you build your business.
  • Well-being programs to help you manage your physical, emotional and financial health.
  • Gift matching program to double your contributions to eligible nonprofit organizations and volunteer programs that support your efforts to make a difference.
  • Membership programs that help you connect with your clients and engage Christians to make a real impact in your community.

About Thrivent
Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. For more than 100 years, Thrivent has been helping Christians build their financial futures and live more generous lives. Today, Thrivent is a not-for-profit, membership-owned Fortune 500 company with $179 billion in assets under management/advisement (as of 12/31/23). Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings. Ratings are based on Thrivent's financial strength and claims-paying ability, but do not apply to investment product performance.
Thrivent values diversity and inclusion, and we're committed to providing an Equal Employment Opportunity (EEO) without regard to race, religion, color, gender, gender identity, national origin, age, disability, marital status, citizenship status, military or veteran status, sexual orientation, sex, genetic information, or any other status or condition protected by applicable state or federal laws. This policy applies to all employees and job applicants.
To learn more about the privacy of your information, visit our workforce privacy policy at thrivent.com/privacy.
Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA's Broker Check for more information about our financial advisors.
Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants.
Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to human.resources@thrivent.com or call 800-847-4836 and request Human Resources.

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