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Director Financial Services Jobs in Appleton, WI

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Director Financial Services information

See Appleton, WI salary details

$48.8K

$126.2K

$194.7K

How much do director financial services jobs pay per year?

As of Aug 21, 2026, the average yearly pay for director financial services in Appleton, WI is $126,213.00, according to ZipRecruiter salary data. Most workers in this role earn between $98,100.00 and $149,300.00 per year, depending on experience, location, and employer.

What is the difference between Director Financial Services vs Financial Analyst?

AspectDirector Financial ServicesFinancial Analyst
Required CredentialsBachelor's degree, often advanced degrees or certifications like CFA or CPABachelor's degree, often pursuing CFA or related certifications
Work EnvironmentLeadership roles in financial institutions, corporate finance departmentsAnalytical roles in finance teams, investment firms, or corporate finance
Employer & Industry UsageFinancial services firms, banks, insurance companies, large corporationsInvestment firms, banks, corporate finance departments
Comparison Search IntentUnderstanding leadership roles and responsibilities in financeAnalyzing financial data and investment opportunities

The main difference between a Director Financial Services and a Financial Analyst lies in their responsibilities and seniority. Directors oversee strategic financial operations and lead teams, while Financial Analysts focus on data analysis and supporting decision-making. Both roles require strong financial credentials, but Directors typically have more experience and leadership duties.

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

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

What cities near Appleton, WI are hiring for Director Financial Services jobs?

Cities near Appleton, WI with the most Director Financial Services job openings:

Director Financial Services jobs near you
Infographic showing various Director Financial Services job openings in Appleton, WI as of August 2026, with employment types broken down into 1% As Needed, 79% Full Time, 16% Part Time, and 4% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $126,213 per year, or $60.7 per hour.

Financial Services Assistant

TMS Financial

Green Bay, WI • On-site

$25 - $37/hr

Full-time

Posted 29 days ago

Job description

Financial Services Assistant


TMS Financial is dedicated to being the premier provider of comprehensive tax and financial services for individuals and businesses alike.  For more than three decades, we have been a trusted partner in helping clients achieve financial success. Our team provides a full range of services - including tax preparation, small business accounting, investment planning and insurance services - all designed to meet your unique financial goals with integrity and expertise.

TMS Financial is currently looking to hire a full-time Financial Services Assistant for our Green Bay office. 

The Ideal Candidate:

  • Proven understanding of investment products and financial industry
  • Excellent communication and interpersonal skills
  • Detail-oriented with a desire for greatest degree of accuracy
  • Ability to learn and adapt to new computer programs, software and technology while welcoming change and opportunities to continuously learn and improve
  • Bachelor’s or Associate’s degree in Finance, Business, Accounting, Marketing or related field (preferred but not required)
  • 3+ years of experience in finance or investment industry (preferred but not required)

Responsibilities:

  • Process new accounts, transfers, contributions and redemptions, beneficiary changes, address changes
  • Input and maintain accurate client information in all appropriate databases and software applications
  • Research and resolve client concerns, questions, or requests
  • Verify all requests are received and handled to completion
  • Effectively manage and prioritize workflow
  • Client interaction including inbound phone calls and scheduling of various appointments
  • Learn and run various specialized financial software applications
  • Create, enhance, and maintain various reports, database projects and other special projects as directed

The position is year-round with fewer hours outside of tax season. Family-friendly culture, employee-focused, and supports a healthy work life balance.