Appleton, WI · Hybrid
$75K - $125K/yr
Job Title: Financial Advisor / Associate Advisor Job Type: Full-Time / Part-Time Work Authorization: Open Work Model: Hybrid / Remote Job Summary Our client is seeking a Financial Advisor or ...
Quick apply
Appleton, WI · Hybrid
$75K - $125K/yr
Job Title: Financial Advisor / Associate Advisor Job Type: Full-Time / Part-Time Work Authorization: Open Work Model: Hybrid / Remote Job Summary Our client is seeking a Financial Advisor or ...
Appleton, WI · On-site
$61K - $250K/yr
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...
Appleton, WI · On-site
$61K - $250K/yr
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...
Oshkosh, WI · On-site
$137K - $250K/yr
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...
Oshkosh, WI · On-site
$137K - $250K/yr
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...
$61K - $250K/yr
Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to ...
$61K - $250K/yr
Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to ...
$137K - $250K/yr
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...
$137K - $250K/yr
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...
$61K - $250K/yr
Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to ...
$61K - $250K/yr
Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to ...
Oshkosh, WI · On-site
$61K - $250K/yr
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...
Oshkosh, WI · On-site
$61K - $250K/yr
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...
Appleton, WI · On-site
$137K - $250K/yr
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...
Appleton, WI · On-site
$137K - $250K/yr
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...
Appleton, WI · On-site
$61K - $250K/yr
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...
Appleton, WI · On-site
$61K - $250K/yr
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...
$137K - $250K/yr
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...
$137K - $250K/yr
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...
$137K - $250K/yr
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...
$137K - $250K/yr
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...
$137K - $250K/yr
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...
$137K - $250K/yr
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...
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 ...
Quick apply
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 ...
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 ...
Quick apply
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 ...
$137K - $250K/yr
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...
$137K - $250K/yr
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...
De Pere, WI · On-site
$137K - $250K/yr
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...
De Pere, WI · On-site
$137K - $250K/yr
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...
$137K - $250K/yr
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...
$137K - $250K/yr
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...
$137K - $250K/yr
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...
$137K - $250K/yr
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...
$61K - $250K/yr
Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to ...
$61K - $250K/yr
Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to ...
Oshkosh, WI · On-site
$137K - $250K/yr
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...
Oshkosh, WI · On-site
$137K - $250K/yr
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...
$10.32 - $12.94
1% of jobs
$12.94 - $15.57
8% of jobs
$17.57 is the 25th percentile. Wages below this are outliers.
$15.57 - $18.19
22% of jobs
The median wage is $20.39 / hr.
$18.19 - $20.81
24% of jobs
$20.81 - $23.43
16% of jobs
$24.47 is the 75th percentile. Wages above this are outliers.
$23.43 - $26.06
13% of jobs
$26.06 - $28.68
10% of jobs
$28.68 - $31.30
5% of jobs
$31.30 - $33.92
2% of jobs
$33.92 - $36.55
0% of jobs
$36.55 - $39.17
0% of jobs
$10
$22
$39
A financial assistant is an entry-level employee on a finance team that takes on administrative duties, allowing the more advanced financial professionals to concentrate on their work. As a financial assistant, your primary responsibilities are to maintain records, perform calculations, and prepare financial reports, but you likely have additional duties like recording data in financial software programs, attending meetings with your team, and recommending improvements based on current information. The qualifications to become a financial assistant are strong mathematical skills, a bachelor’s degree in finance or accounting, and some experience in the finance industry. As you gain experience, you can move up in your career to positions like financial manager.
| Aspect | Financial Assistant | Bookkeeper |
|---|---|---|
| Credentials | May require basic finance or accounting certifications | Often requires basic bookkeeping certifications or experience |
| Work Environment | Supports finance teams, works in offices or remotely | Handles daily transaction recording, often in small business settings |
| Employer & Industry Usage | Used across various industries, supporting finance departments | Common in small to medium businesses, accounting firms |
| Primary Responsibilities | Assists with financial reports, data entry, and administrative tasks | Maintains financial records, processes invoices, reconciles accounts |
While both roles support financial operations, a Financial Assistant typically provides broader support within finance teams, whereas a Bookkeeper focuses on recording and maintaining financial transactions. The roles often overlap but differ mainly in scope and responsibilities.
The most popular types of Financial jobs in Appleton, WI are:
For Financial Assistant jobs in Appleton, WI, the most frequently searched job titles are:
The top searched job categories for Financial Assistant jobs in Appleton, WI are:
Cities near Appleton, WI with the most Financial Assistant job openings:
$75K - $125K/yr
Full-time, Part-time
Re-posted 17 days ago
Job Title: Financial Advisor / Associate Advisor
Job Type: Full-Time / Part-Time
Work Authorization: Open
Work Model: Hybrid / Remote
Our client is seeking a Financial Advisor or Associate Advisor to join a growing wealth management and financial planning practice. The ideal candidate should possess strong relationship-building abilities, financial planning knowledge, and a client-first mindset. This role offers long-term career growth for professionals interested in advisory services, retirement planning, investment management, and wealth strategies.
Key ResponsibilitiesManage and develop client relationships
Conduct financial planning and investment reviews
Provide guidance on retirement, tax, insurance, and estate planning strategies
Lead client meetings and present financial recommendations
Support business development through referrals and networking
Collaborate with internal leadership and advisory teams
Maintain compliance with financial industry regulations
Bachelor's degree in Finance, Business, Economics, or related field
Experience in financial planning, wealth management, or advisory services
Strong communication and interpersonal skills
Self-motivated with business development mindset
Active Series 7 and Series 66 preferred
Series 6 candidates with upgrade plan may be considered
Insurance licenses preferred or willingness to obtain
Experience managing client relationships
Knowledge of retirement and investment planning
Understanding of tax-efficient wealth strategies
Client-facing presentation skills
Entrepreneurial and growth-oriented mindset
Relationship-driven advisor
Interested in long-term career growth
Comfortable building and managing a client portfolio
Planning-first approach rather than transactional sales
Strong organizational and follow-through skills
Financial Services / Wealth Management / Financial Planning
Experience LevelMid-Level to Senior-Level
Interview ProcessInitial screening
Client interview
Final discussion with leadership
Candidates with an existing client base are highly preferred
Licensing support and long-term growth opportunities available
Sourced by ZipRecruiter
W3Global has been delivering staffing solutions for nearly two decades; we know which recruiting strategies work best. Our expert team is committed to developing a customized solution to fit your company’s unique needs. As a W3Global client, you’ll also receive personalized assistance from a seasoned team of staffing specialists. We are committed to providing both technical support and industry expertise to simplify the hiring process. We know that your time matters. W3Global will help you streamline the hiring process, getting it done and getting it right.
Recruiting and staffing services
501 - 1,000 Employees
Frisco, TX, US
2006
