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Financial Modeler Jobs in Appleton, WI (NOW HIRING)

W3Global Inc.

Financial Advisor

Appleton, WI · Hybrid

$75K - $125K/yr

Open Work Model: Hybrid / Remote Job Summary Our client is seeking a Financial Advisor or Associate Advisor to join a growing wealth management and financial planning practice. The ideal candidate ...

Associatedbank

Financial Advisor

Oshkosh, WI · On-site

Using a holistic financial planning approach, assist clients and prospects by analyzing their ... model. * Ensure that transaction documentation is completed and submitted on a timely basis while ...

Associated Bank - Corp

Financial Advisor

Oshkosh, WI · On-site

Using a holistic financial planning approach, assist clients and prospects by analyzing their ... model. * Ensure that transaction documentation is completed and submitted on a timely basis while ...

Associatedbank

Virtual Financial Advisor

Green Bay, WI

$21.64 - $37.09/hr

Own client relationships within the Guidance Center model by setting clear service expectations and ... Partner with Financial Advisors to develop sales, book-management, and relationship-building skills ...

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All JobsFinancial Modeler JobsFinancial Modeler Jobs in Appleton, WI

Financial Modeler information

See Appleton, WI salary details

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$39

$74

How much do financial modeler jobs pay per hour?

As of Aug 9, 2026, the average hourly pay for financial modeler in Appleton, WI is $39.34, according to ZipRecruiter salary data. Most workers in this role earn between $30.48 and $42.45 per hour, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a financial modeler, and why are they important?

To thrive as a Financial Modeler, you need strong quantitative analysis, financial statement knowledge, and proficiency in advanced Excel, often supported by a degree in finance, accounting, or a related field. Familiarity with financial modeling tools like Microsoft Excel, VBA, and sometimes specialized software such as Python or Power BI, as well as certifications like FMVA, is highly beneficial. Attention to detail, problem-solving, and effective communication are essential soft skills that set top performers apart. These skills ensure accurate model development, clear insights for decision-makers, and reliable support for business strategy and investment decisions.

What is the difference between Financial Modeler vs Financial Analyst?

AspectFinancial ModelerFinancial Analyst
CredentialsTypically requires finance, accounting, or economics degrees; certifications like CFA are commonSimilar credentials; CFA and related certifications are also valued
Work EnvironmentOften works in finance, investment banking, or corporate finance teams, focusing on building modelsWorks across various sectors, analyzing data, preparing reports, and supporting decision-making
Employer & Industry UsageUsed in investment firms, banks, and corporate finance departments for valuation and forecastingFound in diverse industries including banking, consulting, and corporate finance for analysis and reporting

The main difference is that a Financial Modeler specializes in creating detailed financial models to support valuation and decision-making, while a Financial Analyst focuses on analyzing financial data, preparing reports, and providing insights. Both roles require similar skills and credentials, but their core responsibilities differ in scope and focus.

What are some common challenges financial modelers face when working with cross-functional teams?

Financial Modelers often collaborate with professionals from various departments, such as marketing, operations, and IT, to gather inputs and validate assumptions for their models. A common challenge is translating complex financial concepts into terms that are easily understood by non-finance colleagues, ensuring clarity and alignment. Additionally, collecting accurate data from multiple sources and managing differing expectations can require strong communication and project management skills. Building trust and maintaining open lines of communication are key to overcoming these challenges and delivering reliable models that support business decisions.

What jobs can you do with a financial modeler?

A financial modeler can work in roles such as financial analyst, investment analyst, corporate finance specialist, or risk analyst. These positions involve building and analyzing financial models to support decision-making, budgeting, valuation, and strategic planning using tools like Excel and financial software.

How much does a financial modeler make?

A financial modeler typically earns between $70,000 and $120,000 annually, depending on experience, industry, and location. Senior financial modelers with advanced skills in Excel and financial analysis can earn higher salaries, often exceeding $150,000 with certifications like CFA or CFA-level experience.

What does a financial modeler do?

A Financial Modeler creates mathematical models to represent the financial performance of a business, project, or investment. These models are used to forecast future earnings, evaluate potential investments, assess risks, and support decision-making for corporate finance activities like mergers, acquisitions, and capital budgeting. Financial modelers rely on various tools, primarily Excel, and need strong analytical and quantitative skills. Their work is critical for helping businesses make informed financial decisions.
Financial Modeler jobs near you
Infographic showing various Financial Modeler job openings in Appleton, WI as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 14% Part Time, and 3% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $81,821 per year, or $39.3 per hour.

Financial Advisor

W3Global Inc.

Appleton, WI • Hybrid

$75K - $125K/yr

Full-time, Part-time

Re-posted 3 days ago

Job description

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 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 Responsibilities

  • Manage 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

Required Qualifications

  • 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

Preferred Skills

  • 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

Ideal Candidate

  • 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

Industry

Financial Services / Wealth Management / Financial Planning

Experience Level

Mid-Level to Senior-Level

Interview Process

  • Initial screening

  • Client interview

  • Final discussion with leadership

Notes

  • Candidates with an existing client base are highly preferred

  • Licensing support and long-term growth opportunities available

W3Global logo

About W3Global

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.

Industry

Recruiting and staffing services

Company size

501 - 1,000 Employees

Headquarters location

Frisco, TX, US

Year founded

2006

View All W3Global Jobs