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Financial Planning Assistant Jobs in Appleton, WI

DataAnnotation

FP&A Manager - AI Trainer

Green Bay, WI · Remote

$50 - $60/hr

We're currently expanding into an exciting new area - teaching AI Assistant models to be a more ... We're seeking experienced finance professionals with advanced degrees (MBA+) and professional ...

Apply Early

KerberRose S.C.

Associate ParaPlanner

Appleton, WI · On-site

... * Assist with tax season efforts. * Train and mentor interns. Requirements * Prior experience in financial planning is desirable but not required; this is an entry-level role with strong career ...

KerberRose S.C.

Associate ParaPlanner

Appleton, WI

... * Assist with tax season efforts. * Train and mentor interns. Requirements * Prior experience in financial planning is desirable but not required; this is an entry-level role with strong career ...

Iconex, LLC

Senior Financial Analyst

Appleton, WI · On-site

$83K - $103K/yr

By leading budgeting, forecasting, and financial planning activities, and by analyzing key ... Develop financial models to assist in decision-making and business strategy. * Develop and track ...

Apply Early

M2S Group

Senior Financial Analyst

Appleton, WI · On-site

$83K - $103K/yr

By leading budgeting, forecasting, and financial planning activities, and by analyzing key ... Develop financial models to assist in decision-making and business strategy. * Develop and track ...

DataAnnotation

Financial Planner - AI Trainer

Green Bay, WI · Remote

$50 - $60/hr

We're currently expanding into an exciting new area - teaching AI Assistant models to be a more ... and Insurance Planning. Advantages of contracting with us: * You'll be able to choose which ...

Apply Early

Associatedbank

Financial Advisor

Oshkosh, WI

Using a holistic financial planning approach, assist clients and prospects by analyzing their financial needs and objectives, making appropriate recommendations, effect sales of investment and ...

UniFiX and Twin Pillars

Finance Graduate Intern

Neenah, WI

$18 - $23.50/hr

... and planning initiatives across the organization. This role is designed for a master's-level ... Support the preparation of financial reports, dashboards, and summaries for leadership * Assist ...

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ProAmpac

Site Controller (Manufacturing)

Neenah, WI · On-site

$113K - $137K/yr

We are seeking an experienced Plant Controller to lead the accounting and FP&A functions for one of ... * Assist the plant manager in managing inventory working capital and driving continuous ...

ProAmpac

Site Controller (Manufacturing)

Neenah, WI · On-site

$113K - $137K/yr

We are seeking an experienced Plant Controller to lead the accounting and FP&A functions for one of ... * Assist the plant manager in managing inventory working capital and driving continuous ...

ProAmpac

Site Controller (Manufacturing)

Neenah, WI · On-site

$113K - $137K/yr

We are seeking an experienced Plant Controller to lead the accounting and FP&A functions for one of ... * Assist the plant manager in managing inventory working capital and driving continuous ...

Associated Bank

Personal Trust Assistant

Green Bay, WI · On-site

Role Summary As a Personal Trust Assistant, you will support Relationship Managers in delivering ... Experience working with client relationship management or financial planning systems. * Knowledge ...

Associatedbank

Personal Trust Assistant

Green Bay, WI · On-site

$19.15 - $32.83/hr

Role Summary As a Personal Trust Assistant, you will support Relationship Managers in delivering ... Experience working with client relationship management or financial planning systems. * Knowledge ...

CCI Systems, Inc.

Senior Accountant

Neenah, WI · On-site

$76K - $95K/yr

Provide support to the Financial Planning & Analysis team with preparing budgets and forecasts ... controls. * Assist with document preparation for fiscal year-end financial audits and tax return ...

Apply Early

CCI Systems, Inc.

Senior Accountant

New London, WI · On-site

$68K - $85K/yr

Provide support to the Financial Planning & Analysis team with preparing budgets and forecasts ... controls. * Assist with document preparation for fiscal year-end financial audits and tax return ...

Apply Early

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Showing results 1-20

All JobsFinancial Planning Assistant JobsFinancial Planning Assistant Jobs in Appleton, WI

Financial Planning Assistant information

See Appleton, WI salary details

$34.6K

$59.1K

$102K

How much do financial planning assistant jobs pay per year?

As of Jul 6, 2026, the average yearly pay for financial planning assistant in Appleton, WI is $59,146.00, according to ZipRecruiter salary data. Most workers in this role earn between $45,400.00 and $66,800.00 per year, depending on experience, location, and employer.

What are some of the main ways a Financial Planning Assistant supports financial advisors during client meetings?

Financial Planning Assistants play a crucial role before, during, and after client meetings by preparing necessary documentation, gathering and organizing financial data, and creating preliminary reports. During meetings, they often take detailed notes, update financial plans in real time, and ensure that all client questions are documented for follow-up. After meetings, they handle administrative tasks such as updating client files, scheduling follow-up appointments, and coordinating with other team members to implement recommended strategies. This support ensures meetings run smoothly and advisors can focus on client relationships and strategic planning.

What Does a Financial Planning Assistant Do?

A financial planning assistant provides support to a financial planner. You assist with the analysis of potential plans for clients and provide customer assistance whenever they have questions. You also perform administrative duties for your manager, such as scheduling meetings. For qualified financial planning assistants, your job responsibilities may require you to draft letters, documents, or reports.

What is the difference between Financial Planning Assistant vs Financial Advisor?

AspectFinancial Planning AssistantFinancial Advisor
CredentialsTypically requires a high school diploma or bachelor's degree; certifications like CFP are not mandatoryOften requires a bachelor's degree; CFP certification is common and preferred
Work EnvironmentSupports financial planners in an office setting, handling administrative and client support tasksWorks directly with clients to develop and implement financial plans
Employer & Industry UsageEmployed by financial planning firms, banks, or investment companiesEmployed by similar firms, often with a client-facing role

While both roles support financial services, a Financial Planning Assistant primarily provides administrative and support functions, whereas a Financial Advisor works directly with clients to create personalized financial strategies. The assistant role often serves as a stepping stone toward becoming a Financial Advisor.

What is an assistant financial planner?

An assistant financial planner supports certified financial planners by gathering client information, preparing financial plans, and performing administrative tasks. They often have a background in finance or related certifications and work in financial advisory firms or banks to help develop and implement financial strategies.

Is it hard to become a FA?

Becoming a Financial Planning Assistant typically requires a high school diploma or equivalent, with many roles preferring some college coursework or a degree in finance, accounting, or related fields. Gaining relevant skills such as proficiency with financial software and understanding financial products can improve job prospects, but the role generally involves on-the-job training and certifications like the Series 7 or 66 may be required for advancement.

What are the key skills and qualifications needed to thrive as a Financial Planning Assistant, and why are they important?

To thrive as a Financial Planning Assistant, you need a solid understanding of financial concepts, attention to detail, and typically a degree in finance or a related field. Familiarity with financial planning software, CRM systems, and proficiency in Microsoft Excel are commonly required, and certifications like the FPQP (Financial Paraplanner Qualified Professional) can be advantageous. Strong organizational skills, discretion, and excellent interpersonal communication help you build trust with clients and support advisors effectively. These abilities ensure accurate financial analysis, smooth workflow, and high-quality client service in a competitive industry.

What does a financial planning assistant do?

A financial planning assistant supports financial advisors by preparing client documents, gathering financial data, and scheduling meetings. They often use financial planning software and require strong organizational skills to help develop and implement financial plans for clients.

How much do finance assistants get paid?

Finance assistants typically earn an average salary ranging from $40,000 to $55,000 per year, depending on experience, location, and the size of the organization. Entry-level roles may start lower, while experienced assistants or those with specialized skills can earn higher wages. Salaries often include benefits such as health insurance and paid time off.
More about Financial Planning Assistant jobs
What are the most commonly searched types of Financial Planning jobs in Appleton, WI? The most popular types of Financial Planning jobs in Appleton, WI are:
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What cities near Appleton, WI are hiring for Financial Planning Assistant jobs? Cities near Appleton, WI with the most Financial Planning Assistant job openings:
Financial Planning Assistant jobs near you
FP&A Manager - AI Trainer

FP&A Manager - AI Trainer

DataAnnotation

Green Bay, WI • Remote

$50 - $60/hr

Contractor

Posted 21 days ago

Be an early applicant

Job description

About the job:

DataAnnotation is committed to creating high-quality AI. Enjoy the flexibility of remote work and the freedom to set your own schedule. This is an opportunity to work with us as an independent contractor.

We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making.

In this role, you might:

• Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets

• Leverage your education and work experience to check the reasoning and accuracy of an AI Assistant's work

• Push the models with complex, real-world scenarios and edge cases to see where their reasoning holds up – and where it doesn’t.

• Share clear, structured feedback to help make each new version of the AI smarter and more reliable.

To succeed in this position, you should have expert-level financial reasoning and formal training in a finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning.

Advantages of contracting with us:

  • You'll be able to choose which projects you want to work on and when
  • You work on your own schedule, on your own computer, from the comfort of your own home
  • Projects are paid hourly starting at USD $50-$60 per hour, with bonus rates available on some projects

Responsibilities:

  • Give AI chatbots diverse and complex problems and evaluate their outputs
  • Evaluate the quality produced by AI models for correctness and performance

Qualifications:

  • Fluency in English (native or bilingual level)
  • Detail-oriented
  • Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management
  • A current, in progress, or completed Master's and/or PhD is preferred but not required

Note:

Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contractor position.

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