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Financial Planning Assistant Jobs in Appleton, WI

DataAnnotation

FP&A Manager - AI Trainer

Green Bay, WI · Remote

$50 - $100/hr

Review and improve AI Assistant answers to questions about macro trends, corporate finance, and ... and Insurance Planning. Advantages of contracting with us: * You'll be able to choose which ...

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 ...

Associatedbank

Financial Advisor

Oshkosh, WI · On-site

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 ...

TMS Financial

Financial Services Assistant

Green Bay, WI · On-site

$25 - $37/hr

Financial Services Assistant TMS Financial is dedicated to being the premier provider of ... planning and insurance services - all designed to meet your unique financial goals with integrity ...

TMS Financial

Financial Services Assistant

Green Bay, WI · On-site

$25 - $37/hr

Financial Services Assistant TMS Financial is dedicated to being the premier provider of ... planning and insurance services - all designed to meet your unique financial goals with integrity ...

TMS Financial

Financial Services Assistant

Green Bay, WI · On-site

$25 - $37/hr

Financial Services Assistant TMS Financial is dedicated to being the premier provider of ... planning and insurance services - all designed to meet your unique financial goals with integrity ...

DWM Tax Planning

Be Seen First

Tax Preparer / Tax Advisor

Appleton, WI · On-site

$50K - $60K/yr

Participate in joint meetings with clients and their financial advisor to walk through tax results and planning recommendations together * Assist in developing financial plans * Prepare quarterly ...

DWM Tax Planning

Be Seen First

Tax Preparer / Tax Advisor

Appleton, WI · On-site

$50K - $60K/yr

Participate in joint meetings with clients and their financial advisor to walk through tax results and planning recommendations together * Assist in developing financial plans * Prepare quarterly ...

nVent

Senior Financial Analyst

Oshkosh, WI · On-site

$83K - $104K/yr

Prepare reports on daily, weekly & monthly basis to assist in the tracking and improvement of ... Financial Planning, Operational Finance or Corporate Finance is required. At least some ...

NFP Corp

SVP, Advisor

Appleton, WI · On-site

$204K - $347K/yr

... planning items, money movements, etc.). * Assist with the development of client financial plans using financial planning software and present results and solutions to clients. * Prepare for and ...

NFP Corp

SVP, Advisor

Appleton, WI · On-site

$204K - $347K/yr

... planning items, money movements, etc.). * Assist with the development of client financial plans using financial planning software and present results and solutions to clients. * Prepare for and ...

NFP Corp

SVP, Advisor

Appleton, WI · On-site

$204K - $347K/yr

... planning items, money movements, etc.). * Assist with the development of client financial plans using financial planning software and present results and solutions to clients. * Prepare for and ...

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 ...

Ahlstrom

Financial Analyst

Kaukauna, WI · On-site

... annual planning) and commission payments. This position is expected to support cost-reduction efforts, assist in maximizing the efficiency of the financial systems, and communicate within the ...

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

Financial Planning Assistant information

See Appleton, WI salary details

$33.8K

$57.7K

$99.5K

How much do financial planning assistant jobs pay per year?

As of Aug 16, 2026, the average yearly pay for financial planning assistant in Appleton, WI is $57,689.00, according to ZipRecruiter salary data. Most workers in this role earn between $44,300.00 and $65,200.00 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 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.
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:

What are popular job titles related to Financial Planning Assistant jobs in Appleton, WI?

For Financial Planning Assistant jobs in Appleton, WI, the most frequently searched job titles are:

What job categories do people searching Financial Planning Assistant jobs in Appleton, WI look for?

The top searched job categories for Financial Planning Assistant jobs in Appleton, WI are:

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
Infographic showing various Financial Planning Assistant job openings in Appleton, WI as of August 2026, with employment types broken down into 1% As Needed, 81% Full Time, 15% Part Time, and 3% Contract. Highlights an 89% Physical, 4% Hybrid, and 7% Remote job distribution, with an average salary of $57,689 per year, or $27.7 per hour.

FP&A Manager - AI Trainer

DataAnnotation

Green Bay, WI • Remote

$50 - $100/hr

Contractor

Re-posted 2 days ago

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 $50-$100+/hr, 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
  • 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.

#finance

Working at DataAnnotation

Perks for workers

  • Work From Anywhere

  • Set Your Own Hours

  • Competitive Pay

  • Learn Valuable AI Skills

  • No Meetings. No Commute.

  • Work on Your Schedule

  • Make a Real-World Impact

What to expect from working at DataAnnotation

From DataAnnotation