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Financial Planning Assistant Jobs in Appleton, WI

US Venture, Inc.

Corporate FP&A Intern

Appleton, WI · On-site

$17.25 - $22.75/hr

POSITION SUMMARY We are seeking a Corporate FP&A Intern for our Summer 2027 Internship Program ... Learn and assist with enterprise analytics, including valuation modeling and performance metrics

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 ...

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 ...

AON PLC

SVP, Advisor

Appleton, WI · On-site

$204 - $348/hr

... 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

$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 ...

Aon

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 ...

KerberRose S.C.

Tax & Wealth Advisor

Green Bay, WI · On-site

Collaborate with Wealth Management Advisors to develop tax-efficient financial planning strategies. * Assist clients with retirement income planning from a tax perspective. * Evaluate tax ...

New

KerberRose S.C.

Tax & Wealth Advisor

Appleton, WI · On-site

Collaborate with Wealth Management Advisors to develop tax-efficient financial planning strategies. * Assist clients with retirement income planning from a tax perspective. * Evaluate tax ...

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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

$34.6K

$59.1K

$101.9K

How much do financial planning assistant jobs pay per year?

As of Sep 6, 2026, the average yearly pay for financial planning assistant in Appleton, WI is $59,118.00, 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 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 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 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 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.

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

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

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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, 83% Full Time, 14% Part Time, and 2% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $59,146 per year, or $28.4 per hour.

Corporate FP&A Intern

US Venture, Inc.

Appleton, WI • On-site

$17.25 - $22.75/hr

Full-time

Re-posted 8 days ago

Key responsibilities

  • Support the Corporate FP&A team in developing operational and financial analyses to inform decision-making

  • Assist in the annual budgeting process, including data collection, review, and presentation preparation

  • Contribute to month-end close activities for U.S. Lubricants and Corporate Resource Groups, including reporting and variance analysis

U.S. Venture rating

8.2

Company rating: 8.2 out of 10

Based on 19 frontline employees who took The Breakroom Quiz

92nd of 429 rated retail wholesalers

Job description

POSITION SUMMARY
We are seeking a Corporate FP&A Intern for our Summer 2027 Internship Program. This internship offers a dynamic opportunity to gain hands-on experience in financial planning, analysis, and business support across our Corporate team. This role will provide exposure to strategic financial processes, cross-functional collaboration, and real-world business insights.
U.S. Venture's Internship Program runs May - August. Dates may vary based on individual class schedules. This position is located at our Corporate Office in Appleton, WI.
JOB RESPONSIBILITIES
  • Support the Corporate FP&A team in developing operational and financial analyses to inform decision-making

  • Assist in the annual budgeting process, including data collection, review, and presentation preparation

  • Contribute to month-end close activities for U.S. Lubricants and Corporate Resource Groups, including reporting and variance analysis

  • Participate in project work focused on financial modeling, process improvement, and reporting automation

  • Learn and assist with enterprise analytics, including valuation modeling and performance metrics

  • Provide ad hoc financial reporting and analysis support as needed across the Corporate team

QUALIFICATIONS
  • Current student pursuing a bachelor's degree in Finance, Accounting, or a related field
  • Junior or Senior status preferred
  • Strong proficiency in Microsoft Excel and Word; familiarity with financial systems or data visualization tools is a plus
  • Excellent analytical and problem-solving skills
  • Strong communication and customer service orientation
  • Ability to work independently and collaboratively in a fast-paced environment
  • Interest in learning about both corporate finance and business unit operations

DIVISION:
Corporate
U.S. Venture will not offer sponsorship for employment status (including, but not limited to, H-1B, TN, E-3, F1, CPT, OPT, STEM OPT, visa status and other employment-based nonimmigrant visas) for this position. Accordingly, all applicants must be currently authorized to work in the United States on a full-time basis and must not require U.S. Venture's sponsorship to continue to work legally in the United States. In general, U.S. Venture does not sponsor candidates for nonimmigrant visas or permanent residency except when there is a specific business need.
U.S. Venture will not accept unsolicited resumes from recruiters or employment agencies. In the absence of an executed recruitment Master Service Agreement, there will be no obligation to any referral compensation or recruiter fee. In the event a recruiter or agency submits a resume or candidate without an agreement, U.S. Venture shall reserve the right to pursue and hire those candidate(s) without any financial obligation to the recruiter or agency. Any unsolicited resumes, including those submitted to hiring managers, shall be deemed the property of U.S. Venture.
U.S. Venture, Inc. is an equal opportunity employer that is committed to inclusion and diversity. We ensure equal opportunity for all applicants without regard to race, color, religion, sex, sexual orientation, gender, gender identity or expression, marital status, age, national origin, disability, veteran status, genetic information, or other protected characteristic. If you need assistance or an accommodation due to a disability, you may call Human Resources at (920) 739-6101.
99-00-810-8141

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