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Financial Planning Assistant Jobs in Appleton, WI

Ecco Ride

Financial Analyst

Appleton, WI · On-site

... planning. · Present insights and recommendations to senior management. · Assist with customer invoicing. · Assist with monthly financial close. Qualifications · Bachelor's degree in Finance ...

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 ...

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 ...

ProAmpac

Site Controller (Manufacturing)

Green Bay, WI · On-site

$105K - $126K/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)

Readfield, WI · On-site

$101K - $121K/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)

Combined Locks, WI · On-site

$109K - $131K/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)

Freedom, WI · On-site

$110K - $132K/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)

Forest Junction, WI · On-site

$110K - $133K/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

$111K - $134K/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)

Hortonville, WI · On-site

$102K - $123K/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)

Appleton, WI · On-site

$107K - $129K/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)

Van Dyne, WI · On-site

$108K - $130K/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)

Greenville, WI · On-site

$105K - $126K/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)

Oshkosh, WI · On-site

$109K - $132K/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)

Menasha, WI · On-site

$113K - $136K/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)

Wrightstown, WI · On-site

$108K - $130K/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)

Oshkosh, WI · On-site

$108K - $130K/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)

Little Chute, WI · On-site

$109K - $131K/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 ...

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Showing results 21-40

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

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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.

Financial Analyst

Ecco Ride

Appleton, WI • On-site

Other

This job post has expired 3 days ago. Applications are no longer accepted.

Job description

Company Description Ecco Ride is a growing student transportation company which is seeking a highly motivated, experienced Financial Analyst II with minimum of 2 years of experience. You’ll report to the Director of Finance and work closely with accounting, operations, and human resources teams. You’ll gain broad exposure in a variety of finance functions. The ideal candidate must have strong analytical thinking capabilities and be able to multitask, and prioritize multiple projects. Ideal candidates will be proactive in financial tracking, forecasting, and escalating to drive and influence the financial health of Ecco Ride.  

Role Description This is a full-time, on-site Financial Analyst role based in Appleton, WI. The Financial Analyst will review and interpret financial data, prepare and analyze financial statements, and support budgeting and forecasting activities. Day-to-day responsibilities include building and maintaining financial models, monitoring key performance indicators, and preparing reports and presentations for leadership. The role will also involve evaluating business performance, identifying cost-saving and revenue-enhancing opportunities, and supporting decision-making with clear, data-driven insights.

Responsibilities include, but are not limited to:

·        Build and maintain financial models including trend, bid, budget, and forecast models.

·        Analyze revenue, cost, margin trends, and performance drivers.

·        Prepare monthly, quarterly, and annual financial reports.

·        Support budgeting, scenario planning, and strategic planning.

·        Present insights and recommendations to senior management.

·        Assist with customer invoicing.

·        Assist with monthly financial close.

Qualifications

·        Bachelor’s degree in Finance, Accounting, Economics, or a related field.

·        1-3 years of related experience.

·        Advanced Microsoft Excel skills working with large data sets using pivot tables and functions to achieve accurate data analysis; macro experience is beneficial.

·        Demonstrate ability to translate complex financial information into clear, actionable recommendations.

·        Strong written, verbal, presentation, and interpersonal skills.

·        Ability to collaborate effectively across cross-functional teams

Ability to manage competing priorities, pivoting immediately if necessary, while still meeting deadlines with a high degree of accuracy.

·        Being a CPA is not a requirement, but a basic understanding of accounting is.

Competencies:

·        Financial analysis and problem-solving

·        Strategic thinking and business acumen

·        Basic GAAP knowledge

·        Clear and influential communication

·        Attention to detail

·        Cross-functional collaboration

·        Accountability and follow-through

·        Ethical judgment and integrity

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