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Financial Planning Assistant Jobs in Appleton, WI

ProAmpac

Site Controller (Manufacturing)

Stockbridge, WI · On-site

$112K - $135K/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

$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)

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)

Black Creek, 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

$106K - $127K/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)

Winneconne, WI · On-site

$103K - $124K/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)

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)

Dale, WI · On-site

$106K - $128K/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)

Fremont, WI · On-site

$103K - $124K/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 ...

Thrivent Financial

Administrative Assistant

Oshkosh, WI · On-site

$18/hr

  • Retirement

  • PTO

Summary Apex Financial Group is an independent financial services practice of Thrivent, a faith ... Planning/Organizing * Customer Focus * Communication * Interpersonal Skills * Teamwork and ...

Dairy Queen

Store Manager

Oshkosh, WI

$18 - $23/hr

... financial performance, product production, inventory, personnel, sales, and marketing. Set high ... Business Planning * Assist in the execution of the restaurant's business plan as directed by the GM ...

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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.

Site Controller (Manufacturing)

ProAmpac

Stockbridge, WI • On-site

$112K - $135K/yr

Full-time

Posted 16 days ago

ProAmpac rating

7.0

Company rating: 7.0 out of 10

Based on 72 frontline employees who took The Breakroom Quiz

64th of 119 rated packaging manufacturers

Job description

We are seeking an experienced Plant Controller to lead the accounting and FP&A functions for one of our largest manufacturing sites ($100M+ revenue). This role partners closely with plant leadership to drive financial excellence, support strategic operational initiatives, and provide strong financial guidance. The Plant Controller will oversee all aspects of financial operations, including close processes, general ledger management, cost accounting, budgeting, material margin improvement, and key analytical projects.

Essential Duties and Tasks

  • Responsible for developing financial policies, practices and procedures that have significant impact on the site.
  • Consistently analyze financial data and present financial reports in an accurate and timely manner; clearly communicate site level and consolidated monthly, quarterly, and annual financial statements; monitor progress and changes and keep senior leadership abreast of financial status.
  • Work with site leadership to drive financial excellence within the site and provide accounting and FP&A support to the site at all levels.
  • Align department strategy with organizational goals.
  • Provide leadership in strengthening internal communications around financial goals at all levels throughout the site.
  • Assist the plant manager in managing inventory working capital and driving continuous improvements in this area.
  • Oversee & prepare monthly/quarterly consolidated supplemental detail in support of monthly financial reports including ad hoc reports and analyses of division finances that facilitate decision making.
  • Coordinate all audit activity.
  • All other duties as assigned.

Qualifications, Education, and Experience

  • Bachelor’s degree in either Accounting or Finance.
  • Minimum 10 years of experience in Financial Management in a manufacturing organization.
  • Proven and effective leadership and management skills.
  • Solid experience working in a manufacturing environment and working with plant leadership to drive financial excellence within the plant and in managing costs.
  • Solid experience managing reporting, budget development and analysis, the general ledger and coordinating audit activities.
  • Analytical thinking, ability to analyze financial data and prepare financial reports.
  • Excellent interpersonal skills.
  • Solid working knowledge of financial and accounting reporting systems and related manufacturing.
  • Experience using Microsoft Office Suite (Word, Excel, Power Point), Visio, Teams and Outlook.
  • Maintains strict confidentiality and protects privacy of confidential/sensitive information.
  • Exceptional time management and organization skills. Ability to manage multiple tasks and projects simultaneously establishing priorities to meet deadlines.
  • Ability to communicate effectively (verbal, written, and presentations) with executive leadership, staff, and internal and external clients.
  • Proactive; exercises sound judgment and decision making; able to identify problems and needs and develop solutions and/or options.
  • Self-confident, self-motivated polished professional who thrives in a challenging, fast-paced environment.

#CORP

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

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About PROAMPAC

Sourced by ZipRecruiter

ProAmpac is a leading global flexible packaging company with comprehensive product offerings. We provide creative packaging solutions, industry-leading customer service and award-winning innovation to a diverse global marketplace. We are guided in our work by five core values that are the basis for our success: Integrity, Intensity, Innovation, Involvement and Impact.

Industry

Plastics and rubber products manufacturing

Company size

1,001 - 5,000 Employees

Headquarters location

Cincinnati, OH, US

Year founded

1971

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