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Financial Services Professional Jobs in Appleton, WI

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Financial Services Professional information

See Appleton, WI salary details

$37.5K

$93.1K

$142.4K

How much do financial services professional jobs pay per year?

As of Aug 21, 2026, the average yearly pay for financial services professional in Appleton, WI is $93,144.00, according to ZipRecruiter salary data. Most workers in this role earn between $78,000.00 and $108,300.00 per year, depending on experience, location, and employer.

What is a financial services professional?

A financial services professional is a person who works with clients on financial planning and investment strategies to help them better manage wealth. Your job duties include acting as a financial advisor, providing investment management, and evaluating tax strategies. A career as a financial services professional requires you have some formal qualifications and education, including a bachelor’s degree in business, finance, accounting or a related field. You may supplement any relevant job experience by earning certification with the Financial Industry Regulatory Authority (FINRA). Depending on your state, you may also be required to obtain licensure for the buying and selling of stocks, bonds, and other securities.

What are the key skills and qualifications needed to thrive as a financial services professional?

To thrive as a Financial Services Professional, you need strong analytical abilities, financial acumen, and a relevant degree in finance, business, or economics, often supported by certifications such as CFP or Series 7. Familiarity with financial planning software, CRM systems, and investment platforms is typically required. Exceptional interpersonal skills, trustworthiness, and effective communication help build strong client relationships and deliver tailored financial advice. These skills and qualities are essential for earning clients' trust, providing accurate guidance, and achieving success in a highly regulated and client-focused industry.

What are some common challenges financial services professionals face when working with clients, and how can they be managed?

Financial services professionals often encounter challenges such as building trust with new clients, effectively communicating complex financial concepts, and navigating changing regulatory requirements. To manage these challenges, professionals should prioritize clear, transparent communication, stay updated on industry regulations, and focus on ongoing relationship-building. Regular training and mentorship can also help professionals develop the skills needed to address client concerns and foster long-term loyalty.

What is the difference between Financial Services Professional vs Financial Advisor?

AspectFinancial Services ProfessionalFinancial Advisor
CredentialsVaries; often includes licenses like Series 6, 7, 63Typically requires certifications such as CFP, CFA, or Series 7
Work EnvironmentFinancial institutions, banks, insurance companiesIndependent or firm-based, client-facing
Employer & Industry UsageUsed broadly across financial services sectorsPrimarily in wealth management and investment advising
Search & Comparison IntentUnderstanding roles, licensing, and career pathsSeeking personalized financial planning and investment advice

While both roles operate within the financial industry, a Financial Services Professional has a broader scope, often working in various financial sectors with different licenses. A Financial Advisor typically focuses on providing personalized investment and financial planning services, often holding specialized certifications. The choice depends on whether you're seeking a general financial role or dedicated financial planning expertise.

Is a financial services professional a good career?

A financial services professional is a career that involves providing financial advice, managing investments, and offering banking or insurance services. It often requires strong analytical skills, certifications such as the Series 7 or CFP, and the ability to work in a client-focused environment. The field can offer good earning potential and job stability, especially with experience and ongoing education.
More about Financial Services Professional jobs

What are the most commonly searched types of Financial Services jobs in Appleton, WI?

The most popular types of Financial Services jobs in Appleton, WI are:

What are popular job titles related to Financial Services Professional jobs in Appleton, WI?

For Financial Services Professional jobs in Appleton, WI, the most frequently searched job titles are:

What job categories do people searching Financial Services Professional jobs in Appleton, WI look for?

The top searched job categories for Financial Services Professional jobs in Appleton, WI are:

What cities near Appleton, WI are hiring for Financial Services Professional jobs?

Cities near Appleton, WI with the most Financial Services Professional job openings:

Financial Services Professional jobs near you
Infographic showing various Financial Services Professional job openings in Appleton, WI as of August 2026, with employment types broken down into 1% As Needed, 71% Full Time, 23% Part Time, and 5% Contract. Highlights an 93% Physical, 2% Hybrid, and 5% Remote job distribution, with an average salary of $93,144 per year, or $44.8 per hour.

Insurance Agent - Book Opportunity - Green Bay, WI

Country Financial

Green Bay, WI • On-site

Full-time

Re-posted 18 days ago

COUNTRY Financial rating

8.2

Company rating: 8.2 out of 10

Based on 28 frontline employees who took The Breakroom Quiz

144th of 311 rated insurance

Job description

We're looking for an experienced insurance professional to manage an established and active book of business. This book is positioned for continued growth across the full line of COUNTRY Financial products and services.
COUNTRY Financial Insurance Agents have the opportunity and the autonomy to build a rewarding, financially stable career while enriching lives in the communities we serve.

The Career
Our insurance agents take a consultative approach to grow business with existing and prospective clients. As independent contractors, they
are in business for themselves but not by themselves, and they:

  • Diversify their income through our portfolio of property and casualty, life and health lines.

  • Have the flexibility to manage their schedules to balance their careers and personal interests.

  • Educate clients and prospects about our products and services.

  • Collaborate with COUNTRY Trust Bank Financial Advisors to inform clients of our financial products and services.

  • Establish an office and build a staff.

We Offer
COUNTRY Financial Insurance Agents have uncapped earning potential and:

  • Opportunities to earn performance-based global trips and financial rewards.

  • Access to continued learning and marketing resources.

  • Affiliation with our 100-year-old brand heritage and family-focused culture that values authenticity and integrity.

  • There is no buy-in required.

Qualifications
Successful COUNTRY Financial Insurance Agents are:

  • Entrepreneurial, motivated, and goal driven.

  • A strong communicator with excellent business acumen.

  • Committed to linking your efforts with tangible rewards.

  • Passionate about making positive impacts in their communities.

Required Licenses*

  • Property/Casualty State Insurance License*

  • Life/Health State Insurance License*

Preferred Experience

  • Bachelor's Degree

  • 2+ years of experience in the insurance and or financial services industry

  • 5+ years of business ownership or managerial experience

About Us

COUNTRY Financial is the trade name for a collective of affiliated insurance and financial services companies. This means we have an extended family of support and a large backing.

Since 1925, COUNTRY Financial has been dedicated to helping others plan for their future while also protecting what matters most to them. What started long ago as a simple commitment on Midwest farmlands has expanded to become a FORTUNE 1000 insurance and financial services organization proudly serving 19 states.


Our insurance agents, financial advisors, and employees remain dedicated to serving nearly one million households with our diverse range of personal and business insurance products as and financial services products. And our consistent AM Best A+ rating means we have the financial strength to keep the promises we make to our clients.

*These licenses are not required to apply; however, the candidate's ability to obtain these licenses is essential when a contract decision is made.

**The Premiums and AUC indicated above are the estimated amounts. These amounts may change and are not guaranteed. Future value/size will depend on the strategies, tactics, and efforts of the agent, in addition to external factors including but not limited to pricing trends in the marketplace, competitive intensity, consumer preferences, client relationships, etc.

***Farm Certifications are done annually in January. If marked "Yes", the agent must obtain certification the following January as a condition of the agent's contract.

COUNTRY Financial is the marketing name for the COUNTRY Financial family of affiliated companies (collectively, COUNTRY), which include COUNTRY Life Insurance Company, COUNTRY Mutual Insurance Company, and their respective subsidiaries, located in Bloomington, Illinois.

Investment management, retirement, trust, and planning services provided by COUNTRY Trust Bank. The investment objectives, risks, charges, and expenses of an investment company should be carefully considered before investing.

#LI-Agency

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