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Financial Jobs in Appleton, WI (NOW HIRING)

KerberRose S.C.

Financial Planner

Appleton, WI · On-site

$74K - $99K/yr

As a Financial Planner , you will lead the planning process for assigned clients, develop sophisticated strategies, and serve as a key contributor to both client success and team development. This ...

KerberRose S.C.

Financial Planner

Appleton, WI

$74K - $99K/yr

As a Financial Planner , you will lead the planning process for assigned clients, develop sophisticated strategies, and serve as a key contributor to both client success and team development. This ...

Collabera

Financial Analyst

Neenah, WI

Financial Analyst Duration: 6 Months (Strong possibility of extension) Position Summary: This position would support a priority Global Sector project initiative working under the direction of the ...

Sanford Health

Financial Analyst

Green Bay, WI · Remote

Summary The overall function of the Financial Analyst role is the collaboration with managers, directors, and senior leadership on monthly productivity and remediation of variances, along with ...

State of Wisconsin

Financial Specialist

Green Bay, WI · On-site +1

$26.61/hr

The Financial Specialist Senior shall comply with the Department's administrative rules and the agency's policies and procedures. The position is accountable for ensuring that vocational services are ...

ThedaCare

Grant Financial Analyst

Appleton, WI · On-site

Summary : The Grants Financial Analyst is responsible for the financial management, compliance, and reporting of federally funded grants and programs. This role ensures adherence to federal ...

R1

Financial Counseling Representative

Appleton, WI · On-site

$16.48 - $23.13/hr

R1 is the leading provider of technology-driven solutions that transform the patient experience and financial performance of hospitals, health systems and medical groups. We are the one company that ...

R1

Financial Counseling Representative

Appleton, WI · On-site

$16.48 - $23.13/hr

As an R1 Financial Counseling Associate , you will be responsible for counseling uninsured and under-insured patients to attempt to obtain a paying funding source for their medical service as well as ...

Lawrence University

Financial Aid Counselor

Appleton, WI · On-site

$38K - $50K/yr

Director of Financial Aid Location: Lawrence University Appleton, WI PRIMARY OBJECTIVE The Lawrence University Financial Aid Office is a dedicated, student-centered team committed to delivering ...

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All JobsFinancial JobsFinancial Jobs in Appleton, WI

Financial information

See Appleton, WI salary details

$30.7K

$69.9K

$112.2K

How much do financial jobs pay per year?

As of Jul 5, 2026, the average yearly pay for financial in Appleton, WI is $69,855.00, according to ZipRecruiter salary data. Most workers in this role earn between $43,400.00 and $89,700.00 per year, depending on experience, location, and employer.

What is the difference between Financial vs Bookkeeper?

AspectFinancialBookkeeper
CertificationsOften requires CPA, CFA, or similarTypically no formal certifications required
Work EnvironmentCorporate finance departments, accounting firmsSmall businesses, accounting offices
Primary ResponsibilitiesFinancial analysis, planning, reportingRecording transactions, maintaining ledgers
Employer & Industry UsageFinance departments, investment firmsSmall to medium businesses, accounting services

Financial professionals focus on analysis, planning, and strategic financial management, often requiring advanced certifications. Bookkeepers handle day-to-day transaction recording and ledger maintenance, usually without formal certifications. While both roles are essential in finance, they differ in scope, responsibilities, and required credentials.

What are financial professionals?

Financial professionals are individuals who provide guidance and services related to money management, investments, and financial planning. They may include financial advisors, analysts, planners, and consultants who help clients make informed decisions about budgeting, saving, investing, and retirement planning. These professionals often work for banks, investment firms, or operate independently, offering expertise on a wide range of financial products and strategies. Their main goal is to help individuals or organizations achieve their financial objectives.

What are the key skills and qualifications needed to thrive in a financial professional role, and why are they important?

To thrive in a financial professional role, you need strong analytical abilities, a solid understanding of financial principles, and typically a degree in finance, accounting, or a related field. Familiarity with financial modeling software, spreadsheets like Microsoft Excel, and certifications such as CFA or CPA are commonly required. Excellent attention to detail, integrity, and effective communication skills help professionals stand out in this field. These competencies ensure accurate financial analysis, regulatory compliance, and the ability to convey complex information to stakeholders.

What are some common challenges faced by professionals in financial roles, and how can they be addressed?

Individuals in financial roles often encounter challenges such as managing tight deadlines during reporting periods, staying updated with frequently changing regulations, and ensuring data accuracy under pressure. To address these, professionals benefit from strong organizational skills, proactive communication with team members, and continuous professional development. Many financial teams adopt collaborative tools and regular check-ins to streamline workflows and ensure compliance, fostering a supportive work environment.
What are the most commonly searched types of Financial jobs in Appleton, WI? The most popular types of Financial jobs in Appleton, WI are:
What are popular job titles related to Financial jobs in Appleton, WI? For Financial jobs in Appleton, WI, the most frequently searched job titles are:
What job categories do people searching Financial jobs in Appleton, WI look for? The top searched job categories for Financial jobs in Appleton, WI are:
What cities near Appleton, WI are hiring for Financial jobs? Cities near Appleton, WI with the most Financial job openings:
Financial jobs near you
Infographic showing various Financial job openings in Appleton, WI as of June 2026, with employment types broken down into 72% Full Time, 14% Part Time, and 14% Contract. Highlights an 86% In-person, and 14% Remote job distribution, with an average salary of $69,855 per year, or $33.6 per hour.
Associate Financial Advisor - First State Bank

Associate Financial Advisor - First State Bank

LPL Financial

New London, WI • Hybrid

$48K - $60K/yr

Full-time

Posted 9 days ago

LPL Financial rating

7.5

Company rating: 7.5 out of 10

Based on 67 frontline employees who took The Breakroom Quiz

114th of 146 rated financial services

Job description

Bank

Associate Financial Advisor - First State Bank

Your career path should lead to real opportunity

LPL Financial offers a complete menu of financial services to bank clients. This employment opportunity located at First State Bank in New London, WI would allow you to join First State Bank as an Associate Financial Advisor working with LPL Financial. Under this model Associate Financial Advisors are not employees of LPL Financial.

The Investment Program at First State Bank supports the local community with a complete menu of financial services. You will join a team that is dedicated to helping clients in every stage of their financial life.

This exciting position will allow you to grow your career and business, helping the people and families that look to First State Bank for financial solutions. This position will offer:

  • The opportunity to partner with a top advisor working a portion of their book of business
  • The ability to build a strong client base with the credit union's exceptional referral system
  • The opportunity to find new clients via the credit union's member base
  • The opportunity to create client solutions without proprietary products
  • The ability to grow your business with LPL's combination of tools, technology, and support
  • The benefit of LPL's experience helping financial institutions grow and maximize their investment programs
  • The opportunity to capitalize on the credit union's reputation and community standing
  • The opportunity to become a financial advisor in the future

As an advisor associated with LPL Financial, you benefit from our commitment to take care of you so you can take care of your clients. Your partnership includes:

  • Access to our proprietary technology and a suite of customized services
  • An open architecture platform with access to thousands of investment products from leading third-party product sponsors
  • Resources and expertise across the firm to help you create client solutions
  • The freedom to create solutions specific to your client's goals

Whatever your vision of success, we're with you every step of the way.

Requirements:

  • Series 7 and 66 (63/65) required
  • Insurance license required

Apply online at:By submitting an application, you are not applying for employment with LPL Financial. Employment is with First State Bank however, in accordance with regulatory requirements, LPL Financial would hold your securities/insurance licenses.

***REQUIRED DISCLOSURE(S)

These investment products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, First State Bank.

Tracking # 1-05026674


Pay Range:$48,000-$60,000


The salary range is dependent on a number of factors, including the applicant's skill, experience, and work location. This position is also eligible to earn sales incentive compensation.

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