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Financial Jobs in Appleton, WI (NOW HIRING)

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 ...

Bachelor's degree in Accounting, Finance, or Business Administration required. Three to five years of experience. Experience in health care environment preferred. Strong verbal and written ...

Financial Aid Counselor

Appleton, WI

$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 ...

We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision ...

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 ...

Financial Systems Analyst

Menasha, WI · On-site

$88K - $119K/yr

Our Financial Systems Analyst is responsible for the administration, maintenance, and optimization of our financial planning and analysis system, ensuring data integrity, user support, and continuous ...

Senior Financial Analyst

De Pere, WI · On-site

$82K - $102K/yr

Finance Director Under the direction of the Finance Director, the Senior Financial Analyst will manage and drive improvement in financial reporting, planning and analysis. ESSENTIAL DUTIES AND ...

Senior Financial Analyst

De Pere, WI

$82K - $102K/yr

Finance Director Under the direction of the Finance Director, the Senior Financial Analyst will manage and drive improvement in financial reporting, planning and analysis. External ESSENTIAL DUTIES ...

Senior Financial Analyst

Neenah, WI · On-site

$88K - $109K/yr

How Your Role Fits In The Senior Financial Analyst will provide management with all aspects of the analysis of financial and operational data, monitor variances, identify areas needing improvement ...

Financial Advisor

Appleton, WI · Hybrid

$75K - $125K/yr

Job Title: Financial Advisor / Associate Advisor Job Type: Full-Time / Part-Time Work Authorization: Open Work Model: Hybrid / Remote Job Summary Our client is seeking a Financial Advisor or ...

Senior Financial Analyst

De Pere, WI · On-site

$82K - $102K/yr

Finance Director Under the direction of the Finance Director, the Senior Financial Analyst will manage and drive improvement in financial reporting, planning and analysis. External ESSENTIAL DUTIES ...

Senior Financial Analyst

De Pere, WI · On-site

$82K - $102K/yr

Director Financial Planning & Analysis This is an onsite position based in De Pere, WI. Following training, this role offers the flexibility to work remotely up to 2 days per week, with an ...

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See Appleton, WI salary details

$30K

$68.2K

$109.4K

How much do financial jobs pay per year?

As of Jun 11, 2026, the average yearly pay for financial in Appleton, WI is $68,167.00, according to ZipRecruiter salary data. Most workers in this role earn between $42,400.00 and $87,600.00 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 types of careers are in finance?

Careers in finance include roles such as financial analyst, accountant, investment banker, financial planner, and risk manager. These positions often require strong analytical skills, knowledge of financial tools and software, and relevant certifications like CFA or CPA. Finance professionals work in banks, investment firms, corporations, and government agencies, often following standard business hours with opportunities for specialization and advancement.

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 professions make $500,000 a year?

In the financial sector, roles such as investment bankers, hedge fund managers, private equity executives, and senior traders often earn $500,000 or more annually, especially with bonuses and commissions. These positions typically require advanced degrees, extensive experience, and strong analytical skills, often working in high-pressure environments. Executive-level roles in finance firms can also reach or exceed this income level.

What different jobs are there in finance?

In finance, common jobs include financial analyst, accountant, financial advisor, investment banker, risk manager, and portfolio manager. These roles often require skills in financial modeling, data analysis, and knowledge of financial regulations, with certifications like CFA or CPA being advantageous.

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 job makes $10,000 a month without a degree?

In the financial sector, roles such as financial advisor, sales trader, or real estate investor can potentially earn $10,000 or more per month without a formal degree, often relying on experience, sales skills, or investment success. These jobs typically require strong interpersonal skills, industry knowledge, and sometimes licensing or certifications. Income varies widely based on performance, location, and market conditions.

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 cities near Appleton, WI are hiring for Financial jobs? Cities near Appleton, WI with the most Financial job openings:

Financial Advisor - Oshkosh, WI and Surrounding Areas

Thrivent Financial

Oshkosh, WI • On-site

Full-time

Medical, Dental, Vision, Life, Retirement

Posted yesterday


Thrivent rating

8.8

Company rating: 8.8 out of 10

Based on 20 frontline employees who took The Breakroom Quiz


Job description

Meaningful work. Rewarding career.
Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you'll make an impact in the lives of the people you serve, helping them build, grow and protect financial well-being through purpose-based advice, investments, insurance, banking and generosity.
At Thrivent, you'll receive the support, stability and opportunity of a Fortune 500 leader. We offer up to 14 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations, and complete Thrivent's comprehensive advisor onboarding program. After onboarding, you'll have control over the income you earn, as you'll be paid through commissions and incentives based on your success.

As a Thrivent Financial advisor, you will:

  • Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith.
  • Provide personal, actionable and achievable advice and connect clients to Thrivent products and programs.
  • Develop and maintain genuine, long-term relationships throughout generations based on trust and understanding, with the ability to serve clients in your chosen community.
  • Make client appointments by leveraging your network and Thrivent's reputation, delivering award-winning financial workshops and marketing your practice.
  • Have the flexibility to control your schedule, allowing for work-life balance.
  • Find a collaborative culture with colleagues who want you to be successful and are willing to help you do so.
  • Get the support of specialists from every facet of the organization-such as business development, marketing, technology, engagement, and experienced advisors-as you build your business.

Desired Characteristics

Our culture and our people are special. We're looking for people who are - or want to become - part of the communities where clients live, work and worship. Whether you're a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you're:

  • Self-disciplined, independent and driven to succeed.
  • Motivated by helping others and seeing them achieve their goals.
  • A natural coach or guide with strong interpersonal skills.
  • Passionate about living a life of generosity by serving others, not just selling products.

Successful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, business management, education, ministry, hospitality, military and more. Skills acquired in these fields transition well into the financial advisor role.

Requirements

  • Bachelor's degree or equivalent experience. Military veterans are encouraged to apply.
  • Attainment of FINRA SIE, life and health licenses (licensed role only) before contracting.
  • Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable.

Compensation and Benefits
You'll get all the benefits of a Fortune 500 organization and more. Here, you'll enjoy:

  • Unlimited earning potential through biweekly base commissions, bonus opportunities and incentive pay structures, recurring revenue streams, and dedicated planning fees for those who qualify.
  • Medical, dental, vision, disability and accidental death and dismemberment insurance.
  • Pension, 401(k) and retiree medical plans.
  • Ongoing support, training and opportunity for professional growth as you build your business.
  • Well-being programs to help you manage your physical, emotional and financial health.
  • Gift matching program to double your contributions to eligible nonprofit organizations and volunteer programs that support your efforts to make a difference.
  • Membership programs that help you connect with your clients and engage Christians to make a real impact in your community.

About Thrivent
Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. For more than 100 years, Thrivent has been helping Christians build their financial futures and live more generous lives. Today, Thrivent is a not-for-profit, membership-owned Fortune 500 company with $179 billion in assets under management/advisement (as of 12/31/23). Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings. Ratings are based on Thrivent's financial strength and claims-paying ability, but do not apply to investment product performance.

Thrivent values diversity and inclusion, and we're committed to providing an Equal Employment Opportunity (EEO) without regard to race, religion, color, gender, gender identity, national origin, age, disability, marital status, citizenship status, military or veteran status, sexual orientation, sex, genetic information, or any other status or condition protected by applicable state or federal laws. This policy applies to all employees and job applicants.

To learn more about the privacy of your information, visit ourworkforce privacy policy at thrivent.com/privacy.

Thrivent is the marketing name for Thrivent Financial for Lutherans.Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA's Broker Check for more information about our financial advisors.

Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants.

Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email tohuman.resources@thrivent.comor call800-847-4836and request Human Resources.


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