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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 · 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 ...

Capital Credit Union

Financial Analyst

Green Bay, WI · On-site

Provides financial analysis of credit union operations on a requested case by case basis and in support to other departments and committees as directed. This includes researching and interpreting ...

Capital Credit Union

Financial Analyst

Green Bay, WI · On-site

Provides financial analysis of credit union operations on a requested case by case basis and in support to other departments and committees as directed. This includes researching and interpreting ...

Collabera

Financial Analyst

Neenah, WI · On-site

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 ...

Galloway Company

FINANCIAL ACCOUNTANT

Neenah, WI · On-site

Financial Accounting & Reporting As you grow in the role, you'll gain responsibility for: * Month-end close and general ledger management * Account reconciliations and journal entries * Inventory ...

galloway

FINANCIAL ACCOUNTANT

Neenah, WI · On-site

Financial Accounting & Reporting As you grow in the role, you'll gain responsibility for: * Month-end close and general ledger management * Account reconciliations and journal entries * Inventory ...

Ahlstrom

Financial Analyst

Kaukauna, WI · On-site

The Financial Analyst - ACO is responsible for providing analytical support for the ACO controlling, preparing internal financial statements and bridges, assisting with the forecasting and budgeting ...

J. J. Keller & Associates

Financial Analyst

Neenah, WI · On-site

Finance Employment Type: Full-Time Work Options: In Office at Location Specified Above #LI-Onsite Work Hours: Standard Business Hours Position Summary J. J. Keller is seeking to hire a Financial ...

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 ...

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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 Sep 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 a financial professional?

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 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 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 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.

Which career is best in finance?

The best career in finance depends on individual interests and skills; common options include investment banking, financial analysis, asset management, and financial planning. These roles often require strong analytical skills, certifications like CFA or CFP, and proficiency with financial software. Career advancement typically involves gaining experience, specialized knowledge, and relevant licenses.

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 August 2026, with employment types broken down into 84% Full Time, 14% Part Time, and 2% Contract. Highlights an 91% Physical, 3% Hybrid, and 6% Remote job distribution, with an average salary of $69,855 per year, or $33.6 per hour.

Financial Planner

KerberRose S.C.

Appleton, WI • On-site

$74K - $99K/yr

Full-time

Re-posted 12 days ago

Job description

Location: Appleton, WI (Onsite)
Candidates must reside within a reasonable commuting distance.
Join a collaborative and experienced team committed to delivering comprehensive financial planning solutions and building meaningful client relationships. 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 role is ideal for an experienced professional who thrives in a client-facing environment, enjoys solving complex financial questions, and is passionate about mentoring others while continuously improving planning processes.
Key Responsibilities:
  • Lead financial planning for assigned clients.
  • Model and address complex questions independently.
  • Advanced mastery of leading planning tools-RightCapital, Income Solver, and Holistiplan-to deliver sophisticated client solutions.
  • Apply KRW modeling techniques at an expert level.
  • Independently solve problems and integrate considerations in new planning scenarios.
  • Maintain a strong understanding of financial markets and current economic conditions.
  • Demonstrate deep knowledge of KRW model portfolios, investment philosophy, benchmarks, and strategy.
  • Analyze outside portfolios and develop recommendations with limited Advisor oversight.
  • Contribute to improving financial planning processes.
  • Manage new client onboarding.
  • Mentor Paraplanners and team members.
  • Manage and improve ParaPlanner training plan and best practices.

Requirements
  • 8-10+ years of financial planning experience, including ParaPlanner experience
  • CFP or CPA designation
  • Strong financial acumen with the ability to navigate current markets and solve complex planning scenarios independently
  • Skilled in portfolio analysis and developing thoughtful recommendations
  • Clear, professional communicator with strong organizational skills and ability to manage competing priorities
  • Self-motivated team player, effective both independently and collaboratively
  • Proficient in Microsoft Office and financial planning software tools

Culture and Core Values:
KerberRose Wealth Management offers a supportive, team-oriented environment rooted in professionalism and a personal approach to client service. We are committed to fostering both professional and personal growth for our team members.
Our core values guide everything we do:
• Honesty
• Integrity
• Respect
• Balanced Life
• Community Oriented
Our team members are our most valuable asset, and we are dedicated to creating an environment where they can succeed and grow.

Apply