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Financial Jobs in Appleton, WI (NOW HIRING)

Lawrence University

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 ...

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 ...

Faith Technologies

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 ...

US Venture, Inc.

Senior Financial Analyst

Appleton, WI · On-site

$83K - $103K/yr

POSITION SUMMARY The Senior Financial Analyst is responsible for starting to handle complex tasks, often involving strategic analysis and a broader scope of responsibilities. This role requires 4+ ...

Wisconsin

Financial Aid Officer

Green Bay, WI · On-site +1

$46K - $48K/yr

Financial Aid Officer Job Category: Academic Staff Employment Type: Regular Job Profile: Financial Aid Officer Job Duties: Evaluates and verifies financial aid applications, assists with reporting to ...

Plexus Corp.

Financial Analyst II

Neenah, WI · On-site

$63K - $95K/yr

Acts as a Finance Business Partner to provide financial leadership for the Global Technology function and drives financial performance improvement. Responsible for a variety of financial activities ...

Plexus Corp.

Financial Analyst II

Neenah, WI · On-site

$63K - $95K/yr

Acts as a Finance Business Partner to provide financial leadership for the Global Technology function and drives financial performance improvement Responsible for a variety of financial activities ...

nVent

Senior Financial Analyst

Oshkosh, WI · On-site

$83K - $104K/yr

You will be a key finance resource for our facilities, leading financial support for multiple value streams and processes. You will play a key role in making sure that the sites achieve their ...

nVent

Senior Financial Analyst

Oshkosh, WI · Hybrid

$83K - $104K/yr

You will be a key finance resource for our facilities, leading financial support for multiple value streams and processes. You will play a key role in making sure that the sites achieve their ...

W3Global Inc.

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 ...

Menasha Corporation

Senior Financial Analyst

Neenah, WI

$86K - $107K/yr

Performs financial forecasting and reconciliation of internal accounts. * Prepares, reviews, and analyzes reports and data, monitoring for accuracy and completeness and making recommendations for ...

Thrivent

Financial Advisor

Appleton, WI · On-site

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 ...

Northwestern Mutual

Financial Advisor

Oshkosh, WI

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...

Northwestern Mutual

Financial Advisor

Appleton, WI · On-site

$61K - $250K/yr

Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to ...

Menasha Corporation

Senior Financial Analyst

Neenah, WI · On-site

$86K - $107K/yr

Performs financial forecasting and reconciliation of internal accounts. * Prepares, reviews, and analyzes reports and data, monitoring for accuracy and completeness and making recommendations for ...

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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 Aid Counselor

Lawrence University

Appleton, WI

$38K - $50K/yr

Full-time

Re-posted 8 days ago

Lawrence University rating

6.1

Company rating: 6.1 out of 10

Based on 5 frontline employees who took The Breakroom Quiz

560th of 630 rated colleges and universities

Job description

Position Information
Position Title Financial Aid Counselor Location Appleton Department Financial Aid Position Type Staff Position Description & Qualifications
Reports to: 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 exceptional service while thoughtfully stewarding institutional, federal, and private financial aid resources. We strive to ensure that financial aid is administered equitably, transparently, and in alignment with the university's mission and commitments to access and affordability. We are seeking an in-person Financial Aid Counselor to support this work. This role partners closely with students and families to navigate all aspects of the financial aid process-including application review, aid processing, and day-to-day office operations, while contributing to a responsive and service-oriented team environment.
DUTIES AND RESPONSIBILITIES
  1. Provide exceptional customer service.
  2. Serve as a designated point of contact for student needs regarding financial aid.
  3. Advise students and their families on all aspects of financial aid, including eligibility, application procedures, costs, processes, resources, etc.
  4. Review financial aid applications to determine financial need based on federal and institutional methodologies. Evaluation of financial aid eligibility includes verification of application requirements, reviewing and processing special circumstance requests, and documentation.
  5. Package financial aid in accordance with federal, state, and institutional policy.
  6. Perform data import to the Student Information System (Banner).
  7. Perform key processing functions that pertains to student documents and other financial aid requirements.
  8. Maintain current knowledge of federal and state financial aid programs, software, and regulations.
  9. Assist in the evaluation and implementation of department policies and procedures.
  10. Represent Lawrence University at financial aid conferences, trainings, workshops and meetings as agreed upon with the director.
  11. Perform other duties as assigned.
WORKING RELATIONSHIPS
This position will work collaboratively with other offices, specifically: Admissions, Student Accounts, and the Registrar's Office; and other members of the Lawrence community. Additionally, opportunities to network with colleagues from other colleges and other members of the financial aid community are supported and expected.
Work requires problem solving and decision-making guided by established policies, practices, and procedures.
PREFERRED SKILLS AND KNOWLEDGE
  1. Commitment to customer service, including ability to maintain a positive attitude and professionalism.
  2. Ability to effectively and professionally communicate orally and in writing with diverse populations.
  3. Demonstrated digital literacy and technical expertise.
  4. Ability to recognize, analyze, and solve problems.
  5. Ability to organize workflow and handle multiple tasks simultaneously.
  6. Ability to maintain confidentiality of information with strong integrity and ethics.
  7. Demonstrated commitment, empathy, and sensitivity to meeting the needs of diverse populations.
  8. Excellent collaboration skills coupled with the ability to work both autonomously and as part of a team.
REQUIRED MINIMUM QUALIFICATIONS
1. Bachelor's degree required.
2. Prior financial aid, admissions, or experience in higher education is preferred.
Posting Detail Information
Posting Number S622P Number of Vacancies 1 Posting Date Best Consideration Date Close Date Open Until Filled Special Instructions Summary Anticipated Number of Hours per Week 40

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