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Investment Associate Jobs in Appleton, WI (NOW HIRING)

Ducommun

Production Associate

Appleton, WI

$14.75 - $18.50/hr

Production Associate - Multiple Positions Available Launch Your Manufacturing Career with Ducommun ... At Ducommun, we invest in our employees and believe in promoting from within. You'll work alongside ...

Ducommun

Production Associate

Appleton, WI

$14.75 - $18.50/hr

Production Associate - Multiple Positions Available Launch Your Manufacturing Career with Ducommun ... At Ducommun, we invest in our employees and believe in promoting from within. You'll work alongside ...

Ducommun

Production Associate

Appleton, WI · On-site

$14.75 - $18.50/hr

Production Associate - Multiple Positions Available Launch Your Manufacturing Career with Ducommun ... At Ducommun, we invest in our employees and believe in promoting from within. You'll work alongside ...

Camping World Holdings, Inc.

RV Sales Associate

Oshkosh, WI · On-site

$50K - $150K/yr

We Invest in Your Success from Day One. Starting out, you'll enjoy the stability of a competitive ... Full-time associates are offered a comprehensive benefit package including medical, dental, vision ...

Tailored Brands

Seasonal Sales Associate

Green Bay, WI · On-site

$13.25 - $15.50/hr

Retail Sales Associate - Part-time We invest in our people and continuously work towards fostering an inspirational, inclusive, and innovative culture, so that every team member has a true sense of ...

Tailored Brands

Seasonal Sales Associate

WI · On-site

$13.25 - $15.50/hr

Retail Sales Associate - Part-time We invest in our people and continuously work towards fostering an inspirational, inclusive, and innovative culture, so that every team member has a true sense of ...

H&R Block

Tax Associate

Neenah, WI · On-site

$60K - $80K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... We invest in your well-being through competitive pay, comprehensive benefits, and support for life ...

H&R Block

Tax Associate

Oshkosh, WI · On-site

$57K - $76K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... We invest in your well-being through competitive pay, comprehensive benefits, and support for life ...

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All JobsInvestment Associate JobsInvestment Associate Jobs in Appleton, WI

Investment Associate information

See Appleton, WI salary details

$21.5K

$94.7K

$208.3K

How much do investment associate jobs pay per year?

As of Aug 17, 2026, the average yearly pay for investment associate in Appleton, WI is $94,717.00, according to ZipRecruiter salary data. Most workers in this role earn between $63,400.00 and $114,600.00 per year, depending on experience, location, and employer.

What is an investment associate?

Investment Associates are finance professionals who support investment decision-making at firms such as investment banks, private equity firms, or asset management companies. They analyze financial data, perform due diligence on potential investments, build financial models, and prepare reports for senior management or clients. Their work helps guide the investment strategies of their organizations, and they often interact with clients, portfolio managers, and senior analysts. Investment Associates typically have strong quantitative skills and may work long hours, especially during deal cycles.

What does an investment associate do?

An investment associate works with investment analysts to perform a wide range of duties necessary for managing the investments of corporations and municipalities. As an investment associate, your responsibilities are to review the financial data and potential investments of a company to strategize the best plan to increase profits. You may help a client with buying stock, perform risk analysis, review a client’s portfolio, compile and interpret financial data, and assist with corporate mergers. Due to the varied nature of a client’s needs, your responsibilities also vary depending on the account.

What are the key skills and qualifications needed to thrive as an investment associate, and why are they important?

To thrive as an Investment Associate, you need strong analytical skills, financial modeling abilities, and a degree in finance, economics, or a related field. Familiarity with financial analysis tools like Excel, Bloomberg, and often a CFA designation are typically expected. Excellent communication, attention to detail, and the ability to work collaboratively are key soft skills for this role. These competencies are important for accurately assessing investment opportunities, supporting decision-making, and building trusted client and team relationships.

What are some typical challenges faced by investment associates during due diligence processes?

Investment Associates often face the challenge of managing large volumes of data and tight timelines when conducting due diligence on potential investments. They must analyze financial statements, market trends, and operational risks, all while ensuring accuracy and thoroughness. Balancing multiple projects and liaising with internal teams, external consultants, and portfolio company management can also be demanding. Proactive communication and strong organizational skills are key to overcoming these challenges and delivering actionable recommendations to senior team members.

What is the difference between Investment Associate vs Financial Analyst?

AspectInvestment AssociateFinancial Analyst
Required CredentialsBachelor's degree, possibly CFA Level IBachelor's degree, CFA Level I often preferred
Work EnvironmentInvestment firms, asset management, private equityCorporations, banks, investment firms
Employer & Industry UsageCommon in asset management and private equityWidespread across finance sectors
Common Search & ComparisonYesYes

Investment Associates typically focus on supporting investment transactions, conducting due diligence, and preparing reports within investment firms. Financial Analysts analyze financial data, prepare reports, and support decision-making across various industries. While both roles require similar credentials and often work in related environments, Investment Associates are more involved in the investment process itself, whereas Financial Analysts focus on data analysis and reporting.

More about Investment Associate jobs

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

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

What are popular job titles related to Investment Associate jobs in Appleton, WI?

For Investment Associate jobs in Appleton, WI, the most frequently searched job titles are:

What job categories do people searching Investment Associate jobs in Appleton, WI look for?

The top searched job categories for Investment Associate jobs in Appleton, WI are:

What cities near Appleton, WI are hiring for Investment Associate jobs?

Cities near Appleton, WI with the most Investment Associate job openings:

Investment Associate jobs near you
Infographic showing various Investment Associate job openings in Appleton, WI as of August 2026, with employment types broken down into 1% As Needed, 70% Full Time, 27% Part Time, 1% Temporary, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $94,717 per year, or $45.5 per hour.

Associate Financial Advisor - First State Bank

LPL Financial

New London, WI • Hybrid

$48K - $60K/yr

Full-time

Re-posted 22 days ago

LPL Financial rating

7.4

Company rating: 7.4 out of 10

Based on 72 frontline employees who took The Breakroom Quiz

117th of 150 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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