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Investment Associate Jobs in Appleton, WI (NOW HIRING)

H&R Block

Tax Associate

Oshkosh, WI · On-site

$54K - $72K/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

Appleton, 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 ...

H&R Block

Tax Associate

Appleton, WI · On-site

$55K - $74K/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

New Holstein, WI · On-site

$60K - $79K/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

Ashwaubenon, WI · On-site

$56K - $75K/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

Little Chute, WI · On-site

$58K - $77K/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 ...

DSI

Sales Associate - Training Provided

Oshkosh, WI · On-site

$60K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Retail Sales Associate Responsibilities As a Retail Sales Associate, you will work inside a high ... invests in your success - apply today and start building you

DSI

Sales Associate - Training Provided

Oshkosh, WI · On-site

$60K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Retail Sales Associate Responsibilities As a Retail Sales Associate, you will work inside a high ... invests in your success - apply today and start building you

DSI

Sales Associate - Training Provided

Oshkosh, WI · On-site

$60K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Retail Sales Associate Responsibilities As a Retail Sales Associate, you will work inside a high ... invests in your success -- apply today and start building you

Nicolet National Bank

Merchant Services Associate

Freedom, WI · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

At Nicolet National Bank, we believe that our people are our most valuable asset, and we are committed to investing in their growth and development. The Merchant Services Associate is responsible for ...

Tailored Brands

Retail Sales Associate Part Time

WI · On-site

$14.75 - $16.75/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 ...

Camping World

RV Sales Associate

Green Bay, WI · On-site

$50K - $150K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

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 ...

Camping World

RV Sales Associate

Oshkosh, WI · On-site

$50K - $150K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

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 ...

KerberRose S.C.

Associate ParaPlanner

Appleton, WI · On-site

As a Associate Paraplanner , you will play a vital role in supporting our internal team, managing ... Maintain basic knowledge of KRW model portfolios, investment philosophy, benchmarks, and strategy.

Faith Technologies

Tax Associate

Menasha, WI · On-site

$59K - $79K/yr

The Tax Associate is responsible for the organization's tax functions including tax planning ... Benefits are the Game-Changer We provide industry-leading benefits as an investment in the lives of ...

Faith Technologies Inc.

Tax Associate

Menasha, WI · On-site

$59K - $79K/yr

The Tax Associate is responsible for the organization's tax functions including tax planning ... Benefits are the Game-Changer We provide industry-leading benefits as an investment in the lives of ...

T-Mobile

Mobile Associate, Retail Sales

Appleton, WI · On-site

$20/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

At T-Mobile, we invest in YOU! Our Total Rewards Package ensures that employees get the same big ... Once completed, Mobile Associates promote to the Mobile Expert role and become eligible for an ...

T-Mobile

Mobile Associate - Retail Sales

Bellevue, WI · On-site

$20/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

At T-Mobile, we invest in YOU! Our Total Rewards Package ensures that employees get the same big ... Once completed, Mobile Associates promote to the Mobile Expert role and become eligible for an ...

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Showing results 21-40

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:

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

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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.

Tax Associate

H&R Block

Oshkosh, WI • On-site

$54K - $72K/yr

Full-time

Posted 8 days ago

Job description

About the Role
As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client services-no prior tax experience required. With training and support from day one, you'll work directly with clients to gather information, prepare tax returns, and answer questions while building valuable skills and strong client relationships. You'll earn a competitive hourly rate, with opportunities to increase your earnings as you build tax knowledge and grow in the role. This role is in-person at a local H&R Block tax office.
  • Meet with clients to gather information and understand their tax situation
  • Prepare complete and accurate tax returns with training and support from experienced teammates
  • Explain tax information clearly and provide recommendations in a way clients can easily understand
  • Identify tax savings opportunities and recommend relevant products and services
  • Apply problem-solving skills to analyze client information and address questions or unique situations with guidance and available resources
  • Build strong client relationships and support office priorities through teamwork, collaboration, and a client-first approach

Required Qualifications
  • Successful completion of the H&R Block Income Tax Course1
  • Experience interacting with customers or clients in a service-oriented environment
  • Strong communication skills, including explaining information clearly and asking questions to understand needs
  • Problem-solving skills, including organizing information and identifying solutions
  • Comfort using digital tools and systems included AI based tools like Copilot and ChatGPT
  • High school diploma / GED/ equivalent

Preferred Qualifications
  • Bachelor's degree in accounting, finance, or a related field
  • Experience in a client-facing or consultative role, such as financial advising, insurance, retail sales, or professional services
  • Experience asking questions and recommending solutions based on customer needs
  • Ability to work 15-35 hours per week, with availability up to 40 hours during peak periods
  • Availability to work evenings and weekends during tax season

Why work for us
At H&R Block, our purpose is simple: to provide help and inspire confidence in our clients and communities everywhere. For more than 70 years, we've led the tax industry and we continue to evolve through our Block Next strategy, blending human expertise with digital innovation.
That same commitment to care extends to our associates. When you join us, you become part of a High Performing, Connected Culture built on strong relationships, continuous learning, and a shared commitment to making a meaningful impact. We invest in your well-being through competitive pay, comprehensive benefits, and support for life both in and outside of work.
1 - Enrollment in or completion of the H&R Block Income Tax Course or Tax Knowledge Assessment is neither an offer nor a guarantee of employment.
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