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Investment Manager Jobs in Appleton, WI (NOW HIRING)

NFP Corp

SVP, Advisor

Appleton, WI · On-site

$204K - $347K/yr

Lead and/or support other advisors in the management of client engagements. * Determine appropriate client allocations through analysis of investment objectives, risk tolerance, net worth, income ...

NFP Corp

SVP, Advisor

Appleton, WI · On-site

$204K - $347K/yr

Lead and/or support other advisors in the management of client engagements. * Determine appropriate client allocations through analysis of investment objectives, risk tolerance, net worth, income ...

NFP Corp

SVP, Advisor

Appleton, WI · On-site

$204K - $347K/yr

Lead and/or support other advisors in the management of client engagements. * Determine appropriate client allocations through analysis of investment objectives, risk tolerance, net worth, income ...

Aon

SVP, Advisor

Appleton, WI · On-site

$204K - $347K/yr

Lead and/or support other advisors in the management of client engagements. * Determine appropriate client allocations through analysis of investment objectives, risk tolerance, net worth, income ...

W3Global Inc.

Financial Advisor

Appleton, WI · Hybrid

$75K - $125K/yr

Manage and develop client relationships * Conduct financial planning and investment reviews * Provide guidance on retirement, tax, insurance, and estate planning strategies * Lead client meetings and ...

Annex Wealth Management

Wealth Manager - Appleton

WI · On-site

Check us out on YouTube, our multiple podcasts, "Money Talk" on WTMJ; "The Investment Show" on WISN; and "The Annex Wealth Management Show" on WHBY and WFSX. At Annex Wealth Management, our values ...

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Investment Manager information

See Appleton, WI salary details

$57.6K

$124.6K

$224.9K

How much do investment manager jobs pay per year?

As of Aug 23, 2026, the average yearly pay for investment manager in Appleton, WI is $124,649.00, according to ZipRecruiter salary data. Most workers in this role earn between $78,100.00 and $157,600.00 per year, depending on experience, location, and employer.

What does an investment manager do?

An Investment Manager is responsible for managing clients' investment portfolios, making decisions about buying and selling securities such as stocks, bonds, and other assets. They analyze financial markets, assess investment opportunities, and develop strategies to meet their clients' financial goals while managing risk. Investment Managers may work with individual investors, companies, or institutions, providing advice and regular performance reports. Their main goal is to maximize returns in line with the client's risk tolerance and investment objectives.

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

To excel as an Investment Manager, you need strong analytical abilities, financial modeling expertise, and typically a degree in finance, economics, or a related field, often supplemented by a CFA or similar certification. Familiarity with portfolio management systems, Bloomberg Terminal, and risk assessment tools is essential for daily operations. Excellent communication, decision-making, and relationship-building skills help in advising clients and collaborating with team members. These competencies enable sound investment decisions, effective client management, and successful portfolio performance in a competitive market.

How does an investment manager typically collaborate with other teams within a financial institution?

Investment Managers often work closely with research analysts, risk management teams, and client relationship managers to develop and manage investment portfolios. Regular communication with analysts helps them stay informed about market trends and potential investment opportunities, while engagement with risk teams ensures portfolios align with the institution’s risk appetite. Collaboration with client managers is essential to understand client needs and objectives, enabling tailored investment strategies. This cross-functional teamwork is vital for delivering consistent, client-focused results.

What is the difference between Investment Manager vs Financial Analyst?

AspectInvestment ManagerFinancial Analyst
CredentialsCFAs, CFPs, or similar certifications often preferredCFAs, CPAs, or related certifications common
Work EnvironmentManages client portfolios, works with investment firmsAnalyzes financial data, prepares reports for decision-making
Employer & IndustryAsset management firms, banks, investment companiesCorporations, banks, financial advisory firms

Investment Managers focus on managing client portfolios and making investment decisions, while Financial Analysts analyze financial data to support investment choices. Both roles require similar certifications and often work within the finance industry, but their daily responsibilities and client interactions differ.

How much do investment managers make?

Investment managers typically earn a median annual salary of around $90,000 to $150,000, with experienced professionals and those managing larger portfolios earning significantly more. Compensation often includes bonuses and performance-based incentives, and the role requires strong analytical skills and industry certifications such as the CFA.

How much money do investment managers make?

Investment managers typically earn a median annual salary ranging from $85,000 to $150,000, with experienced professionals and those managing large portfolios earning significantly more, often exceeding $200,000 or more including bonuses and incentives. Compensation varies based on experience, location, firm size, and performance metrics, and many investment managers hold certifications like the CFA to enhance earning potential.

How much would an investment manager make?

An investment manager's salary varies based on experience, location, and firm size, but typically ranges from $70,000 to over $200,000 annually. Senior investment managers or those with specialized skills and certifications like the CFA can earn higher compensation, often including bonuses and profit sharing.
More about Investment Manager 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 Manager jobs in Appleton, WI?

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

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

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

Investment Manager jobs near you
Infographic showing various Investment Manager job openings in Appleton, WI as of August 2026, with employment types broken down into 87% Full Time, 12% Part Time, and 1% Contract. Highlights an 84% Physical, 2% Hybrid, and 14% Remote job distribution, with an average salary of $124,649 per year, or $59.9 per hour.

Investment Coordinator

Community First Credit Union

Appleton, WI • On-site

Full-time

Re-posted 27 days ago

Job description

At Community First Credit Union, helping our member-owners manage their financial planning at all stages of life is foundational to the work we do as a credit union.
As Investment Coordinator, you'll work closely with our branch teams and Community First Financial Advisor team to continuously enhance the quality of service we provide to our credit union members. The CFFA team is a tight-knit, collaborative group, and we're looking for someone with not just a passion for investment products and services, but a heart for helping. If you're looking to grow your career in investments (or continue a career you've already built), and you're looking forward to working in a fast-paced, team-oriented environment that's focused on putting the member's needs first, we'd like to talk to you!
As Investment Coordinator, you will:
  • Serve as a point of contact via phone and email queues for processing and servicing items
  • Manage and assign a strong pipeline of incoming referrals and advisor appointments
  • Identify process efficiencies and training opportunities for the CFFA team, including advisors
  • Ensure compliance with FINRA, SEC, and broker/dealer rules and regulations. Maintain compliance standards set by the broker/dealer and credit union
  • Oversee the processing of new member account applications; service requests and trading instructions. Ensure requests and trades are handled in accordance with FINRA, SEC, and broker/dealer rules and regulations

Ideal Candidates will have a combination of:
  • Bachelor's degree in a related field and five years of related work experience; an equivalent combination of education and experience will be considered
  • Series 6 or 7 and 66 (63/65)
  • Life, Health and Variable Annuity insurance license
  • Strong relationship management and support skills, in a service environment targeted towards enhancing the member experience
  • Exceptional organizational skills, as well as the ability to perform multiple tasks and demonstrate strong performance in a fast paced environment while adhering to specific time frames
  • Advanced working knowledge of brokerage and insurance products, terms, functions, suitability and compliance aspects
  • Proficiency in Microsoft Word, Outlook and possess Excel experience with strong PC skills
  • Self-motivated with ability to work in a strong team environment, with minimal supervision

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

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