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Investment Jobs in Appleton, WI (NOW HIRING)

NFP Corp

SVP, Advisor

Appleton, WI · On-site

$204K - $347K/yr

Execute investment and planning activities (e.g., rebalancing portfolios, money movements, required minimum distributions, tax loss harvesting, charitable planning, lending evaluation, education ...

NFP Corp

SVP, Advisor

Appleton, WI · On-site

$204K - $347K/yr

Execute investment and planning activities (e.g., rebalancing portfolios, money movements, required minimum distributions, tax loss harvesting, charitable planning, lending evaluation, education ...

NFP Corp

SVP, Advisor

Appleton, WI · On-site

$204K - $347K/yr

Execute investment and planning activities (e.g., rebalancing portfolios, money movements, required minimum distributions, tax loss harvesting, charitable planning, lending evaluation, education ...

Associatedbank

Virtual Financial Advisor

Appleton, WI · On-site

$21.64 - $37.09/hr

Deliver investment guidance and solutions aligned with client goals, risk tolerance, and regulatory standards. * Own client relationships within the Guidance Center model by setting clear service ...

Associatedbank

Virtual Financial Advisor

Neenah, WI · On-site

$21.64 - $37.09/hr

Deliver investment guidance and solutions aligned with client goals, risk tolerance, and regulatory standards. * Own client relationships within the Guidance Center model by setting clear service ...

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Investment information

See Appleton, WI salary details

$21.5K

$94.7K

$208.3K

How much do investment jobs pay per year?

As of Aug 27, 2026, the average yearly pay for investment 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 are different investment jobs?

Investment jobs are positions within the finance industry that focus on managing, analyzing, and growing financial assets for individuals, companies, or institutions. These roles can include investment bankers, portfolio managers, financial analysts, and asset managers. Professionals in this field help clients make informed decisions about where to allocate their money to achieve financial goals, assess risks, and maximize returns. The work often involves market research, financial modeling, and staying updated on economic trends.

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

To thrive as an Investment Analyst, you need strong analytical skills, financial modeling expertise, and a solid foundation in finance or economics, often supported by a relevant degree or CFA certification. Proficiency with Excel, Bloomberg Terminal, and financial analysis software is typically required. Attention to detail, critical thinking, and effective communication set standout analysts apart. These skills are crucial for making informed investment recommendations, managing risk, and communicating insights to stakeholders.

How do investment professionals typically collaborate with other departments within a financial firm?

Investment professionals often work closely with teams from research, risk management, compliance, and client relations. They rely on research analysts for market insights, coordinate with risk teams to ensure portfolio allocations align with risk tolerance, and consult compliance to meet regulatory standards. Regular meetings and cross-departmental projects are common, fostering a collaborative environment that supports informed decision-making and client satisfaction.

What is the difference between Investment vs Financial Analyst?

AspectInvestmentFinancial Analyst
Required CredentialsCertifications like CFA, Series 7CPA, CFA, or related finance degrees
Work EnvironmentInvestment firms, asset management, hedge fundsCorporations, banks, consulting firms
Employer & Industry UsagePrimarily in investment and asset managementAcross finance, corporate, and banking sectors
Common Search & ComparisonYesYes

Investment professionals focus on managing assets, portfolios, and making investment decisions, often working in asset management or hedge funds. Financial Analysts analyze financial data, prepare reports, and support decision-making within companies or banks. While both roles require finance certifications, Investment roles are more client and asset-focused, whereas Financial Analysts support internal financial planning and analysis.

What is an investment job?

An investment job involves managing, analyzing, or advising on financial assets such as stocks, bonds, or real estate to help clients or organizations grow their wealth. Common roles include financial analyst, portfolio manager, or investment advisor, often requiring knowledge of financial markets, analytical skills, and relevant certifications like the CFA. These jobs typically require strong quantitative abilities and understanding of economic trends.
More about Investment 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 jobs in Appleton, WI?

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

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

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

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

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

Investment jobs near you
Infographic showing various Investment job openings in Appleton, WI as of August 2026, with employment types broken down into 90% Full Time, 8% Part Time, and 2% Contract. Highlights an 87% Physical, 5% Hybrid, and 8% Remote job distribution, with an average salary of $94,717 per year, or $45.5 per hour.

Investment Coordinator

Appleton, WI • On-site

Community First Credit Union
See more jobs at Community First Credit Unionexternal

Full-time

Re-posted yesterday

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) or willing to obtain within specified time period
  • 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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