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Manager Financial Planning Analysis Jobs in Appleton, WI

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 ...

Faith Technologies

Financial Systems Analyst

Menasha, WI · On-site

$88K - $119K/yr

... of our financial planning and analysis system, ensuring data integrity, user support, and ... manage multiple priorities and work collaboratively across teams A strong understanding of ...

Faith Technologies

Financial Systems Analyst

Appleton, WI · On-site

$83K - $113K/yr

... of our financial planning and analysis system, ensuring data integrity, user support, and ... manage multiple priorities and work collaboratively across teams A strong understanding of ...

nVent

Senior Financial Analyst

Oshkosh, WI · On-site

$83K - $104K/yr

You will proactively participate in key operations analysis and continuous improvement. WHAT YOU ... Our principal office is in London and our management office in the United States is in Minneapolis.

Associatedbank

Financial Advisor

Oshkosh, WI · On-site

Using a holistic financial planning approach, assist clients and prospects by analyzing their ... Collaborate with banking and Wealth Management teams and bring expert knowledge of investments ...

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Showing results 21-40

All JobsFinancial Planning Analysis JobsManager Financial Planning Analysis JobsManager Financial Planning Analysis Jobs in Appleton, WI

Manager Financial Planning Analysis information

See Appleton, WI salary details

$59.5K

$118.1K

$153.7K

How much do manager financial planning analysis jobs pay per year?

As of Aug 11, 2026, the average yearly pay for manager financial planning analysis in Appleton, WI is $118,075.00, according to ZipRecruiter salary data. Most workers in this role earn between $102,900.00 and $135,100.00 per year, depending on experience, location, and employer.

What is the difference between Manager Financial Planning Analysis vs Financial Analyst?

AspectManager Financial Planning AnalysisFinancial Analyst
ResponsibilitiesOversees budgeting, forecasting, and strategic financial planning; manages teams and develops financial modelsPerforms data analysis, prepares reports, and supports budgeting processes
Required CredentialsBachelor's degree in finance, accounting, or related field; often MBA or CPA preferredBachelor's degree in finance, economics, or related field; certifications like CFA are common
Work EnvironmentCorporate finance departments, often in larger organizationsFinancial services firms, corporations, or consulting firms

While both roles require strong financial analysis skills and relevant credentials, the Manager Financial Planning Analysis typically leads teams and handles strategic planning, whereas the Financial Analyst focuses on data analysis and reporting to support decision-making.

What are the key skills and qualifications needed to thrive as a manager financial planning analysis, and why are they important?

To thrive as a Manager Financial Planning Analysis, you need strong analytical skills, advanced knowledge of financial modeling, and a background in finance or accounting, typically supported by a bachelor’s or master’s degree and often a CPA or CFA certification. Expertise in financial planning software such as Hyperion, SAP, or Oracle, and advanced proficiency in Excel, are essential technical requirements. Excellent leadership, communication, and problem-solving skills help build effective teams and convey complex financial insights to stakeholders. These skills and qualities are crucial for driving strategic decision-making, ensuring accurate forecasting, and supporting organizational financial health.

What is a manager financial planning analysis?

A Manager of Financial Planning and Analysis (FP&A) is responsible for overseeing a company's budgeting, forecasting, and financial analysis processes. They work closely with senior management to provide insights that drive business decisions, improve financial performance, and support strategic planning. This role typically involves analyzing financial data, preparing reports, and presenting recommendations to leadership. FP&A managers also help identify trends, risks, and opportunities to ensure the organization's financial health.

How does a manager financial planning analysis typically collaborate with other departments to support business decision-making?

A Manager of Financial Planning and Analysis (FP&A) works closely with various departments such as operations, sales, and marketing to gather data and insights that inform financial forecasts and budgets. They facilitate cross-functional meetings to understand business needs, align financial strategies, and provide actionable recommendations. Effective communication with department heads ensures that financial plans are realistic and support overall organizational goals. This collaborative approach helps drive informed business decisions and strengthens the company’s financial performance.
What are popular job titles related to Manager Financial Planning Analysis jobs in Appleton, WI? For Manager Financial Planning Analysis jobs in Appleton, WI, the most frequently searched job titles are:
What job categories do people searching Manager Financial Planning Analysis jobs in Appleton, WI look for? The top searched job categories for Manager Financial Planning Analysis jobs in Appleton, WI are:
What cities near Appleton, WI are hiring for Manager Financial Planning Analysis jobs? Cities near Appleton, WI with the most Manager Financial Planning Analysis job openings:
Manager Financial Planning Analysis jobs near you
Infographic showing various Manager Financial Planning Analysis job openings in Appleton, WI as of August 2026, with employment types broken down into 100% Full Time. Highlights an 83% In-person, 11% Hybrid, and 6% Remote job distribution, with an average salary of $118,075 per year, or $56.8 per hour.

Financial Advisor

W3Global Inc.

Appleton, WI • Hybrid

$75K - $125K/yr

Full-time, Part-time

Re-posted 4 days ago

Job description

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 Associate Advisor to join a growing wealth management and financial planning practice. The ideal candidate should possess strong relationship-building abilities, financial planning knowledge, and a client-first mindset. This role offers long-term career growth for professionals interested in advisory services, retirement planning, investment management, and wealth strategies.

Key Responsibilities

  • 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 present financial recommendations

  • Support business development through referrals and networking

  • Collaborate with internal leadership and advisory teams

  • Maintain compliance with financial industry regulations

Required Qualifications

  • Bachelor's degree in Finance, Business, Economics, or related field

  • Experience in financial planning, wealth management, or advisory services

  • Strong communication and interpersonal skills

  • Self-motivated with business development mindset

  • Active Series 7 and Series 66 preferred

  • Series 6 candidates with upgrade plan may be considered

  • Insurance licenses preferred or willingness to obtain

Preferred Skills

  • Experience managing client relationships

  • Knowledge of retirement and investment planning

  • Understanding of tax-efficient wealth strategies

  • Client-facing presentation skills

  • Entrepreneurial and growth-oriented mindset

Ideal Candidate

  • Relationship-driven advisor

  • Interested in long-term career growth

  • Comfortable building and managing a client portfolio

  • Planning-first approach rather than transactional sales

  • Strong organizational and follow-through skills

Industry

Financial Services / Wealth Management / Financial Planning

Experience Level

Mid-Level to Senior-Level

Interview Process

  • Initial screening

  • Client interview

  • Final discussion with leadership

Notes

  • Candidates with an existing client base are highly preferred

  • Licensing support and long-term growth opportunities available

W3Global logo

About W3Global

Sourced by ZipRecruiter

W3Global has been delivering staffing solutions for nearly two decades; we know which recruiting strategies work best. Our expert team is committed to developing a customized solution to fit your company’s unique needs. As a W3Global client, you’ll also receive personalized assistance from a seasoned team of staffing specialists. We are committed to providing both technical support and industry expertise to simplify the hiring process. We know that your time matters. W3Global will help you streamline the hiring process, getting it done and getting it right.

Industry

Recruiting and staffing services

Company size

501 - 1,000 Employees

Headquarters location

Frisco, TX, US

Year founded

2006

View All W3Global Jobs