Financial Consultant
Allouez, WI · On-site
... planning, and wealth management strategies. As a Financial Consultant at WealthBridge, you will ... You will utilize advanced financial tools and analytics to assess client needs and develop ...
Allouez, WI · On-site
... planning, and wealth management strategies. As a Financial Consultant at WealthBridge, you will ... You will utilize advanced financial tools and analytics to assess client needs and develop ...
Allouez, WI · On-site
... planning, and wealth management strategies. As a Financial Consultant at WealthBridge, you will ... You will utilize advanced financial tools and analytics to assess client needs and develop ...
Bellevue, WI · On-site
... planning, and wealth management strategies. As a Financial Consultant at WealthBridge, you will ... You will utilize advanced financial tools and analytics to assess client needs and develop ...
Bellevue, WI · On-site
... planning, and wealth management strategies. As a Financial Consultant at WealthBridge, you will ... You will utilize advanced financial tools and analytics to assess client needs and develop ...
Green Bay, WI · On-site
... planning, and wealth management strategies. As a Financial Consultant at WealthBridge, you will ... You will utilize advanced financial tools and analytics to assess client needs and develop ...
Green Bay, WI · On-site
... planning, and wealth management strategies. As a Financial Consultant at WealthBridge, you will ... You will utilize advanced financial tools and analytics to assess client needs and develop ...
Green Bay, WI · On-site
... planning, and wealth management strategies. As a Financial Consultant at WealthBridge, you will ... You will utilize advanced financial tools and analytics to assess client needs and develop ...
Green Bay, WI · On-site
... planning, and wealth management strategies. As a Financial Consultant at WealthBridge, you will ... You will utilize advanced financial tools and analytics to assess client needs and develop ...
De Pere, WI · On-site
... planning, and wealth management strategies. As a Financial Consultant at WealthBridge, you will ... You will utilize advanced financial tools and analytics to assess client needs and develop ...
Quick apply
De Pere, WI · On-site
... planning, and wealth management strategies. As a Financial Consultant at WealthBridge, you will ... You will utilize advanced financial tools and analytics to assess client needs and develop ...
Green Bay, WI · On-site
... planning, and wealth management strategies. As a Financial Consultant at WealthBridge, you will ... You will utilize advanced financial tools and analytics to assess client needs and develop ...
Quick apply
Green Bay, WI · On-site
... planning, and wealth management strategies. As a Financial Consultant at WealthBridge, you will ... You will utilize advanced financial tools and analytics to assess client needs and develop ...
Ashwaubenon, WI · On-site
... planning, and wealth management strategies. As a Financial Consultant at WealthBridge, you will ... You will utilize advanced financial tools and analytics to assess client needs and develop ...
Ashwaubenon, WI · On-site
... planning, and wealth management strategies. As a Financial Consultant at WealthBridge, you will ... You will utilize advanced financial tools and analytics to assess client needs and develop ...
Oshkosh, WI · On-site
Plant P&L management and forecasting General Accounting * Finance reporting * Account ... Financial Planning & Analysis (FP&A) * Treasury * Internal Audit * Tax * Cost Accounting * Accounts ...
Oshkosh, WI · On-site
Plant P&L management and forecasting General Accounting * Finance reporting * Account ... Financial Planning & Analysis (FP&A) * Treasury * Internal Audit * Tax * Cost Accounting * Accounts ...
Appleton, WI · On-site
$83K - $103K/yr
... analysis, improving financial acumen of the business, building models, and strategic planning. The ... Any unsolicited resumes, including those submitted to hiring managers, shall be deemed the property ...
Appleton, WI · On-site
$83K - $103K/yr
... analysis, improving financial acumen of the business, building models, and strategic planning. The ... Any unsolicited resumes, including those submitted to hiring managers, shall be deemed the property ...
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.
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.
Oshkosh, WI · Hybrid
$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.
Oshkosh, WI · Hybrid
$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.
Bear Creek, WI · On-site
$96K - $120K/yr
Partner closely with the Plant Manager and operations team, providing financial leadership ... Financial Planning & Analysis * Own the plant's annual operating budget and monthly rolling ...
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Bear Creek, WI · On-site
$96K - $120K/yr
Partner closely with the Plant Manager and operations team, providing financial leadership ... Financial Planning & Analysis * Own the plant's annual operating budget and monthly rolling ...
De Pere, WI · On-site
$150 - $200/hr
... Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and ... Manage your client's financial plans to help them achieve their goals * Grow relationships with ...
De Pere, WI · On-site
$150 - $200/hr
... Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and ... Manage your client's financial plans to help them achieve their goals * Grow relationships with ...
Appleton, WI · On-site
$150 - $200/hr
... Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and ... Manage your client's financial plans to help them achieve their goals * Grow relationships with ...
Appleton, WI · On-site
$150 - $200/hr
... Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and ... Manage your client's financial plans to help them achieve their goals * Grow relationships with ...
Oshkosh, WI · On-site
$150 - $200/hr
... Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and ... Manage your client's financial plans to help them achieve their goals * Grow relationships with ...
Oshkosh, WI · On-site
$150 - $200/hr
... Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and ... Manage your client's financial plans to help them achieve their goals * Grow relationships with ...
$137K - $250K/yr
... Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and ... Manage your client's financial plans to help them achieve their goals * Grow relationships with ...
$137K - $250K/yr
... Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and ... Manage your client's financial plans to help them achieve their goals * Grow relationships with ...
Appleton, WI · On-site
$137K - $250K/yr
... Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and ... Manage your client's financial plans to help them achieve their goals * Grow relationships with ...
Appleton, WI · On-site
$137K - $250K/yr
... Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and ... Manage your client's financial plans to help them achieve their goals * Grow relationships with ...
Appleton, WI · On-site
$137K - $250K/yr
... Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and ... Manage your client's financial plans to help them achieve their goals * Grow relationships with ...
Appleton, WI · On-site
$137K - $250K/yr
... Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and ... Manage your client's financial plans to help them achieve their goals * Grow relationships with ...
Oshkosh, WI · On-site
$137K - $250K/yr
... Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and ... Manage your client's financial plans to help them achieve their goals * Grow relationships with ...
Oshkosh, WI · On-site
$137K - $250K/yr
... Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and ... Manage your client's financial plans to help them achieve their goals * Grow relationships with ...
Appleton, WI · On-site
$137K - $250K/yr
... Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and ... Manage your client's financial plans to help them achieve their goals * Grow relationships with ...
Appleton, WI · On-site
$137K - $250K/yr
... Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and ... Manage your client's financial plans to help them achieve their goals * Grow relationships with ...
$59.5K - $68.1K
1% of jobs
$68.1K - $76.6K
3% of jobs
$76.6K - $85.2K
6% of jobs
$85.2K - $93.8K
6% of jobs
$93.8K - $102.3K
7% of jobs
$103K is the 25th percentile. Wages below this are outliers.
$102.3K - $110.9K
9% of jobs
$110.9K - $119.4K
15% of jobs
The median wage is $120.2K / yr.
$119.4K - $128K
18% of jobs
$133.4K is the 75th percentile. Wages above this are outliers.
$128K - $136.6K
14% of jobs
$136.6K - $145.1K
14% of jobs
$145.1K - $153.7K
6% of jobs
$59.5K
$118.1K
$153.7K
| Aspect | Manager Financial Planning Analysis | Financial Analyst |
|---|---|---|
| Responsibilities | Oversees budgeting, forecasting, and strategic financial planning; manages teams and develops financial models | Performs data analysis, prepares reports, and supports budgeting processes |
| Required Credentials | Bachelor's degree in finance, accounting, or related field; often MBA or CPA preferred | Bachelor's degree in finance, economics, or related field; certifications like CFA are common |
| Work Environment | Corporate finance departments, often in larger organizations | Financial 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.
For Manager Financial Planning Analysis jobs in Appleton, WI, the most frequently searched job titles are:
The top searched job categories for Manager Financial Planning Analysis jobs in Appleton, WI are:
Cities near Appleton, WI with the most Manager Financial Planning Analysis job openings:

Allouez, WI • On-site
Other
Medical, Dental, Vision, Life, Retirement
This job post has expired 1 day ago. Applications are no longer accepted.
Financial Consultant | WealthBridge
WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand their financial objectives and provide them with tailored advice and strategies that align with their goals. You will leverage your financial expertise to offer comprehensive solutions, including investment opportunities, retirement planning, and wealth management strategies.
As a Financial Consultant at WealthBridge, you will play a pivotal role in empowering clients to make informed financial decisions. You will utilize advanced financial tools and analytics to assess client needs and develop effective action plans. Collaboration with a network of industry experts and access to cutting-edge resources will enhance your ability to serve clients effectively.
Join WealthBridge Financial Group and be part of a passionate team dedicated to delivering exceptional service and fostering long-term client relationships. If you are driven by results and have a deep commitment to helping clients achieve financial success, we would love to hear from you.
Requirements
Benefits
Sourced by ZipRecruiter
Finance and insurance
51 - 200 Employees
New York, NY, US