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Manager Financial Planning Analysis Jobs in Appleton, WI

Associated Bank - Corp

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 ...

DataAnnotation

Financial Planner - AI Trainer

Green Bay, WI · Remote

$50 - $100/hr

... Management, and Insurance Planning. Advantages of contracting with us: * You'll be able to choose ... Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises ...

nVent

Senior Financial Analyst

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.

Northwestern Mutual

Financial Advisor

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 ...

Northwestern Mutual

Financial Advisor

Appleton, WI

$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 ...

Northwestern Mutual

Financial Advisor

Oshkosh, WI

$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 ...

Northwestern Mutual

Financial Advisor

Appleton, WI

$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 ...

Northwestern Mutual

Financial Advisor

Oshkosh, WI

$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 ...

Northwestern Mutual

Financial Advisor

De Pere, WI

$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 ...

Northwestern Mutual

Financial Advisor

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 ...

Northwestern Mutual

Financial Advisor

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 ...

Northwestern Mutual

Financial Advisor

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 ...

Northwestern Mutual

Financial Advisor

Oshkosh, WI

$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 ...

Northwestern Mutual

Financial Advisor

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 ...

Northwestern Mutual

Financial Advisor

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 ...

Northwestern Mutual

Financial Advisor

Appleton, WI

$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 ...

Northwestern Mutual

Financial Advisor

Oshkosh, WI

$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 ...

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Showing results 41-60

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

Associated Bank - Corp

Oshkosh, WI • On-site

Other

Retirement, PTO

This job post has expired today. Applications are no longer accepted.

Associated Bank rating

8.1

Company rating: 8.1 out of 10

Based on 41 frontline employees who took The Breakroom Quiz

66th of 171 rated banks

Job description

At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the right place for you.

Associated Bank requires you to directly represent yourself and your own experiences during the recruiting and hiring process. Associated Bank conducts a thorough background check on all new hires.

Are you energized by a collaborative, entrepreneurial environment? We're seeking a Financial Advisor to join our established team-stepping into an existing book of business with plenty of room to earn, grow, and maximize your potential within a supportive environment and culture that allows you to take your success to the next level.
In your role as an Associated Investment Services Financial Advisor, you will provide quality financial planning services and tailored investments and insurance advice to new and existing customers while building solid and long-lasting relationships.
Join our beautiful Stevens Point branch location and support the surrounding areas. Leverage your expertise within a local setting and become an integral part of a community-focused organization.

Key Accountabilities

  • Using a holistic financial planning approach, assist clients and prospects by analyzing their financial needs and objectives, making appropriate recommendations, effect sales of investment and insurance products as appropriate for and requested by the client.

  • Achieve objectives related to advisory business, financial planning, insurance and other key metrics as determined by the line of business.

  • Nurture strong relationships with sales team members, gaining insights into complete solutions to excel in a team-selling model.

  • Ensure that transaction documentation is completed and submitted on a timely basis while resolving any issues in a timely manner.

  • Collaborate with banking and Wealth Management teams and bring expert knowledge of investments, insurance, economic trends, and the full range of Private Client, Investment, Bank, and Trust solutions to help clients achieve their goals.

Education: Bachelor's Degree Business or Finance Required
Experience:

  • 3+ years of advisory/fee based Investment and insurance sales, growing a thriving book of business of $250,000 or more. Required

  • 5+ years of advisory/fee based Investment and insurance sales, growing a thriving book of business of $400,000 or more. Preferred

Licenses and Certifications:

  • Life, Health and Variable Insurance License Required

  • Series 7-Stockbroker Exam Required

  • Other Series 63 / Series 66 or Series 65 Required

  • CFP-Certified Financial Planner Preferred

  • CFA-Charted Financial Analyst Preferred

Note: This position requires a check of criminal background and credit records as a FINRA registered position.

Must have access to reliable transportation and the ability to lawfully drive self, if applicable. Required

Employment is contingent upon successful registration with FINRA, SEC, and applicable state regulators, including completion of required qualification exams.

All offers are contingent upon the successful completion of a background check and review of disclosures required by Form U4. Certain regulatory or disciplinary histories may disqualify an applicant.

We welcome and encourage applications from all qualified parties, including but not limited to people returning to the workforce, people with disabilities, those without a college degree, and veterans or those with military experience.

In addition to core traditional benefits, we take pride in offering benefits for every stage of life.

  • Retirement savings including both 401(k) and Pension plans.

  • Paid time off to volunteer in your community.

  • Opportunities to connect with others through our diversity-focusedColleague Resource Groups.

  • Competitive salaries with professional development and advancement opportunities.

  • Bonus benefits including well-being programs and incentives, parental leave,anemployee stock purchase plan, military benefits and much more.

  • Personal banking, loan, investmentand insurance benefits.

Associated Bank serves more than 120 communities throughout Wisconsin, Illinois, Minnesota, and Missouri and we consider our colleagues critical to our continued success. See why our colleagues continually vote us a best place to work in the Midwest.Join our community onFacebook,LinkedInandX.

Compliance Statement

Associated Bank is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.

Fully complies with all applicable enterprise policies and procedures. Acts in compliance with all applicable laws and regulations as outlined in training materials, including but not limited to Bank Secrecy Act. Responsible for reporting suspicious activity to Financial Intelligence. Responsible to report all customer complaints as prescribed and procedure violations to management or HR.

Responsible to report ethical concerns as needed to Associated Bank's anonymous Ethics Hotline.

Associated Bank provides additional assistance throughout the application, interview and hiring process. Please contactleavesandaccommodations@associatedbank.comif you need an accommodation at any time during the process.

Associated Banc-Corp participates in the E-Verify Program. E-Verify NoticeEnglish or Spanish. Know Your Right to WorkEnglishorSpanish.

Associated Bank isPay Transparencycompliant.

The pay range represents anticipated base pay for this role. Actual pay may vary based on factors including, but not limited to, work location, skills, experience, education, and qualifications for the role.

This role offers a commissions-based structure that includes a monthly draw equaling $48,000.00 per year plus generous commissions that increase based on sales volume achieved.

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