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Parttime Financial Planner Jobs in Appleton, WI (NOW HIRING)

Experience in property management, hospitality, customer service, event planning, or community ... Full and part-time employees are eligible for the 401(k) after 6 months of employment with company ...

Days | Part time #nextgenhealthcare What You Will Do * Deliver precise, high-quality diagnostic ... treatment planning. * Manage all ultrasound equipment, ensuring proper setup, calibration, and ...

Weekend days l Part-time Life at Ascension: Where purpose meets opportunity Ascension is a leading ... Financial security & retirement: employer-matched 403(b), planning and hardship resources ...

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Parttime Financial Planner information

See Appleton, WI salary details

$49.3K

$94.3K

$136.1K

How much do parttime financial planner jobs pay per year?

As of Jun 15, 2026, the average yearly pay for parttime financial planner in Appleton, WI is $94,334.00, according to ZipRecruiter salary data. Most workers in this role earn between $74,200.00 and $99,500.00 per year, depending on experience, location, and employer.

What is the difference between Parttime Financial Planner vs Parttime Financial Advisor?

AspectParttime Financial PlannerParttime Financial Advisor
CertificationsCFP, ChFC, or similarCFP, ChFC, or similar
Work EnvironmentIndependent or firm-based, client meetings, planning sessionsClient consultations, portfolio management, financial advice
Industry UsageUsed interchangeably with Financial Advisor in some contextsCommonly used term for client-facing financial guidance

Both roles often require similar certifications like CFP or ChFC and typically work in similar environments, providing financial advice and planning services. The main difference is in terminology; 'Financial Planner' emphasizes comprehensive planning, while 'Financial Advisor' may focus more on investment management. Many employers and clients use these terms interchangeably, making the roles closely aligned.

What are popular job titles related to Parttime Financial Planner jobs in Appleton, WI? For Parttime Financial Planner jobs in Appleton, WI, the most frequently searched job titles are:
What job categories do people searching Parttime Financial Planner jobs in Appleton, WI look for? The top searched job categories for Parttime Financial Planner jobs in Appleton, WI are:
What cities near Appleton, WI are hiring for Parttime Financial Planner jobs? Cities near Appleton, WI with the most Parttime Financial Planner job openings:
Hospice Social Worker PRN

$30.70 - $46.05/hr

Part-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 13 days ago


Advocate Aurora Health rating

7.6

Company rating: 7.6 out of 10

Based on 767 frontline employees who took The Breakroom Quiz

189th of 872 rated healthcare providers


Job description

Department:

39109 Oshkosh - Hospice

Status:

Part time

Benefits Eligible:

No

Hours Per Week:

0

Schedule Details/Additional Information:

PRN

Pay Range

$30.70 - $46.05

Major Responsibilities:

  • Provides initial psychosocial evaluations, ongoing counseling, bereavement services, and community referrals that are appropriate to meet the specialized needs of the terminally ill.

    Responsible for the assessment of psychosocial needs of patients and families as well as development of a social work plan of care reflecting problems, interventions, and outcome goals. Implements the plan of care in conjunction with the hospice interdisciplinary team and according to hospice specific protocols and measures.

    Continually evaluate appropriate hospice level of care with the interdisciplinary group. Assures a smooth transition between hospice levels of care: GIP, Routine, Continuous Care.

    Facilitates conversations specific to end-of-life planning including goals of care, funeral arrangements, caregiving, guardianship and legacy work.

    Participates in the QA/CQI process for Advocate Hospice.

    Responsible for achievement of agency, department and personal goals and objectives.

    Licensure, Registration and/or Certification Required:

    Social Worker license issued by the state of employment

    A valid driver's license issued by the Division of Motor Vehicles.

    Education/Experience Required:

    Master's Degree in Social Work from an accredited school of social work.

    One year experience in a medical clinical setting or hospice/palliative care preferred.

    Knowledge, Skills & Abilities Required:

    Knowledge of evidence-based counseling models such as family systems, strengths-based and narrative therapy, to provide short-term counseling to patients and their families;

    Understanding of family dynamics and psychosocial issues related to terminal illness;

    Ability to work effectively in stressful situations and provide crisis intervention when necessary;

    Ability to identify risk factors of complicated grief, suicide, neglect, and abuse;

    Ability to recognize the effects of the psychosocial stresses on the symptoms of the terminal illness including trauma and PTSD.

    Knowledge of issues related to anticipatory grief, death, and bereavement;

    Knowledge of community resources, advanced directives, funeral planning, and facility placement;

    Exceptional collaboration skills, advocacy abilities and ability to perform as part of an interdisciplinary team;

    Ability to identify client needs with consideration to cultural, ethnic, religious, economic, and other diverse backgrounds;

    Excellent time management, prioritizing and documentation skills;

    Intermediate computer skills including EMR, presentation applications and electronic mail.

    Physical Requirements and Working Conditions:

    Must be able to travel to all areas within the Advocate Aurora service area in all extremes of weather on all types of roads. Exposed to widely varying social and environmental conditions in patient's neighborhoods and homes. Must be willing to work occasional overtime if needed. Required to make visits to private residences which may not be accessible to people with disabilities.
    Will be exposed to the following hazards on a frequent basis: mechanical, electrical, chemical, blood and body fluids. Will be required to wear PPE, protective clothing and equipment as needed.
    Operates all equipment necessary to perform the job.

    This job description indicates the general nature and level of work expected of the incumbent. It is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities required of the incumbent. Incumbent may be required to perform other related duties.

Our CommitmenttoYou:

Advocate Health offers a comprehensive suite of Total Rewards: benefits and well-being programs, competitive compensation, generous retirement offerings, programs that invest in your career development and so much more - so you can live fully at and away from work, including:

Compensation

  • Base compensation listed within the listed pay range based on factors such as qualifications, skills, relevant experience, and/or training
  • Premium pay such as shift, on call, and more based on a teammate's job
  • Incentive pay for select positions
  • Opportunity for annual increases based on performance

Benefits and more

  • Paid Time Off programs
  • Health and welfare benefits such as medical, dental, vision, life, andShort- and Long-Term Disability
  • Flexible Spending Accounts for eligible health care and dependent care expenses
  • Family benefits such as adoption assistance and paid parental leave
  • Defined contribution retirement plans with employer match and other financial wellness programs
  • Educational Assistance Program

About Advocate Health

Advocate Health is the third-largest nonprofit, integrated health system in the United States, created from the combination of Advocate Aurora Health and Atrium Health. Providing care under the names Advocate Health Care in Illinois; Atrium Health in the Carolinas, Georgia and Alabama; and Aurora Health Care in Wisconsin, Advocate Health is a national leader in clinical innovation, health outcomes, consumer experience and value-based care. Headquartered in Charlotte, North Carolina, Advocate Health services nearly 6 million patients and is engaged in hundreds of clinical trials and research studies, with Wake Forest University School of Medicine serving as the academic core of the enterprise. It is nationally recognized for its expertise in cardiology, neurosciences, oncology, pediatrics and rehabilitation, as well as organ transplants, burn treatments and specialized musculoskeletal programs. Advocate Health employs 155,000 teammates across 69 hospitals and over 1,000 care locations, and offers one of the nation's largest graduate medical education programs with over 2,000 residents and fellows across more than 200 programs. Committed to providing equitable care for all, Advocate Health provides more than $6 billion in annual community benefits.


What Advocate Aurora Health employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom


Advocate Health logo

About Advocate Health

Sourced by ZipRecruiter

Advocate Healthcare, based in Oak Lawn, Illinois, United States, is a leading figure in the health care industry. Accessible via their official website, 'advocatehealth.com', this organization provides a wide variety of medical services and treatment options. Founded in 1995 through a merger of Evangelical Health Systems Corporation and Lutheran General HealthSystem, Advocate Healthcare has grown exponentially over the years. Now, it operates more than 400 sites of care, including 12 hospitals that encompass 11 acute care hospitals, the state’s largest integrated children’s network, five Level I trauma centers, and three Level II trauma centers. Upholding their values of equality, compassion, excellence, partnership and stewardship, Advocate Healthcare's mission is centered on building lifelong relationships with patients by delivering the best health outcomes and highest level of service through an integrated approach to care and wellness.

Industry

Hospitals and health care and social assistance

Company size

10,000+ Employees

Headquarters location

Charlotte, NC, US