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Portfolio Management Jobs in Appleton, WI (NOW HIRING)

Cash Depot

Be Seen First

Cash Management Specialist

Green Bay, WI · On-site

$22 - $23/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

SUPERVISOR RESPONSIBILITIES: · None DUTIES / RESPONSIBILITIES: · Cash forecasting and cash management of Outsource ATMs. · Order cash for a given portfolio based on data history and trend analysis ...

kiinc

Intern - Product Management

Green Bay, WI

... portfolio. This role provides hands-on exposure to product marketing while partnering with cross ... This internship is ideal for students pursuing degrees in Marketing, Business, Product Management ...

ACC Management Group

Senior Accountant

Oshkosh, WI · On-site

$72K - $91K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

In this full-time role, you'll support the Accounting Manager with monthly close, accounts payable, cash flow, and financial reporting for a portfolio of properties - while also mentoring and ...

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All JobsPortfolio Management JobsPortfolio Management Jobs in Appleton, WI

Portfolio Management information

See Appleton, WI salary details

$36.1K

$98K

$182.9K

How much do portfolio management jobs pay per year?

As of Aug 13, 2026, the average yearly pay for portfolio management in Appleton, WI is $98,020.00, according to ZipRecruiter salary data. Most workers in this role earn between $63,900.00 and $126,800.00 per year, depending on experience, location, and employer.

What qualifications do I need to be a portfolio management?

To become a portfolio manager, candidates typically need a bachelor's degree in finance, economics, or a related field, along with relevant work experience in investment or financial analysis. Professional certifications such as the Chartered Financial Analyst (CFA) designation are highly valued. Strong analytical skills, knowledge of financial markets, and proficiency with portfolio management tools are also important.

What does a portfolio management do?

A portfolio manager oversees a collection of investments to meet clients' financial goals, analyzing market trends and making strategic decisions. They use tools like financial models and may hold certifications such as the CFA, working in environments that require strong analytical and decision-making skills.

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

To thrive as a Portfolio Manager, you need strong analytical abilities, financial acumen, and typically a degree in finance, economics, or a related field, often complemented by certifications such as CFA or MBA. Mastery of portfolio management software, financial modeling tools, and familiarity with investment platforms like Bloomberg or Morningstar are essential. Outstanding communication, decision-making, and risk management skills help you build client trust and adapt to changing market conditions. These skills ensure effective investment strategies and long-term portfolio growth while meeting client objectives.

What is portfolio management?

Portfolio management is the process of selecting, monitoring, and adjusting a collection of investments—such as stocks, bonds, or other assets—to meet specific financial goals and risk tolerance. It involves ongoing analysis and decision-making to maximize returns while managing risks. Portfolio managers may work for individuals, companies, or investment funds, using a mix of strategies and tools to achieve optimal performance. Effective portfolio management requires a deep understanding of financial markets, asset allocation, and investment analysis.

What are some common challenges faced by professionals in portfolio management roles?

Portfolio management professionals often navigate challenges such as balancing risk versus return, adapting to rapidly changing market conditions, and managing client expectations. They must continuously analyze economic trends, re-evaluate asset allocations, and ensure that investment strategies remain aligned with clients’ objectives. Collaboration with research analysts, compliance officers, and client relationship managers is also essential to make informed decisions and maintain regulatory standards. Developing strong communication skills and staying updated with market developments are key to overcoming these challenges and succeeding in the role.

How much do portfolio managers get paid?

Portfolio managers typically earn a median annual salary ranging from $80,000 to over $150,000, depending on experience, location, and the size of the firm. Compensation often includes bonuses and performance-based incentives, especially in investment firms or hedge funds. Advanced certifications like the CFA can also influence earning potential.

What is the difference between Portfolio Management vs Financial Analyst?

AspectPortfolio ManagementFinancial Analyst
CredentialsCertifications like CFA, CFP often preferredCertifications like CFA, CPA common
Work EnvironmentManage investment portfolios for clients or firmsAnalyze financial data to support investment decisions
Employer & IndustryFinancial firms, asset management companiesBanks, investment firms, corporations

While both roles involve finance and investments, Portfolio Management focuses on overseeing entire investment portfolios, making strategic decisions to meet client goals. Financial Analysts primarily analyze data to support investment choices, often working under Portfolio Managers. Understanding these differences helps in choosing the right career path or job search focus.

Are portfolio managers paid well?

Portfolio managers typically earn high salaries that include base pay, bonuses, and performance incentives, reflecting their responsibility for investment decisions and client assets. Compensation varies based on experience, firm size, and performance, with experienced managers at large firms often earning six-figure or higher total compensation. Certifications like the CFA can also influence earning potential.

What are popular job titles related to Portfolio Management jobs in Appleton, WI?

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

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

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

What cities near Appleton, WI are hiring for Portfolio Management jobs?

Cities near Appleton, WI with the most Portfolio Management job openings:

Portfolio Management jobs near you
Infographic showing various Portfolio Management job openings in Appleton, WI as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $98,020 per year, or $47.1 per hour.

Entry Level - Financial Advisor - WI, Green Bay (2636)

Equitable

Green Bay, WI • On-site, Remote

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted 9 days ago

Equitable rating

8.2

Company rating: 8.2 out of 10

Based on 22 frontline employees who took The Breakroom Quiz

Job description

Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission is simple: to make a difference in the lives of others. If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment.

Role Highlights

  • Client Engagement: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking
  • Financial Strategy Development: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance
  • Product and Service Consultation: Discuss financial products and services tailored to clients' unique situations
  • Location: In-office presence required
  • Work-Life Balance:  Flexible schedule to maximize productivity and personal time

Skills & Experience

  • Education: Bachelor's degree or equivalent skills and work experience
  • Licensing: State Life & Health, SIE, Series 7, Series 66
  • Personal Attributes: values-driven with a track record of success and accomplishment
  • Communication Skills: excellent interpersonal and communication abilities with strong self-confidence
  • Mindset: entrepreneurial spirit with a desire to positively impact others' lives
  • Collaboration: ability to work with and learn from top performers
  • Work Authorization: must be authorized to work in the United States

Training & Development

  • FINRA Sponsorship: provided for required FINRA licensing
  • Preliminary Employment Period (PEP): comprehensive 120-day hands-on training
  • Virtual University: access to Equitable Advisors' Virtual University for continuous learning
  • Mentorship: opportunities for joint work and mentorship
  • Personalized Coaching: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed
  • Leadership Development: access to Leadership Development School for those with management ambition
  • Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors’ own Credentialed Holistic Financial Coach program

Compensation & Benefits

  • Sign-On Payment: Based on the time it takes you to complete the company sponsored required FINRA licenses and registrations and enter PEP
  • Stable Pay: Biweekly pay for eligible financial professionals, empowering you to establish your career in wealth management
  • Commissions and Bonus: In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus.
  • Benefits: Comprehensive benefits programs for eligible financial professionals including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time.

Our Impact & Culture

Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women’s Network, and “Equitable Excellence,” which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement.

Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer.  M/F/D/V. GE-7814315.1(4/25)(Exp.4/29)

What Equitable employees say

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About Equitable

Sourced by ZipRecruiter

At Equitable, we're a team of over ten thousand strong; committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives. We turn challenges into opportunities by thinking, working, and leading differently - where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities. We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork. We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose.

Industry

Finance and insurance

Company size

5,001 - 10,000 Employees

Headquarters location

New York, NY, US

Year founded

1859

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