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Professional Advisor Jobs in Appleton, WI (NOW HIRING)

W3Global Inc.

Financial Advisor

Appleton, WI · Hybrid

$75K - $125K/yr

Financial Advisor / Associate Advisor Job Type: Full-Time / Part-Time Work Authorization: Open Work ... This role offers long-term career growth for professionals interested in advisory services ...

Thrivent

Financial Advisor

Appleton, WI

Whether you're a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you're: * Self-disciplined, independent and driven to succeed.

Thrivent

Financial Advisor

Green Bay, WI

Whether you're a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you're: * Self-disciplined, independent and driven to succeed.

Associatedbank

Virtual Financial Advisor

Green Bay, WI

$21.64 - $37.09/hr

Role Summary The Virtual Financial Advisor deepens relationships with assigned and referred clients ... Competitive salaries with professional development and advancement opportunities. * Bonus benefits ...

Vizance

Business Insurance Sales Advisor

Green Bay, WI · On-site

$68K - $74K/yr

Our Sales Advisors enjoy working in a relationship-driven industry with uncapped earning potential ... you are a results-driven professional with a passion for sales, we want to hear from you!

Kunes Auto Group

RV Parts Advisor

Neenah, WI · On-site

$18 - $22/hr

As an RV Parts Advisor, you'll play a crucial role in our dealership's success by providing ... Ongoing training and professional development opportunities * Exciting work environment in the ...

Kunes RV

RV Parts Advisor

Neenah, WI · On-site

$18 - $22/hr

As an RV Parts Advisor, you'll play a crucial role in our dealership's success by providing ... Ongoing training and professional development opportunities * Exciting work environment in the ...

Kunes Auto Group

RV Parts Advisor

Neenah, WI · On-site

$18 - $22/hr

As an RV Parts Advisor, you'll play a crucial role in our dealership's success by providing ... Ongoing training and professional development opportunities * Exciting work environment in the ...

Kunes RV

RV Parts Advisor

Neenah, WI · On-site

$18 - $22/hr

As an RV Parts Advisor, you'll play a crucial role in our dealership's success by providing ... Ongoing training and professional development opportunities * Exciting work environment in the ...

Wisconsin

Disability Services Advisor

Oshkosh, WI · On-site

$46K/yr

Disability Services Advisor Job Category: Academic Staff Employment Type: Regular Job Profile ... professional collaborations. Key Job Responsibilities: Organization and Supervision of Program ...

VERVE A CREDIT UNION

Member Experience Advisor I

Oshkosh, WI · On-site

$14.25 - $18.50/hr

Whether you're an experienced financial professional or looking to grow your career in banking, we'd love to meet you! What Will You Do? As a Member Experience Advisor I or Member Experience Advisor ...

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All JobsProfessional Advisor JobsProfessional Advisor Jobs in Appleton, WI

Professional Advisor information

See Appleton, WI salary details

$15

$18

$20

How much do professional advisor jobs pay per hour?

As of Aug 6, 2026, the average hourly pay for professional advisor in Appleton, WI is $18.45, according to ZipRecruiter salary data. Most workers in this role earn between $17.60 and $18.75 per hour, depending on experience, location, and employer.

How does a professional advisor typically collaborate with clients and other specialists to provide comprehensive guidance?

Professional Advisors often work closely with clients to understand their unique needs and objectives, whether in finance, education, or career development. Collaboration with other specialists—such as accountants, lawyers, or subject-matter experts—is common to ensure clients receive well-rounded advice. Regular meetings, both one-on-one and in team settings, are typical, and Advisors must be skilled at translating complex information into actionable plans. This collaborative approach not only enhances the quality of service but also helps Advisors build a strong professional network.

What is a professional advisor?

Professional advisors are experts who provide guidance, support, and recommendations in specific fields such as finance, education, law, or business. They use their specialized knowledge to help individuals or organizations make informed decisions, solve problems, and achieve goals. Their role often involves analyzing situations, developing strategies, and ensuring clients understand their options and obligations.

Do you need a degree to be a professional advisor?

A degree is not always required to become a professional advisor, but many employers prefer candidates with a relevant bachelor's degree or higher in fields such as finance, law, or counseling. Relevant certifications, experience, and strong interpersonal skills can also be important for success in this role.

What degree do you need to be a professional advisor?

A professional advisor typically needs at least a bachelor's degree in a relevant field such as business, finance, law, or counseling. Advanced roles may require a master's degree or professional certifications, depending on the industry and specific responsibilities.

What is the difference between Professional Advisor vs Financial Advisor?

AspectProfessional AdvisorFinancial Advisor
Required CredentialsVaries by industry, often includes certifications like CPA, CFP, or industry-specific licensesTypically requires CFP, Series 7, or other financial planning licenses
Work EnvironmentConsulting firms, corporate settings, or independent practiceFinancial institutions, banks, or independent practice
Employer & Industry UsageUsed across various industries including finance, consulting, and corporate sectorsPrimarily in finance and investment sectors
Common Search & Comparison IntentUnderstanding roles, credentials, and services offeredSeeking financial planning, investment advice, or wealth management

The main difference between a Professional Advisor and a Financial Advisor lies in their industry focus and credentials. Professional Advisors often have industry-specific certifications and work across various sectors, while Financial Advisors specialize in financial planning and investment management. Both roles require relevant licenses and serve clients by providing expert advice, but their scope and industry context differ.

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

To thrive as a Professional Advisor, you need expertise in your advisory field, strong analytical abilities, and relevant educational credentials—often a bachelor’s or master’s degree in a related discipline. Familiarity with industry-specific software (such as CRM systems), data analysis tools, and, in some cases, professional certifications like CFP or CFA is typically required. Exceptional interpersonal skills, active listening, and the ability to build trust help advisors connect with clients and tailor effective solutions. These competencies ensure advisors provide credible, personalized guidance that effectively addresses client needs and fosters long-term relationships.
What are the most commonly searched types of Advisor jobs in Appleton, WI? The most popular types of Advisor jobs in Appleton, WI are:
What cities near Appleton, WI are hiring for Professional Advisor jobs? Cities near Appleton, WI with the most Professional Advisor job openings:
Professional Advisor jobs near you

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

Equitable Advisors

Green Bay, WI • On-site

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted 22 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

Qualifications
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

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Equitable logo

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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