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Professional Financial Jobs in Appleton, WI (NOW HIRING)

KerberRose S.C.

Financial Planner

Appleton, WI · On-site

$74K - $99K/yr

This role is ideal for an experienced professional who thrives in a client-facing environment, enjoys solving complex financial questions, and is passionate about mentoring others while continuously ...

KerberRose S.C.

Financial Planner

Appleton, WI · On-site

$74K - $99K/yr

This role is ideal for an experienced professional who thrives in a client-facing environment, enjoys solving complex financial questions, and is passionate about mentoring others while continuously ...

Collabera

Financial Analyst

Neenah, WI · On-site

As a half a billion dollar IT company, with more than 9,000 professionals across 30+ offices ... Financial Analyst Duration: 6 Months (Strong possibility of extension) Position Summary: This ...

galloway

FINANCIAL ACCOUNTANT

Neenah, WI · On-site

Are you an accounting professional ready to take the next step in your career? We're seeking a driven Financial Accountant to join our team in a role that begins with ownership of key Accounts ...

Galloway Company

FINANCIAL ACCOUNTANT

Neenah, WI · On-site

Are you an accounting professional ready to take the next step in your career? We're seeking a driven Financial Accountant to join our team in a role that begins with ownership of key Accounts ...

J. J. Keller & Associates

Financial Analyst

Neenah, WI · On-site

Finance Employment Type: Full-Time Work Options: In Office at Location Specified Above #LI-Onsite ... Professional Referral Program: Not the right role for you, but know someone who could be a great ...

Capital Credit Union

Financial Analyst

Green Bay, WI

Provides financial analysis of credit union operations on a requested case by case basis and in ... professional demeanor and atmosphere. Requires strong communication/listening skills and problem ...

Capital Credit Union

Financial Analyst

Green Bay, WI · On-site

Provides financial analysis of credit union operations on a requested case by case basis and in ... professional demeanor and atmosphere. Requires strong communication/listening skills and problem ...

Ahlstrom

Financial Analyst

Kaukauna, WI · On-site

... in your professional development and providing opportunities for personal growth. Do your values ... The Financial Analyst - ACO is responsible for providing analytical support for the ACO controlling ...

Lawrence University

Financial Aid Counselor

Appleton, WI · On-site

$38K - $50K/yr

Director of Financial Aid Location: Lawrence University Appleton, WI PRIMARY OBJECTIVE The Lawrence ... Ability to effectively and professionally communicate orally and in writing with diverse ...

Lawrence University

Financial Aid Counselor

Appleton, WI · On-site

$38K - $50K/yr

Director of Financial Aid Location: Lawrence University Appleton, WI PRIMARY OBJECTIVE The Lawrence ... Ability to effectively and professionally communicate orally and in writing with diverse ...

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All JobsProfessional Financial JobsProfessional Financial Jobs in Appleton, WI

Professional Financial information

See Appleton, WI salary details

$37.6K

$93.2K

$142.5K

How much do professional financial jobs pay per year?

As of Aug 28, 2026, the average yearly pay for professional financial in Appleton, WI is $93,187.00, according to ZipRecruiter salary data. Most workers in this role earn between $78,100.00 and $108,300.00 per year, depending on experience, location, and employer.

What does a professional financial do?

A Professional Financial, often referred to as a financial advisor or financial planner, assists individuals and businesses in managing their finances. Their responsibilities include helping clients with budgeting, investments, retirement planning, tax strategies, and risk management. They analyze financial data, set financial goals, and recommend suitable products or strategies to help clients grow and protect their wealth. Professional Financials may work independently, for financial institutions, or as part of a larger advisory firm.

What are some common challenges professional financials face when working with clients, and how can they be addressed?

Professional Financials often encounter challenges such as managing diverse client expectations, staying updated with regulatory changes, and communicating complex financial concepts clearly. Building strong relationships through regular, transparent communication can help earn client trust and clarify their goals. Additionally, staying informed about the latest industry updates and continuously refining communication skills are essential for delivering high-quality service and maintaining compliance.

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

To thrive as a Professional Financial, you need strong analytical abilities, financial modeling expertise, and a relevant degree such as finance, accounting, or economics. Familiarity with financial software like Excel, QuickBooks, or Bloomberg Terminal, and certifications such as CFA or CPA, are typically important. Outstanding communication, attention to detail, and problem-solving skills set top professionals apart in this field. These competencies are crucial for making informed decisions, managing client portfolios, and ensuring regulatory compliance.

What is the difference between Professional Financial vs Financial Analyst?

AspectProfessional FinancialFinancial Analyst
Required CredentialsTypically requires a degree in finance, accounting, or related field; certifications like CFA or CPA are commonOften requires a degree in finance, economics, or related field; CFA certification is advantageous but not always mandatory
Work EnvironmentWorks in corporate finance departments, financial consulting firms, or investment firmsWorks in investment banks, asset management firms, or corporate finance teams
Employer & Industry UsageUsed across various industries including banking, insurance, and corporate sectorsPrimarily found in investment banking, asset management, and financial services

While both roles involve financial analysis, a Professional Financial often has broader responsibilities in corporate finance and strategic planning, whereas a Financial Analyst typically focuses on analyzing investment opportunities and market data. The roles overlap in credentials and work environments, but their specific functions and industry focus differ.

What are good professional financial careers?

Professional financial careers include roles such as financial analyst, accountant, financial planner, investment banker, and risk manager. These positions typically require strong analytical skills, proficiency with financial software, and relevant certifications like CFA or CPA. They often involve working in banks, investment firms, or corporate finance departments and may require a bachelor's degree or higher in finance, accounting, or related fields.

What are the most commonly searched types of Financial jobs in Appleton, WI?

The most popular types of Financial jobs in Appleton, WI are:

What cities near Appleton, WI are hiring for Professional Financial jobs?

Cities near Appleton, WI with the most Professional Financial job openings:

Professional Financial jobs near you

Payments Specialist 1

CoVantage Credit Union

Neenah, WI • On-site

Full-time

Retirement, PTO

Re-posted 7 days ago

CoVantage Credit Union rating

8.5

Company rating: 8.5 out of 10

Based on 13 frontline employees who took The Breakroom Quiz

Job description

Join CoVantage Credit Union and be at the center of how money moves! As a Payments Specialist, you’ll play a key role in delivering fast, accurate, and secure transactions—from wires and ACH to mobile deposits—helping members manage their finances with confidence. Every day brings something new as you problem-solve, streamline processes, and ensure every transaction is handled with precision.
This is more than processing payments—you’ll be part of a team that puts people first, delivers exceptional service, and keeps our operations running smoothly behind the scenes. If you’re detail-driven, thrive in a fast-paced environment, and take pride in accuracy and member service, this is your opportunity to make an impact at CoVantage.

CoVantage invests in our team members! Benefits include a 401k employer match of up to 200%, a bonus of annual salary up to 4%, a generous employer HSA contribution, and paid time off for community service. 

Job Duties

  • Processes ACH (Automated Clearing House) transactions whether credit union acts as RDFI (receiving depository financial institution) or as an ODFI (originating depository financial institution) including exception, return, and non-monetary transactions within expected timeframes.
  • Reviews and decisions mobile deposit check images.
  • Is familiar with and adheres to all aspects and provisions of regulations and policies as they pertain to the individual’s assigned job duties.
  • Maintains the confidentiality of member, employee, and credit union information.
  • Provides all members with professional, high quality member service.
  • Exhibits the credit union’s seven service standards promoting a culture of welcoming all and putting people first whether they are a member or a coworker.

Qualifications

  • Associate’s degree required.
  • Working knowledge of Windows and Microsoft Office software.
  • Professional financial experience preferred.
  • Strong communication skills, written and verbal.
  • Basic mathematical skills.
  • Ability to independently organize and prioritize work to complete tasks.
  • Proper business telephone etiquette.
  • Must be bondable.

Depending on qualifications and experience of applicants, CoVantage may elect to modify this position, including title and/or pay without reposting the opportunity. 

What CoVantage Credit Union employees say

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