Professional financial experience preferred. * Strong communication skills, written and verbal. * Basic mathematical skills. * Ability to independently organize and prioritize work to complete tasks.
Professional financial experience preferred. * Strong communication skills, written and verbal. * Basic mathematical skills. * Ability to independently organize and prioritize work to complete tasks.
Professional financial experience preferred. * Strong communication skills, written and verbal. * Basic mathematical skills. * Ability to independently organize and prioritize work to complete tasks.
Professional financial experience preferred. * Strong communication skills, written and verbal. * Basic mathematical skills. * Ability to independently organize and prioritize work to complete tasks.
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
FINANCIAL ACCOUNTANT
Neenah, WI · Hybrid
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 ...
FINANCIAL ACCOUNTANT
Neenah, WI · Hybrid
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 ...
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 ...
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 ...
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.
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.
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.
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.
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.
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.
Financial Planner - AI Trainer
Green Bay, WI · Remote
$50 - $100/hr
We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision ...
Quick apply
Financial Planner - AI Trainer
Green Bay, WI · Remote
$50 - $100/hr
We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision ...
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 ...
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 ...
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 ...
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 ...
We invest in your professional growth through training, development opportunities, and exposure to complex investigations and emerging financial crime trends. Apply today to make an impact. We ...
We invest in your professional growth through training, development opportunities, and exposure to complex investigations and emerging financial crime trends. Apply today to make an impact. We ...
Financial Analyst II
Menasha, WI · On-site
Finance Immediate Supervisor: Finance Manager Status: Exempt Salaried Position Purpose: The ... A strong desire to professionally grow and the ability to enthusiastically embrace new challenges
Financial Analyst II
Menasha, WI · On-site
Finance Immediate Supervisor: Finance Manager Status: Exempt Salaried Position Purpose: The ... A strong desire to professionally grow and the ability to enthusiastically embrace new challenges
Financial Counseling Representative
Appleton, WI · On-site
$16.48 - $23.13/hr
We at R1 care about your professional growth and development. Financial Counseling leaders are ... committed to fostering individual growth, and R1 provides a multitude of career and leadership ...
Financial Counseling Representative
Appleton, WI · On-site
$16.48 - $23.13/hr
We at R1 care about your professional growth and development. Financial Counseling leaders are ... committed to fostering individual growth, and R1 provides a multitude of career and leadership ...
You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off! Responsibilities Our internship program ...
You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off! Responsibilities Our internship program ...
You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off! Responsibilities Our internship program ...
You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off! Responsibilities Our internship program ...
You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off! Responsibilities Our internship program ...
You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off! Responsibilities Our internship program ...
You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off! Responsibilities Our internship program ...
You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off! Responsibilities Our internship program ...
Professional Financial information
See Appleton, WI salary details
$37.6K - $47.1K
1% of jobs
$47.1K - $56.6K
7% of jobs
$56.6K - $66.2K
6% of jobs
$66.2K - $75.7K
9% of jobs
$76.9K is the 25th percentile. Wages below this are outliers.
$75.7K - $85.2K
13% of jobs
The median wage is $91.4K / yr.
$85.2K - $94.8K
21% of jobs
$94.8K - $104.3K
17% of jobs
$104.8K is the 75th percentile. Wages above this are outliers.
$104.3K - $113.8K
10% of jobs
$113.8K - $123.4K
7% of jobs
$123.4K - $132.9K
5% of jobs
$132.9K - $142.5K
3% of jobs
$37.6K
$93.2K
$142.5K
How much do professional financial jobs pay per year?
As of Aug 16, 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 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?
| Aspect | Professional Financial | Financial Analyst |
|---|---|---|
| Required Credentials | Typically requires a degree in finance, accounting, or related field; certifications like CFA or CPA are common | Often requires a degree in finance, economics, or related field; CFA certification is advantageous but not always mandatory |
| Work Environment | Works in corporate finance departments, financial consulting firms, or investment firms | Works in investment banks, asset management firms, or corporate finance teams |
| Employer & Industry Usage | Used across various industries including banking, insurance, and corporate sectors | Primarily 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 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 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:
CoVantage Credit Union rating
8.5
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
Pay
Benefits
Hours and flexibility
Workplace
Get the full story on Breakroom
About COVANTAGE CREDIT UNION
Sourced by ZipRecruiter
Industry
Finance and insurance
Company size
51 - 200 Employees
Headquarters location
Antigo, WI, US
Year founded
1953