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Remote Financial Planning Jobs in Appleton, WI (NOW HIRING)

... planning and estimating through execution, closeout, and client handoff ... While this position offers remote flexibility, regular travel to active project sites is required.

Audit Manager, CPA

Green Bay, WI · On-site +1

$115K - $150K/yr

Remote work options available * Strong emphasis on work-life balance * Leadership role within a ... Tax Planning & Compliance * Outsourced Accounting * Business Advisory Services * Financial ...

Engineering Buyer

Green Bay, WI · On-site +1

$70K - $80K/yr

... and finance to secure the right solution at the right total cost, while protecting schedule ... This is a full-time, exempt position with flexibility for onsite in De Pere, WI, hybrid, or remote ...

Construction Buyer

Green Bay, WI · On-site +1

$70K - $80K/yr

... and finance to secure the right solution at the right total cost, while protecting schedule ... This is a full-time role with flexibility for onsite in De Pere, WI, hybrid, or remote (for a ...

Construction Buyer

Green Bay, WI · On-site +1

$70K - $80K/yr

... and finance to secure the right solution at the right total cost, while protecting schedule ... This is a full-time role with flexibility for onsite in De Pere, WI, hybrid, or remote (for a ...

Construction Buyer

Green Bay, WI · Remote

$70K - $80K/yr

... and finance to secure the right solution at the right total cost, while protecting schedule ... This is a full-time role with flexibility for onsite in De Pere, WI, hybrid, or remote (for a ...

New

Estimator III

Appleton, WI · On-site +1

$108K - $143K/yr

Appleton, WI, Hybrid, Remote Company: The Boldt Company - National Power & Industrial Anticipated ... planned profitability. In this role, you'll lead and support detailed and conceptual estimating ...

Showing results 21-40

Remote Financial Planning information

See Appleton, WI salary details

$49.3K

$94.3K

$136.1K

How much do remote financial planning jobs pay per year?

As of Sep 6, 2026, the average yearly pay for remote financial planning 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 remote financial planning?

Remote financial planning is the process of working with a financial planner or advisor virtually, rather than meeting in person. Through online platforms, phone calls, and video meetings, clients receive guidance on budgeting, investing, retirement planning, and other financial goals from the comfort of their home or office. This approach offers flexibility, access to a wider range of professionals, and convenience for both clients and advisors.

What are remote financial planning jobs?

In a remote financial planning job, your role is to telecommute to advise a client about their investments. As you work from home, you create a personalized investment plan, determine the best way to meet your client's financial needs, use virtual office software to collaborate with a team, and help meet growth targets in each product line. Remote financial planners often provide short-term and long-term revenue forecasting, help with monthly accounting records, answer questions from clients, perform scenario modeling, and provide presentations to support their actions at board meetings. While you can do most of this job remotely, you may have to travel to visit clients or attend meetings at an office.

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

To thrive as a Remote Financial Planner, you need expertise in financial analysis, investment strategies, and personal finance, usually supported by a bachelor's degree in finance or accounting and certification such as CFP (Certified Financial Planner). Familiarity with financial planning software, portfolio management tools, and secure online communication platforms is typically required. Outstanding interpersonal skills, trustworthiness, and the ability to communicate complex concepts clearly set top professionals apart in this remote role. These skills and qualities are crucial for building client trust, providing sound financial advice, and managing client relationships effectively from a distance.

How do remote financial planners typically collaborate with clients and team members effectively?

Remote financial planners often use a combination of secure video conferencing, collaborative digital tools, and cloud-based financial software to interact with clients and colleagues. Regular virtual meetings and clear communication protocols are essential for building trust and ensuring all stakeholders are aligned on financial strategies. Additionally, remote planners must be proactive in maintaining client relationships, frequently updating them on progress and responding promptly to inquiries. Collaboration with analysts, compliance professionals, and administrative staff is usually managed through project management platforms and secure document sharing systems.

What is the difference between Remote Financial Planning vs Remote Financial Advisor?

AspectRemote Financial PlanningRemote Financial Advisor
CertificationsCFP, CFA, or ChFC often requiredCFP, CFA, or ChFC often required
Work EnvironmentPrimarily client consultations, planning, and analysisClient meetings, investment advice, portfolio management
Employer & Industry UsageFinancial planning firms, independent advisors, banksFinancial advisory firms, banks, wealth management companies

Remote Financial Planning involves creating comprehensive financial strategies for clients, focusing on long-term goals. Remote Financial Advisors typically provide investment advice and manage portfolios. Both roles often require similar certifications and work in comparable environments, but their core functions differ: planning vs. advising on investments.

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

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

What are popular job titles related to Remote Financial Planning jobs in Appleton, WI?

For Remote Financial Planning jobs in Appleton, WI, the most frequently searched job titles are:

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

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

Infographic showing various Remote Financial Planning job openings in Appleton, WI as of August 2026, with employment types broken down into 84% Full Time, 14% Part Time, and 2% Contract. Highlights an 88% Physical, 3% Hybrid, and 9% Remote job distribution, with an average salary of $94,334 per year, or $45.4 per hour.

Senior SAP Analyst - Global Trade Services (GTS)

Pentair

Green Bay, WI • Remote

$82K - $152K/yr

Full-time

Medical, Life, Retirement, PTO

Re-posted 2 days ago


Key responsibilities

  • Partner with business stakeholders and SAP functional teams to analyze requirements and design, develop, and test SAP solutions supporting GTS processes.

  • Perform hands-on configuration, testing, and maintenance in GTS, including solution design, fit-gap analysis, and preparation of functional specifications.

  • Lead or support GTS related projects, including testing activities, documentation, and process improvements.


Pentair rating

7.2

Company rating: 7.2 out of 10

Based on 43 frontline employees who took The Breakroom Quiz

348th of 545 rated manufacturers


Job description

Job Description:

At Pentair, you will work alongside passionate problem-solvers who are committed to the future of our planet. We put our mission into practice, helping the world sustainably move, improve and enjoy water, life's most essential resource. From our residential water filtration to industrial water management to pool products and more, our 9,000 global employees serve customers in more than 150 countries, working to help create a better world for people and the planet through smart, sustainable water solutions.

We have an opportunity for a Senior SAP Analyst - Global Trade Services (GTS). You will report to the Global Process Owner - Business Compliance and serve as a subject matter expert for the Global Trade Services workstream. You will lead and support implementation projects, conduct GAP analyses, and provide ongoing project support, all while playing a critical part in our multi-year global SAP S/4HANA migration initiative. Your contributions will directly enable our continued growth and leadership in delivering smart, sustainable water solutions worldwide.

** This posting is for one permanent, direct-hire position. External candidates can work remote, as long as you are within a reasonable driving distance of a Pentair facility. Along with this, 30% travel is required for go-lives and hyper-care to a Pentair facility. **

You will:

  • Partner with business stakeholders and SAP functional teams to analyze requirements and design, develop, and test robust SAP solutions supporting core GTS processes.
  • Gather and prioritize business requirements, translate them into functional specifications, and identify opportunities for process improvements and automation.
  • Lead and support GTS related projects and deliverables, ensuring alignment with business objectives.
  • Perform hands-on configuration, testing, and maintenance in GTS.
  • Drive fit-gap analysis, solution design, and preparation of functional specifications.
  • Collaborate with cross-functional workstreams to design seamless end-to-end processes and integrations.
  • Lead or contribute to testing activities, including unit testing, integration testing, UAT coordination, defect resolution, and cutover planning.
  • Create and maintain essential project documentation, including business requirements, functional/technical specifications, and test scripts.
  • Influence GTS process strategy by recommending best practices and innovative solutions that align with enterprise goals.
  • Drive continuous improvement initiatives to optimize system performance and enhance user experience.
  • Provide deep functional expertise and production support for GTS processes, including incident resolution and break-fix solutions.
  • Mentor junior team members and contribute to knowledge-sharing across the organization.
  • 30% travel is required.

Key Qualifications:

  • Have earned a bachelor's degree (B.A. or B.S.) in Information Systems, Business, Supply Chain, Computer Science, or a related field.
  • Have 8+ years of professional experience in related fields, including a minimum of 5 years of hands-on experience with GTS and SAP S/4HANA processes.
  • Minimum 3 full-cycle SAP S/4HANA implementations, with direct involvement in GTS process design and deployment.
  • Experience working in Agile environments and with project management tools (e.g., Jira, Azure, Scrum, Kanban).
  • Strong knowledge of trade compliance, including preference management, sanction party screening, product classification, license controls, and integrations with other SAP modules and external systems.
  • Proficient in configuration and testing of GTS and SAP S/4HANA modules.
  • Experience developing functional specifications, test scripts, and process documentation.
  • Excellent analytical, problem-solving, communication, and stakeholder management skills.
  • SAP certification in GTS, S/4HANA, or related modules (preferred).

Compensation:

For this full-time position working at this location, the anticipated annualized base pay range will be from $82300 - $152800 / year. At Pentair, it is not typical for an individual to be hired near the bottom or top of the pay range. Pentair considers various factors in determining actual compensation for this position at the expected location. Actual compensation will be commensurate with demonstrable level of experience and training, pertinent education including licensure and certifications, work location, and other relevant business or organizational needs. This position may be eligible for other forms of compensation such as, annual incentive bonus.

Benefits:

As a Pentair employee, you would enjoy a wide array of benefit options to help keep you and your family healthy and protected, health benefits, a generous 401(k), employee stock purchase program, disability benefits, life insurance, critical illness insurance, accident insurance, parental leave, caregiver leave, tuition reimbursement, plus paid time off and wellness programs to encourage a healthy work/life balance.

#LI-Remote

Equal Opportunity Employer

Pentair is an Equal Opportunity Employer. With our expanding global presence, cross-cultural insight and competence are essential for our ongoing success. We believe that a diverse workforce contributes different perspectives and creative ideas that enable us to continue to improve every day.


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About Pentair

Sourced by ZipRecruiter

At Pentair, we believe the health of our world depends on reliable access to clean water. We design, manufacture, and deliver a comprehensive range of smart, sustainable water solutions to homes, business, and industries around the world. Whether it is improving, moving, or enjoying water, we help manage the world's most precious resource.

Industry

Water, sewage, waste, steam, air heating and cooling systems

Company size

10,000+ Employees

Headquarters location

Golden Valley, MN, US