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

Foth

Engineering 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, exempt position with flexibility for onsite in De Pere, WI, hybrid, or remote ...

Foth

Engineering Buyer

Green Bay, WI · On-site +1

$70K - $80K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

... 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 ...

Foth

Engineering Buyer

Green Bay, WI · On-site +1

$70K - $80K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

... 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 ...

The Boldt Company

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 ...

The Boldt Company

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 ...

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All JobsFinancial Planning JobsRemote Financial Planning JobsRemote Financial Planning Jobs in Appleton, WI

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 Aug 16, 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 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.

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 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.

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.
More about Remote Financial Planning jobs

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:

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

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The top searched job categories for Remote Financial Planning jobs in Appleton, WI 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:

Remote Financial Planning jobs near you
Infographic showing various Remote Financial Planning job openings in Appleton, WI as of August 2026, with employment types broken down into 77% Full Time, 20% Part Time, and 3% Contract. Highlights an 100% Remote job distribution, with an average salary of $94,334 per year, or $45.4 per hour.

Engineering Buyer

Foth

Green Bay, WI • Remote

$70K - $80K/yr

Full-time

Re-posted 22 days ago

Job description

Foth is a 100% member-owned science and engineering consulting firm headquartered in Wisconsin, with over 85 years of success. Our 750 members across 33 locations are dedicated to solving our clients’ toughest science and engineering challenges. Consistently ranked by Engineering News Record in the top 150 firms, we offer a values-based, collaborative, and flexible work environment with professional growth opportunities. If you thrive working alongside a smart and caring team, Foth may be the place for you.
Join our team and experience the Foth difference that contributes to our impressive 92+% member retention rate! Learn more at foth.com/careers. 


Foth is currently seeking a team-focused, innovative, and results-oriented Buyer to join our Supply Chain Management team. You’ll source, negotiate, and procure materials, equipment, and services that keep complex construction and industrial projects moving. You’ll partner closely with project managers, estimators, field/construction leaders, suppliers, and finance to secure the right solution at the right total cost, while protecting schedule, quality, and compliance. This role offers high visibility and meaningful impact: your decisions directly influence project outcomes, supplier performance, and cost competitiveness. This is a full-time, exempt position with flexibility for onsite in De Pere, WI, hybrid, or remote (for a highly qualified candidate).
Primary Responsibilities:
  • Review construction plans, specifications, schedules, and material takeoffs to translate project needs into purchasing requirements
  • Source qualified suppliers for materials, equipment, and construction-related services; solicit and evaluate quotes/proposals to select best-fit options
  • Lead commercial negotiations (pricing, lead time, delivery terms, and conditions) to optimize cost, schedule, and quality outcomes
  • Prepare and issue purchase orders and procurement packages in accordance with company policy and applicable legal requirements
  • Maintain supplier qualification documentation and support supplier onboarding and performance evaluation activities
  • Track material lead times, delivery schedules, and logistics to ensure timely availability aligned with project timelines
  • Collaborate with project managers, estimators, and construction leadership to forecast procurement needs, resolve constraints, and align on priorities
  • Manage changes in scope, substitutions, pricing updates, and delivery adjustments; document and communicate impacts and approvals to stakeholders
  • Maintain accurate, audit-ready procurement records (pricing, correspondence, approvals, and compliance documentation)
  • Monitor market conditions and cost drivers to support budgeting, risk mitigation, and cost reduction strategies
  • Partner cross-functionally to resolve invoice discrepancies, backorders, and quality issues quickly and professionally
  • Use systems such as Deltek Vantagepoint and FMIS to enter, track, and report purchasing activity with strong data integrity
  • Exhibit strong communication, organization, and follow-through skills with the ability to manage multiple priorities and deadlines in a project environment
Required Qualifications:
  • Bachelor’s degree in Supply Chain, Business, Construction Management, Engineering, or a related field (or equivalent applicable experience)
  • 5+ years of experience in purchasing/procurement/supply chain supporting construction or industrial projects
  • Prior experience reading and interpreting construction drawings, specifications, and scopes of work
  • Experience negotiating pricing, delivery, and commercial terms with suppliers and subcontractors
  • Demonstrated experience with procurement practices, supplier management, and documentation controls (purchase orders, RFQs, approvals, audit-ready records)
  • Hands-on experience with ERP/procurement systems and strong Excel/Office skills; comfort working with data to support decisions
Preferred Qualifications:
  • Demonstrated experience supporting large-scale industrial or commercial construction projects and fast-paced field schedules
  • Experience with Deltek Vantagepoint and/or FMIS (or similar purchasing/ERP platforms)
  • Established background building or managing supplier performance routines (scorecards, KPI reviews, corrective actions)
  • Prior experience with logistics coordination, lead-time risk management, and materials planning approaches in project delivery environments
  • Professional certification such as CPSM, CPM, CSCP, or CPPB (or similar)
The base compensation listed for this job posting reflects a general range for the posted position. Base compensation will vary based on factors such as: years of experience, location, level of responsibility and licenses/certifications. In addition to base compensation, Foth members may be eligible to receive bonuses through our Earned Performance Incentive program. All employees are eligible for On-the-Spot bonuses.  Exempt members are also eligible for either quarterly and/or annual bonuses.  Eligible full-time and part-time members will be offered medical, dental, vision insurance, employee assistance program, disability, retirement, holiday pay, and several other voluntary benefits. Regular full-time members are also eligible for paid time off.  Please reach out to the recruiting team to discuss any specific benefits or compensation questions.
 
Note: In some situations, we may consider an alternative position based on your skill set and experience. This may result in a different compensation range.
 
Flexible work from home options available.  #LI-Remote
All Foth Companies are equal opportunity employers, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, gender identity, sexual orientation, or any other characteristic protected by law. Qualified women, minorities, persons with disabilities, and veterans are encouraged to apply. All locations are tobacco-free.  Subject to applicable state law, all applicants who have received a written offer of employment and a copy of Foth’s Drug and Alcohol-Free Workplace Program Policy, will be required to undergo testing for commonly abused controlled substances. Applicants must complete the required drug testing within two business days of offer acceptance.  Foth will pay for all drug testing, which will be conducted by a licensed independent medical laboratory that follows testing requirements in accordance with applicable state law.
 
Colorado Residents: In any materials you submit, you may redact or remove age-identifying information such as age, date of birth, or dates of school attendance or graduation. You will not be penalized for redacting or removing this information.
 
Notice to Third Party Recruiters/Agencies: Foth does not accept unsolicited resumes from third party recruiting firms. Absent a signed recruiting agreement coordinated through Foth, Foth reserves the right to pursue and hire candidates without financial obligation to third party recruiters or agencies.

Artificial Intelligence: Foth uses artificial intelligence and other technology-assisted tools in connection with parts of our recruiting and hiring process, including to assist with reviewing application materials, identifying potentially qualified candidates, sourcing candidates, and supporting interview preparation. These tools are used to support, but do not replace, human decision-making, and all employment decisions are made by qualified human reviewers. Where required by law, we will provide additional information regarding the use of these tools, and applicants may contact us with questions or request reasonable accommodation regarding their use.