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

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 ...

Foth

Process Engineer

Green Bay, WI · On-site +1

Estimate process engineering hours, schedules, and deliverables for proposals and project planning ... Support construction, commissioning, checkout, and startup activities through onsite and remote ...

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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 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.

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 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.

Estimator III

The Boldt Company

Appleton, WI • On-site, Remote

$108K - $143K/yr

Full-time

Re-posted 21 days ago

Job description

Job Title: Estimator III
Location: Appleton, WI, Hybrid, Remote
Company: The Boldt Company - National Power & Industrial
Anticipated Salary Range: $108,000 - $143,000
At Boldt, we build more than complex projects, and we build strong relationships, great teams, and lasting impact.
As an Estimator III, you'll play a key role in helping project teams plan, price, and deliver successful work across power generation and heavy industrial market sectors and contract delivery methods. This role supports a OneBoldt approach by developing reliable estimates, coordinating internal and external estimating resources, and helping teams make informed decisions that support project success and planned profitability.
In this role, you'll lead and support detailed and conceptual estimating efforts, review drawings and specifications, prepare bid documents, participate in estimate presentations, manage bid solicitation, evaluate proposals, and collaborate with project teams, trade partners, owners, and design partners. You'll also contribute to target value design, risk and opportunity reviews, cost modeling, and the transition of estimate information to project teams-bringing both technical estimating expertise and a relationship-focused mindset to the work.
The anticipated salary range for this position is $108,000 - $143,000 annually. This information reflects the anticipated base salary for this position based on current market data. Minimums and maximums may vary based on location. Actual pay will be adjusted based on an individual's skills, experiences, education, and other job-related factors permitted by law.
We Are Boldt
  • Our People: We create opportunities for growth, fulfillment, and reaching full potential.
  • Our Customers: We exceed expectations through advocacy, problem-solving, and collaboration.
  • Our Partners: We collaborate with trust and respect to drive innovation and shared success.
  • Our Communities: We give back with our time, talents, and resources, elevating dignity and doing good

Why You'll Love Working at Boldt
  • Employee Owned: Your work fuels our success and your future
  • Purpose-Driven: ESG-focused work aligned with strong values
  • Better Together: Teamwork, trust, and shared accountability
  • Safety First: Everyone home safe every day
  • Career Growth: Real development through mentorship and hands-on learning
  • High-Impact Projects: Complex industrial work that matters
  • Lead & Mentor: Learn today, lead tomorrow
  • Rich Culture: What started as a carpentry shop has grown into a multi-million-dollar company built on relationships and craftsmanship
  • High Performance: By people, strengthened through AI and technology that enhance collaboration, transparency, and results.

At Boldt, high performance starts with strong relationships. We believe the best projects are delivered by teams that trust each other, communicate openly, and take ownership from the field to the office. Our culture blends accountability with support; where learning, mentorship, and collaboration, power results. You won't just contribute to projects that matter; you'll grow alongside people who are investing in your success.
What You Bring
  • Bachelor's degree in construction management, engineering, or a related field; an equivalent combination of education, training, and/or experience may be considered.
  • Five to eight years of estimating experience, estimating large power generation or heavy industrial construction projects.
  • Strong knowledge of estimating processes, including labor, material, equipment, subcontracting, general conditions, requirements, insurance, fees, permits, contingencies, and scope development.
  • Experience preparing detailed and conceptual estimates, including cost models and estimate deliverables.
  • Experience with negotiated GMP and lump sum/hard bid project delivery methods.
  • Understanding of MasterFormat and Uniformat construction coding.
  • Proficiency with Excel spreadsheets, database-based estimating software, takeoff software, and scheduling tools such as Microsoft Project or Primavera.
  • Ability to collaborate with project managers, financial managers, design partners, trade partners, and internal estimating resources.
  • Strong communication, planning, problem-solving, and organizational skills with the ability to support complex estimating efforts and multiple stakeholders.

Nice to Have
  • Familiarity with BIM tools such as Revit and/or Vico.
  • Experience using Building Catalyst, Modelogix, OnCenter, On-Screen Takeoff, or similar estimating and cost modeling tools.
  • Experience mentoring or providing direction to less experienced estimators.
  • Exposure to self-perform estimating across trades such as concrete, masonry, steel, carpentry, drywall, or millwright work.

Unsolicited Correspondence
The Boldt Group and its subsidiaries engage recruiting agencies exclusively through our Enterprise Support Talent Acquisition team and only when a valid, Boldt approved agreement is in place. Boldt does not accept unsolicited resumes or candidate submissions at any time, including agencies with an active agreement-unless the submission is expressly requested by the Enterprise Support Talent Acquisition team. Any unsolicited submissions will be deemed the property of The Boldt Group, and no placement fees will be paid. All agency inquiries must be directed to the Enterprise Support Talent Acquisition team. At this time, we are not entertaining any new agency submissions or outreach.
EEOC
The Boldt Company is an Equal Opportunity Employer. We value diversity and are committed to creating an inclusive environment for all employees.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

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