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Sr Financial Planner Jobs in Appleton, WI (NOW HIRING)

US Venture, Inc.

Sr. Financial Planning Analyst

Appleton, WI · On-site

$83K - $103K/yr

... planning. The position aims to develop moderate to high levels of business acumen, strategic thinking, and leadership skills. This role serves as a trusted finance business partner to senior ...

US Venture, Inc.

Senior Financial Analyst

Appleton, WI · On-site

$83K - $103K/yr

POSITION SUMMARY The Senior Financial Analyst is responsible for starting to handle complex tasks ... Participate in strategic planning activities, offering insights and recommendations. * Ensure ...

nVent

Senior Financial Analyst

Oshkosh, WI · On-site

$83K - $104K/yr

Bachelor's degree in Accounting or Finance related field required. * 3+ years of experience in Financial Planning, Operational Finance or Corporate Finance is required. At least some manufacturing ...

nVent

Senior Financial Analyst

Oshkosh, WI · Hybrid

$83K - $104K/yr

Bachelor's degree in Accounting or Financerelated fieldrequired. * 3+ years of experience in Financial Planning, OperationalFinanceor Corporate Finance is required. At least some manufacturing ...

W3Global Inc.

Financial Advisor

Appleton, WI · Hybrid

$75K - $125K/yr

Strong organizational and follow-through skills Industry Financial Services / Wealth Management / Financial Planning Experience Level Mid-Level to Senior-Level Interview Process * Initial screening

Kimberly-Clark Corporation

Sr. S&OE Planner

Neenah, WI · On-site

$128 - $158/hr

Sr. S&OE Planner Join the team behind iconic brands like Huggies ® , Kleenex ® , Cottonelle ® ... Supply Chain, Logistics, BU Sales, Marketing, Manufacturing, Value Stream, Finance. Act as Project ...

Kimberlyclark

Sr. S&OE Planner

Neenah, WI · On-site

Sr. S&OE Planner Join the team behind iconic brands like Huggies, Kleenex, Cottonelle, Scott, Kotex ... Supply Chain, Logistics, BU Sales, Marketing, Manufacturing, Value Stream, Finance. Act as Project ...

Kimberly-Clark Corporation

Sr. S&OE Planner

Neenah, WI · On-site

Sr. S&OE Planner Join the team behind iconic brands like Huggies ® , Kleenex ® , Cottonelle ® ... Supply Chain, Logistics, BU Sales, Marketing, Manufacturing, Value Stream, Finance. Act as Project ...

Kimberly-Clark Corporation

Sr. S&OE Planner

Neenah, WI · On-site

Sr. S&OE Planner Join the team behind iconic brands like Huggies, Kleenex, Cottonelle, Scott, Kotex ... Supply Chain, Logistics, BU Sales, Marketing, Manufacturing, Value Stream, Finance. Act as Project ...

Kimberly-Clark Corporation

Sr. S&OE Planner

Neenah, WI · On-site

$8/hr

Sr. S&OE Planner Join the team behind iconic brands like Huggies ® , Kleenex ® , Cottonelle ® ... Supply Chain, Logistics, BU Sales, Marketing, Manufacturing, Value Stream, Finance. Act as Project ...

Kimberly-Clark

Sr. S&OE Planner

Neenah, WI · On-site

Sr. S&OE Planner Join the team behind iconic brands like Huggies, Kleenex, Cottonelle, Scott, Kotex ... Supply Chain, Logistics, BU Sales, Marketing, Manufacturing, Value Stream, Finance. Act as Project ...

Kimberly-Clark

Sr. S&OE Planner

Neenah, WI · On-site

Sr. S&OE Planner Join the team behind iconic brands like Huggies, Kleenex, Cottonelle, Scott, Kotex ... Supply Chain, Logistics, BU Sales, Marketing, Manufacturing, Value Stream, Finance. Act as Project ...

Menasha Corporation

Senior Manager, Finance

Neenah, WI · On-site

$120 - $155/hr

## Senior Manager, FinanceApplylocations: Neenah, Wisconsintime type: Full timeposted on: Posted ... Strong understanding of financial planning, analysis, forecasting, and operational finance ...

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All JobsSr Financial Planner JobsSr Financial Planner Jobs in Appleton, WI

Sr Financial Planner information

See Appleton, WI salary details

$49.3K

$94.3K

$136.1K

How much do sr financial planner jobs pay per year?

As of Aug 26, 2026, the average yearly pay for sr financial planner 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 a Sr Financial Planner?

A Sr Financial Planner is an experienced professional who helps individuals and organizations manage their finances by creating comprehensive financial plans. They analyze clients' financial situations, set goals, and recommend investment, tax, estate, and retirement strategies. Senior Financial Planners often have advanced certifications, such as CFP (Certified Financial Planner), and many years of experience in the finance industry. Their role requires strong analytical, communication, and interpersonal skills to build long-term client relationships and provide tailored advice.

What are the key skills and qualifications needed to thrive as a Sr Financial Planner?

To thrive as a Sr Financial Planner, you need deep expertise in financial analysis, investment strategies, and retirement planning, typically with a bachelor's degree in finance or related field and certifications like CFP or CFA. Familiarity with financial planning software, tax preparation tools, and portfolio management systems is crucial. Strong interpersonal skills, active listening, and clear communication help build trust with clients and tailor financial solutions to their needs. These skills and qualities ensure accurate, ethical advice and long-term client satisfaction in a highly competitive industry.

How does a Sr Financial Planner typically collaborate with other departments within a financial services firm?

As a Sr Financial Planner, you will frequently work with other departments such as investment management, tax advisory, and legal teams. Collaboration often involves coordinating on client strategies, ensuring comprehensive financial plans, and sharing insights or updates on regulatory changes. Effective communication and teamwork are essential, as you’ll need to integrate diverse expertise to deliver holistic advice that addresses all aspects of a client's financial life. This cross-functional collaboration not only benefits clients but also fosters your professional growth by broadening your exposure to different financial disciplines.

What is the difference between Sr Financial Planner vs Financial Advisor?

AspectSr Financial PlannerFinancial Advisor
CertificationsCFP, CFA, or CPACFP, ChFC, or similar
Work EnvironmentSenior roles in financial planning firms or departmentsIndependent or firm-based client consultations
Employer & IndustryFinancial planning firms, banks, or wealth managementFinancial services across various sectors
Search & ComparisonOften compared for experience and seniorityCommonly compared for client services and advice scope

The main difference between a Sr Financial Planner and a Financial Advisor lies in experience, scope, and seniority. Sr Financial Planners typically have more advanced certifications and handle complex financial strategies, often in senior roles within firms. Financial Advisors may have similar certifications but generally focus on providing basic to intermediate financial advice to clients. Both roles are integral to financial services, but the seniority and expertise level distinguish the Sr Financial Planner from a standard Financial Advisor.

What are popular job titles related to Sr Financial Planner jobs in Appleton, WI?

For Sr Financial Planner jobs in Appleton, WI, the most frequently searched job titles are:

What job categories do people searching Sr Financial Planner jobs in Appleton, WI look for?

The top searched job categories for Sr Financial Planner jobs in Appleton, WI are:

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

Sr Financial Planner jobs near you

Sr. Financial Planning Analyst

US Venture, Inc.

Appleton, WI • On-site

$83K - $103K/yr

Full-time

Re-posted 15 hours ago

U.S. Venture rating

8.2

Company rating: 8.2 out of 10

Based on 19 frontline employees who took The Breakroom Quiz

91st of 425 rated retail wholesalers

Job description

POSITION SUMMARY
The Senior Financial Analyst is responsible for starting to handle complex tasks, often involving strategic analysis and a broader scope of responsibilities. This role requires 4+ years of experience and involves detailed financial analysis, advising analysts, building models, and strategic planning. The position aims to develop moderate to high levels of business acumen, strategic thinking, and leadership skills. This role serves as a trusted finance business partner to senior leadership, translating complex financial data into clear, actionable insights and providing the objective challenge needed to drive sound business decisions.
In addition to core responsibilities, this role is expected to operate as a modern professional - leveraging data, technology, and AI to transform processes. The Senior Financial Analyst will drive automation, enhance data quality, and lead process improvements to increase efficiency and scalability across workstreams, both individually and for the broader team.
JOB RESPONSIBILITIES
Essential Job Responsibilities:
  • Perform detailed financial analysis to support strategic decision-making.

  • Advise and mentor junior analysts, providing guidance and support.

  • Build and maintain complex financial models to forecast and analyze financial performance.

  • Participate in strategic planning activities, offering insights and recommendations.

  • Ensure compliance with company policies, accounting standards, and regulatory requirements.

  • Support budgeting and forecasting processes, providing detailed analysis and insights.

  • Maintain accurate and organized financial records.

  • Constructively challenge assumptions, business cases, and investment proposals brought forward by senior leaders

  • Leverage AI-powered tools and technologies (e.g., Copilot, automation platforms, and data analytics solutions) to streamline workflows - driving greater accuracy and efficiency.

  • Identify and champion opportunities to transform processes by evaluating current workflows, recommending automation or AI-driven solutions, and leading implementation efforts that reduce manual effort and improve turnaround times.

  • Stay current on emerging AI technologies and digital tools relevant to the finance landscape, proactively bringing forward ideas to modernize processes and enhance the team's capabilities.

Additional Job Responsibilities:
  • Live our values of High Performance, Caring Relationships, Strategic Foresight, and Entrepreneurial Spirit

  • Find A Better Way by championing continuous improvement and quality control efforts to identify opportunities to innovate and improve efficiency, accuracy, and standardization

  • Continuously learn and develop self professionally

  • Support corporate efforts for safety, government compliance, and all other company policies & procedures

  • Perform other related duties as required and assigned

QUALIFICATIONS
Required:
  • Bachelor's degree in Accounting, Finance, or a related field.
  • 4 - 7 years of experience in financial planning and analysis or a related field.
  • Strong analytical and problem-solving skills.
  • Proficiency in Microsoft Excel and other financial software.
  • Good organizational and time management skills.
  • Ability to work independently and as part of a team.
  • Strong attention to detail and accuracy.
  • Effective communication and presentation skills.
  • Demonstrated leadership abilities and strategic thinking.

Preferred:
  • Additional certifications (e.g., CFA, CPA).

DIVISION:
Corporate
U.S. Venture will not offer sponsorship for employment status (including, but not limited to, H-1B, TN, E-3, F1, CPT, OPT, STEM OPT, visa status and other employment-based nonimmigrant visas) for this position. Accordingly, all applicants must be currently authorized to work in the United States on a full-time basis and must not require U.S. Venture's sponsorship to continue to work legally in the United States. In general, U.S. Venture does not sponsor candidates for nonimmigrant visas or permanent residency except when there is a specific business need.
U.S. Venture will not accept unsolicited resumes from recruiters or employment agencies. In the absence of an executed recruitment Master Service Agreement, there will be no obligation to any referral compensation or recruiter fee. In the event a recruiter or agency submits a resume or candidate without an agreement, U.S. Venture shall reserve the right to pursue and hire those candidate(s) without any financial obligation to the recruiter or agency. Any unsolicited resumes, including those submitted to hiring managers, shall be deemed the property of U.S. Venture.
U.S. Venture, Inc. is an equal opportunity employer that is committed to inclusion and diversity. We ensure equal opportunity for all applicants without regard to race, color, religion, sex, sexual orientation, gender, gender identity or expression, marital status, age, national origin, disability, veteran status, genetic information, or other protected characteristic. If you need assistance or an accommodation due to a disability, you may call Human Resources at (920) 739-6101.
99-00-810-8141

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