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Wealth Management Advisor Jobs in Appleton, WI (NOW HIRING)

W3Global Inc.

Financial Advisor

Appleton, WI · Hybrid

$75K - $125K/yr

Hybrid / Remote Job Summary Our client is seeking a Financial Advisor or Associate Advisor to join a growing wealth management and financial planning practice. The ideal candidate should possess ...

Aon

SVP, Advisor

Appleton, WI · On-site

$204K - $347K/yr

We are a newly independent wealth management firm, with approximately $500 million in revenue ... Summary: Wealthspire Advisors is in search of a Wealth Advisor . This position entails ...

NFP Corp

SVP, Advisor

Appleton, WI · On-site

$204K - $347K/yr

We are a newly independent wealth management firm, with approximately $500 million in revenue ... Summary: Wealthspire Advisors is in search of a Wealth Advisor . This position entails ...

NFP Corp

SVP, Advisor

Appleton, WI · On-site

$204K - $347K/yr

We are a newly independent wealth management firm, with approximately $500 million in revenue ... Summary: Wealthspire Advisors is in search of a Wealth Advisor . This position entails ...

NFP Corp

SVP, Advisor

Appleton, WI

$204K - $347K/yr

We are a newly independent wealth management firm, with approximately $500 million in revenue ... Summary: Wealthspire Advisors is in search of a Wealth Advisor . This position entails ...

DWM Tax Planning

Tax Preparer / Tax Advisor

Appleton, WI · On-site

$50K - $60K/yr

Tax Preparer / Tax Advisor DWM Tax Planning LLC About Us DWM Tax Planning LLC is a new tax ... Dreyer Wealth Management helps individuals and families make confident financial decisions through ...

Baird

Client Specialist

Green Bay, WI · On-site

... best wealth management solutions to clients * Answers all incoming phone calls and handles as appropriate. Manages client needs where possible and advises Financial Advisor of action taken * May ...

Robert W Baird & Co

Client Specialist

Green Bay, WI · On-site

... best wealth management solutions to clients * Answers all incoming phone calls and handles as appropriate. Manages client needs where possible and advises Financial Advisor of action taken * May ...

Robert W Baird & Co

Client Specialist

Green Bay, WI · On-site

... wealth management solutions to clients * Answersall incoming phone calls and handles asappropriate.Manages client needs where possible andadvisesFinancial Advisor of action taken * May schedule ...

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Wealth Management Advisor information

See Appleton, WI salary details

$45.8K

$100.5K

$144.8K

How much do wealth management advisor jobs pay per year?

As of Aug 29, 2026, the average yearly pay for wealth management advisor in Appleton, WI is $100,531.00, according to ZipRecruiter salary data. Most workers in this role earn between $81,400.00 and $120,400.00 per year, depending on experience, location, and employer.

What is a wealth management advisor?

A Wealth Management Advisor is a financial professional who helps clients manage their finances, investments, and other assets to achieve their long-term financial goals. They provide personalized advice on investment strategies, retirement planning, tax optimization, estate planning, and risk management. Wealth Management Advisors often work with high-net-worth individuals, families, or businesses to create comprehensive financial plans tailored to each client's unique needs. Their services typically involve ongoing portfolio management and regular reviews to ensure clients stay on track with their objectives.

What are some common challenges wealth management advisors face when building and maintaining a client portfolio?

Wealth Management Advisors often encounter challenges such as establishing trust with new clients, navigating complex financial regulations, and staying updated on changing market conditions. Building a diverse client base requires strong relationship-building skills and persistence, as well as the ability to tailor financial strategies to individual needs. Additionally, managing client expectations and effectively communicating investment risks and opportunities are essential for long-term success in this role.

What are the key skills and qualifications needed to thrive as a wealth management advisor, and why are they important?

To thrive as a Wealth Management Advisor, you need a strong background in finance, investment strategies, and financial planning, typically supported by a bachelor's degree in finance or a related field. Familiarity with financial planning software, portfolio management systems, and certifications like CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst) are highly valued. Excellent interpersonal skills, active listening, and trustworthiness help advisors build lasting client relationships and understand individual financial goals. These skills and qualifications are crucial for providing tailored financial advice, managing client portfolios effectively, and growing a successful advisory practice.

What is the difference between Wealth Management Advisor vs Financial Planner?

AspectWealth Management AdvisorFinancial Planner
CertificationsSeries 7, 66, CFP (optional)CFP, Series 7/66 often preferred
Work EnvironmentFinancial firms, banks, independentIndependent practice or firms, financial institutions
Primary FocusComprehensive wealth strategies, investments, estate, tax planningFinancial planning, budgeting, retirement, investments
Client InteractionHigh-touch, ongoing relationship managementGoal-based planning, advice, and recommendations

While both roles involve helping clients manage their finances, Wealth Management Advisors typically focus on comprehensive wealth strategies, including investments and estate planning, often working within financial firms. Financial Planners concentrate on creating personalized financial plans, covering budgeting, retirement, and investments, often operating independently or within planning firms. Both roles require similar certifications and serve clients seeking tailored financial guidance.

How do you become a wealth management advisor?

To become a wealth management advisor, you typically need a bachelor's degree in finance, economics, or a related field, along with relevant certifications such as the Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA). Gaining experience through internships or entry-level financial roles and developing strong interpersonal and analytical skills are also important steps in the process.

How much money do wealth management advisors make?

Wealth management advisors typically earn a median annual salary of around $89,000, with total compensation often including commissions and bonuses that can significantly increase earnings. Experienced advisors with a strong client base and certifications like the CFP can earn over $150,000 annually.

What cities near Appleton, WI are hiring for Wealth Management Advisor jobs?

Cities near Appleton, WI with the most Wealth Management Advisor job openings:

Wealth Management Advisor jobs near you
Infographic showing various Wealth Management Advisor job openings in Appleton, WI as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 14% Part Time, and 2% Contract. Highlights an 86% Physical, 3% Hybrid, and 11% Remote job distribution, with an average salary of $98,100 per year, or $47.2 per hour.

Financial Advisor

Appleton, WI • Hybrid

W3Global Inc.
Recruiting and Staffing Services • 501 - 1,000 employees
Learn more about W3Global Inc.external

$75K - $125K/yr

Full-time, Part-time

Re-posted 22 days ago

Job description

Job Title: Financial Advisor / Associate Advisor
Job Type: Full-Time / Part-Time
Work Authorization: Open
Work Model: Hybrid / Remote

Job Summary

Our client is seeking a Financial Advisor or Associate Advisor to join a growing wealth management and financial planning practice. The ideal candidate should possess strong relationship-building abilities, financial planning knowledge, and a client-first mindset. This role offers long-term career growth for professionals interested in advisory services, retirement planning, investment management, and wealth strategies.

Key Responsibilities

  • Manage and develop client relationships

  • Conduct financial planning and investment reviews

  • Provide guidance on retirement, tax, insurance, and estate planning strategies

  • Lead client meetings and present financial recommendations

  • Support business development through referrals and networking

  • Collaborate with internal leadership and advisory teams

  • Maintain compliance with financial industry regulations

Required Qualifications

  • Bachelor's degree in Finance, Business, Economics, or related field

  • Experience in financial planning, wealth management, or advisory services

  • Strong communication and interpersonal skills

  • Self-motivated with business development mindset

  • Active Series 7 and Series 66 preferred

  • Series 6 candidates with upgrade plan may be considered

  • Insurance licenses preferred or willingness to obtain

Preferred Skills

  • Experience managing client relationships

  • Knowledge of retirement and investment planning

  • Understanding of tax-efficient wealth strategies

  • Client-facing presentation skills

  • Entrepreneurial and growth-oriented mindset

Ideal Candidate

  • Relationship-driven advisor

  • Interested in long-term career growth

  • Comfortable building and managing a client portfolio

  • Planning-first approach rather than transactional sales

  • Strong organizational and follow-through skills

Industry

Financial Services / Wealth Management / Financial Planning

Experience Level

Mid-Level to Senior-Level

Interview Process

  • Initial screening

  • Client interview

  • Final discussion with leadership

Notes

  • Candidates with an existing client base are highly preferred

  • Licensing support and long-term growth opportunities available

W3Global logo

About W3Global

Sourced by ZipRecruiter

W3Global has been delivering staffing solutions for nearly two decades; we know which recruiting strategies work best. Our expert team is committed to developing a customized solution to fit your company’s unique needs. As a W3Global client, you’ll also receive personalized assistance from a seasoned team of staffing specialists. We are committed to providing both technical support and industry expertise to simplify the hiring process. We know that your time matters. W3Global will help you streamline the hiring process, getting it done and getting it right.

Industry

Recruiting and staffing services

Company size

501 - 1,000 Employees

Headquarters location

Frisco, TX, US

Year founded

2006

View All W3Global Jobs