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Wealth Management Associate Jobs in Appleton, WI

Family Dollar

Customer Service Associate I

New Holstein, WI · On-site

$14.75 - $20.50/hr

Manage sales transactions while working assigned cash register * Maintain security of cash and ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Family Dollar

Customer Service Associate I

Oshkosh, WI · On-site

$14.25 - $19.75/hr

Manage sales transactions while working assigned cash register * Maintain security of cash and ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Family Dollar

Customer Service Associate I

Kiel, WI · On-site

$14.75 - $20.50/hr

Manage sales transactions while working assigned cash register * Maintain security of cash and ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Family Dollar

Customer Service Associate I

Appleton, WI · On-site

$13.75 - $19/hr

Manage sales transactions while working assigned cash register * Maintain security of cash and ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Dollar Tree

Store Manager Trainee

Appleton, WI · On-site

$19 - $22.75/hr

... associates, and leaders Your Skills and Experience: * Minimum 3 years prior retail management ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Dollartree

Store Manager Trainee

Appleton, WI · On-site

$19 - $22.75/hr

... associates, and leaders Your Skills and Experience: * Minimum 3 years prior retail management ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Dollar Tree

Customer Service Associate

Appleton, WI · On-site

$14.25 - $19.50/hr

Manage sales transactions while working assigned cash register * Maintain security of cash and ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Dollartree

Customer Service Associate

Appleton, WI

$14.25 - $19.50/hr

Manage sales transactions while working assigned cash register * Maintain security of cash and ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Dollartree

Customer Service Associate I

Green Bay, WI · On-site

$14 - $19.50/hr

Manage sales transactions while working assigned cash register * Maintain security of cash and ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Dollartree

Customer Service Associate I

Appleton, WI · On-site

$14.25 - $19.50/hr

Manage sales transactions while working assigned cash register * Maintain security of cash and ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Dollartree

Customer Service Associate I

Oshkosh, WI · On-site

$14.25 - $19.50/hr

Manage sales transactions while working assigned cash register * Maintain security of cash and ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Dollartree

Customer Service Associate I

Kaukauna, WI · On-site

$14.75 - $20.25/hr

Manage sales transactions while working assigned cash register * Maintain security of cash and ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Dollar Tree

Customer Service Associate I

Ashwaubenon, WI · On-site

$13.75 - $19/hr

Manage sales transactions while working assigned cash register * Maintain security of cash and ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Dollar Tree

Customer Service Associate I

Oshkosh, WI · On-site

$14.25 - $19.50/hr

Manage sales transactions while working assigned cash register * Maintain security of cash and ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Dollar Tree

Customer Service Associate I

Oshkosh, WI · On-site

$14.25 - $19.50/hr

Manage sales transactions while working assigned cash register * Maintain security of cash and ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Family Dollar

Customer Service Associate I

Freedom, WI · On-site

$14.50 - $20/hr

Manage sales transactions while working assigned cash register * Maintain security of cash and ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Dollar Tree

Customer Service Associate I

De Pere, WI · On-site

$14 - $19.25/hr

Manage sales transactions while working assigned cash register * Maintain security of cash and ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Dollartree

Customer Service Associate I

Appleton, WI · On-site

$14.25 - $19.50/hr

Manage sales transactions while working assigned cash register * Maintain security of cash and ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Dollar Tree

Customer Service Associate I

Oshkosh, WI · On-site

$14.25 - $19.50/hr

Manage sales transactions while working assigned cash register * Maintain security of cash and ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Dollartree

Customer Service Associate I

De Pere, WI · On-site

$14 - $19.25/hr

Manage sales transactions while working assigned cash register * Maintain security of cash and ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

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All JobsWealth Management Associate JobsWealth Management Associate Jobs in Appleton, WI

Wealth Management Associate information

See Appleton, WI salary details

$10

$19

$31

How much do wealth management associate jobs pay per hour?

As of Sep 13, 2026, the average hourly pay for wealth management associate in Appleton, WI is $19.06, according to ZipRecruiter salary data. Most workers in this role earn between $14.28 and $19.81 per hour, depending on experience, location, and employer.

What is a wealth management associate?

A Wealth Management Associate is a financial professional who supports wealth managers or financial advisors in providing investment and financial planning services to clients. Their responsibilities often include researching investment options, preparing client reports, assisting with account management, and maintaining client relationships. They work closely with clients to understand their financial goals and help develop strategies to achieve them. Wealth Management Associates typically work at banks, investment firms, or wealth management companies and may be on a path to becoming a full-fledged financial advisor themselves.

What are the key skills and qualifications needed to thrive as a wealth management associate?

To excel as a Wealth Management Associate, you need a strong understanding of financial markets, investment products, and client relationship management, typically supported by a bachelor's degree in finance or a related field. Familiarity with portfolio management software, CRM systems, and certifications such as the Series 7 or Series 66 licenses is highly valued. Outstanding interpersonal skills, attention to detail, and proactive problem-solving abilities help you build trust and deliver personalized client solutions. These competencies are crucial for fostering client loyalty, ensuring regulatory compliance, and driving successful investment outcomes.

What are the typical career advancement opportunities for a wealth management associate within a financial firm?

As a Wealth Management Associate, you often have clear paths for career progression within financial services firms. After gaining experience and demonstrating strong client relationship skills, many associates advance to roles such as Wealth Manager or Financial Advisor, where they manage their own client portfolios. Additional certifications, like the CFP or CFA, can accelerate advancement. Many firms also offer mentorship programs and internal training to prepare associates for leadership or specialist positions in investment strategy, portfolio management, or client acquisition.

How much does a wealth management associate earn?

A wealth management associate typically earns a median annual salary between $60,000 and $85,000, with total compensation often including bonuses and commissions based on client assets and performance. Entry-level positions may start lower, while experienced associates with certifications like the CFP can earn higher salaries.

What are the most commonly searched types of Wealth Management jobs in Appleton, WI?

The most popular types of Wealth Management jobs in Appleton, WI are:

What job categories do people searching Wealth Management Associate jobs in Appleton, WI look for?

The top searched job categories for Wealth Management Associate jobs in Appleton, WI are:

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

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

Wealth Management Associate jobs near you
Infographic showing various Wealth Management Associate job openings in Appleton, WI as of July 2026, with employment types broken down into 1% As Needed, 71% Full Time, 26% Part Time, 1% Temporary, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $39,640 per year, or $19.1 per hour.

Customer Service Associate I

New Holstein, WI • On-site

Family Dollar
Retail • 10K+ employees
Learn more about Family Dollarexternal

$14.75 - $20.50/hr

Other

Medical, Dental, Vision, Retirement

Re-posted 4 days ago

Family Dollar rating

4.3

Company rating: 4.3 out of 10

Based on 1,169 frontline employees who took The Breakroom Quiz

Job description

Customer Service Associate

We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following:

  • Assist customers with questions and recommendations
  • Manage sales transactions while working assigned cash register
  • Maintain security of cash and protect company assets
  • Keep the store well-stocked, and recover merchandise
  • Receive merchandise and help with unloading trucks, stock replenishment in accordance with productivity standards
  • Ensure a positive, safe, and respectful environment while maintaining professional and friendly interactions with customers, associates, and leaders
  • Responsible for maintaining the cleanliness throughout the store, including cleaning and restocking bathrooms, sweeping and mopping floors, taking out the trash, and ensuring all areas are neat and presentable
  • Other duties as assigned*

Skills and Experience:

  • High school diploma or equivalent is preferred
  • Previous customer service experience in retail, hotel, restaurant, grocery, or drug store environment is highly preferred
  • Ability to follow instructions and interpret operational documents is required
  • Must be able to lift between 30 and 50 lbs. from floor to above shoulder height and meet demands of frequent walking, standing, stooping, kneeling, climbing, pushing, pulling, and repetitive lifting
  • Excellent customer service and relationship management skills are required
  • Strong organizational and communication skills are required
  • Strong problem-solving and decision-making skills are required

Perks and Benefits: We offer a wide variety of rewards to support your health, wealth, and mental well-being. In addition to medical, pharmacy, dental, and vision insurance, we offer:

  • Employee Assistance Program
  • Retirement plans
  • Educational Assistance
  • And much more!

We are an equal opportunity employer and committed to recruiting, hiring, training, and promoting qualified people of all backgrounds, and make all employment decisions without regard to any protected status. In accordance with local laws in AZ, AR, CO, FL, GA, ID, IL, IA, KS, ME, MS, MO, MT, NE, NV, NH, NM, ND, OK, OR, SC, SD, TN, TX, UT, VT VA, WV, WI, and WY, minors are also eligible to be considered for employment in certain roles. We are committed to complying with the Americans with Disabilities Act (ADA) and providing reasonable accommodations to qualified individuals with disabilities.

This job specification should not be construed to imply that these requirements are the exclusive standards of the position. This is not to be considered a complete list of job duties, which appear in the job description for this position, and which may be amended from time to time at our discretion. Incumbents will follow any other instructions and perform any other related duties as may be required by their supervisor.

Please note, this job description is not a contract of employment and may be modified to meet evolving business needs. Employment is at-will, meaning that either the employee or the company may terminate the employment relationship at any time, with or without cause or notice.

Part time 2232 Calumet Drive, New Holstein, Wisconsin 53061 33777 Family Dollar

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