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Wealth Management Jobs in Appleton, WI (NOW HIRING)

KerberRose S.C.

Administrative Intern

Appleton, WI · On-site

$31K - $37K/yr

Love what you do and do what you love in this dynamic internship opportunity with potential for long-term employment opportunities, and explore the behind the scenes of the Wealth Management industry.

NFP Corp

SVP, Advisor

Appleton, WI · On-site

$204K - $347K/yr

  • Retirement

  • PTO

We are a newly independent wealth management firm, with approximately $500 million in revenue, recently carved out from a larger parent company and acquired by a leading private equity sponsor. With ...

Aon

SVP, Advisor

Appleton, WI · On-site

$204K - $347K/yr

  • Retirement

  • PTO

We are a newly independent wealth management firm, with approximately $500 million in revenue, recently carved out from a larger parent company and acquired by a leading private equity sponsor. With ...

NFP Corp

SVP, Advisor

Appleton, WI · On-site

$204K - $347K/yr

  • Retirement

  • PTO

We are a newly independent wealth management firm, with approximately $500 million in revenue, recently carved out from a larger parent company and acquired by a leading private equity sponsor. With ...

NFP Corp

SVP, Advisor

Appleton, WI · On-site

$204K - $347K/yr

  • Retirement

  • PTO

We are a newly independent wealth management firm, with approximately $500 million in revenue, recently carved out from a larger parent company and acquired by a leading private equity sponsor. With ...

KerberRose S.C.

Retirement Plan Service Consultant

WI · On-site

  • Medical

  • Dental

  • Vision

  • Retirement

KerberRose is a trusted advisor for accounting and wealth management services throughout Wisconsin. We remain committed to excellent service and meaningful client relationships. Our people-first ...

DWM Tax Planning

Be Seen First

Tax Preparer / Tax Advisor

Appleton, WI · On-site

$50K - $60K/yr

  • PTO

Dreyer Wealth Management helps individuals and families make confident financial decisions through thoughtful financial planning and investment management, and DWM Tax Planning extends that work to ...

Fairygodboss

VP, Financial Consultant - Appleton, WI

Appleton, WI · On-site

$70 - $95/hr

  • Medical

  • Dental

  • Vision

  • Retirement

Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate ...

New

Royal Bank of Canada

Client Associate

Green Bay, WI · On-site

Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate ...

Royal Bank of Canada

Client Associate

Green Bay, WI · On-site

Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate ...

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Showing results 21-40

All JobsWealth Management JobsWealth Management Jobs in Appleton, WI

Wealth Management information

See Appleton, WI salary details

$73.1K

$95.3K

$114.1K

How much do wealth management jobs pay per year?

As of Aug 20, 2026, the average yearly pay for wealth management in Appleton, WI is $95,310.00, according to ZipRecruiter salary data. Most workers in this role earn between $84,400.00 and $106,300.00 per year, depending on experience, location, and employer.

What is wealth management?

Wealth management is a discipline within the financial industry that focuses on advising clients about how to manage and increase their wealth. Wealth management services may include estate planning, advising on banking services and investments, assessing a client’s legal obligations and taxes, and planning for retirement and family obligations, such as setting up trusts and college funds. Wealth management clients include individuals, small businesses, and large corporations.

What is wealth management?

Wealth management is a professional service that combines financial and investment advice, accounting and tax services, retirement planning, and legal or estate planning for individuals, typically with high net worth. The goal is to help clients grow, protect, and manage their wealth over time. Wealth managers create customized strategies tailored to each client's specific financial goals and circumstances. These services often involve a long-term relationship, with regular reviews and adjustments as a client's needs change.

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

To thrive in Wealth Management, you need a solid understanding of financial markets, investment strategies, and portfolio management, typically supported by a degree in finance, economics, or a related field, and often a CFA or CFP certification. Expertise in financial planning software, risk assessment tools, and CRM systems is essential for managing client portfolios and relationships. Strong interpersonal skills, trustworthiness, and effective communication set top wealth managers apart in building long-term client trust. These skills and qualifications are crucial for delivering tailored financial advice, growing client assets, and maintaining compliance in a competitive industry.

What are some common challenges faced by professionals in wealth management and how can they be addressed?

Professionals in Wealth Management often encounter challenges such as managing diverse client expectations, staying updated with complex financial regulations, and adapting to shifting market conditions. Building strong client relationships and clear communication can help in understanding client goals and addressing concerns proactively. Continuous learning, leveraging technology, and collaborating with specialists like tax advisors and portfolio managers are essential strategies to navigate these challenges and provide comprehensive financial solutions.

What is the difference between Wealth Management vs Financial Advisor?

AspectWealth ManagementFinancial Advisor
CredentialsCertifications like CFP, CFA often preferredCFP, Series 7, Series 66 often required
Work EnvironmentHigh-net-worth client focus, comprehensive servicesGeneral client financial planning, investment advice
Employer & IndustryPrivate banks, wealth management firmsIndependent, banks, financial planning firms

Wealth management typically involves providing comprehensive financial services to high-net-worth clients, including estate planning and tax strategies, often requiring advanced certifications. Financial advisors generally offer investment advice and financial planning to a broader client base. While overlapping in client interaction and certifications, wealth management emphasizes a holistic approach for affluent clients, whereas financial advisors serve a wider audience with more focused services.

Is wealth management a high paying career?

Wealth management is generally considered a high-paying career, with salaries often exceeding those of many other financial roles. Compensation can include base salary, bonuses, and commissions, and is influenced by experience, client portfolio size, and certifications such as the CFP or CFA. Successful wealth managers in senior positions can earn six-figure incomes or higher.

What does a wealth management do?

A wealth management professional provides financial planning and investment advice to high-net-worth clients, helping them grow and protect their assets. They analyze clients' financial situations, develop tailored strategies, and often use tools like financial software; certifications such as CFP or CFA are common in this field.
More about Wealth Management jobs

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:

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For Wealth Management jobs in Appleton, WI, the most frequently searched job titles are:

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

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

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

Wealth Management jobs near you
Infographic showing various Wealth Management job openings in Appleton, WI as of August 2026, with employment types broken down into 75% Full Time, and 25% Contract. Highlights an 75% In-person, and 25% Remote job distribution, with an average salary of $95,310 per year, or $45.8 per hour.

Administrative Intern

KerberRose S.C.

Appleton, WI • On-site

$31K - $37K/yr

Internship

Re-posted 21 days ago

Job description

Join a generationally diverse group of professionals to serve clients with the highest degree of ethics and professionalism and support internal team members. In this role, provide office support, manage schedules and coordination of team needs, and play a supporting role in relationship management and development. Love what you do and do what you love in this dynamic internship opportunity with potential for long-term employment opportunities, and explore the behind the scenes of the Wealth Management industry.
Requirements
Responsibilities:
• Manage calendar and schedule meetings for clients, prospects and outside vendors.
• Participate in client meetings - review concerns and beneficiaries, assist with technology, and take notes.
• Open, transfer and close customer accounts and maintain appropriate account records.
• Respond to incoming emails and phone calls in a professional manner.
• Update CRM database and client records
Qualifications:
• Currently enrolled in or have completed a 2-year or 4-year degree in a business-related field
• Proficiency in Microsoft Excel, Word and Outlook, and Adobe
• CRM Database experience preferred, not required
Culture and Core Values:
KerberRose Wealth Management offers a fun, suppo rtive atmosphere of professionalism marked by a personal touch. We believe in creating an environment which encourages and supports professional and personal development. Our core values drive our culture:
• Honesty
• Integrity
• Respect
• Balanced Life
• Community Oriented
Our team members are our most valuable assets, which is why KerberRose Wealth Management team members are given frequent opportunities for achievement and recognition.

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