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Wealth Management Jobs in Appleton, WI (NOW HIRING)

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, 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

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 ...

Baird

Client Specialist

Green Bay, WI · On-site

Your work will directly contribute to the success of Baird's Private Wealth Management business, where true wealth management means understanding each client's unique vision and tailoring solutions ...

Robert W Baird & Co

Client Specialist

Green Bay, WI · On-site

Your work will directly contribute to the success of Baird's Private Wealth Management business, where true wealth management means understanding each client's unique vision and tailoring solutions ...

Robert W Baird & Co

Client Specialist

Green Bay, WI · On-site

Your work will directly contribute to the success of Baird's Private Wealth Management business, where true wealth management means understanding each client's unique vision and tailoring solutions ...

KerberRose S.C.

Retirement Plan Service Consultant

WI · On-site

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 Advisor

Appleton, WI · On-site

$50K - $75K/yr

Dreyer Wealth Management helps individuals and families make confident financial decisions through financial planning and investment management. We started the tax practice so our clients can get tax ...

DWM Tax Planning

Be Seen First

Tax Advisor

Appleton, WI · On-site

$50K - $75K/yr

Dreyer Wealth Management helps individuals and families make confident financial decisions through financial planning and investment management. We started the tax practice so our clients can get tax ...

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 ...

Morgan Stanley

Resident Manager

Appleton, WI · On-site

S. Wealth Management Group, maintains a positive morale, has a reputation of growth, has ethical business practices, and demonstrates a commitment to diversity and respect for others. Leads ...

Morgan Stanley

Resident Manager

Appleton, WI · On-site

Wealth Management Group, maintains a positive morale, has a reputation of growth, has ethical business practices, and demonstrates a commitment to diversity and respect for others. * Leads ...

Morgan Stanley

Resident Manager

Appleton, WI · On-site

S Wealth Management Group, maintains a positive morale, has a reputation of growth, has ethical business practices, and demonstrates a commitment to diversity and respect for others. Leads ...

Morgan Stanley

Resident Manager

Appleton, WI · On-site

S. Wealth Management Group, maintains a positive morale, has a reputation of growth, has ethical business practices, and demonstrates a commitment to diversity and respect for others. Leads ...

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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 Sep 12, 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

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

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

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Wealth Management jobs near you
Infographic showing various Wealth Management job openings in Appleton, WI as of September 2026, with employment types broken down into 1% As Needed, 78% Full Time, 17% Part Time, 1% Temporary, 2% Contract, and 1% Nights. Highlights an 86% Physical, 2% Hybrid, and 12% Remote job distribution, with an average salary of $95,310 per year, or $45.8 per hour.

SVP, Advisor

Appleton, WI • On-site

NFP Corp
Personal Services • 5 - 10K employees
Learn more about NFP Corpexternal

$204K - $347K/yr

Full-time

Retirement, PTO

Re-posted 9 days ago

Job description

Posting Description
Who We Are:
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 a strong foundation of client relationships, acquisitions, and growth potential, we are in the process of standing up new systems, processes, and controls to support our next phase of expansion. This is a unique opportunity to help shape the tax infrastructure of a high-growth platform from the ground up.
Summary: Wealthspire Advisors is in search of a Wealth Advisor . This position entails collaborating with other members of the team to serve the wealth management and financial planning needs of our high net-worth clients and their families.
Responsibilities
  • Lead and/or support other advisors in the management of client engagements.
  • Determine appropriate client allocations through analysis of investment objectives, risk tolerance, net worth, income, and investment experience, or other knowledge.
  • Execute investment and planning activities (e.g., rebalancing portfolios, money movements, required minimum distributions, tax loss harvesting, charitable planning, lending evaluation, education funding, etc.).
  • Monitor client investments, review performance, and suggest changes to client portfolios as appropriate.
  • Actively service client accounts by performing and/or coordinating administrative tasks (e.g. tracking and monitoring account/asset transfers, preparing and presenting performance reports, processing transaction requests as directed, handling necessary paperwork for accounts, etc.).
  • Initiate and field client calls on various topics and miscellaneous requests (e.g., account specific questions, general inquiries regarding portfolios, investment market discussions, planning items, money movements, etc.).
  • Assist with the development of client financial plans using financial planning software and present results and solutions to clients.
  • Prepare for and attend client meetings and manage and/or complete all meeting follow-up activities.
  • Create proposals for prospective clients.
  • Coordinate with clients' attorneys, accountants, and other professionals as needed.
  • Develop and maintain working knowledge of various financial planning concepts, such as gift, estate and income tax planning, insurance, credit solutions, education funding, charitable/philanthropic strategies, etc.
  • Pursue professional development opportunities to include additional licenses and/or designations and actively participate in internal and external training sessions and networking events.
  • Deepen existing client relationships; seek client referrals.
  • Participate in community outreach, networking, and marketing activities to drive new business opportunities.
  • Leverage local centers of influence to extend referral network.
  • Provide ongoing training and serve as a mentor to advisory staff.

Requirements
  • Minimum 10+ years of wealth management experience (other or additional experience will be considered).
  • CFP other wealth management designation highly preferred.
  • Ability to independently manage and prioritize multiple projects.
  • Organized, detail-oriented, and able to effectively manage task lists.
  • Excellent written and verbal communication skills.
  • Flexible team player who is highly adaptable to change and open to new ideas.
  • Ability to think creatively.
  • Reliable, follows through on commitments.
  • Personal integrity and professional initiative.
  • Previous supervisory experience managing teams is a plus.
  • Strong problem-solving and influence/consensus-building skills.
  • Strong communication and organizational skills.
  • Ability to work through questions and concerns collaboratively.
  • Proficiency in Microsoft Office; experience with CRM, portfolio management and financial planning software is a plus.
  • Bachelor's degree or higher preferably in financial planning, business, accounting, finance, economics, law, or related experience.

What We Offer:
We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, and more. The base salary range for this position is $204,400 - $347,500. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
Wealthspire is an inclusive Equal Employment Opportunity employer.
#Wealthspire

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