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Wealth Manager Jobs in Appleton, WI (NOW HIRING)

MRINetwork Jobs

Trust Officer Manager

Neenah, WI · On-site

Our longstanding Regional Bank is seeking a Regional Wealth Management Leader, a Trust Officer Manager, to oversee profitability, compliance, strategy, and growth for its Trust and Wealth Management ...

MRINetwork Jobs

Trust Officer Manager

Neenah, WI · On-site

Our longstanding Regional Bank is seeking a Regional Wealth Management Leader, a Trust Officer Manager, to oversee profitability, compliance, strategy, and growth for its Trust and Wealth Management ...

MRINetwork Jobs

Trust Officer Manager

Neenah, WI · On-site

Our longstanding Regional Bank is seeking a Regional Wealth Management Leader, a Trust Officer Manager, to oversee profitability, compliance, strategy, and growth for its Trust and Wealth Management ...

MRINetwork Jobs

Trust Officer Manager

Neenah, WI · On-site

Our longstanding Regional Bank is seeking a Regional Wealth Management Leader, a Trust Officer Manager, to oversee profitability, compliance, strategy, and growth for its Trust and Wealth Management ...

MRINetwork Jobs

Trust Officer Manager

Neenah, WI · On-site

Our longstanding Regional Bank is seeking a Regional Wealth Management Leader, a Trust Officer Manager, to oversee profitability, compliance, strategy, and growth for its Trust and Wealth Management ...

MRINetwork Jobs

Trust Officer Manager

Neenah, WI · On-site

Our longstanding Regional Bank is seeking a Regional Wealth Management Leader, a Trust Officer Manager, to oversee profitability, compliance, strategy, and growth for its Trust and Wealth Management ...

MRINetwork Jobs

Trust Officer Manager

Neenah, WI · On-site

Our longstanding Regional Bank is seeking a Regional Wealth Management Leader, a Trust Officer Manager, to oversee profitability, compliance, strategy, and growth for its Trust and Wealth Management ...

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 ...

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.

KerberRose S.C.

Administrative Intern

Green Bay, 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.

KerberRose S.C.

Administrative Intern

Freedom, WI · On-site

$32K - $38K/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.

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 ...

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Wealth Manager information

See Appleton, WI salary details

$23.9K

$58.1K

$113.1K

How much do wealth manager jobs pay per year?

As of Sep 14, 2026, the average yearly pay for wealth manager in Appleton, WI is $58,053.00, according to ZipRecruiter salary data. Most workers in this role earn between $41,000.00 and $66,800.00 per year, depending on experience, location, and employer.

What is a wealth manager?

A wealth manager is a financial professional who provides comprehensive financial planning and investment management services to individuals, families, or businesses. They help clients grow, protect, and transfer their wealth by offering tailored advice on investments, retirement planning, tax strategies, estate planning, and more. Wealth managers often coordinate with other professionals, such as accountants and attorneys, to deliver holistic financial solutions. Their goal is to help clients achieve long-term financial goals and maintain financial security.

What does a wealth manager do?

The job duties of a wealth manager include working to advise clients about investment opportunities and strategies. In this career, your responsibilities may involve providing retirement advice for a client, explaining and helping facilitate investments in a variety of different investment products, and providing information about issues related to taxes and estate planning. A wealth management consultant may work independently or as a member of a financial services company or bank. Some wealth managers help clients plan investments and gain access to complicated or exclusive investment vehicles that are not available to retail investors.

How do wealth managers typically collaborate with other financial professionals to serve their clients?

Wealth Managers often work closely with a team of financial professionals, including tax advisors, estate planners, and investment analysts, to provide comprehensive financial solutions for their clients. Collaboration is key, as clients’ needs are multifaceted and may require coordinated expertise in areas like tax optimization, retirement planning, or risk management. Regular meetings and open communication channels ensure that all professionals are aligned on the client’s goals and strategies. This team-based approach not only enhances the quality of service but also allows Wealth Managers to offer more tailored and effective advice.

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

To thrive as a Wealth Manager, you need a deep understanding of investment strategies, financial planning, and regulatory compliance, typically supported by a degree in finance or economics and relevant certifications like CFP or CFA. Familiarity with portfolio management software, financial modeling tools, and CRM systems is essential for analyzing client portfolios and managing relationships. Exceptional interpersonal skills, trustworthiness, and strong communication abilities help build lasting client relationships and provide tailored advice. These skills are crucial for successfully growing client assets, retaining clients, and navigating complex financial markets.

What is the difference between Wealth Manager vs Financial Advisor?

AspectWealth ManagerFinancial Advisor
CredentialsCFP, CFA, or equivalent certifications often preferredCFP, Series 7, Series 66, or similar licenses
Work EnvironmentTypically works with high-net-worth clients, offering comprehensive wealth managementWorks with a broad client base, providing investment and financial planning advice
Employer & IndustryPrivate banks, wealth management firms, financial institutionsIndependent firms, banks, insurance companies, financial planning firms

Wealth Managers and Financial Advisors both assist clients with financial planning and investments. However, Wealth Managers usually focus on high-net-worth clients with comprehensive services, while Financial Advisors serve a wider range of clients with investment and planning advice. The roles often overlap, but the scope and client base differ.

Is wealth management a high paying career?

Wealth management can be a high-paying career, especially for experienced professionals who manage large client portfolios and hold relevant certifications like the Certified Financial Planner (CFP). Salaries often include a base salary plus commissions or fees based on assets under management, with top earners making six figures or more annually.
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The top searched job categories for Wealth Manager jobs in Appleton, WI are:

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

Wealth Manager jobs near you
Infographic showing various Wealth Manager job openings in Appleton, WI as of August 2026, with employment types broken down into 87% Full Time, 12% Part Time, and 1% Contract. Highlights an 83% Physical, 2% Hybrid, and 15% Remote job distribution, with an average salary of $56,650 per year, or $27.2 per hour.

Trust Officer Manager

Neenah, WI • On-site

MRINetwork Jobs
Recruiting and Staffing Services • 1 - 5K employees
Learn more about MRINetwork Jobsexternal

Full-time

Re-posted 23 days ago

Job description

Trust Officer Manager

Do you know the difference between a revocable trust and an irrevocable one, can you spot a fiduciary issue before it becomes a headline, and believe that business development and client retention go hand in hand?  If yes, then we should talk.

Our longstanding Regional Bank is seeking a Regional Wealth Management Leader, a Trust Officer Manager, to oversee profitability, compliance, strategy, and growth for its Trust and Wealth Management business while leading a team of trust officers and support professionals. You'll inherit an established book of business, deepen client relationships, drive new business opportunities, and help shape the future of the Wealth Management platform, because "maintaining the status quo" isn't exactly a growth strategy.

Qualified candidates will bring 7-10 years of Personal Trust, Estate & Probate experience, 4-7 years of leadership experience, and at least 7 years of personal financial planning expertise. A Bachelor's degree is required, while a JD, CFP®, and CTFA credentials are highly valued. If you enjoy helping clients preserve wealth, mentoring talented professionals, and occasionally explaining why estate planning is far more exciting than it sounds, you may have found your next chapter.

To learn more about our organization please visit us at www.westportone.com

To apply for this position, submit your resume by choosing one of the following:

  • ***CLICKING “APPLY NOW” ON THIS PAGE*** (PREFERRED) 
  • Email your resume in WORD format to mollie@westportone.com. Please refer to job reference code NB/TOMWI in the subject line. 
  • NO CALLS PLEASE