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Wealth Manager Jobs in Appleton, WI (NOW HIRING)

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.

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

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

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

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 ...

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 ...

Robert W Baird & Co

Client Specialist

Green Bay, WI

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 ...

New

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 Preparer / Tax Advisor

Appleton, WI · On-site

$50K - $60K/yr

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 ...

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All JobsWealth JobsWealth Manager JobsWealth Manager Jobs in Appleton, WI

Wealth Manager information

See Appleton, WI salary details

$23.3K

$56.6K

$110.4K

How much do wealth manager jobs pay per year?

As of Aug 22, 2026, the average yearly pay for wealth manager in Appleton, WI is $56,650.00, according to ZipRecruiter salary data. Most workers in this role earn between $40,000.00 and $65,200.00 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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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 84% Physical, 2% Hybrid, and 14% Remote job distribution, with an average salary of $56,650 per year, or $27.2 per hour.

Administrative Intern

KerberRose S.C.

Green Bay, WI • On-site

$31K - $37K/yr

Internship

Re-posted 23 days ago

Job description

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.

Apply