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22 senior advisor jobs at 13 companies in Appleton, WI

2d
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SVP, Advisor
Appleton, Wisconsin, United States
$204k-$348k/yr OnsiteFull Time
Aon
AonNYSE: AON: Global professional services firm providing risk and people solutions.
10+ YOE10+ years wealth management experience, CFP preferred, bachelor\u0002s degree preferred, strong communication and supervisory ability, proficiency with Microsoft Office and financial planning tools.
Microsoft Office
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2d
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SVP, Advisor
Appleton, Wisconsin, United States
$204k-$348k/yr OnsiteFull Time
NFP
NFP: Provider of insurance brokerage, benefits, and wealth management services.
10+ YOE10+ years wealth management experience, CFP preferred, bachelor’s preferred, supervisory experience a plus, proficiency with Microsoft Office and CRM, strong communication and organizational skills.
Microsoft Office, CRM
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6d
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Family Advisor/Community Liaison
New Franken, Wisconsin, United States
OnsiteFull Time
Autumn Embers
Autumn EmbersNASDAQ: PNTG: Providing personalized assisted living and memory care for seniors.
Recruiting and admitting residents, marketing to seniors, superior oral/written communication, valid state driver\u0002s license and clean driving record, local travel, degree in marketing/human services preferred, sales or senior housing experience preferred.
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3w
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Virtual Financial Advisor
Green Bay, Wisconsin, United States
$22-$37/hr OnsiteFull Time
Associated Bank
Associated BankNYSE: ASB: Provides personal, commercial, and private banking and financial services.
5+ YOEAssociate degree and 5+ years in brokerage/financial services; Series 7 plus Series 63 and 65 or Series 66; Life and Health insurance license; strong communication and consultative sales skills.
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3w
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Financial Advisory - Wealth Advisor
Sheboygan, Wisconsin, United States
OnsiteFull Time
Kestra Holdings
Kestra Holdings: Provides wealth management platforms and business infrastructure to advisors.
5+ YOEBachelor's preferred,5+ years client-facing wealth management experience,Series 7 and Series 66 required,CFP preferred,insurance licenses preferred,proficiency with CRM,financial planning and portfolio tools,Microsoft Office.
CRM, financial planning software, portfolio management tools, Microsoft Office, Microsoft Excel
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3w
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Financial Advisory - Wealth Advisor
Sheboygan, Wisconsin, United States
OnsiteFull Time
Kestra Financial
Kestra Financial: Empowers independent financial professionals with wealth management platform solutions.
5+ YOEBachelor's or equivalent, 5+ years client-facing wealth management experience, active Series 7 and 66, CFP preferred, insurance licenses preferred, proficiency with CRM and Microsoft Office, strong communication and business development skills.
CRM, Microsoft Office
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3w
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Financial Advisory - Wealth Advisor
Sheboygan, Wisconsin, United States
OnsiteFull Time
Kestra Holdings
Kestra Holdings: Provides wealth management platforms and technology for independent financial professionals.
5+ YOEBachelor's or equivalent, 5+ years client-facing wealth management experience, active Series 7 and Series 66 (or equivalent), CFP preferred, strong planning, investment, compliance, and business development skills.
CRM, Microsoft Office Suite
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1mo
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Business Advisor, SAP FICO
Green Bay, Wisconsin, United States
OnsiteFull Time
Fincantieri Marine Group
Fincantieri Marine Group: Constructs and maintains commercial and government maritime vessels.
10+ YOEExpertise in finance, controlling, payroll and SAP FI/CO; strong Microsoft Office skills; project management experience; bachelor's degree or equivalent and 10 years combined business/technical experience.
SAP FICO, SAP FI, SAP CO, Microsoft Office Suite
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1mo
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Logistics Sourcing Advisor
Green Bay, Wisconsin, United States
OnsiteFull Time
FedEx Supply Chain
FedEx Supply ChainNYSE: FDX: Provides third-party logistics and warehousing distribution services.
8+ YOEDevelop and execute sourcing strategies, manage 3PL relationships, negotiate contracts, ensure compliance, and support carrier management; bachelor's degree or HS+8 years of relevant transportation experience.
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1mo
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Logistics Sourcing Advisor
Green Bay, Wisconsin, United States
OnsiteFull Time
FedEx
FedExNYSE: FDX: Global provider of courier, logistics, and transportation services.
8+ YOEBachelor's degree or HS + 8 years relevant transportation experience; ability to manage service provider relationships, negotiate contracts, follow regulations, lift up to 50 lbs, and perform warehouse physical tasks.
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1mo
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Wealth Advisor (Green Bay, WI)
Green Bay, Wisconsin, United States
$85k-$145k/yr HybridFull Time
Mercer Advisors
Mercer Advisors: Provides integrated wealth management and financial planning for families.
7+ YOEBachelor's degree, 7+ years of related experience, CFP (or approved equivalent) and Series 65, advanced financial planning and product knowledge, strong communication, compliance awareness, and ability to travel up to 20%.
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1mo
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Sr. Client Accounting Advisor
Fond du Lac, Wisconsin, United States
$52k-$74k/yr HybridFull Time
Compeer Financial
Compeer Financial: Provides financial services and crop insurance to agricultural producers.
5+ YOE5+ years progressive accounting experience, GAAP knowledge, client-facing skills, bookkeeping/payroll/financial reporting experience, associate's degree or equivalent, Microsoft Office and accounting software proficiency, experience mentoring staff.
Microsoft Office
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3w
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Regional Vice President
Allouez, Wisconsin, United States
HybridFull Time
WealthBridge Financial Group
WealthBridge Financial Group: Providing comprehensive wealth management and financial planning services.
Proven senior leader in financial services with experience as a financial advisor or leading advisor teams; able to recruit, coach, and develop advisors; knowledge of compliance and financial planning.
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1mo
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Heavy Diesel Technician
Appleton, Wisconsin, United States
$30-$39/hr OnsiteFull Time
Les Stumpf Ford
Les Stumpf Ford: Sells Ford vehicles and provides automotive repair services.
5+ YOE5+ years experience, valid driver's license, strong diagnostic ability, ability to maintain and repair diesel engines, perform inspections and maintenance, and communicate findings with advisors.
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2mo
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Director of Planning Operations – Voyage Financial Advisors
Wausau or Stevens Point or Eau Claire
$85k-$120k/yr HybridFull Time
Thrivent
Thrivent: Provides financial advice, insurance, and investments to member-owners.
3+ YOE3-5+ years in financial planning; Series 7/66 or 7/63/65 and life/health/annuities licensing; CFP preferred; Bachelor's in Financial Planning/Finance/Accounting/Economics preferred; strong leadership and CRM/financial planning tools proficiency.
Microsoft Office, CRM systems, Financial Planning Tools, AI tools (e.g., Microsoft Co-Pilot)
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