10 advisor and management jobs found in Appleton, WI

Who We’re Looking For We are seeking a client-focused Financial Advisor or Associate Financial Advisor to join our growing independent, fiduciary-first advisory firm. This role is well suited for: An experienced advisor with an existing book of business, or An ambitious associate advisor ready to step into a client-facing role with meaningful growth potential You will work closely with firm leadership to deliver proactive, high-level planning and serve as a long-term partner to clients as they build, protect, and transfer wealth. This is not a transactional sales role. It is a relationship-driven advisory position with long-term upside. Who We Are Legacy Investment Services is an independent financial advisory firm serving clients throughout Appleton, the Fox Valley, and beyond. We take a fiduciary-first approach and focus on long-term planning, not product sales. Our planning integrates: Advanced tax planning Investment management and portfolio construction...

Clinical Liaison / Senior Care Advisor CarePatrol of Fox Cities Appleton, WI | Full-Time About CarePatrol of Fox Cities CarePatrol of Fox Cities is seeking a compassionate, relationship-driven Clinical Liaison / Senior Care Advisor who is passionate about improving outcomes for seniors and supporting healthcare professionals throughout the Fox Valley. CarePatrol is the Nation’s largest Senior Advisory Franchise, with over 230 locations nationwide and seven locations across Wisconsin. Our Fox Cities office has proudly ranked among the Top 5 CarePatrol franchise locations for five consecutive years and has received multiple national and local awards, including: Excellence in Customer Experience (2023–2024) Fox Cities Small Business of the Year (2022) Exemplar Franchisee of the Year (2021) Due to continued growth and increasing demand, we are expanding our team and welcoming a Clinical Liaison / Senior Care Advisor.This position is based in Appleton, WI and reports...

About Pierce, an Oshkosh company At Pierce Manufacturing, we build trucks that protect people and communities around the world. To our team, there is no room for anything less than providing the absolute best. Since 1913, building truck bodies on Model T Ford chassis in an old converted church has evolved to creating highly customized, carefully designed and engineering pumpers, aerials, tankers and rescue units that have no equal. Today, you'll find more than 30,000 Pierce apparatuses on the road that are making a difference in people's lives, every day. To us, every step in the process of building our trucks is personal. From innovation and expertise, to the customization and service. Our trucks are designed to perform under the toughest conditions. Manager - Cost Management R43694 The Mgr - Cost Management will lead a team of cost management professionals in developing target costs, identifying cost drivers, and realizing identified savings. The role will...

About Pierce, an Oshkosh company At Pierce Manufacturing, we build trucks that protect people and communities around the world. To our team, there is no room for anything less than providing the absolute best. Since 1913, building truck bodies on Model T Ford chassis in an old converted church has evolved to creating highly customized, carefully designed and engineering pumpers, aerials, tankers and rescue units that have no equal. Today, you'll find more than 30,000 Pierce apparatuses on the road that are making a difference in people's lives, every day. To us, every step in the process of building our trucks is personal. From innovation and expertise, to the customization and service. Our trucks are designed to perform under the toughest conditions. Principal Cost Management Engineer R43695 The Principal Cost Management Engineer will deliver cost estimates for new and existing parts by gathering and analyzing market data to include raw materials, purchased...

Specialist - Admissions Fox Valley Technical College Job Category Regular Support Staff FVTC Worksite Appleton Main Campus Hours Per Week 40 Job Description Summary As an initial sales point of contact with the college, the Admissions Specialist will champion our values of customer-centric care and student success. This position provides career, course, program, and administrative information and guidance (Admissions, Financial Aid, and Registration) to entering students to ensure they have the resources necessary for transition to one of the College's occupational programs. The employee will collaborate closely with Counseling and Advising Services, Records and Registration, Access and Community Engagement, Employment Connections, Financial Services, Disability Services, and academic departments to ensure appropriate services and resources are provided to students. Job Description Essential Functions and Responsibilities The following duties are...

About Pierce, An Oshkosh Company At Pierce Manufacturing, we build trucks that protect people and communities around the world. To our team, there is no room for anything less than providing the absolute best. Since 1913, building truck bodies on Model T Ford chassis in an old converted church has evolved to creating highly customized, carefully designed and engineering pumpers, aerials, tankers and rescue units that have no equal. Today, you'll find more than 30,000 Pierce apparatuses on the road that are making a difference in people's lives, every day. To us, every step in the process of building our trucks is personal. From innovation and expertise, to the customization and service. Our trucks are designed to perform under the toughest conditions. Manager - Cost Management R43694 The Mgr - Cost Management will lead a team of cost management professionals in developing target costs, identifying cost drivers, and realizing identified savings. The role will work...

Specialist - Admissions Fox Valley Technical College Job Category Regular Support Staff FVTC Worksite Appleton Main Campus Hours Per Week 40 Job Description Summary As an initial sales point of contact with the college, the Admissions Specialist will champion our values of customer-centric care and student success. This position provides career, course, program, and administrative information and guidance (Admissions, Financial Aid, and Registration) to entering students to ensure they have the resources necessary for transition to one of the College's occupational programs. The employee will collaborate closely with Counseling and Advising Services, Records and Registration, Access and Community Engagement, Employment Connections, Financial Services, Disability Services, and academic departments to ensure appropriate services and resources are provided to students. Job Description Essential Functions and Responsibilities The following duties...

The Client Service Administrator (CSA) position is critical for achieving leverage of the advisor's time. Role supports daily operations of the practice including responding to client service requests, completing post meeting work, maintaining client information, and other administrative tasks as assigned. The Practice Support Associate reports to and is employed by Heart of the Valley Wealth Advisors. This position can be remote or hybrid in the Appleton area. Hours are Monday - Friday, 8 a.m. to 4 p.m. CST. Compensation ranges between $60,000-70,000 annually dependent upon experience and licensure held. Benefits include: 401K plus match, PTO, holiday pay, and medical benefits. Responsibilities Oversee projects, administration of various programs, and processing functions as needed Assist with preparation and follow up for client meetings Attend client meetings and take notes Research and respond to client inquiries Answer basic questions for...

Legacy Investment Services | Appleton, WI In-Office | Full-Time Base Pay: Competitive salary based on experience Incentives: Per-return pay, performance bonuses, referral compensation Who We’re Looking For We are hiring a Tax Manager to lead and grow our in-house Legacy Tax Division within a well-established financial advisory firm. This is not a seasonal tax preparer role. We are looking for someone who can run the day-to-day tax operation , prepare returns, manage client relationships year-round, and help build a scalable tax practice that integrates directly with our advisory business. If you want ownership, growth potential, and the ability to build something meaningful rather than crank returns, this role is built for you. Who We Are Legacy Investment Services is a family-owned financial advisory firm based in Appleton, Wisconsin. We work with families, retirees, and business owners through a high-touch, planning-driven approach that integrates...

Administrative Support III- Access, Community Engagement, and Regional Operations Fox Valley Technical College Job Category Regular Support Staff FVTC Worksite Appleton Main Campus Hours Per Week 40 Job Description Summary This position provides administrative support and high-level technical assistance to the Vice President of the division, and managers of International Student Services, with specific responsibilities in International Student Services, Regional Operations, and related programming. This position will perform complex and confidential administrative and programmatic functions to ensure assigned department operations flow smoothly. This position will also assume responsibility without direct supervision and make decisions within the scope of assigned authority. The employee in this position has access to and responsibility for confidential documents, access, and knowledge of sensitive and confidential information as a part of normal...