2101 N Casaloma Dr, Appleton, WI 54913

920-214-1212
avaii@avaii.com
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Careers

Let’s Build Something Better - Together

We’re not always hiring — but we’re always listening.

At Avaii Wealth Management, we do things a little differently. Our team isn’t built on sales targets or corporate quotas — it’s built on shared values, mutual respect, and a commitment to helping clients live better financial lives through The Avaii Way - Planning Made Easy.

If you’re a planner at heart — someone who leads with integrity, listens actively, and believes that clarity and compassion go hand-in-hand — we’d love to hear from you.

What We Value

What We Value

Integrity: Do the right thing, even when no one’s watching.

Servant Mentality: Put people first - always

Positivity & Adaptability: Stay grounded, stay flexible.

Proactive & Detail-Oriented: Anticipate needs, sweat the details.

What It's Like Here<br/>

What It's Like Here

We’re a close-knit team based in Appleton, Wisconsin — supportive, collaborative, and intentional in how we work and how we show up for clients. Here, relationships matter. So does work-life balance, professional growth, and doing good work that actually makes a difference.

You won’t find rigid hierarchies or pressure to push products here. Instead, you’ll find a team that values trust, clear communication, and meaningful relationships — with clients and with each other.

Who Should Reach Out?<br/>

Who Should Reach Out?

If you're a financial professional who:

- Believes in holistic, client-first planning

- Communicates clearly and listens deeply

- Values independence but thrives in a team

…then let's talk.

Even if we don’t have a formal job posting, we’re always open to connecting with the right people.

Fill out the contact form below to introduce yourself. Tell us a bit about your background, your experience, and what you’re looking for in your next opportunity. We’ll be in touch if we see a potential fit — now or in the future.

For more information about how we can help you, or to schedule a consultation, submit this form and we’ll be in touch!

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