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Associate Financial Services Jobs in Wisconsin (NOW HIRING)

Baird

Internship - Accounting (Year-Round)

Milwaukee, WI · On-site

$15.75 - $20/hr

Associate Financial Services (1) - The Associate Financial Services ("AFS") team actively administers the firm's shareholder and compensation programs, and processes the firm's payroll, accounts ...

US.020 Houlihan Lokey Financial Advisors, Inc.

WI · On-site

$95 - $160/hr

Job Purpose Our Transaction Advisory Services, Accounting and Financial Reporting (TAS/AFR) practice is excitingly growing. We are looking for a new associate. Our AFR advisory team works closely ...

New

Baird

AFAT Advisor Associate

Milwaukee, WI · On-site

... service * Engage with associate clients and their immediate family by understanding their needs and providing education, financial planning and investment advice using our standard of care * Review ...

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All JobsAssociate Financial Services JobsAssociate Financial Services Jobs in Wisconsin

Associate Financial Services information

See Wisconsin salary details

$14

$32

$68

How much do associate financial services jobs pay per hour?

As of Sep 2, 2026, the average hourly pay for associate financial services in Wisconsin is $32.26, according to ZipRecruiter salary data. Most workers in this role earn between $20.87 and $34.71 per hour, depending on experience, location, and employer.

What is an associate financial services?

Associate Financial Services typically refers to entry-level or early-career professionals who support financial advisors, analysts, or managers in banks, investment firms, or other financial institutions. Their responsibilities may include client communications, preparing financial reports, conducting market research, and assisting with account management. Associates often gain foundational experience in financial products and services, compliance, and customer service. This role serves as a stepping stone to more advanced positions in finance, such as financial analyst or advisor.

What are the key skills and qualifications needed to thrive as an associate financial services?

To thrive as an Associate in Financial Services, you need strong analytical abilities, financial acumen, and a relevant degree such as finance, business, or economics. Familiarity with financial modeling tools, CRM systems, and proficiency in Excel are typically required, with certifications like the CFA or Series 7 often preferred. Excellent communication, attention to detail, and client relationship management skills set top performers apart. These skills are crucial for delivering accurate financial analysis, building trust with clients, and supporting the firm's strategic objectives.

What are some typical challenges faced by associate financial services professionals when managing client portfolios?

Associate Financial Services professionals often encounter challenges such as balancing multiple client needs, staying updated on market trends, and managing tight deadlines for reporting and compliance. They must also ensure clear communication with clients to explain complex financial concepts and recommendations. Collaboration with senior advisors and other departments is essential for delivering comprehensive solutions, and strong organizational skills help in managing diverse portfolios efficiently.

What is the difference between Associate Financial Services vs Financial Analyst?

AspectAssociate Financial ServicesFinancial Analyst
Required CredentialsBachelor's degree, possibly certifications like CFA or CFPBachelor's degree, often CFA or related certifications
Work EnvironmentFinancial institutions, banks, investment firmsCorporations, investment firms, banks
Employer & Industry UsageEntry-level role in finance sectorAnalyzing financial data, investment decisions

The main difference is that Associate Financial Services typically refers to entry-level roles supporting financial operations, while Financial Analysts focus on analyzing financial data to guide investment and business decisions. Both roles often require similar credentials and are found in similar environments, but their core responsibilities differ.

What are the most commonly searched types of Financial Services jobs in Wisconsin?

The most popular types of Financial Services jobs in Wisconsin are:

What cities in Wisconsin are hiring for Associate Financial Services jobs?

Cities in Wisconsin with the most Associate Financial Services job openings:

Associate Financial Services jobs near you
Infographic showing various Associate Financial Services job openings in Wisconsin as of August 2026, with employment types broken down into 1% As Needed, 81% Full Time, 16% Part Time, and 2% Contract. Highlights an 89% Physical, 2% Hybrid, and 9% Remote job distribution, with an average salary of $67,103 per year, or $32.3 per hour.

Associate Financial Consultant - Johnson Financial Group

LPL Financial

Kenosha, WI • On-site

$65K - $100K/yr

Full-time

Re-posted 14 days ago

LPL Financial rating

7.2

Company rating: 7.2 out of 10

Based on 74 frontline employees who took The Breakroom Quiz

128th of 152 rated financial services

Job description

Your career path should lead to real opportunity

LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at Johnson Financial Group in Kenosha would allow you to join the Investment Program at Johnson Financial Group as a Financial Advisor associated with LPL Financial. Under this model Financial Advisors are not employees of LPL Financial.

The Investment Program at Johnson Financial Group supports the local community with a complete menu of financial services. You will join a team that is dedicated to helping clients in every stage of their financial life.

This exciting position will allow you to grow your career and business, helping the people and families that look to Johnson Financial Group for financial solutions. This position will offer:

  • The ability to service an existing book of business upon hire
  • The ability to build a strong client base with the Bank's exceptional referral system
  • Several branch territories with significant deposit base, which includes current clients who need an advisor to support their financial goals
  • The opportunity to find new clients via the bank's client base
  • The opportunity to create client solutions without proprietary products
  • The ability to grow your business with LPL's combination of tools, technology, and support
  • The benefit of LPL's experience helping financial institutions grow and maximize their investment programs
  • The opportunity to capitalize on the bank's reputation and community standing

As an advisor associated with LPL Financial, you benefit from our commitment to take care of you so you can take care of your clients. Your partnership includes:

  • Access to our proprietary technology and a suite of customized services
  • An open architecture platform with access to thousands of investment products from leading third-party product sponsors
  • Resources and expertise across the firm to help you create client solutions
  • The freedom to create solutions specific to your client's goals

Whatever your vision of success, we're with you every step of the way.

Requirements:

  • Series 7 and 66 (63/65) required
  • Insurance license required
  • Three or more years of investment sales experience

Apply online at:By submitting an application, you are not applying for employment with LPL Financial. Employment is with Johnson Financial Group, however, in accordance with regulatory requirements, LPL Financial would hold your securities/insurance licenses.

***REQUIRED DISCLOSURE(S)

These investment products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Johnson Financial Group.

Tracking # 1-05026674


Pay Range:$65,000-$100,000


The salary range is dependent on a number of factors, including the applicant's skill, experience, and work location. This position is also eligible to earn sales incentive compensation.

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