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Associate Financial Services Jobs in Wisconsin (NOW HIRING)

Robert W Baird & Co

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 ...

Bellin

Biller | Patient Financial Services

Green Bay, WI · On-site

$17.75 - $22.75/hr

... system services. Ensures all paper and electronic claims are submitted in a timely and accurate ... High school diploma and Associate or Bachelor's degree in business, health care business ...

Robert Half

Client Services Associate

Mequon, WI · On-site

$55K - $65K/yr

... Service Associate to support their existing business. This role will serve as a key point of ... financial services environment. Offering competitive health insurance, generous annual bonus ...

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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 Aug 12, 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 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 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 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 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 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, 77% Full Time, 18% Part Time, 1% Temporary, and 3% Contract. Highlights an 93% Physical, 3% Hybrid, and 4% Remote job distribution, with an average salary of $67,103 per year, or $32.3 per hour.

AFAT Advisor Associate

Robert W Baird & Co

Milwaukee, WI • On-site

Full-time

Retirement

Posted 18 days ago

Job description

About the Role:
Baird's Associate Financial Advice Team (AFAT) is a dedicated financial advisor team focused on delivering a full Wealth Management Experience to Baird Associates and their immediate families. The team provides personalized guidance across a range of financial topics, including retirement planning, investment consulting, debt management, education funding, and firm-specific benefits.
AFAT Advisor Associates play a key role in building strong relationships and helping clients make informed decisions about their financial futures. In this client-facing role, you'll collaborate with team members and internal partners to create and deliver customized financial plans, lead educational conversations and identify investment solutions tailored to each client's goals. You'll also proactively engage with associates to build awareness and support the follow-up and implementation of planning opportunities. This is a unique opportunity to make a meaningful impact while working in a collaborative, service-driven environment.
The Impact You'll Make:
  • Operate within the team's client service and wealth management strategy to ensure high quality client 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, research and analyze data to create customized, annual financial plans for associate clients
  • Sit in on financial planning meetings with clients in partnership with other team members
  • Support financial education, such as debt management, 401k/retirement planning, Baird benefits and other associate offerings
  • Leverage planning results in partnership with other team members to identify the best investment solutions to implement
  • Assist with marketing efforts, such as educational resources, department presentations and communications to build awareness and engagement with Baird associates
  • Proactively reach out to associates to increase awareness and engagement and offer recommendations on how our team can add more value and how they can maximize Baird benefits
  • Support other team members with meeting prep, documentation, follow up and support the closing of opportunities identified to help associates meet their financial goals
  • Performs other duties and special projects as necessary
  • Directly supporting our associates in building strong financial futures
  • Supportive and collaborative team that values achieving great results for our clients and giving back to the communities where we live and work
  • Competitive benefits and a culture that cares about your well-being

What You'll Bring to Baird:
  • Minimum of one year of industry experience in a client facing role
  • Must hold SIE, Series 7/66 or Series 7/63/65 licenses
  • Committed to pursuing and achieving specialized professional designations (i.e., CFP, CPWA, CPA) or higher-level education equivalent within one year of assuming the role
  • Must have an undergraduate degree
  • Proven self-starter, highly motivated with the ability to work independently and within a team
  • Demonstrated ability to build trusted relationships and influence outcomes across diverse stakeholders
  • Ability to lead client conversations with professionalism, empathy and confidence
  • Great organizational skills with the ability to manage multiple priorities while maintaining attention to detail
  • Collaborative mindset with a commitment to supporting team goals, sharing best practices and fostering a positive culture
  • Excellent presentation skills and written communication skills

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Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.

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