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Associates Degree In Finance Jobs in Appleton, WI

TMS Financial

Financial Services Assistant

Green Bay, WI · On-site

$25 - $37/hr

Bachelor's or Associate's degree in Finance, Business, Accounting, Marketing or related field (preferred but not required) * 3+ years of experience in finance or investment industry (preferred but ...

TMS Financial

Financial Services Assistant

Green Bay, WI · On-site

$25 - $37/hr

Bachelor's or Associate's degree in Finance, Business, Accounting, Marketing or related field (preferred but not required) * 3+ years of experience in finance or investment industry (preferred but ...

W3Global Inc.

Financial Advisor

Appleton, WI · Hybrid

$75K - $125K/yr

Financial Advisor / Associate Advisor Job Type: Full-Time / Part-Time Work Authorization: Open Work ... Bachelor's degree in Finance, Business, Economics, or related field * Experience in financial ...

Wisconsin

Lecturer - Finance

Green Bay, WI

Doctorate/ABD status from an institution supporting an AACSB accredited business school, orMaster's Degree in Finance or Businesswith a specialization in Finance plus 3+ years of relevant ...

Plexus Corp.

Financial Analyst II

Neenah, WI · On-site

$63K - $95K/yr

A minimum of a(n) Associates Degree is required; a(n) Bachelor's Degree in Finance, Accounting, Economics or Business Administration is preferred * 1 year of related experience is required; 2 years ...

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All JobsAssociates Degree In Finance JobsAssociates Degree In Finance Jobs in Appleton, WI

Associates Degree In Finance information

See Appleton, WI salary details

$29K

$67K

$131.3K

How much do associates degree in finance jobs pay per year?

As of Aug 9, 2026, the average yearly pay for associates degree in finance in Appleton, WI is $66,971.00, according to ZipRecruiter salary data. Most workers in this role earn between $47,600.00 and $73,300.00 per year, depending on experience, location, and employer.

What can you do with an associate's degree in finance?

With an associate's degree in finance, you can qualify for entry-level positions such as bank teller, financial clerk, loan processor, or accounting assistant. This degree provides foundational knowledge in financial principles, accounting, and business, preparing graduates for support roles in banks, credit unions, and other financial institutions. Many students use this degree as a stepping stone to further education, such as transferring credits to a bachelor's program for advanced career opportunities.

What key skills and qualifications are needed to thrive with an associate's degree in finance?

To thrive with an Associate’s Degree in Finance, you need a solid grasp of financial principles, accounting, and basic economics, supported by your degree. Familiarity with financial software like QuickBooks, Excel, and accounting databases is typically required. Strong analytical thinking, attention to detail, and effective communication skills will set you apart in this field. These abilities ensure accuracy in financial tasks, facilitate teamwork, and help you adapt to the fast-paced financial environment.

What is the difference between Associates Degree In Finance vs Bookkeeper?

AspectAssociates Degree In FinanceBookkeeper
Required CredentialsAssociate's degree in finance, accounting, or related fieldHigh school diploma or equivalent; some certifications
Work EnvironmentFinancial institutions, corporate finance departments, government agenciesSmall businesses, accounting firms, organizations with financial record-keeping needs
Industry UsageUsed in finance, banking, investment sectorsCommon in small business accounting and bookkeeping roles

Associates Degree In Finance provides a broader understanding of financial principles and prepares individuals for roles in finance-related fields, while Bookkeepers focus specifically on recording and maintaining financial transactions. Both roles involve financial data but differ in scope, responsibilities, and required education.

What are popular job titles related to Associates Degree In Finance jobs in Appleton, WI? For Associates Degree In Finance jobs in Appleton, WI, the most frequently searched job titles are:
What job categories do people searching Associates Degree In Finance jobs in Appleton, WI look for? The top searched job categories for Associates Degree In Finance jobs in Appleton, WI are:
What cities near Appleton, WI are hiring for Associates Degree In Finance jobs? Cities near Appleton, WI with the most Associates Degree In Finance job openings:
Associates Degree In Finance jobs near you
Infographic showing various Associates Degree In Finance job openings in Appleton, WI as of August 2026, with employment types broken down into 84% Full Time, 8% Part Time, and 8% Contract. Highlights an 100% In-person job distribution, with an average salary of $66,971 per year, or $32.2 per hour.

Financial Services Assistant

TMS Financial

Green Bay, WI • On-site

Full-time

Posted 17 days ago

Job description

Salary: $25-37/hr

Financial Services Assistant


TMS Financial is dedicated to being the premier provider of comprehensive tax and financial services for individuals and businesses alike. For more than three decades, we have been a trusted partner in helping clients achieve financial success. Our team provides a full range of services - including tax preparation, small business accounting, investment planning and insurance services - all designed to meet your unique financial goals with integrity and expertise.

TMS Financial is currently looking to hire a full-timeFinancial Services Assistant for ourGreen Bayoffice.

The Ideal Candidate:

  • Proven understanding of investment products and financial industry
  • Excellent communication and interpersonal skills
  • Detail-oriented with a desire for greatest degree of accuracy
  • Ability to learn and adapt to new computer programs, software and technology while welcoming change and opportunities to continuously learn and improve
  • Bachelors or Associates degree in Finance, Business, Accounting, Marketing or related field (preferred but not required)
  • 3+ years of experience in finance or investment industry (preferred but not required)

Responsibilities:

  • Process new accounts, transfers, contributions and redemptions, beneficiary changes, address changes
  • Input and maintain accurate client information in all appropriate databases and software applications
  • Research and resolve client concerns, questions, or requests
  • Verify all requests are received and handled to completion
  • Effectively manage and prioritize workflow
  • Client interaction including inbound phone calls and scheduling of various appointments
  • Learn and run various specialized financial software applications
  • Create, enhance, and maintain various reports, database projects and other special projects as directed

The position is year-round with fewer hours outside of tax season. Family-friendly culture, employee-focused, and supports a healthy work life balance.