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Entry Level Finance Jobs in Delafield, WI (NOW HIRING)

First Citizens State Bank

Full Time Teller

Whitewater, WI · On-site

$15.75 - $19.75/hr

... of financial transactions. This is an entry-level position where you will be learning essential teller duties while maintaining accuracy, a high level of professionalism, and efficiency in a fast ...

First Citizens State Bank

Full Time Teller

Whitewater, WI · On-site

$15.75 - $19.75/hr

... of financial transactions. This is an entry-level position where you will be learning essential teller duties while maintaining accuracy, a high level of professionalism, and efficiency in a fast ...

InsuraTec

Sales Representative (Remote)

Glendale, WI · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Qualifications: * Entry-Level Friendly : No prior experience needed; we offer full training. * Self ...

InsuraTec

Sales Representative (Remote)

West Allis, WI · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Qualifications: * Entry-Level Friendly : No prior experience needed; we offer full training. * Self ...

InsuraTec

Sales Representative (Remote)

Cedarburg, WI · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Qualifications: * Entry-Level Friendly : No prior experience needed; we offer full training. * Self ...

InsuraTec

Sales Representative (Remote)

Burlington, WI · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Qualifications: * Entry-Level Friendly : No prior experience needed; we offer full training. * Self ...

InsuraTec

Sales Representative (Remote)

Germantown, WI · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Qualifications: * Entry-Level Friendly : No prior experience needed; we offer full training. * Self ...

InsuraTec

Sales Representative (Remote)

Wauwatosa, WI · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Qualifications: * Entry-Level Friendly : No prior experience needed; we offer full training. * Self ...

InsuraTec

Sales Representative (Remote)

Richfield, WI · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Qualifications: * Entry-Level Friendly : No prior experience needed; we offer full training. * Self ...

InsuraTec

Sales Representative (Remote)

Whitewater, WI · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Qualifications: * Entry-Level Friendly : No prior experience needed; we offer full training. * Self ...

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All JobsFinance JobsEntry Level Finance JobsEntry Level Finance Jobs in Delafield, WI

Entry Level Finance information

See Delafield, WI salary details

$12

$26

$52

How much do entry level finance jobs pay per hour?

As of Aug 10, 2026, the average hourly pay for entry level finance in Delafield, WI is $26.64, according to ZipRecruiter salary data. Most workers in this role earn between $18.46 and $28.80 per hour, depending on experience, location, and employer.

What are some typical projects or tasks an entry level finance professional might work on in their first year?

Entry Level Finance professionals often support senior analysts and managers by preparing financial reports, reconciling accounts, assisting with budgeting processes, and analyzing financial data. They may also help with internal audits, process invoices, and participate in month-end or quarter-end closing activities. Collaborating with accounting, operations, and other departments is common, providing exposure to various aspects of the finance function and helping to build a strong foundational skill set.

What are the key skills and qualifications needed to thrive as an entry level finance professional?

To thrive as an Entry Level Finance professional, you need a strong grasp of financial principles, analytical skills, and a degree in finance, accounting, or a related field. Familiarity with Microsoft Excel, financial modeling software, and basic accounting systems is typically expected. Attention to detail, strong communication, and a willingness to learn are standout soft skills in this role. These abilities are essential for ensuring accuracy, effective collaboration, and growth within the finance industry.

What is the best entry-level finance job?

An entry-level finance job such as a financial analyst or accounting assistant typically involves data analysis, financial reporting, and using tools like Excel or financial software. These roles often require a bachelor's degree in finance, accounting, or a related field and may offer opportunities for certification like the CFA or CPA to advance in the field.

What is the difference between Entry Level Finance vs Financial Analyst?

AspectEntry Level FinanceFinancial Analyst
Required CredentialsBachelor's degree in finance, accounting, or related fieldBachelor's degree; often preferred: finance, economics, or accounting; certifications like CFA are a plus
Work EnvironmentCorporate offices, banks, financial institutionsCorporate finance departments, investment firms, banks
Employer & Industry UsageEntry-level roles across finance sectorsMid-level roles, but often entry-level for new graduates
Common Search & ComparisonYesYes

Entry Level Finance roles are typically the starting positions requiring a bachelor's degree and involve basic financial tasks. Financial Analysts usually have similar educational backgrounds but may require additional certifications and handle more complex analysis. Both roles are found in similar environments like banks and corporate finance departments, with Financial Analyst roles often serving as a step up from Entry Level Finance positions.

What is the best entry-level finance job?

An entry-level finance job such as a financial analyst or accounting assistant typically involves data analysis, financial reporting, and using tools like Excel or accounting software. These roles often require a bachelor's degree in finance, accounting, or a related field and may offer opportunities for certification like the CFA or CPA to advance in the field.

What are entry level finance jobs?

Entry-Level Finance jobs are an excellent way to get your start in a career in the finance industry. Jobs like Financial Analyst, Junior Tax Associate, Financial Auditor, Investment Banking Analyst, Financial Advisor, and Stockbroker are entr-level positions in the financial sector. The financial industry is quite competitive, so your qualifications and network are essential elements for getting hired. Staying current with financial news will ensure that you have talking points for networking events and job interviews.

What are entry level finance jobs?

Entry level finance jobs are positions designed for individuals who are just starting their careers in the finance industry, often requiring little to no prior professional experience. These roles may include positions such as financial analyst, junior accountant, bank teller, or finance assistant. Entry level finance jobs typically focus on tasks like data analysis, preparing financial reports, assisting with budgeting, and supporting senior finance staff. They provide valuable hands-on experience and foundational knowledge necessary for advancement in the finance field.

What is an entry-level position in finance?

An entry-level position in finance is a role suitable for individuals with little to no professional experience in the field. Common positions include finance assistant, junior analyst, or accounting clerk, often requiring basic knowledge of financial principles and tools like Excel. These roles typically involve supporting senior staff, data entry, and learning industry practices.

How do I get into entry level finance with no experience?

Entry level finance positions often require strong analytical skills, basic understanding of financial concepts, and proficiency with tools like Excel. Gaining relevant certifications such as the CFA Level 1 or completing internships can improve your chances, even without prior experience. Networking and applying for entry-level roles that offer on-the-job training are also effective strategies.

Can you get a finance entry level job with no experience?

Finance entry-level jobs often do not require prior experience, focusing instead on basic skills such as math, attention to detail, and proficiency with spreadsheets or financial software. Candidates may improve their chances by obtaining relevant certifications like Excel or basic accounting courses and demonstrating a willingness to learn. Employers may also consider internships or related coursework as valuable experience.
More about Entry Level Finance jobs
What are the most commonly searched types of Finance jobs in Delafield, WI? The most popular types of Finance jobs in Delafield, WI are:
What cities near Delafield, WI are hiring for Entry Level Finance jobs? Cities near Delafield, WI with the most Entry Level Finance job openings:
Entry Level Finance jobs near you
Infographic showing various Entry Level Finance job openings in Delafield, WI as of July 2026, with employment types broken down into 78% Full Time, 20% Part Time, and 2% Contract. Highlights an 81% Physical, 7% Hybrid, and 12% Remote job distribution, with an average salary of $55,401 per year, or $26.6 per hour.

Contact Center - Member Service Representative

Kohler Credit Union

Mequon, WI • On-site

$19.15 - $21.40/hr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 8 days ago

Kohler Credit Union rating

8.4

Company rating: 8.4 out of 10

Based on 5 frontline employees who took The Breakroom Quiz

Job description

Launch a Meaningful Career in Customer Service & Financial Services
Are you passionate about helping people and providing exceptional customer service? Kohler Credit Union is hiring a Full-Time Member Service Representative to join our Contact Center team. This entry-level opportunity is ideal for individuals looking to grow a career in financial services, member support, and customer care.
With a starting wage of $19.15-$21.40 per hour, no previous banking or credit union experience is required. We provide comprehensive training, ongoing support, and professional development opportunities to help you build the skills needed for success while making a meaningful impact on our members' financial journeys. In addition to competitive pay, Kohler Credit Union offers a comprehensive benefits package, including medical, dental, and vision insurance, 401(k) retirement plan, paid time off, tuition assistance, and opportunities for career growth and advancement.
Training for this position takes place on-site at our Corporate Center in Sheboygan, Wisconsin. Attendance on-site is required for the entire training period. Once training is successfully completed and performance expectations are met, employees may become eligible to transition to a work-from-home arrangement.
What You'll Do
As a Member Service Representative, you will serve as a trusted resource for our members by providing personalized support, answering questions, and helping them find solutions that meet their financial needs. In this contact center role, you will connect with members through multiple communication channels while creating positive experiences and building lasting relationships.
Responsibilities include:
  • Provide exceptional member service through phone calls, chat, email, and secure messaging
  • Assist members with account questions, account maintenance, and service requests
  • Resolve concerns by providing accurate information and timely solutions
  • Support debit card services, account updates, mobile deposit verification, and other banking needs
  • Educate members on financial products, services, and digital banking tools
  • Identify opportunities to recommend solutions that align with members' financial goals
  • Maintain accuracy while following banking regulations, security procedures, and compliance requirements
  • Collaborate with teammates to meet service expectations and member satisfaction goals
  • Participate in ongoing training and professional development opportunities
  • Create positive interactions that strengthen long-term member relationships

What We're Looking For
  • High school diploma or equivalent
  • Previous customer service, contact center, retail, hospitality, or sales experience preferred
  • Strong verbal and written communication skills
  • Ability to multitask while navigating multiple systems and resources
  • Excellent problem-solving skills with a focus on customer relationships
  • Strong attention to detail and commitment to accuracy
  • Ability to follow security, compliance, and regulatory guidelines

Schedule
This position is scheduled Monday through Thursday from 8:00 AM to 5:00 PM and Friday from 8:00 AM to 6:00 PM. Team members also participate in a rotating Saturday schedule from 9:00 AM to 12:00 PM.
Start Your Career with Kohler Credit Union
If you're searching for an entry-level customer service career, contact center position, member service representative role, or financial services opportunity, Kohler Credit Union provides the training, resources, and support to help you succeed.
Join our team and build a rewarding career where you can make a difference every day by helping members achieve their financial goals while growing your own professional future.
Applicants must be legally authorized to work in the United States without current or future visa sponsorship.

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