ZipRecruiter

Log In

2

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

Kestra Holdings

Financial Advisor

Brookfield, WI · On-site

We are seeking a Financial Advisor with planning and investment management experience who is also ... Train entry-level positions as needed * Grow existing client relationships by adding more assets ...

Northstar Loans

Loan Officer (Entry Level)

Milwaukee, WI

$15 - $18/hr

Loan Officer (Entry-Level) We're looking for a dependable, motivated Loan Officer to join our team ... This is a great opportunity for someone starting their career or looking to grow in the financial ...

OneMain Financial

Loan Sales Specialist

Racine, WI · On-site

... Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee

OneMain Financial

Loan Sales Specialist

Racine, WI

... Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee

OneMain Financial

Loan Sales Specialist

Racine, WI · On-site

... Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee

next page

Showing results 1-20

People also search for

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

Entry Level Finance information

See Racine, WI salary details

$12

$26

$50

How much do entry level finance jobs pay per hour?

As of May 31, 2026, the average hourly pay for entry level finance in Racine, WI is $26.04, according to ZipRecruiter salary data. Most workers in this role earn between $18.03 and $28.17 per hour, depending on experience, location, and employer.

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 the key skills and qualifications needed to thrive as an Entry Level Finance professional, and why are they important?

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 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 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.

More about Entry Level Finance jobs
What are the most commonly searched types of Finance jobs in Racine, WI? The most popular types of Finance jobs in Racine, WI are:
What are popular job titles related to Entry Level Finance jobs in Racine, WI? For Entry Level Finance jobs in Racine, WI, the most frequently searched job titles are:
What job categories do people searching Entry Level Finance jobs in Racine, WI look for? The top searched job categories for Entry Level Finance jobs in Racine, WI are:
What cities near Racine, WI are hiring for Entry Level Finance jobs? Cities near Racine, WI with the most Entry Level Finance job openings:
Entry Level Finance jobs near you
Infographic showing various Entry Level Finance job openings in Racine, WI as of May 2026, with employment types broken down into 78% Full Time, 21% Part Time, and 1% Contract. Highlights an 89% Physical, and 11% Remote job distribution, with an average salary of $54,161 per year, or $26 per hour.

Financial Advisor

DBHW Wealth Partners

South Milwaukee, WI • On-site

Full-time

PTO

Posted 18 days ago

Job description

About DBHW Wealth Partners
DBHW Wealth Partners is a leading investment management, financial, and tax planning firm dedicated to providing exceptional financial direction for those who dedicate their lives to educating and serving the public. Our mission is to provide supporting, trusting and ongoing relationships with our clients. We aim to offer knowledgeable advice through our experience. Acting as a guide for our clients, we strive to bring them through all the ups and downs of life. This mission is driven by the idea that our relationship with them is full circle, and we help them take advantage of their greatest opportunities and pursue their financial goals with confidence.
Meet Our Team: https://www.dbhwwealthpartners.com/our-team
Join Our Team!
This is an exciting opportunity for a driven Financial Advisor to join a growing firm that truly stands apart. We uniquely combine comprehensive wealth management with proactive tax planning, allowing advisors to deliver more integrated, high-value solutions to clients. With a strong, experienced support staff handling operations and planning support, our advisors can focus on building relationships, growing their practice, and making a meaningful impact for clients.
Job Summary:
The Financial Advisor is responsible for building trusted relationships with clients and providing comprehensive financial guidance to help them achieve their short- and long-term financial goals. This role involves assessing clients' financial situations, developing personalized strategies, and offering ongoing advice related to investments, retirement planning, insurance, tax-efficient strategies, and wealth management. The Financial Advisor serves as a key resource, delivering ethical, compliant, and client-focused recommendations while maintaining a high standard of professionalism and confidentiality.
Duties/Responsibilities:
  • Carries out planning, analysis, investment and other decisions that affect client relationships
  • Prepares and updates financial plans, working with clients to obtain the necessary information and ensuring that it is accurately entered into the firm's financial planning systems
  • Works with Managing Directors to discuss, review and finalize financial planning assumptions and design decisions
  • Works with clients to obtain information and prepare risk profiles and investment policy statements
  • Coordinates the transfer of client assets to the firm during new client onboarding, working closely with the Operations Group
  • Develops asset allocation strategies and works independently or with the Investment Group to implement
  • Rebalances portfolios as directed by the Investment Committee
  • Participates in all client meetings and adds value to meetings by delivering presentations, facilitating discussions and preparing information
  • Creates custom worksheets and analyses where needed to answer client questions or research investment opportunities
  • Researches new investment products and vendors
  • Facilitates the adoption of new technology by client service teams and trains others as necessary
  • Frequently supervises and trains entry-level positions and the Operations Group
  • Advises clients on appropriate financial products in the context of their plans

Required Skills/Abilities:
Financial Advisors are expected to have expertise in the following skill areas:
  • Financial planning and financial advice
  • Client service
  • Compliance process
  • Project/time management
  • Client and internal communications
  • Relationship management
  • Networking
  • Business development
  • Management and leadership
  • Coaching and mentorship

Education, Experience, and Licensing:
  • Associate's degree preferred.
  • Series 63, 65, and 66 certifications are preferred.
  • Series 7 certification preferred.
  • Certified Financial Planner (CFP) certification preferred.

Physical Requirements:
  • Prolonged periods sitting or standing at a desk and working on a computer.
  • This position is an in-office position.

Benefits
As a full-time team member of the firm, you will be eligible to participate in several firm sponsored benefits. In addition, you will be entitled to accrue paid time off - starting at 120 hours each calendar year.
We also close our office for 7 holidays, and have a floating holiday available for use as well.

Apply