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Entry Level Financial Management Jobs in Wisconsin

OneMain Financial

Loan Sales Specialist

Green Bay, WI · On-site

Key Word Tags Sales, Collections, Retail, Loan Sales, Customer Service, Customer Care, Business Development, New Grad, Newly Graduated, Entry level, Financial Sales, Management Development ...

OneMain Financial

Loan Sales Specialist

Rice Lake, WI · On-site

Key Word Tags Sales, Collections, Retail, Loan Sales, Customer Service, Customer Care, Business Development, New Grad, Newly Graduated, Entry level, Financial Sales, Management Development ...

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All JobsFinancial Management JobsEntry Level Financial Management JobsEntry Level Financial Management Jobs in Wisconsin

Entry Level Financial Management information

See Wisconsin salary details

$20.1K

$57.6K

$110.5K

How much do entry level financial management jobs pay per year?

As of Jul 27, 2026, the average yearly pay for entry level financial management in Wisconsin is $57,632.00, according to ZipRecruiter salary data. Most workers in this role earn between $37,895.00 and $68,485.00 per year, depending on experience, location, and employer.

What are entry level financial management jobs?

Entry level financial management jobs are positions designed for individuals who are new to the finance industry, often recent graduates or those transitioning into finance from another field. These roles typically involve assisting with budgeting, financial analysis, preparing reports, and supporting more senior finance team members. Common job titles include financial analyst, junior accountant, or finance assistant. Entry-level positions provide foundational experience in financial planning, reporting, and compliance, serving as a stepping stone to more advanced finance careers.

How do I start a career in finance with no experience?

Entry level financial management roles often require a basic understanding of finance principles, which can be gained through online courses, certifications like the CFA Level 1, or a relevant degree. Gaining practical experience through internships, volunteering, or entry-level positions helps build skills and industry knowledge, making it easier to advance in finance careers.

What are the typical challenges faced by entry-level professionals in financial management, and how can they overcome them?

Entry-level professionals in financial management often encounter challenges such as adapting to complex financial software, understanding regulatory requirements, and managing multiple deadlines. Building a solid foundation in financial principles and seeking guidance from experienced colleagues can help ease the learning curve. Actively participating in team meetings and asking questions also fosters knowledge sharing and professional growth. Over time, developing strong organizational and analytical skills enables new hires to handle responsibilities more efficiently and confidently.

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

To thrive as an Entry Level Financial Management professional, you need a solid background in finance or accounting, analytical skills, and typically a bachelor's degree in a related field. Familiarity with financial software such as Excel, QuickBooks, and enterprise resource planning (ERP) systems is often required. Strong attention to detail, problem-solving abilities, and effective communication skills help you excel in this role. These competencies ensure accurate financial analysis, compliance, and clear reporting, which are critical for supporting sound business decisions.

What is an entry-level position in finance?

An entry-level financial management position is a role suitable for individuals starting their careers in finance, often requiring minimal experience and focusing on tasks like data analysis, budgeting, and supporting senior managers. These roles typically require basic knowledge of financial principles, proficiency with spreadsheets, and sometimes relevant certifications such as the CFA Level I or a bachelor's degree in finance or accounting.

What is the best entry-level finance job?

An entry-level financial analyst position is a common starting role in finance, involving data analysis, financial modeling, and reporting. It typically requires strong Excel skills, a bachelor's degree in finance or related fields, and knowledge of financial software. These roles offer a foundation for career growth in finance and investment management.

How to become a finance manager with no experience?

To become a finance manager with no experience, start by obtaining a relevant bachelor's degree such as in finance, accounting, or economics. Gain foundational skills through entry-level roles like financial analyst or assistant, and consider earning certifications like CFA or CPA to enhance your qualifications. Building experience, developing strong analytical skills, and understanding financial software are essential steps toward advancing into a finance management position.

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

AspectEntry Level Financial ManagementFinancial Analyst
Required CredentialsBachelor's degree in finance, accounting, or related fieldBachelor's degree; often requires or prefers certifications like CFA or CPA
Work EnvironmentCorporate finance departments, financial services firms, or accounting firmsInvestment firms, banks, corporate finance teams
Employer & Industry UsageEntry-level roles in various industries focusing on financial planning and managementAnalyzing financial data, preparing reports, supporting investment decisions

Entry Level Financial Management roles focus on supporting financial planning and management tasks within organizations, often requiring a bachelor's degree. Financial Analysts typically analyze financial data, prepare reports, and support investment decisions, often with additional certifications. Both roles are common in corporate and financial sectors, but Financial Analysts tend to have a more specialized focus on data analysis and investment evaluation.

What are the most commonly searched types of Financial Management jobs in Wisconsin? The most popular types of Financial Management jobs in Wisconsin are:
Entry Level Financial Management jobs near you
Infographic showing various Entry Level Financial Management job openings in Wisconsin as of July 2026, with employment types broken down into 84% Full Time, 12% Part Time, 1% Temporary, and 3% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $57,632 per year, or $27.7 per hour.
Personal Financial Planner

Personal Financial Planner

Lakeshore Financial Group

Madison, WI

$100K/yr

Full-time

Posted 27 days ago

Job description

Do you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more. If you have great communication skills and an eye for detail, apply today!Compensation:

$75,000 - $100,000 at plan earnings


Responsibilities:
  • Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management
  • Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs
  • Be a coachable, organized team member interested in pursuing training development and educational opportunities
  • Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor
  • Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals

Qualifications:
  • Up-to-date FINRA Series 7 & 63/66 documents are a bonus
  • Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary
  • Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers
  • Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed
  • A Bachelor’s degree in finance, business administration, or alternate related analytical field is required

About Company

At Lakeshore Financial, our Financial Representatives and Advisors take pride in nurturing strong and meaningful connections with a diverse range of individuals. Our services are designed to cater to specific needs, offering comprehensive financial strategies or focusing on particular areas that require attention.

What sets us apart is our commitment to providing a unique and all-encompassing approach to evaluating and developing financial wellness strategies tailored to each individual's circumstances. We genuinely care about clients' well-being and want them to experience our dedicated and holistic method.

To ensure the highest quality of guidance, our team follows a comprehensive process. By leveraging this approach, we strive to deliver exceptional results and empower clients to achieve their financial goals with confidence.