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Entry Level Financial Management Jobs in Wisconsin

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

WI · On-site

$53K - $84K/yr

This is an entry-level finance/cost accounting role well suited to someone early in their career ... Prepare monthly management reporting packages, including variance analysis versus budget, forecast ...

... affordable financing forlife'sexpenses.In this role, our team members thrive in a competitive ... Manage the life cycle of loans, including collections activities whilemaintainingcompliance with ...

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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 Sep 11, 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 is entry level financial management?

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.

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

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 are the typical challenges faced by entry level financial management professionals, 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 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.

How do I start a career in entry level financial management with no experience?

To start a career in entry level financial management with no experience, focus on gaining foundational knowledge through online courses or certifications such as Excel or basic accounting. Internships, volunteering, or entry-level positions in finance or administrative roles can provide practical experience and help build relevant skills for advancement.

What is the best entry-level financial management job?

An entry-level financial management role typically includes positions such as financial analyst, junior financial manager, or accounting assistant. These jobs often require basic knowledge of financial principles, proficiency with spreadsheets and financial software, and may offer opportunities for certification like the CFA or CPA to advance in the field.

What are the most commonly searched types of Financial Management jobs in Wisconsin?

The most popular types of Financial Management jobs in Wisconsin are:

Infographic showing various Entry Level Financial Management job openings in Wisconsin as of August 2026, with employment types broken down into 1% As Needed, 85% Full Time, 12% Part Time, and 2% Contract. Highlights an 84% Physical, 3% Hybrid, and 13% Remote job distribution, with an average salary of $57,632 per year, or $27.7 per hour.

Entry-Level Financial Services Representative

Milwaukee, WI • On-site, Remote

Lakeshore Financial Group
Finance and Insurance • 11 - 50 employees

Full-time, Part-time

Medical, Dental, Vision, Retirement

Posted 11 days ago


Job description

Description
Training Provided
Are you a driven, client-focused professional seeking career advancement and amazing income potential? Lakeshore Financial Group is seeking ambitious individuals to join our Milwaukee team as Financial Service Representatives. You'll build lasting client relationships, develop your expertise, and gain the flexibility to build a great career.
Lakeshore Financial Group launched in 2016 and has grown rapidly since. Today, we have teams throughout the Greater Midwest. Our leadership team is fully dedicated to using their decades of experience to mentor and support new and experienced advisors, providing opportunities for collaboration, learning, and growth.
Why Join Lakeshore Financial Group?
  • Make a Meaningful Impact: Help families and individuals secure their financial future by developing customized financial wellness strategies
  • Flexible Schedule: Enjoy the freedom to work part-time or full-time, allowing you to balance your work with your personal life.
  • Comprehensive Training: We provide thorough training and ongoing support to equip you with the knowledge and skills necessary to succeed.
  • Professional Development: Gain valuable experience in sales, finance, and client relationship management.
  • Benefits: Our full-time positions offer full medical, dental, and vision benefits, 401(k), and retirement plan.

Occasional in-office presence is required so candidates must be local to Milwaukee, WI or surrounding cities.
Responsibilities
What You'll Do:
• Build relationships with potential clients and understand their financial needs
• Present and explain products and solutions
• Guide clients through the application and policy issuance process
• Provide ongoing support and service to clients
• Attend training and development sessions
Qualifications
Who We're Looking For:
• Sales experience is a plus, but not required. We are willing to train the right person
• Must be able and willing to obtain a life insurance license
• Highly motivated and self-driven individuals
• Excellent communication and interpersonal skills
• A passion for helping others
• A strong work ethic and a desire to succeed
• This is an upside 100% commission-based opportunity.
Why Join Us?
• Be part of a supportive and collaborative team
• Represent a reputable and respected company
• Enjoy the flexibility and freedom of a self-driven career
• Make a positive impact on the lives of others
• Earn a competitive income