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Entry Level Financial Management Jobs in Wisconsin

OneMain Financial

Loan Sales Specialist

Rice Lake, 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

Madison, 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

Beaver Dam, WI · On-site

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

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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 Aug 21, 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:

Entry Level Financial Management jobs near you
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.

Personal Financial Planner

Lakeshore Financial Group

Madison, WI • On-site

$100K/yr

Full-time

Re-posted 22 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.