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Entrylevel Financial Analyst Jobs in Racine, WI (NOW HIRING)

Neroli Salon and Spa

Head of Operations

Brookfield, WI

$60K - $120K/yr

Monitor financial performance and optimize resource allocation * Collaborate with marketing to ... Analyze operational data to identify areas for improvement * Foster a positive and productive work ...

SVA Inc

Accounting Intern (Spring 2027)

Brookfield, WI

$15 - $19/hr

... analyzing data, preparing financial reports, and a variety of accounting activities and responsibilities. Work performed is similar to the activities of an entry-level staff accountant, and interns ...

SVA

Accounting Intern (Spring 2027)

Brookfield, WI · On-site

$15 - $19/hr

... analyzing data, preparing financial reports, and a variety of accounting activities and responsibilities. Work performed is similar to the activities of an entry-level staff accountant, and interns ...

The LaSalle Group

Billing Specialist

Kenosha, WI · On-site

$25 - $30/hr

Support month-end close activities including accruals, WIP reviews, unbilled A/R analysis, and ... entry-level positions to the C-suite. With units specializing in Accounting and Finance ...

Colliers

Associate Staff Accountant

Milwaukee, WI · On-site

Financial reporting and variance analysis across multiple entities * Systems such as MRI and real estate specific tools * Cross functional collaboration with property management and operations teams ...

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Entrylevel Financial Analyst information

See Racine, WI salary details

$36.1K

$82.6K

$110.6K

How much do entrylevel financial analyst jobs pay per year?

As of May 31, 2026, the average yearly pay for entrylevel financial analyst in Racine, WI is $82,619.00, according to ZipRecruiter salary data. Most workers in this role earn between $65,600.00 and $103,600.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as an Entry-level Financial Analyst, and why are they important?

To thrive as an Entry-level Financial Analyst, you need a solid background in finance, accounting, or economics, typically supported by a bachelor’s degree in a related field. Familiarity with Excel, financial modeling software, and data analysis tools such as Bloomberg Terminal or SQL is highly valuable. Strong analytical thinking, attention to detail, and effective communication set standout analysts apart. These skills are crucial for accurately interpreting financial data and producing actionable insights that drive business decisions.

What are the typical responsibilities and team interactions for an entry-level financial analyst?

As an entry-level financial analyst, you can expect to spend much of your time collecting, organizing, and analyzing financial data to support senior analysts and management in decision-making. Your daily tasks may include creating financial models, preparing reports, and assisting with budgeting or forecasting processes. Collaboration is common—you'll often work closely with other analysts, accountants, and business units to gather information and ensure accurate financial analysis. This role offers exposure to various departments, providing a solid foundation for career growth within finance.

What does an entry-level financial analyst do?

An entry-level financial analyst typically assists senior analysts and managers by gathering and analyzing financial data, preparing reports, and creating financial models. Their responsibilities often include tracking a company’s financial performance, evaluating budgets, and helping with forecasting and planning. They may also research market trends and assist in making recommendations for investments or cost-saving strategies. This role is a great starting point for gaining experience in finance and learning how to interpret complex data to support business decisions.

What is the difference between Entrylevel Financial Analyst vs Financial Associate?

AspectEntrylevel Financial AnalystFinancial Associate
Required CredentialsBachelor's degree in finance, accounting, or related field; internships often preferredBachelor's degree in finance, economics, or related field; similar internship experience
Work EnvironmentCorporate finance departments, investment firms, or banks; analytical and data-driven tasksFinancial services firms, banks, or investment companies; client-facing and support roles
Employer & Industry UsageCommonly used in finance, banking, and investment industriesUsed across banking, asset management, and financial services sectors

Both roles typically require a bachelor's degree and similar internships. An Entrylevel Financial Analyst focuses more on analyzing financial data and supporting decision-making, while a Financial Associate often handles client interactions and support tasks. The roles overlap in industry and credentials but differ slightly in daily responsibilities.

What are popular job titles related to Entrylevel Financial Analyst jobs in Racine, WI? For Entrylevel Financial Analyst jobs in Racine, WI, the most frequently searched job titles are:
What job categories do people searching Entrylevel Financial Analyst jobs in Racine, WI look for? The top searched job categories for Entrylevel Financial Analyst jobs in Racine, WI are:
What cities near Racine, WI are hiring for Entrylevel Financial Analyst jobs? Cities near Racine, WI with the most Entrylevel Financial Analyst job openings:
Entrylevel Financial Analyst jobs near you
Wealth - Associate Relationship Manager

Wealth - Associate Relationship Manager

Johnson Financial Group

Milwaukee, WI • On-site

Full-time

Posted 16 days ago

Johnson Financial Group rating

8.8

Company rating: 8.8 out of 10

Based on 5 frontline employees who took The Breakroom Quiz

Job description

Overview
The Wealth Associate RM is an entry level transitional role with expected development to a Wealth Advisor role. This role will function within and support servicing, planning and client meetings.
Key Responsibilities:
  • Knowledge of full portfolio of JFG products and services; actively cross-sells full breadth and depth of products.
  • Actively join calls with lead Relationship Manager on identified target segments, prospects, centers of influence, etc. to support new business development and client acquisition efforts.
  • Participate and assist with regular telephone and face-to-face client reviews. Give persuasive sales presentations and tailors delivery and material to meet audience needs as directed by lead Relationship Manager.
  • Frequent phone contact with clients regarding planning related issues (goals review, performance review), directed by lead Relationship Manager.
  • Assist Client Service Specialists with client services activities, client calls; understand the process of service-related requests.
  • Attend to special client needs such as cash requirements and reserves, tax planning and distribution analysis.
  • Financial Planning: review, prepare and update client-based plans, financial and estate planning primers, estate planning attorney searches.
  • Clear Touch: contribute to internal client service process and maintain client contact services standards.
  • Develop and maintain strong working relationships with business partners to expand customer relationships across all lines of business.
  • Actively manage inherent risks by adhering to internal policies and procedures, regulatory and statutory requirements, and exercising sound judgment.
  • Complete, timely and accurate CRM documentation of prospect/COI relationships.

Education, Knowledge, and Skills:
  • Bachelor's Degree and minimum 2 years of experience working with affluent clientelee. A combination of appropriate education and experience will be considered.
  • Demonstrated expertise in sales, networking, negotiating, business acumen and execution.
  • Specialized knowledge of investment management and financial planning.
  • Series 65 (IA) required (will be given 6 months to achieve)
  • Required to pursue Certified Financial Planner (CFP) or Chartered Financial Consultant (ChFC) designation.
  • Knowledge of Estate Planning & Trust, Lending/Banking, Qualified Plans, and Business Succession desired.
  • Understanding and strong working knowledge of MS Office products; familiarity with Schwab, Fidelity, RBC, and planning software. Ability to effectively utilize Bank and Wealth Operating Systems.

Come as you are.
Our culture embraces diversity, equity, & inclusion; one where everyone feels valued and heard. For more information on JFG's culture and diversity efforts, including our employee resource groups, please visit the Diversity section of our career website.

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