ZipRecruiter

Log In

1

Finance Associate Jobs in Madison, WI (NOW HIRING)

Madison College

PT Instructor Pool - Finance

Madison, WI · On-site

$16 - $21.25/hr

School of BAA_Accounting & Finance Madison College is recruiting a pool of highly motivated and ... This position reports to the Associate Dean - School of Business and Applied Arts. Essential Duties:

NFP Corp

Associate, Advisor

Madison, WI · On-site

$60K - $70K/yr

Wealthspire is redefining the future of financial solutions through collaboration, scale, and a ... Our Advisor Associates works directly with Advisors to assist with the wealth management and ...

NFP Corp

Associate, Advisor

Madison, WI · On-site

$60K - $70K/yr

Wealthspire is redefining the future of financial solutions through collaboration, scale, and a ... Our Advisor Associates works directly with Advisors to assist with the wealth management and ...

Aon

Associate, Advisor

Madison, WI · On-site

$60K - $70K/yr

Wealthspire is redefining the future of financial solutions through collaboration, scale, and a ... Our Advisor Associates works directly with Advisors to assist with the wealth management and ...

NFP Corp

Associate, Advisor

Madison, WI · On-site

$60K - $70K/yr

Wealthspire is redefining the future of financial solutions through collaboration, scale, and a ... Our Advisor Associates works directly with Advisors to assist with the wealth management and ...

previous pagenext page

Showing results 21-40

All JobsFinance Associate JobsFinance Associate Jobs in Madison, WI

Finance Associate information

See Madison, WI salary details

$30.7K

$70.9K

$139.1K

How much do finance associate jobs pay per year?

As of Aug 10, 2026, the average yearly pay for finance associate in Madison, WI is $70,918.00, according to ZipRecruiter salary data. Most workers in this role earn between $50,400.00 and $77,600.00 per year, depending on experience, location, and employer.

What is a finance associate?

A finance associate provides support to a financial manager regarding financial statements and other legal documentation for a company. As a finance associate, your primary duties are to help managers in planning investments, creating budgets, assessing company payments, and making suggestions on how to increase profitability. Qualifications for this career include a bachelor’s degree in finance, accounting, or economics, job experience in the banking or accounting industry, organizational skills, and the ability to create and manage complex financial documents and spreadsheets.

What are the key skills and qualifications needed to thrive as a finance associate, and why are they important?

To thrive as a Finance Associate, you need a strong grasp of financial analysis, accounting principles, and a relevant degree such as finance, accounting, or economics. Proficiency in Microsoft Excel, financial modeling software, and familiarity with ERP systems like SAP or Oracle are typically expected. Attention to detail, analytical thinking, and effective communication are standout soft skills for this role. These competencies ensure accurate financial reporting, insightful analysis, and smooth collaboration within finance teams and with other departments.

What are some common challenges finance associates face when managing multiple deadlines and reporting requirements?

Finance Associates often juggle several tasks with tight deadlines, such as preparing financial reports, processing invoices, and supporting month-end or quarter-end closing activities. Balancing these responsibilities can be challenging, especially during peak reporting periods. Effective time management, strong organizational skills, and clear communication with team members and other departments are essential to meet expectations and ensure accuracy. Many organizations provide structured workflows and support from senior finance staff to help associates manage these demands.
More about Finance Associate jobs
What are the most commonly searched types of Finance jobs in Madison, WI? The most popular types of Finance jobs in Madison, WI are:
What are popular job titles related to Finance Associate jobs in Madison, WI? For Finance Associate jobs in Madison, WI, the most frequently searched job titles are:
What job categories do people searching Finance Associate jobs in Madison, WI look for? The top searched job categories for Finance Associate jobs in Madison, WI are:
What cities near Madison, WI are hiring for Finance Associate jobs? Cities near Madison, WI with the most Finance Associate job openings:
Finance Associate jobs near you
Infographic showing various Finance Associate job openings in Madison, WI as of August 2026, with employment types broken down into 1% As Needed, 63% Full Time, 34% Part Time, 1% Temporary, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $70,918 per year, or $34.1 per hour.

Associate Director, Wealth Management

Choreo

Madison, WI • On-site

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted 6 days ago

Job description

Choreo is a wealth management firm built on an interconnected network of financial advisors with a shared vision servicing entrepreneurs, CPAs, and individuals with a forward-thinking approach to financial planning to translate wealth into fulfillment. With over 200 employees and 40+ locations across the country, we are here to serve our clients beyond what is expected.
Our Madison, WI office is seeking an Associate Director, Wealth Management to assist clients, wealth advisors, and other team members in various roles to serve a client base consisting of high-net-worth families and business owners. In this role, you will become familiar with multiple aspects of the wealth management practice, including operations, investment management, case development, the client service model, and new business acquisition.
Primary Responsibilities:
  • Serve on the client service team to assist in managing client relationships.
  • Involvement in client and prospect meetings as well as networking opportunities.
  • Develop competency with our eMoney financial planning software to assist in developing financial plans.
  • Responsible for preparing investment (portfolio) analysis and financial-related projects as needed.
  • Develop competency in our CRM, manage workflows and related documentation requirements.
  • Facilitate best practices and assist in monitoring and satisfying compliance requirements.

Basic Qualifications:
  • Undergraduate Degree, preferably in a business-related field
  • Minimum 7 years in the Wealth Management/Financial Services industry
  • Experience with Schwab Institutional, eMoney Advisor, Black Diamond, and other financial planning software tools, including CRM systems
  • Excellent verbal and written communication skills for working with prospects, clients, and team members
  • Ability to work efficiently, effectively, and independently to see projects through to conclusion
  • Excellent organizational skills with the ability to prioritize multiple tasks, projects, and assignments
  • Basic knowledge of income taxes and effects of portfolio transactions on income taxes
  • Active series 65 license; CFP highly preferred

Employee Benefits
At Choreo, we provide a holistic, total reward offering to empower our teams in their professional and personal lives. We seek to provide employees with benefits that place an emphasis on health, happiness, and financial security. Here is what we offer:
  • Competitive salary and bonus plan
  • Competitive medical, dental, and vision plans
  • Basic life and disability coverage
  • 401(k) matching program
  • Financial support for approved designations and courses
  • Technical, leadership, sales training opportunities
  • Unlimited, discretionary time off
  • Paid parental leave

Choreo is an equal opportunity employer. We are committed to fostering, cultivating, and preserving a culture of diversity, equity, and inclusion.

Apply