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Finance Associate Jobs in Whitewater, WI (NOW HIRING)

Drake & Associates

Financial Advisor

Waukesha, WI · On-site

Financial Advisor -- Guaranteed Appointments, No Prospecting Drake & Associates is a respected financial planning firm in Wisconsin committed to delivering outstanding client service through ...

Drake and Associates

Financial Advisor

Waukesha, WI · On-site

$100K - $250K/yr

Financial Advisor - Guaranteed Appointments, No Prospecting Drake & Associates is a respected financial planning firm in Wisconsin committed to delivering outstanding client service through ...

Drake & Associates

Financial Advisor

Waukesha, WI · On-site

$150 - $230/hr

Financial Advisor - Guaranteed Appointments, No Prospecting Drake & Associates is a respected financial planning firm in Wisconsin committed to delivering outstanding client service through ...

Heckmann Financial

Operations Associate

Delafield, WI · On-site

Adam Goetzka's growing financial planning and wealth management practice that puts clients first ... The Operations Associate plays a key role in ensuring smooth day-to-day operations and delivering a ...

Generac

Finance Intern - Shared Services

Waukesha, WI · On-site

$17.75 - $23.25/hr

Currently enrolled in an Associates or Bachelor's program with an emphasis in Business Administration, Accounting, or Finance * Minimum 3.0 GPA Knowledge / Skills / Abilities * Microsoft Excel ...

Symphony Advancement

Associate

Elkhorn, WI · On-site

$40K - $75K/yr

Team members work collaboratively to secure new financial resources, manage complex client projects ... Role Description The Associate is a client advocate committed to zealously delivering superior ...

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Finance Associate information

See Whitewater, WI salary details

$30.1K

$69.3K

$136K

How much do finance associate jobs pay per year?

As of Sep 4, 2026, the average yearly pay for finance associate in Whitewater, WI is $69,338.00, according to ZipRecruiter salary data. Most workers in this role earn between $49,300.00 and $75,900.00 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.

What do you do as a finance associate?

A finance associate supports financial operations by preparing reports, analyzing data, and assisting with budgeting and forecasting. They often use tools like Excel and accounting software and may review financial documents to ensure accuracy. The role typically requires strong analytical skills and attention to detail.

What is the best entry-level finance associate job?

An entry-level finance associate role typically involves supporting financial analysis, preparing reports, and assisting with budgeting and forecasting. Candidates often need a bachelor's degree in finance, accounting, or a related field, along with strong Excel skills and attention to detail.
More about Finance Associate jobs

What are the most commonly searched types of Finance jobs in Whitewater, WI?

The most popular types of Finance jobs in Whitewater, WI are:

What job categories do people searching Finance Associate jobs in Whitewater, WI look for?

The top searched job categories for Finance Associate jobs in Whitewater, WI are:

What cities near Whitewater, WI are hiring for Finance Associate jobs?

Cities near Whitewater, WI with the most Finance Associate job openings:

Finance Associate jobs near you
Infographic showing various Finance Associate job openings in Whitewater, WI as of August 2026, with employment types broken down into 1% As Needed, 69% Full Time, 27% Part Time, 1% Temporary, and 2% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $69,338 per year, or $33.3 per hour.

Financial Advisor

Drake & Associates

Waukesha, WI • On-site

Full-time

Medical, Life

Re-posted 9 days ago

Job description

Financial Advisor — Guaranteed Appointments, No Prospecting


Drake & Associates is a respected financial planning firm in Wisconsin committed to delivering outstanding client service through collaboration and an entrepreneurial mindset. We specialize in retirement planning with our Retirement Ready Roadmap and seek a driven, client-focused Financial Advisor to join our team in Waukesha, WI.


Why You’ll Love This Role

✔ Built-in clients — no prospecting and no cold calling required
✔ Consistent schedule with 7 guaranteed appointments weekly
✔ $200K+ with uncapped earning potential


About This Opportunity
The Lead Financial Advisor will meet directly with prospective clients from seminars, workshops, and referrals. Responsibilities include presenting the firm’s value proposition, participating in public seminars and marketing initiatives, and building lasting client relationships.


How You’ll Make an Impact

  • Develop, present, and implement tailored financial plans
  • Advise clients on annuities, life insurance, long-term care, and managed investments
  • Provide comprehensive financial planning, including investment, insurance, and retirement strategies
  • Cultivate and maintain strong client relationships


What We’re Looking For

  • Active Life & Health license
  • Series 65 or Series 66 and 7 licenses
  • Bachelor’s degree preferred
  • Minimum three years of financial services experience, with an emphasis on sales
  • Strong organizational, analytical, and communication skills (verbal and written)
  • Proficiency with Google Suite; Salesforce experience preferred


What Makes You a Great Fit

  • Initiative and persistence
  • Positive attitude
  • Entrepreneurial mindset
  • Effective local marketing skills
  • Persuasive communication


Ready to make an impact?

If you are passionate about helping families achieve their financial goals and meet the qualifications above, we encourage you to apply and join our team at Drake & Associates!