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Finance In Jobs in Dallas, WI (NOW HIRING)

Johnson Financial Group

Financial Advisor

Rice Lake, WI · On-site

Bachelor's or advanced degree in finance, accounting, economics, business management, or a related field preferred with a minimum of 2 years' client-facing financial industry experience in business ...

Sanford Health

Financial Analyst

Bloomer, WI · Remote

Qualifications Bachelor's degree in accounting, finance, healthcare administration, or related field required. Two years of experience required. Certified Public Accountant (CPA), Certified ...

Sanford Health

Financial Analyst

Cumberland, WI · Remote

Qualifications Bachelor's degree in accounting, finance, healthcare administration, or related field required. Two years of experience required. Certified Public Accountant (CPA), Certified ...

Sanford Health

Financial Analyst

Rice Lake, WI · Remote

Qualifications Bachelor's degree in accounting, finance, healthcare administration, or related field required. Two years of experience required. Certified Public Accountant (CPA), Certified ...

Compeer Financial

Sr Lending Specialist

Rice Lake, WI · On-site

Compeer Financial is a member-owned cooperative located in Illinois, Minnesota and Wisconsin. We bring together team members with a variety of backgrounds and experiences to help provide financial ...

OneMain Financial

Loan Sales Specialist

Rice Lake, WI · On-site

At OneMain, Loan Sales Specialists empower customers by listening to their needs and providing access to friendly, fast, and affordable financing for life's expenses. In this role, our team members ...

OneMain Financial

Loan Sales Specialist

Rice Lake, WI · On-site

At OneMain, Loan Sales Specialists empower customers by listening to their needs and providing access to friendly, fast, and affordable financing forlife'sexpenses.In this role, our team members ...

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$24.7K

$91.3K

$133.6K

How much do finance in jobs pay per year?

As of Jul 7, 2026, the average yearly pay for finance in in Dallas, WI is $91,340.00, according to ZipRecruiter salary data. Most workers in this role earn between $74,000.00 and $107,500.00 per year, depending on experience, location, and employer.

What are jobs under finance?

Jobs under finance include roles such as financial analyst, accountant, financial advisor, loan officer, and investment banker. These positions typically require skills in financial analysis, accounting, and knowledge of financial tools and regulations, often supported by relevant certifications like CPA or CFA.

What are Finance In roles?

Finance In roles typically refer to positions within a company's finance department that focus on managing and overseeing financial transactions, budgeting, forecasting, and reporting. These roles ensure that the organization's financial processes run smoothly and comply with regulations. Responsibilities may include analyzing financial data, preparing statements, and advising on investment decisions. Finance professionals play a key role in supporting business growth and financial health.

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

To thrive as a Finance Intern, you need a solid understanding of basic accounting principles, financial analysis, and a relevant degree in finance, accounting, or economics. Familiarity with Microsoft Excel, financial modeling software, and data management systems is typically expected. Strong attention to detail, analytical thinking, and effective communication help interns stand out in this role. These skills are crucial for accurately supporting financial operations, contributing to team projects, and building a foundation for a career in finance.

What jobs do you do in finance?

In finance, common jobs include financial analyst, accountant, financial advisor, investment banker, and risk manager. These roles involve tasks such as analyzing financial data, preparing reports, advising clients, managing investments, and assessing financial risks, often requiring skills in Excel, financial modeling, and relevant certifications like CFA or CPA.

What are the careers in finance?

Careers in finance include roles such as financial analyst, accountant, investment banker, financial planner, and risk manager. These positions often require strong analytical skills, knowledge of financial tools and software, and relevant certifications like CFA or CPA. Opportunities exist in banking, investment firms, corporate finance, and insurance sectors.

What are some common challenges Finance Interns face when transitioning from academic studies to a professional finance environment?

Finance Interns often find that the pace and complexity of real-world financial operations differ significantly from academic coursework. Adjusting to using specialized software, adhering to tight deadlines, and interpreting large data sets in a business context can be challenging. Interns may also need to quickly familiarize themselves with industry-specific regulations and reporting standards. However, teams typically provide training and mentorship to support this transition, and proactive communication can help interns overcome initial hurdles.

What jobs are there within finance?

Within finance, common jobs include financial analyst, accountant, financial advisor, investment banker, loan officer, and risk manager. These roles often require skills in financial modeling, data analysis, and knowledge of financial regulations, with certifications like CFA or CPA being advantageous.
What are the most commonly searched types of Finance In jobs in Dallas, WI? The most popular types of Finance In jobs in Dallas, WI are:
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Finance In jobs near you
Financial Advisor

Financial Advisor

Johnson Financial Group

Rice Lake, WI • On-site

Full-time

Posted 18 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

With deep roots in Wisconsin and commitment to community values, Johnson Financial Group is known for helping clients navigate both banking and wealth needs with a relationship-driven, local approach. This opportunity offers the chance to join a respected institution where licensed advisors are supported by a collaborative team across lines of business and key support areas, creating strong referral opportunities and a more connected client experience. It also offers a unique opportunity to succeed an advisor with 30 years of experience. The retiring advisor being available over the next two years to support warm hand-offs, client continuity, and long-term success for the next advisor.

The Financial Advisor is responsible for growing and managing client relationships within the local market, with a focus on securities, mutual funds, annuities, and other licensed products. This role actively develops new business by identifying opportunities with clients and prospects, while also deepening existing relationships through thoughtful cross-selling of bank and company products and services.

Key Responsibilities

  • Develop and implement a personal business plan to drive new client acquisition, referrals, portfolio penetration, and retention, resulting in consistent portfolio growth.
  • Achieve significant growth in assets under management and revenue for a profitable book of business.
  • Proactively review client portfolios to ensure proper segmentation and transition to appropriate resources.
  • Deliver a distinctive client experience by leveraging our value proposition and referring clients to wealth, mortgage, insurance, private banking, and commercial banking services.
  • Demonstrate strong knowledge of all business offerings, financial industry topics, and financial planning concepts to address client objectives through a purposeful discovery process.
  • Collaborate with JFG Business Partners to match prospect needs with suitable solutions, resulting in new business and deeper relationships.
  • Lead a team of associates, setting and exceeding performance goals while fostering teamwork and mutual respect.

Required Experience

  • Bachelor’s or advanced degree in finance, accounting, economics, business management, or a related field preferred with a minimum of 2 years’ client-facing financial industry experience in business development; relevant work experience may substitute for education.
  • Demonstrated analytical, problem-solving, strategic, and tactical implementation skills in financial settings.
  • Developed networking abilities and a strong grasp of group dynamics, including experience with Centers of Influence.
  • Solid understanding of finance and economics, plus focus on industry trends and proactive adoption of products and technology to serve clients effectively.
  • Series 7, 63 or 66 required (or obtained within 6 months); must also secure all state-required insurance licenses.

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.

Qualifications:UNAVAILABLEEducation:UNAVAILABLEEmployment Type: FULL_TIME

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