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Finance Professional Jobs in Racine, WI (NOW HIRING)

As a Financial Services Professional, you will: * Build a client base by growing relationships with your network and providing guidance * Gain expertise through sponsored coursework and proprietary ...

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Finance Professional information

See Racine, WI salary details

$23.4K

$86.9K

$127.1K

How much do finance professional jobs pay per year?

As of Sep 4, 2026, the average yearly pay for finance professional in Racine, WI is $86,858.00, according to ZipRecruiter salary data. Most workers in this role earn between $70,300.00 and $102,200.00 per year, depending on experience, location, and employer.

What is a finance professional?

Finance professionals are experts who manage, analyze, and advise on financial matters for individuals, businesses, or organizations. Their roles can include financial analysis, investment management, financial planning, risk assessment, and ensuring compliance with financial regulations. They may work in areas such as banking, investment, corporate finance, financial planning, or accounting. Finance professionals help clients make informed decisions to optimize their financial health and achieve their economic goals.

What are the key skills and qualifications needed to thrive as a finance professional?

To thrive as a Finance Professional, you need strong analytical abilities, financial modeling skills, and a solid understanding of accounting principles, often supported by a degree in finance, accounting, or a related field. Proficiency with financial analysis software, Excel, and familiarity with ERP systems or certifications such as CFA or CPA are highly valued. Exceptional attention to detail, communication skills, and problem-solving abilities help you stand out in this role. These skills are crucial for making sound financial decisions, ensuring compliance, and effectively communicating financial information to stakeholders.

What are some common challenges finance professionals face when working with cross-functional teams?

Finance Professionals often collaborate with departments such as marketing, operations, and IT, which can present challenges due to differing priorities, timelines, and levels of financial literacy. Effective communication is crucial to ensure that financial insights are understood and valued by non-financial colleagues. Additionally, balancing the need for financial control with the flexibility required by other teams often requires strong negotiation and relationship-building skills.

What is the difference between Finance Professional vs Financial Analyst?

AspectFinance ProfessionalFinancial Analyst
Required CredentialsOften a degree in finance, accounting, or related field; certifications like CFA or CPA are commonTypically a degree in finance, economics, or accounting; CFA certification is advantageous
Work EnvironmentVaries from corporate finance departments to consulting firms; often involves teamwork and client interactionPrimarily in finance departments, investment firms, or banks; focused on data analysis and reporting
Employer & Industry UsageUsed across industries including banking, corporate finance, and consultingCommon in investment banking, asset management, and corporate finance roles

Both roles require finance-related credentials and are found in similar industries. A Finance Professional has a broader scope, often involved in strategic planning and management, while a Financial Analyst focuses more on analyzing financial data and preparing reports. The choice depends on your career focus—strategic finance or detailed financial analysis.

What are the professions in finance?

Professions in finance include roles such as financial analyst, accountant, financial planner, investment banker, risk manager, and auditor. These roles often require strong analytical skills, knowledge of financial software, and relevant certifications like CFA or CPA. Finance professionals work in banks, investment firms, corporations, and government agencies.

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

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

What cities near Racine, WI are hiring for Finance Professional jobs?

Cities near Racine, WI with the most Finance Professional job openings:

Infographic showing various Finance Professional job openings in Racine, WI as of August 2026, with employment types broken down into 1% As Needed, 71% Full Time, 22% Part Time, 3% Contract, and 3% Nights. Highlights an 84% Physical, 1% Hybrid, and 15% Remote job distribution, with an average salary of $86,858 per year, or $41.8 per hour.

Financial Services Professional

Bankers Life

West Allis, WI • On-site

$60K - $90K/yr

Other

Posted 4 days ago


Job description

Bankers Life®, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Financial Professionals. We offer award-winning training, access to mentors, and a workday that can be built around your lifestyle.


As a Financial Services Professional, you will:


  • Build a client base by growing relationships with your network and providing guidance
  • Gain expertise through sponsored coursework and proprietary agent development training
  • Guide clients through important financial decisions using the latest software and our expansive product portfolio
  • Pathways to develop your Financial Professional career including leadership, wealth management, and retirement planning


What makes a great Financial Services Professional?


  • The ability to present complicated concepts effectively and maintain uncompromising principles, such as honesty and integrity
  • Self-motivation to connect with company provided sales leads and network with new clients
  • Strong relationship building, communication, and time-management skills
  • A competitive and entrepreneurial spirit to achieve success both for yourself and others


Competitive commission structure designed to grow with you!


  • 1st year: $50,000 - $80,000
  • 3rd year: $60,000 - $90,000
  • 5th year: $75,000 - $130,000


What we offer:

  • Passive income opportunities and bonus programs
  • Fully paid insurance licensing, SIE, Series 6, Series 63, CFP®
  • Award-wining training - Bankers Life has been named as a Training Apex Award Winner for the twelfth consecutive year
  • Flexible in-office schedules once you complete your agent training
  • Progressive advancement opportunities
  • Retirement savings program and more



Bankers Life®, a subsidiary of CNO Financial, is a Fortune 500 company with a strong commitment to diversity and inclusion. We value an inclusive and belonging environment where everyone's different viewpoints bring new successes! Please visit our career site to learn more about our mission: https://careersatbankerslife.com