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Financial Analyst Associate Jobs in Appleton, WI

Jewelers Mutual Group

Product Analyst II

Neenah, WI · On-site

With over a century of trusted expertise, we're financially strong, forward-thinking, and driven by ... Associate or bachelor's degree required * Minimum of 2 years of related experience (an equivalent ...

Jewelers Mutual Group

Product Analyst II

Neenah, WI · On-site

Required : • Associate or bachelor's degree required • Minimum of 2 years of related experience ... financial reports • Good interpersonal skills; ability to work autonomously and build ...

DataAnnotation

M&A Associate - AI Trainer

Green Bay, WI · Remote

$50 - $100/hr

Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management * A current, in progress, or completed Master's and/or PhD is ...

Diocese of Green Bay

Associate Accountant

Green Bay, WI · On-site

$46K - $62K/yr

In addition, the Associate Accountant will generate and analyze financial reports to be used by organization managers and serve as a resource for their questions. MINIMUM KNOWLEDGE, EXPERIENCE AND ...

H&R Block

Tax Associate

Oshkosh, WI · On-site

$54K - $72K/yr

Apply problem-solving skills to analyze client information and address questions or unique ... Bachelor's degree in accounting, finance, or a related field * Experience in a client-facing or ...

H&R Block

Tax Associate

Neenah, WI · On-site

$60K - $80K/yr

Apply problem-solving skills to analyze client information and address questions or unique ... Bachelor's degree in accounting, finance, or a related field * Experience in a client-facing or ...

H&R Block

Tax Associate

Appleton, WI · On-site

$55K - $74K/yr

Apply problem-solving skills to analyze client information and address questions or unique ... Bachelor's degree in accounting, finance, or a related field * Experience in a client-facing or ...

H&R Block

Tax Associate

Appleton, WI · On-site

$57K - $76K/yr

Apply problem-solving skills to analyze client information and address questions or unique ... Bachelor's degree in accounting, finance, or a related field * Experience in a client-facing or ...

H&R Block

Tax Associate

Oshkosh, WI · On-site

$57K - $76K/yr

Apply problem-solving skills to analyze client information and address questions or unique ... Bachelor's degree in accounting, finance, or a related field * Experience in a client-facing or ...

H&R Block

Tax Associate

New Holstein, WI · On-site

$60K - $79K/yr

Apply problem-solving skills to analyze client information and address questions or unique ... Bachelor's degree in accounting, finance, or a related field * Experience in a client-facing or ...

H&R Block

Tax Associate

Ashwaubenon, WI · On-site

$56K - $75K/yr

Apply problem-solving skills to analyze client information and address questions or unique ... Bachelor's degree in accounting, finance, or a related field * Experience in a client-facing or ...

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Showing results 21-40

All JobsFinancial Analyst Associate JobsFinancial Analyst Associate Jobs in Appleton, WI

Financial Analyst Associate information

See Appleton, WI salary details

$28.3K

$71.9K

$122.5K

How much do financial analyst associate jobs pay per year?

As of Aug 16, 2026, the average yearly pay for financial analyst associate in Appleton, WI is $71,866.00, according to ZipRecruiter salary data. Most workers in this role earn between $54,600.00 and $79,500.00 per year, depending on experience, location, and employer.

What are some common challenges financial analyst associates face when managing multiple projects simultaneously?

Financial Analyst Associates often juggle several projects, such as preparing reports, building financial models, and supporting budgeting processes. One challenge is balancing tight deadlines from different internal stakeholders while ensuring accuracy and attention to detail in their analyses. Effective time management and prioritization skills are essential to meet expectations and deliver quality work. Collaborating with team members and proactively seeking clarification from managers can help navigate competing priorities and maintain a manageable workload.

What is a financial analyst associate?

Financial Analyst Associates are entry- to mid-level professionals who support senior analysts and management by collecting, analyzing, and interpreting financial data to help guide business decisions. They typically work in banks, investment firms, or corporate finance departments, preparing reports, forecasting trends, and evaluating financial performance. Their insights help organizations manage budgets, assess risks, and identify opportunities for growth. This role is often a stepping stone to more senior financial analyst or management positions.

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

AspectFinancial Analyst AssociateFinancial Analyst
Required CredentialsBachelor's degree, relevant certifications (e.g., CFA Level I)Bachelor's degree, often with CFA Level I or II
Work EnvironmentEntry-level, supporting senior analysts, in finance or investment firmsMore independent, involved in analysis, reporting, and decision-making
Employer & Industry UsageCommon in banks, investment firms, corporate financeUsed across similar industries, often with more responsibility

The main difference between a Financial Analyst Associate and a Financial Analyst lies in experience and responsibility. Associates typically support senior analysts and handle more routine tasks, while Financial Analysts take on more complex analysis and decision-making roles. Both roles require similar educational backgrounds and certifications, but the Financial Analyst position usually involves greater independence and strategic input.

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

To thrive as a Financial Analyst Associate, you need strong analytical skills, a solid grasp of accounting and finance principles, and typically a bachelor's degree in finance, accounting, or a related field. Proficiency with financial modeling, Microsoft Excel, and tools like Bloomberg Terminal or SAP is highly valued, as is familiarity with data visualization software. Exceptional attention to detail, communication abilities, and problem-solving skills set top performers apart. These competencies enable accurate analysis, effective decision-making support, and clear communication of financial insights to stakeholders.

What are the most commonly searched types of Financial Analyst jobs in Appleton, WI?

The most popular types of Financial Analyst jobs in Appleton, WI are:

What are popular job titles related to Financial Analyst Associate jobs in Appleton, WI?

For Financial Analyst Associate jobs in Appleton, WI, the most frequently searched job titles are:

What job categories do people searching Financial Analyst Associate jobs in Appleton, WI look for?

The top searched job categories for Financial Analyst Associate jobs in Appleton, WI are:

What cities near Appleton, WI are hiring for Financial Analyst Associate jobs?

Cities near Appleton, WI with the most Financial Analyst Associate job openings:

Financial Analyst Associate jobs near you
Infographic showing various Financial Analyst Associate job openings in Appleton, WI as of July 2026, with employment types broken down into 1% Locum Tenens, 86% Full Time, 8% Part Time, 1% Temporary, and 4% Contract. Highlights an 86% Physical, 6% Hybrid, and 8% Remote job distribution, with an average salary of $71,866 per year, or $34.6 per hour.

Registered Client Associate

Raymond James Financial, Inc.

Green Bay, WI • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 2 days ago

Job description

Job Description Summary
Families don't have to be people who live together or are related to one another. They are people who are there for each other, helping to plan together, and looking forward to sharing in each other's achievements.
At ZK Financial Group, we are seeking a Registered Client Associate to be part of our family. The ideal candidate has strong communication skills, experience working in the financial industry, and is detail oriented. Additionally, you must love dogs! (Yes, we said dogs; our office is dog friendly.)
Job Description
Essential Duties and Responsibilities
  • Service daily client inquiries over the phone and in-person, including scheduling meetings and greeting clients
  • Work both independently and within a dynamic team environment to provide administrative support to the financial advisors and branch office
  • Open new client accounts, process money movement, and research information as needed
  • Ensure client paperwork and documentation is accurate prior to submission and processing. Follow up to ensure accurate completion
  • Prepare letters, forms, and reports to assist with servicing existing clients and prospecting for new clients
  • Prepare various business summary reports and client-specific reporting as needed for review by the financial advisor
  • Create and maintain records and files utilizing Client Relationship Management (CRM) software
  • Actively engage in available training/cross-training and educational and/or professional development opportunities to remain current on industry policies and procedures
  • Performs other duties and responsibilities as assigned

Knowledge, Skills, and Abilities
Knowledge of
  • Company's working structure, policies, mission, and strategies
  • General office practices, procedures, and methods
  • Basic investment concepts, practices and procedures used in the securities industry
  • Financial markets, products and industry regulations

Skill in
  • Client Relationship Management (CRM) software
  • Microsoft Office
  • Effective communication (in-person, virtual, phone and mail)

Ability to
  • Operate standard office equipment and use required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases
  • Analyze and research account information
  • Organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment
  • Take initiative and proactively follow up on submitted items to ensure completion; resolve errors, questions or concerns
  • Handle stressful situations and provide a high level of customer service in a calm and professional manner
  • Analyze problems and establish solutions in a fast-paced environment
  • Use mathematics sufficient to process account and transaction information
  • Use appropriate interpersonal styles and communicate effectively
  • Work both independently and as part of a team
  • Provide a high level of customer service

Licenses/ Certifications: SIE, Series 7, 66, or equivalent - or willing to obtain in stated period
Education: Bachelor's degree preferred
Experience: 2+ years of industry experience
Workstyle: Onsite
Travel: None required
Benefits: Medical + HSA Contribution, Retirement + Match, PTO + Market Holidays
Zuehlke Karcz Financial Group and its employees are independent contractors with respect to Raymond James, not employees of Raymond James. The term "Raymond James" includes, but is not limited to, Raymond James Financial Services, Inc. ("RJFS") and Raymond James Financial Services Advisors. Inc. ("RJFSA") as affiliates.
PLEASE NOTE: The benefits link and benefits description below do not apply to this job posting because the hiring entity is an RJFS independent branch and all RJFS associates at this branch are independent contractors with respect to Raymond James. If you are offered a position by this RJFS branch, employment and benefits will solely be offered by the branch and not by Raymond James.
Education
Bachelor's
Work Experience
General Experience - 3 to 6 years
Certifications
Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)
Travel
Less than 25%
Workstyle
Resident
The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.
At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:
• Grow professionally and inspire others to do the same
• Work with and through others to achieve desired outcomes
• Make prompt, pragmatic choices and act with the client in mind
• Take ownership and hold themselves and others accountable for delivering results that matter
• Contribute to the continuous evolution of the firm
At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
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