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Financial Analyst Associate Jobs in Madison, WI (NOW HIRING)

Lake Ridge Bank

Credit Analyst

Middleton, WI · On-site

The Credit Analyst will be responsible for spreading financial statements as required by Lake Ridge ... Associates degree in Finance, Accounting, Business and/or similar field of education and/or three ...

Lake Ridge Bank

Credit Analyst

Middleton, WI · On-site

The Credit Analyst will be responsible for spreading financial statements as required by Lake Ridge ... Associates degree in Finance, Accounting, Business and/or similar field of education and/or three ...

Lake Ridge Bank

Credit Analyst

Middleton, WI · On-site

The Credit Analyst will be responsible for spreading financial statements as required by Lake Ridge ... Associates degree in Finance, Accounting, Business and/or similar field of education and/or three ...

Lake Ridge Bank

Credit Analyst

Middleton, WI · On-site

The Credit Analyst will be responsible for spreading financial statements as required by Lake Ridge ... Associates degree in Finance, Accounting, Business and/or similar field of education and/or three ...

WestPoint Financial Group

Financial Advisor

Madison, WI · On-site

$50K - $100K/yr

... gathering and needs analysis • Expanding personal knowledge and skills through ongoing ... with associates Qualifications • Strong interpersonal skills • Market development and ...

WestPoint Financial Group

Financial Advisor

Madison, WI · Remote

$50K - $100K/yr

Providing financial solutions for clients through fact gathering and needs analysis * Expanding personal knowledge and skills through ongoing professional development and joint work with associates ...

PNC Bank

Underwriting Associate - Commercial

Portage, WI · On-site +1

$37K/yr

Performs basic financial analysis, such as cash flow and collateral analysis. * Researches/responds ... Education Associates Certifications No Required Certification(s) Licenses No Required License(s ...

Husch Blackwell LLP

Senior Pricing Analyst

Madison, WI · On-site +1

The Senior Pricing Analyst will report to the Associate Director of Strategic Pricing and will ... Generate financial analyses that support pricing strategies, policies, and the optimization of ...

Husch Blackwell Llp

Senior Pricing Analyst

Madison, WI · On-site +1

The Senior Pricing Analyst will report to the Associate Director of Strategic Pricing and will ... Generate financial analyses that support pricing strategies, policies, and the optimization of ...

Sentry Insurance

Associate SEM Analyst

Madison, WI

Our Associate SEM Analysts support paid media initiatives. What You'll Do As an Associate SEM ... Because of the trust placed in us, we're one of the largest and financially strongest mutual ...

Sentryinsurance

Associate SEM Analyst

Madison, WI

Our Associate SEM Analysts support paid media initiatives. What You'll Do As an Associate SEM ... Because of the trust placed in us, we're one of the largest and financially strongest mutual ...

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Showing results 21-40

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

Financial Analyst Associate information

See Madison, WI salary details

$29.2K

$74.2K

$126.5K

How much do financial analyst associate jobs pay per year?

As of Aug 10, 2026, the average yearly pay for financial analyst associate in Madison, WI is $74,216.00, according to ZipRecruiter salary data. Most workers in this role earn between $56,400.00 and $82,100.00 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 Madison, WI? The most popular types of Financial Analyst jobs in Madison, WI are:
What are popular job titles related to Financial Analyst Associate jobs in Madison, WI? For Financial Analyst Associate jobs in Madison, WI, the most frequently searched job titles are:
What job categories do people searching Financial Analyst Associate jobs in Madison, WI look for? The top searched job categories for Financial Analyst Associate jobs in Madison, WI are:
What cities near Madison, WI are hiring for Financial Analyst Associate jobs? Cities near Madison, WI with the most Financial Analyst Associate job openings:
Financial Analyst Associate jobs near you
Infographic showing various Financial Analyst Associate job openings in Madison, WI as of August 2026, with employment types broken down into 1% As Needed, 75% Full Time, 22% Part Time, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $74,216 per year, or $35.7 per hour.

Associate Financial Advisor

Wealth Enhancement Group

Madison, WI • On-site

$70K - $90K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 12 days ago

Job description

About Wealth Enhancement
Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 90,000 households from our over 175 offices - and growing - nationwide.
Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com.
We are excited to welcome an Associate Financial Advisor to our growing Madison, WI team. In this role, you will partner with senior advisors and serve as an integral member of the advisory team, helping clients achieve their financial goals through personalized guidance and exceptional service. You will contribute to the team's success by supporting business growth, strengthening client relationships, and delivering a high-touch experience that consistently exceeds expectations.
We select our initial compensation target using national compensation survey data. When we make an offer, we then factor in things like tenure, performance, and geographic location to come up with the most accurate numbers. We encourage you to apply and provide us with your compensation expectations when you do. We're big on open conversations, so, let's have one.
The expected pay range for this Associate Financial Advisor position is $70,000 to $90,000 annually. This range may include a base salary plus variable compensation. The company in good faith believes it would pay in this range for this role at the time of posting. Actual compensation within this range will depend on your qualifications, skills, and credentials, educational and professional experience and actual compensation will depend on your productivity and sales numbers and can be below or exceed the range. A full benefits suite is offered, including health and dental insurance, 401k retirement plan, paid time off and other benefits.
Primary Job Functions
Work with the financial advisory team to actively manage client relationships with excellent service
  • Assist the Financial Advisor during client meetings and with follow-up
  • Take meeting notes and promptly enter into CRM
  • Present financial advice or plan to client with the Financial Advisor
  • Meet with client to obtain additional planning information or to clarify/confirm information provided
  • Analyze client's investments, insurance policies, and financial plan
  • Place trades and oversee/manage tasks completed by the client service team

Prepare annual reviews as required by the team
  • Systematize the review process utilizing the CRM system
  • Gather data for client reviews and review client files for additional sales opportunities
  • Create reviews utilizing the Wealth Enhancement Group review system

Create financial plans for clients as required by the team
  • Analyze a client's financial data in light of their financial goals
  • Meet or call clients to obtain any additional planning information or clarify/confirm information provided
  • Prepare client information to present to the Roundtable, if required
  • Work effectively and professionally with the Financial Planning department, if required

Participate in Wealth Enhancement Group trainings, educational events, coaching programs, and proficient in advisor/client facing technology
Adherence to the Wealth Enhancement Group's Corporate Communication Strategy and in good compliance standing
Education/Qualifications
  • 4-year degree required; business, finance, economics preferred
  • 2+ years of experience within the wealth management industry
  • Series 65 (RIA Only)
  • Advanced designation preferred (CFP)
  • Able to prepare client reviews and assist in meetings with senior advisors
  • Possesses excellent analytical, organizational, and communication skills (both oral & written)
  • Able to manage multiple projects at once

#LI-EW1
Comprehensive Benefits Offerings
Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony. You may be eligible to participate in the following benefits & development opportunities:
  • Training and professional development
  • Medical, dental and vision coverage (Available to full-time employees and their families)
  • Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses
  • Life and AD&D insurance - employer paid and voluntary options
  • Short-term and long-term disability, workers compensation - employer paid
  • 401k with match and profit sharing
  • Wellness programs and resources
  • Voluntary benefits, including pet insurance
  • 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)
  • 12 paid holidays each year (10 pre-determined and 2 floating days)
  • Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)
  • Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)

Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at 763-417-1700
Information provided on this application will be kept confidential and only be shared with those involved in the selection process.
Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify.
Click the following link to view Federal and E-Verify posters: Link
OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.
Wealth Enhancement may use artificial intelligence (AI) tools to assist in the initial screening of resumes. All AI-supported evaluations are reviewed by our recruitment team to ensure accuracy and fairness. We are committed to equal opportunity in employment and do not discriminate based on race, color, religion, sex, national origin, age, disability, or any other protected status. Your personal information is handled in accordance with applicable data protection laws.

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