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

Santander

Investment Banking Associate

Madison, WI

$175K - $225K/yr

Investment Banking Associate Country: United States of America It Starts Here: Santander is a ... Manage and review financial models, valuation analyses, and transaction documentation. * Oversee ...

Santander

Global Trade Finance Associate

Madison, WI

$145K - $175K/yr

Global Trade Finance Associate Country: United States of America It Starts Here: Santander is a ... Significant financial statement and analysis knowledge (working capital cycle, cash flow ...

Madison College

PT Instructor Pool - Finance

Madison, WI · On-site

$16 - $21.25/hr

This position reports to the Associate Dean - School of Business and Applied Arts. Essential Duties ... Financial Analyst (CFA) designation OR Chartered Financial Consultant (ChFC). 3. Two (2) years or 4 ...

Wisconsin

Financial Specialist II

Madison, WI · Hybrid

$24/hr

Will be able to make a wide variety of decisions, analyzing situations, and exercising good ... Associate's degree How to Apply: Please go to the "Apply Now" area and select your current UW ...

Quartz

Medical Coding Systems Analyst

Madison, WI · On-site

$72K - $90K/yr

Within these recommendations, this role will outline financial impacts, compliance with regulatory ... Bachelor's degree with 2+ years of relevant coding experience OR associate degree with 5+ years of ...

Unavailable

Medical Coding Systems Analyst

Madison, WI · On-site

$72K - $90K/yr

Within these recommendations, this role will outline financial impacts, compliance with regulatory ... OR associate degree with 5+ years of relevant coding experience * OR high school equivalency with ...

Quartz

Medical Coding Systems Analyst

Madison, WI · Remote

$72K - $90K/yr

Within these recommendations, this role will outline financial impacts, compliance with regulatory ... OR associate degree with 5+ years of relevant coding experience * OR high school equivalency with ...

Quartz

Medical Coding Systems Analyst

Madison, WI · On-site

$72K - $90K/yr

Within these recommendations, this role will outline financial impacts, compliance with regulatory ... OR associate degree with 5+ years of relevant coding experience * OR high school equivalency with ...

CFS

Controller

Madison, WI

... and project financial analysis processes as the Controller . * Drive the company's ERP ... Bachelor's degree in Accounting preferred (Associate's degree considered); CPA is a plus.

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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 Advisor - Middleton, WI

Savant Wealth Management

Middleton, WI • Hybrid

$65K - $85K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 23 hours ago

Job description

Are you passionate about financial planning and eager to build a career as a trusted advisor? As an Associate Advisor at Savant, you'll gain hands-on experience supporting clients, developing comprehensive financial plans, and learning "The Savant Way" alongside experienced advisors and planning professionals. This entry-level advisory role is designed for individuals pursuing a CFP® designation who want to build the technical expertise, client relationship skills, and business acumen necessary to grow into a successful financial advisor.
 
Working closely with Advisors, Wealth Strategy professionals, and specialists across the firm, you'll play a key role in delivering exceptional client experiences while developing the skills needed to progress to an Advisor I position.
 
In this role, you can expect to focus in the following areas:
  • Supporting Lead and Co-Advisors in delivering a best-in-class client experience throughout the financial planning process.
  • Capturing, organizing, and maintaining client financial information, including Ideal Futures Profiles and net worth statements.
  • Assisting with financial planning software, data gathering, analysis, and plan preparation.
  • Participating in client meetings, preparing agendas and materials, documenting notes, and managing follow-up action items.
  • Coordinating planning, tax, and wealth transfer workflows with internal specialists.
  • Conducting planning and tax-related research to support client recommendations.
  • Completing planning projects and simpler client cases independently while developing technical expertise.
  • Building knowledge of portfolio management, trading, rebalancing, and investment reporting.
  • Developing confidence in discussing financial planning and investment concepts with clients.
  • Completing Savant's Advisor Training Program and progressing toward CFP® certification.
 
A couple things to note about our Associate Advisor position:
  • Middleton, WI
  • Hybrid work environment with in-office collaboration expectations determined by business and team needs. Typical working hours
  • Typical Hours: Standard business hours, Monday through Friday, with occasional flexibility based on client and team needs.
  • This position is designed as a career development pathway into an Advisor I role.
  • Associate Advisors are required to obtain a Series 65 license within six (6) months of hire, with a goal of obtaining the license within the first three (3) months.
  • Associate Advisors are expected to earn their CFP® designation, or another approved designation, within three (3) years of entering the role.
The Associate Advisor position typically requires the following qualifications:
  • Bachelor's degree in Financial Planning, Finance, Business, Accounting, Economics, or a related field.
  • Recent college graduate or several years of professional experience, preferably within banking, wealth management, financial services, or a related industry.
  • Currently pursuing or committed to obtaining the Certified Financial Planner™ (CFP®) designation.
  • Ability to obtain a Series 65 license within six (6) months of hire.
  • Strong analytical, organizational, and problem-solving skills.
  • Exceptional attention to detail with the ability to manage multiple priorities and deadlines.
  • Excellent verbal and written communication skills.
  • Strong interpersonal skills with the ability to build trust and rapport with clients and team members.
  • Demonstrated intellectual curiosity and commitment to continuous learning.
  • Commitment to acting in accordance with Savant's investment philosophy, regulatory requirements, and ethical standards.
  • All Financial Advisor applicants must have a clean U4 with no disclosures
  • Employment in this position will require a signed non-compete agreement, except in states where prohibited
 
Successful Associate Advisors:
  • Earn the trust and confidence of clients and team members while consistently delivering exceptional service.
  • Ensure advisors are thoroughly prepared for client meetings through accurate planning, organization, and follow-through.
  • Anticipate client needs and proactively contribute ideas and recommendations to advisory teams.
  • Participate actively in client meetings and effectively communicate planning and investment concepts.
  • Complete client-related tasks accurately, efficiently, and with a strong sense of urgency.
  • Demonstrate strong judgment when prioritizing responsibilities and managing competing demands.
  • Consistently follow Savant's client service processes and best practices.
  • Show continuous growth in technical planning knowledge, client communication skills, and advisory responsibilities.
 
 
The Perks
 
At Savant, we invest in our people—supporting both their well-being and long-term growth. We take a market-based, growth-oriented approach to advisor compensation designed to reward both client impact and long-term value creation. The expected base salary range for this role is $65,000 - $85,000 with final pay determined by a number of factors including experience, skills, and location.
 
Our advisor compensation model includes:
  • A competitive base salary, aligned to experience and role scope
  • Performance-based incentives tied to growth, client retention, and overall contribution
  • Equity and ownership opportunities as you grow with the firm, reinforcing our majority employee-owned model
  • Access to additional incentive programs aligned with individual and firm success
 
This structure is designed to support advisors at every stage—providing income stability, meaningful upside potential, and the opportunity to build long-term wealth as part of a growing firm. Full compensation details, including incentive structures and equity participation, are discussed during the interview process.
 
 
What Sets Savant Apart
  • Collaborative, integrated model across advisory, tax, and planning—no silos
  • Growth-oriented firm, offering meaningful opportunities for career development and long-term impact
  • Values-driven culture, grounded in excellence, integrity, lifelong learning, respect, growth, and servant leadership
  • Majority employee-owned, giving our team a shared stake in our long-term success
 
Our Total Rewards
 
Core Benefits (Effective Day One):
  • Medical, dental, and vision coverage with multiple plan options
  • Health Savings Account (HSA) or Flexible Spending Account (FSA)
  • Company-paid life insurance, AD&D, and disability coverage
 
Financial & Long-Term Rewards:
  • 401(k) with company match (Roth and Traditional options)
  • Team-based incentive opportunities and recognition programs
 
Time Away & Flexibility:
  • Generous paid time off, plus at least 10 paid holidays
  • Annual “Savantiversary” day
  • Summer Hours (shorter work weeks during the summer)
  • Parental leave, personal leave, and other life-event support
 
Well-Being & Everyday Perks:
  • Employee Assistance Program (EAP)
  • Wellness reimbursements (e.g., gym memberships)
  • Flexible “Dress for Your Day” approach
 
We’re happy to share more details about our benefits and total rewards during the hiring process.
 
Take your career to new heights, apply today!
 
All applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.
 
We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.
 
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, and skills required of the incumbent in this position. Any combination of equivalent education and work experience will be considered.
Savant Capital LLC, is an Equal Opportunity Employer

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