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Financial Analyst Associate Jobs in Milwaukee, WI

Drake & Associates

Financial Advisor

Waukesha, WI · On-site

Financial Advisor -- Guaranteed Appointments, No Prospecting Drake & Associates is a respected ... Strong organizational, analytical, and communication skills (verbal and written) * Proficiency with ...

FlexTrade

Associate Technical Analyst

Milwaukee, WI · On-site

FlexTrade Systems is a provider of customized multi-asset execution and order management trading solutions for buy- and sell-side financial institutions. The Associate Technical Analyst will join a ...

Drake and Associates

Financial Advisor

Mequon, WI · On-site

$100K - $250K/yr

Financial Advisor - Guaranteed Appointments, No Prospecting Drake & Associates is a respected ... Strong organizational, analytical, and communication skills (verbal and written) * Proficiency with ...

Batteries Plus Bulbs

Warranty Analyst

Hartland, WI · On-site

1190 Richards Road, Hartland, WI 53029, USA | Quality Assurance - 9370 | Associates in this role ... Reporting and Financial Analysis * Analyze warranty data to identify trends, report on key metrics ...

Drake and Associates

Financial Advisor

Mequon, WI · On-site

Financial Advisor - Guaranteed Appointments, No Prospecting Drake & Associates is a respected ... Strong organizational, analytical, and communication skills (verbal and written) * Proficiency with ...

Drake and Associates

Financial Advisor

Waukesha, WI · On-site

Financial Advisor - Guaranteed Appointments, No Prospecting Drake & Associates is a respected ... Strong organizational, analytical, and communication skills (verbal and written) * Proficiency with ...

Drake and Associates

Financial Advisor

Waukesha, WI · On-site

$100K - $250K/yr

Financial Advisor - Guaranteed Appointments, No Prospecting Drake & Associates is a respected ... Strong organizational, analytical, and communication skills (verbal and written) * Proficiency with ...

Pwc

Oracle Cloud Finance - Senior Associate

Milwaukee, WI · On-site

$77K - $202K/yr

As a Senior Associate, you will focus on building meaningful client connections and learning how to ... analyze financial trends and provide actionable insights - Developing financial models and ...

Johnson Financial Group

Financial Advisor

Racine, WI · On-site

Lead a team of associates, setting and exceeding performance goals while fostering teamwork and ... Demonstrated analytical, problem-solving, strategic, and tactical implementation skills in ...

Johnson Financial Group

Financial Advisor

Racine, WI · On-site

Lead a team of associates, setting and exceeding performance goals while fostering teamwork and ... Demonstrated analytical, problem-solving, strategic, and tactical implementation skills in ...

UMB Financial

Tax-Retirement Analyst III

Milwaukee, WI · On-site

$51K - $75K/yr

You will review the work of Tax and Retirement Analyst I associates for accuracy and completeness ... Financial services industry experience in either an Operations or Tax related capacity. * Knowledge ...

Baird

AFAT Advisor Associate

Milwaukee, WI · On-site

Review, research and analyze data to create customized, annual financial plans for associate clients * Sit in on financial planning meetings with clients in partnership with other team members

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

Financial Analyst Associate information

See Milwaukee, WI salary details

$28.6K

$72.6K

$123.6K

How much do financial analyst associate jobs pay per year?

As of Aug 22, 2026, the average yearly pay for financial analyst associate in Milwaukee, WI is $72,567.00, according to ZipRecruiter salary data. Most workers in this role earn between $55,200.00 and $80,300.00 per year, depending on experience, location, and employer.

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 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 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 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 most commonly searched types of Financial Analyst jobs in Milwaukee, WI?

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

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

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

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

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

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

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

Financial Analyst Associate jobs near you
Infographic showing various Financial Analyst Associate job openings in Milwaukee, WI as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 14% Part Time, and 3% Contract. Highlights an 89% Physical, 4% Hybrid, and 7% Remote job distribution, with an average salary of $72,567 per year, or $34.9 per hour.

Financial Advisor

Drake & Associates

Waukesha, WI • On-site

Full-time

Medical, Life

Posted 25 days ago

Job description

Financial Advisor — Guaranteed Appointments, No Prospecting


Drake & Associates is a respected financial planning firm in Wisconsin committed to delivering outstanding client service through collaboration and an entrepreneurial mindset. We specialize in retirement planning with our Retirement Ready Roadmap and seek a driven, client-focused Financial Advisor to join our team in Waukesha, WI.


Why You’ll Love This Role

✔ Built-in clients — no prospecting and no cold calling required
✔ Consistent schedule with 7 guaranteed appointments weekly
✔ $200K+ with uncapped earning potential


About This Opportunity
The Lead Financial Advisor will meet directly with prospective clients from seminars, workshops, and referrals. Responsibilities include presenting the firm’s value proposition, participating in public seminars and marketing initiatives, and building lasting client relationships.


How You’ll Make an Impact

  • Develop, present, and implement tailored financial plans
  • Advise clients on annuities, life insurance, long-term care, and managed investments
  • Provide comprehensive financial planning, including investment, insurance, and retirement strategies
  • Cultivate and maintain strong client relationships


What We’re Looking For

  • Active Life & Health license
  • Series 65 or Series 66 and 7 licenses
  • Bachelor’s degree preferred
  • Minimum three years of financial services experience, with an emphasis on sales
  • Strong organizational, analytical, and communication skills (verbal and written)
  • Proficiency with Google Suite; Salesforce experience preferred


What Makes You a Great Fit

  • Initiative and persistence
  • Positive attitude
  • Entrepreneurial mindset
  • Effective local marketing skills
  • Persuasive communication


Ready to make an impact?

If you are passionate about helping families achieve their financial goals and meet the qualifications above, we encourage you to apply and join our team at Drake & Associates!