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Financial Analyst Jobs in Stevens Point, WI (NOW HIRING)

Associated Bank

Financial Advisor

Stevens Point, WI · On-site

Using a holistic financial planning approach, assist clients and prospects by analyzing their financial needs and objectives, making appropriate recommendations, effect sales of investment and ...

Associatedbank

Financial Advisor

Stevens Point, WI

Using a holistic financial planning approach, assist clients and prospects by analyzing their financial needs and objectives, making appropriate recommendations, effect sales of investment and ...

Subsense

Chief Financial Officer

Stevens Point, WI · On-site

$200K - $300K/yr

Proven experience in top-tier financial institutions (investment banking, hedge funds, private equity, or asset management) with a track record in high-stakes financial analysis, transactions, or ...

Sentry Insurance

Payroll Analyst

Stevens Point, WI · On-site

Financial skills to record and analyze financial transactions and balances * Analytical and problem-solving skills * Strong verbal and written communication skills * Maturity and discretion in ...

Acrisure

Security Analyst

Stevens Point, WI · On-site

Document all actions taken duringincidentresponseprocessfor future analysis and improvement ... Financial Wellness: Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible ...

Acrisure

Underwriting Analyst

Stevens Point, WI · On-site +1

$55K - $65K/yr

Financial Wellness: Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible Spending Account (FSA) options; commuter benefits; and employee discount programs. * Family Care:

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Financial Analyst information

See Stevens Point, WI salary details

$37.4K

$85.6K

$114.6K

How much do financial analyst jobs pay per year?

As of Aug 18, 2026, the average yearly pay for financial analyst in Stevens Point, WI is $85,562.00, according to ZipRecruiter salary data. Most workers in this role earn between $68,000.00 and $107,300.00 per year, depending on experience, location, and employer.

What does a financial analyst do?

A Financial Analyst is responsible for analyzing financial data, preparing reports, and making recommendations to help businesses and individuals make informed investment decisions. They evaluate economic trends, study financial statements, and assess the performance of stocks, bonds, and other types of investments. Financial Analysts often work for banks, investment firms, insurance companies, or corporate finance departments, providing insights that support key financial strategies and planning.

How does a financial analyst typically collaborate with other departments within a company?

Financial Analysts frequently work cross-functionally with teams such as accounting, operations, and marketing to gather data, analyze business performance, and support strategic planning. Regular collaboration ensures that financial models and forecasts are based on accurate, up-to-date information from across the organization. This teamwork is essential for preparing budgets, evaluating investment opportunities, and providing actionable insights to management. Strong communication and relationship-building skills are important for success in these collaborative efforts.

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

To thrive as a Financial Analyst, you need strong analytical abilities, proficiency in financial modeling, and typically a degree in finance, accounting, or a related field. Familiarity with tools such as Microsoft Excel, financial databases (like Bloomberg), and certifications such as CFA or CPA are often required. Attention to detail, effective communication, and problem-solving skills help analysts interpret data and present actionable insights. These abilities are crucial for making informed recommendations that drive sound financial decisions and business growth.

What is the difference between Financial Analyst vs Accountant?

AspectFinancial AnalystAccountant
Required CredentialsBachelor's degree in finance, accounting, or related field; certifications like CFA or CPA are commonBachelor's degree in accounting or finance; CPA certification often preferred
Work EnvironmentFinancial firms, investment banks, corporate finance departmentsAccounting firms, corporate accounting departments, government agencies
Primary ResponsibilitiesAnalyzing financial data, creating reports, forecasting, investment analysisPreparing financial statements, maintaining records, ensuring compliance with regulations
Industry UsageHigh in finance, investment, and corporate sectorsWidespread across all industries requiring financial record-keeping

Financial Analysts and Accountants share similar educational backgrounds and certifications, often working in related environments. However, Financial Analysts focus on analyzing financial data and making investment recommendations, while Accountants handle financial record-keeping and compliance. Both roles are essential in finance, but they serve different functions within organizations.

More about Financial Analyst jobs

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

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

What are popular job titles related to Financial Analyst jobs in Stevens Point, WI?

For Financial Analyst jobs in Stevens Point, WI, the most frequently searched job titles are:

What job categories do people searching Financial Analyst jobs in Stevens Point, WI look for?

The top searched job categories for Financial Analyst jobs in Stevens Point, WI are:

What cities near Stevens Point, WI are hiring for Financial Analyst jobs?

Cities near Stevens Point, WI with the most Financial Analyst job openings:

Financial Analyst jobs near you
Infographic showing various Financial Analyst job openings in Stevens Point, WI as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $85,562 per year, or $41.1 per hour.

Financial Advisor

Associated Bank - Corp

Stevens Point, WI • On-site

Other

Retirement, PTO

This job post has expired today. Applications are no longer accepted.

Associated Bank rating

8.1

Company rating: 8.1 out of 10

Based on 41 frontline employees who took The Breakroom Quiz

65th of 171 rated banks

Job description

At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the right place for you.

Associated Bank requires you to directly represent yourself and your own experiences during the recruiting and hiring process. Associated Bank conducts a thorough background check on all new hires.

Are you energized by a collaborative, entrepreneurial environment? We're seeking a Financial Advisor to join our established team-stepping into an existing book of business with plenty of room to earn, grow, and maximize your potential within a supportive environment and culture that allows you to take your success to the next level.
In your role as an Associated Investment Services Financial Advisor, you will provide quality financial planning services and tailored investments and insurance advice to new and existing customers while building solid and long-lasting relationships.
Join our beautiful Stevens Point branch location and support the surrounding areas. Leverage your expertise within a local setting and become an integral part of a community-focused organization.

Key Accountabilities

  • Using a holistic financial planning approach, assist clients and prospects by analyzing their financial needs and objectives, making appropriate recommendations, effect sales of investment and insurance products as appropriate for and requested by the client.

  • Achieve objectives related to advisory business, financial planning, insurance and other key metrics as determined by the line of business.

  • Nurture strong relationships with sales team members, gaining insights into complete solutions to excel in a team-selling model.

  • Ensure that transaction documentation is completed and submitted on a timely basis while resolving any issues in a timely manner.

  • Collaborate with banking and Wealth Management teams and bring expert knowledge of investments, insurance, economic trends, and the full range of Private Client, Investment, Bank, and Trust solutions to help clients achieve their goals.

Education: Bachelor's Degree Business or Finance Required
Experience:

  • 3+ years of advisory/fee based Investment and insurance sales, growing a thriving book of business of $250,000 or more. Required

  • 5+ years of advisory/fee based Investment and insurance sales, growing a thriving book of business of $400,000 or more. Preferred

Licenses and Certifications:

  • Life, Health and Variable Insurance License Required

  • Series 7-Stockbroker Exam Required

  • Other Series 63 / Series 66 or Series 65 Required

  • CFP-Certified Financial Planner Preferred

  • CFA-Charted Financial Analyst Preferred

Note: This position requires a check of criminal background and credit records as a FINRA registered position.

Must have access to reliable transportation and the ability to lawfully drive self, if applicable. Required

Employment is contingent upon successful registration with FINRA, SEC, and applicable state regulators, including completion of required qualification exams.

All offers are contingent upon the successful completion of a background check and review of disclosures required by Form U4. Certain regulatory or disciplinary histories may disqualify an applicant.

We welcome and encourage applications from all qualified parties, including but not limited to people returning to the workforce, people with disabilities, those without a college degree, and veterans or those with military experience.

In addition to core traditional benefits, we take pride in offering benefits for every stage of life.

  • Retirement savings including both 401(k) and Pension plans.

  • Paid time off to volunteer in your community.

  • Opportunities to connect with others through our diversity-focusedColleague Resource Groups.

  • Competitive salaries with professional development and advancement opportunities.

  • Bonus benefits including well-being programs and incentives, parental leave,anemployee stock purchase plan, military benefits and much more.

  • Personal banking, loan, investmentand insurance benefits.

Associated Bank serves more than 120 communities throughout Wisconsin, Illinois, Minnesota, and Missouri and we consider our colleagues critical to our continued success. See why our colleagues continually vote us a best place to work in the Midwest.Join our community onFacebook,LinkedInandX.

Compliance Statement

Associated Bank is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.

Fully complies with all applicable enterprise policies and procedures. Acts in compliance with all applicable laws and regulations as outlined in training materials, including but not limited to Bank Secrecy Act. Responsible for reporting suspicious activity to Financial Intelligence. Responsible to report all customer complaints as prescribed and procedure violations to management or HR.

Responsible to report ethical concerns as needed to Associated Bank's anonymous Ethics Hotline.

Associated Bank provides additional assistance throughout the application, interview and hiring process. Please contactleavesandaccommodations@associatedbank.comif you need an accommodation at any time during the process.

Associated Banc-Corp participates in the E-Verify Program. E-Verify NoticeEnglish or Spanish. Know Your Right to WorkEnglishorSpanish.

Associated Bank isPay Transparencycompliant.


The pay range represents anticipated base pay for this role. Actual pay may vary based on factors including, but not limited to, work location, skills, experience, education, and qualifications for the role.


For certain positions, total compensation may also include incentive, commission, or bonus opportunities not reflected in the posted base pay range.


This role offers a commissions-based structure that includes a monthly draw equaling $48,000.00 per year plus generous commissions that increase based on sales volume achieved.

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