ZipRecruiter

Log In

1

Financial Assistant Jobs in Beloit, WI (NOW HIRING)

Stillman Bank

Financial Advisor

Roscoe, IL · On-site

$80K - $140K/yr

The Financial Advisor is a key member of the Trust and Wealth Management team, responsible for delivering comprehensive financial planning, investment management, and retirement planning services to ...

Thrivent

Financial Advisor

Janesville, WI

Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you'll make ...

Stillman Bank

Financial Advisor

Rockford, IL · On-site

$80K - $140K/yr

The Financial Advisor is a key member of the Trust and Wealth Management team, responsible for delivering comprehensive financial planning, investment management, and retirement planning services to ...

Stillman Bank

Financial Advisor

Rockford, IL · On-site

$80K - $140K/yr

The Financial Advisor is a key member of the Trust and Wealth Management team, responsible for delivering comprehensive financial planning, investment management, and retirement planning services to ...

Stillman Bank Corp NA

Financial Advisor

Roscoe, IL · On-site

$80K - $140K/yr

The Financial Advisor is a key member of the Trust and Wealth Management team, responsible for delivering comprehensive financial planning, investment management, and retirement planning services to ...

Opportunities, Inc.

Accounting Assistant

Fort Atkinson, WI · On-site

$17.75 - $23.25/hr

As our Accounting Assistant, you'll play an important role in supporting the financial operations that help power our mission of creating meaningful employment opportunities for individuals of all ...

previous page

Showing results 41-60

All JobsFinancial JobsFinancial Assistant JobsFinancial Assistant Jobs in Beloit, WI

Financial Assistant information

See Beloit, WI salary details

$10

$22

$39

How much do financial assistant jobs pay per hour?

As of Sep 4, 2026, the average hourly pay for financial assistant in Beloit, WI is $22.84, according to ZipRecruiter salary data. Most workers in this role earn between $17.88 and $25.62 per hour, depending on experience, location, and employer.

What is a financial assistant?

A financial assistant is an entry-level employee on a finance team that takes on administrative duties, allowing the more advanced financial professionals to concentrate on their work. As a financial assistant, your primary responsibilities are to maintain records, perform calculations, and prepare financial reports, but you likely have additional duties like recording data in financial software programs, attending meetings with your team, and recommending improvements based on current information. The qualifications to become a financial assistant are strong mathematical skills, a bachelor’s degree in finance or accounting, and some experience in the finance industry. As you gain experience, you can move up in your career to positions like financial manager.

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

To thrive as a Financial Assistant, you need strong numerical aptitude, attention to detail, and a background in finance or accounting, often supported by a relevant degree or certification. Familiarity with accounting software (such as QuickBooks or SAP), spreadsheets, and financial reporting systems is typically required. Effective communication, organizational skills, and discretion are standout soft skills in this position. These qualities are essential for maintaining accurate financial records, supporting business decisions, and ensuring the integrity of financial processes.

How does a financial assistant typically collaborate with other departments within an organization?

Financial Assistants often work closely with various departments such as accounting, human resources, and operations to ensure accurate budgeting, timely expense reporting, and compliance with company policies. They may be responsible for gathering financial data from different teams, processing invoices, and assisting in preparing financial statements. Effective communication and attention to detail are essential, as these collaborations help maintain smooth financial operations and support organizational decision-making.

What is the difference between Financial Assistant vs Bookkeeper?

AspectFinancial AssistantBookkeeper
CredentialsMay require basic finance or accounting certificationsOften requires basic bookkeeping certifications or experience
Work EnvironmentSupports finance teams, works in offices or remotelyHandles daily transaction recording, often in small business settings
Employer & Industry UsageUsed across various industries, supporting finance departmentsCommon in small to medium businesses, accounting firms
Primary ResponsibilitiesAssists with financial reports, data entry, and administrative tasksMaintains financial records, processes invoices, reconciles accounts

While both roles support financial operations, a Financial Assistant typically provides broader support within finance teams, whereas a Bookkeeper focuses on recording and maintaining financial transactions. The roles often overlap but differ mainly in scope and responsibilities.

What do you do as a financial assistant?

A financial assistant supports financial operations by preparing reports, managing records, and assisting with budgeting and accounting tasks. They often use software like Excel or accounting programs and may handle tasks such as invoicing, data entry, and financial documentation to ensure accuracy and efficiency in financial processes.
More about Financial Assistant jobs

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

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

What job categories do people searching Financial Assistant jobs in Beloit, WI look for?

The top searched job categories for Financial Assistant jobs in Beloit, WI are:

What cities near Beloit, WI are hiring for Financial Assistant jobs?

Cities near Beloit, WI with the most Financial Assistant job openings:

Financial Assistant jobs near you
Infographic showing various Financial Assistant job openings in Beloit, WI as of August 2026, with employment types broken down into 1% As Needed, 80% Full Time, 17% Part Time, and 2% Contract. Highlights an 86% Physical, 4% Hybrid, and 10% Remote job distribution, with an average salary of $47,508 per year, or $22.8 per hour.

Financial Advisor

Stillman Bank

Roscoe, IL • On-site

$80K - $140K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 5 days ago

Key responsibilities

  • Provide customized financial planning and investment advice to clients, including retirement, education, estate, and tax planning strategies.

  • Serve as a primary point of contact for a portfolio of clients, building trust and deepening relationships through regular communication and strategic guidance.

  • Assess clients' financial situations and recommend appropriate investment solutions, working within the bank's established investment philosophy and compliance standards.

Job description

Description:

ABOUT US:

Stillman Bank is a local, community bank founded in 1882. Started in Stillman Valley, IL, we have grown to 6 locations throughout Ogle and Winnebago counties. Our organization is owned by shareholders and shareholder families, some of which span back 3 generations.  Our Mission is to remain a locally-owned, independent community bank that strengthens the places we call home, one relationship at a time.  


ABOUT THE ROLE:

The Financial Advisor is a key member of the Trust and Wealth Management team, responsible for delivering comprehensive financial planning, investment management, and retirement planning services to new and existing clients. This role emphasizes relationship-building and personalized guidance to help clients achieve their long-term financial goals, while supporting the community bank’s mission of delivering high-touch, community-focused financial services.

  • Provide customized financial planning and investment advice to clients, including retirement, education, estate, and tax planning strategies.
  • Serve as a primary point of contact for a portfolio of clients, building trust and deepening relationships through regular communication and strategic guidance.
  • Assess clients' financial situations and recommend appropriate investment solutions, working within the bank’s established investment philosophy and compliance standards.
  • Partner with internal Trust Officers, Financial Advisors, Portfolio Managers, and other departments to ensure a holistic and integrated approach to client service.
  • Actively develop new client relationships through networking, referrals, and community involvement, in alignment with the bank’s values and growth goals.
  • Maintain thorough knowledge of industry regulations and financial products to ensure compliant and current advice.
  • Participate in team meetings, product training, and professional development opportunities to stay up-to-date on industry trends and internal offerings.
  • Support the Trust and Wealth Management team in delivering exceptional client experiences and contributing to department goals.


Requirements:
  • Bachelor’s degree in Finance, Business, Accounting, or a related field.
  • Minimum of 3 years of experience in financial advising, investment management, or wealth planning.
  • CFP®, ChFC®, or other relevant professional certification preferred.
  • Strong interpersonal and communication skills with a client-first approach.
  • Ability to interpret financial information and provide sound guidance to a diverse client base.
  • Familiarity with trust services and estate planning concepts is a plus.
  • Demonstrated commitment to ethical standards, confidentiality, and regulatory compliance.


ABOUT COMPENSATION AND BENEFITS:

We believe our employees are our greatest asset and deserve competitive pay and benefits. We regularly review our compensation and align our ranges with market data for our geography, industry, and institution size.

  • This is a salaried exempt position. Compensation is dependent on experience, from $80,000+.
  • Paid time off is available up front, including paid vacation time, paid flex (personal) time, paid wellness time, paid birthday, paid volunteer time off, and 11 paid holidays.
  • We partner with Blue Cross Blue Shield of Illinois to offer 2 health plans, dental insurance, and vision insurance.
  • The bank pays for short-term disability, long-term disability, and life insurance on your behalf. You can purchase additional life insurance for yourself, a spouse, or dependents at a group rate.
  • Discretionary 401k match and profit-sharing contributions are made on your behalf once you have met the eligibility requirements.


EEO STATEMENT

Stillman Bank is an Equal Opportunity Employer. We will consider applicants for our positions without regard to any category protected by applicable federal, state, or local law, including but not limited to: race, color, religion, sex, gender identity, sexual orientation, pregnancy, age, national origin, physical or mental disability, military or veteran status, genetic information, or any other protected classification.