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Financial Associate Jobs in Wisconsin (NOW HIRING)

Baird

Associate Financial Advisor

Milwaukee, WI

The Associate Financial Advisor role partners closely with advisors to help grow and service a strategic client base, with areas of focus that may include financial planning, portfolio construction ...

micro1 AI

Accounting Associate - Remote

Milwaukee, WI · Remote

$60K - $100K/yr

Finance Associate Job Type: Full-time Location: Remote Job Summary: Join our team as a Finance Associate and play a pivotal role in driving accurate and seamless financial operations. This is a ...

Santander

Global Trade Finance Associate

Madison, WI

$145K - $175K/yr

Santander is a global leader and innovator in the financial services industry and is evolving from ... The Associate, GTB Product Specialist will manage the transactions from origination through ...

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Financial Associate information

See Wisconsin salary details

$30.8K

$71K

$139.3K

How much do financial associate jobs pay per year?

As of Jun 23, 2026, the average yearly pay for financial associate in Wisconsin is $71,029.00, according to ZipRecruiter salary data. Most workers in this role earn between $50,500.00 and $77,700.00 per year, depending on experience, location, and employer.

How much does a finance associate earn?

The average salary for a financial associate typically ranges from $50,000 to $70,000 per year, depending on experience, location, and industry. Entry-level positions may start lower, while experienced professionals or those with specialized skills can earn higher salaries. Certifications like CFA or CPA can also influence earning potential.

What is an associate role in finance?

A financial associate role typically involves supporting financial analysis, preparing reports, and assisting with client or internal financial transactions. It often requires strong analytical skills, proficiency with financial software, and relevant certifications such as a degree in finance or accounting. The position serves as an entry or mid-level role within finance teams, providing foundational experience for career advancement.

What does a financial associate do?

A financial associate supports financial operations by analyzing data, preparing reports, and assisting with budgeting and investment activities. They often use financial software and require strong analytical skills, with some roles needing relevant certifications such as CFA or CPA. Their work environment typically involves collaboration with clients or internal teams to ensure financial accuracy and compliance.

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

To thrive as a Financial Associate, you need strong analytical skills, attention to detail, and a foundational understanding of finance or accounting, often backed by a relevant degree. Familiarity with financial modeling tools, spreadsheets, and enterprise resource planning (ERP) systems such as SAP or Oracle is typically required, and certifications like CFA or CPA are advantageous. Excellent communication, problem-solving abilities, and teamwork are soft skills that help you excel in this role. These skills are crucial for ensuring accurate financial analysis, effective reporting, and successful collaboration within financial teams and with clients.

What is the difference between Financial Associate vs Financial Analyst?

AspectFinancial AssociateFinancial Analyst
Required CredentialsBachelor's degree in finance, accounting, or related field; certifications like CFA or CPA are a plusBachelor's degree in finance, economics, or related; often requires CFA or similar certifications
Work EnvironmentBanking, investment firms, corporate finance departmentsInvestment firms, banks, corporate finance, consulting
Employer & Industry UsageCommonly employed in financial services, banking, and corporate financeUsed in investment analysis, asset management, and corporate strategy

Financial Associates typically handle client accounts, support financial transactions, and assist with reporting. Financial Analysts focus on analyzing financial data, preparing reports, and providing investment recommendations. While both roles require similar credentials and work in related environments, Financial Analysts tend to have a stronger emphasis on data analysis and strategic insights.

What are some common challenges Financial Associates face when managing multiple client portfolios?

Financial Associates often juggle multiple client accounts, each with unique goals and risk profiles. A common challenge is staying organized and ensuring timely communication, especially during periods of market volatility. Prioritizing tasks, leveraging financial management software, and maintaining strong attention to detail are essential for meeting client expectations and regulatory requirements. Collaborating closely with senior advisors and support teams can also help manage workload and deliver high-quality service.

What is the work of a finance associate?

A finance associate supports financial operations by preparing reports, analyzing data, and assisting with budgeting and forecasting. They often use tools like Excel and financial software, and may be involved in tasks such as account reconciliation, financial analysis, and compliance monitoring.
What are the most commonly searched types of Financial jobs in Wisconsin? The most popular types of Financial jobs in Wisconsin are:
What are popular job titles related to Financial Associate jobs in Wisconsin? For Financial Associate jobs in Wisconsin, the most frequently searched job titles are:
What job categories do people searching Financial Associate jobs in Wisconsin look for? The top searched job categories for Financial Associate jobs in Wisconsin are:
What cities in Wisconsin are hiring for Financial Associate jobs? Cities in Wisconsin with the most Financial Associate job openings:
Financial Associate jobs near you

Financial Associate I

Portage County, WI

Stevens Point, WI • On-site

$22/hr

Full-time

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

Job description

Portage County Health & Human Services is looking to hire a full-time Financial Associate I to join the team!
Pay range starts at $22 / hr
This position provides billing and collection services for Health and Human Services. This position also primarily retrieves electronic remittance advices, posts payments to customer accounts, and conducts client financial assessments and reviews in a timely manner.
What are the primary job duties?
Accounts Receivable
  • Conducts client financial assessments to determine maximum monthly payments in accordance with program requirements based on department and State guidelines. Enters financial information accurately in the County's client billing system.
  • Prepares special charge forms for client monthly cost share amounts based on information provided by Health and Human Services (HHS) staff and submits for approval.
  • Upon approval, updates cost share financial information for client monthly room and board cost share amount for services in the client billing system.
  • Enters community health clinic charges in the County's client billing system.
  • Enters and updates client information for accounts receivable programs by obtaining relevant personal, demographic, financial, or billing information in the client master financial record.
  • Accesses multiple insurance online systems to retrieve insurance remittances for payments made electronically to Portage County.
  • Posts all electronic and paper check payments to client accounts. Verifies and reconciles posted payments, remittances, and financial system receipts on daily basis.
  • Processes all accounts receivable adjustment forms.
  • Reviews and maintains financial information annually for client inpatient services to monitor for changes in the client's financial situation.
  • Maintains and keeps current client accounts, folders, and financial records.

Accounts Receivable Support Services
  • Prepares and enters daily staff logs in the County's client billing system.
  • Maintains the client case management system with new codes as necessary.

What are the minimum qualifications?
  • High school diploma or equivalent required.
  • Two years' experience of general office experience required.
  • Two years' experience in medical billing and collection practices in health care or related setting preferred.
  • Any combination of education and experience that provides the required knowledge, skills and abilities.
  • Ability to successfully pass a caregiver, criminal, and financial background check.
  • Must meet County bonding requirements.

Portage County is an Equal Opportunity Employer

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