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Financial Associate Jobs in Wisconsin (NOW HIRING)

Baird

Associate Financial Advisor

Milwaukee, WI · On-site

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 ...

Santander

Global Trade Finance Associate

Madison, WI · On-site

$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 ...

Festival Foods

Financial Analyst

De Pere, WI · On-site

You'll see it in everything from our daily interactions to how we treat our guests - even in our extensive associate benefits and programs. Job Summary Title: Financial AnalystReports To: Financial ...

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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 Jul 15, 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.

What can you do with associates in finance?

A financial associate typically performs tasks such as analyzing financial data, preparing reports, assisting with budgeting, and supporting investment or banking activities. They often use tools like Excel and financial software, and may pursue certifications like the CFA or CPA to advance their careers.

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 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 to help clients or organizations meet their financial goals.

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 financial software and require strong analytical skills to help organizations manage their financial health effectively.
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
Associate Financial Advisor

Associate Financial Advisor

Baird

Milwaukee, WI • On-site

Full-time

Re-posted 19 days ago

Baird rating

8.6

Company rating: 8.6 out of 10

Based on 8 frontline employees who took The Breakroom Quiz

Job description

About the Role:
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 and analysis, and investment research.
The DDK Group is a highly motivated, service-oriented team serving a select group of ultra-high-net-worth families nationwide. Their culture is grounded in a service above self philosophy, collaborative teamwork, and open, honest communication. Providing comprehensive wealth management services including strategic asset allocation, portfolio monitoring, financial and tax planning, retirement and education planning, estate and insurance planning, and charitable strategies.
They are seeking a thoughtful, self aware professional who shares the team's commitment to putting clients first and contributing positively to a high-performing team culture.
The Impact You'll Make:
  • Review, research and analyze data to create customized, annual financial plans for clients
  • Deliver the financial plan to clients in partnership with the team
  • Connect with next generation clients through planning
  • Provide or lead financial education, such as long-term planning, social security/Medicare, tax return reviews utilizing Baird's team of experts
  • Utilize planning results to identify the best investment solutions to implement the plan
  • Assist with marketing efforts, such as a newsletter or LinkedIn presence
  • Research relevant news articles related to the topics covered in a client's plan to share with them
  • Serve as a team specialist for queries on financial planning topics and consult with the Financial Advisor Team on specific client scenarios
  • Monitor and track business performance
  • Operate within the team's client service and wealth management strategy to ensure high quality client service
  • Engage the client/prospect, frame the discussion, and convey the team mission
  • Performs other duties and special projects as necessary

What You'll Bring to Baird:
  • Must have an undergraduate degree with a strong academic record, preferably in Finance, Accounting, Economics or Equivalent
  • Minimum of three years of investment experience in a client-facing role
  • Must hold SIE, Series 7/66 or Series 7/63/65 licenses or be willing to study and obtain within 6 months of hire. Training and resources to be provided and paid for by Baird. If not fully licensed, title will vary
  • Must have or be capable of and committed to pursuing and achieving specialized professional designations (i.e, CFP, CPWA, CFA, CPA) within one year of assuming the Associate Financial Advisor role or demonstrate high-level education equivalent (i.e, JD)
  • Excellent presentation skills, very strong interpersonal and written communication skills
  • Strong computer and analytical skills, especially in Excel
  • Knowledge of Power BI would be a plus
  • Detail oriented with an emphasis on accuracy
  • Intellectual curiosity
  • Ability to lead and work independently on complex tasks

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