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Financial Associate Jobs in Wisconsin (NOW HIRING)

Johnson Financial Group

Financial Advisor

Rice Lake, WI · On-site

Lead a team of associates, setting and exceeding performance goals while fostering teamwork and mutual respect. Required Experience * Bachelor's or advanced degree in finance, accounting, economics ...

Johnson Financial Group

Financial Advisor

Racine, WI · On-site

Lead a team of associates, setting and exceeding performance goals while fostering teamwork and mutual respect. Required Experience * Bachelor's or advanced degree in finance, accounting, economics ...

Johnson Financial Group

Financial Advisor

Racine, WI · On-site

Lead a team of associates, setting and exceeding performance goals while fostering teamwork and mutual respect. Required Experience * Bachelor's or advanced degree in finance, accounting, economics ...

Johnson Financial Group

Financial Advisor

Rice Lake, WI · On-site

Lead a team of associates, setting and exceeding performance goals while fostering teamwork and mutual respect. Required Experience * Bachelor's or advanced degree in finance, accounting, economics ...

Festival Foods

Senior Financial Analyst

De Pere, WI · On-site

$82K - $102K/yr

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: Senior Financial AnalystReports To:

Festival Foods

Senior Financial Analyst

De Pere, WI · On-site

$82K - $102K/yr

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: Senior Financial AnalystReports To:

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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
Associate, Member Services Financial Operations

Associate, Member Services Financial Operations

HSA Bank

Sheboygan, WI

$20 - $21/hr

Full-time

PTO

Posted 13 days ago

Job description

At HSA Bank, we're working toward a world where everyone is empowered to save for a healthy future. Our offerings in the healthcare savings space drive down healthcare costs, increase access, and assist with decision-making for consumers, health plans, partners, and advisors.
Are you ready to join us?
To provide world-class customer service to our accountholders through performance of operations functions
encompassing processing of customer contributions. Maintain compliance with Federal and State regulations as well as
Webster/HSA Bank policies and procedures. Meet/exceed individual service goals and demonstrate operational
excellence. Proven proficiency in all major skill sets. Demonstrated self -motivation, flexibility, problem solving and
decision-making skills.
What you will do
  • Process customer contributions and invoice payments received via paper check within designated regulations
  • Perform accountholder and business partner outreach to resolve contribution issues
  • Communicate and reinforce changes in operational policies and procedures.
  • Resolve problems on a case-by-case, customer-by-customer basis which may include policy, procedure, process, compliance and risk assessment.
  • Participate in project testing or as subject matter expert as required
  • Prioritize and perform multiple tasks at the same time
  • Take ownership of escalated issues and report systems or policy issues to appropriate parties.
  • Act as an advocate for the customer by submitting feedback through appropriate channels.
  • Consistently meet/exceed all customer service standards
  • Model behavior consistent with Operations customer service standards, policies, and procedures.
  • Assist other Member Services teams when needed or requested
  • Other duties as assigned by Supervisor/Manager

Skills and Abilities
  • 2 years' experience in data entry, in a finance or healthcare setting preferred
  • Experience in cash handling or balancing preferred
  • Experience processing invoices preferred
  • Proficient in Microsoft Office Suite, specifically Excel
  • Experience with QuickBooks, is a plus
  • Proficient in 10-key
  • Strong customer service skills
  • Strong interpersonal skills
  • Excellent verbal and written communication skills
  • Possesses the ability to maintain the strictest confidentiality of company and customer information.
  • Ability to effectively multi-task
  • Excellent organizational skills with attention to detail
  • Ability to work with a diverse work force and customer base
  • Demonstrates flexibility and adaptability. Handles day-to-day challenges confidently and willingto adjust to multiple demands, shifting priorities, and rapid change.
  • Strong commitment to achieving personal growth and success
  • Standard 40 Hours, 8 hours per day, Monday to Friday. Consistent 8-hour shift can be chosen between the hours of 8:00 a.m. and 5:00 p.m.
  • Overtime hours will be mandated as necessary.
  • Due to peak processing times, PTO approvals will be limited during the months of December-January and April-May.

Education Qualifications
  • High school diploma or GED required.
  • Advanced degree - Associates, Bachelors, Masters, etc. - preferred.

Experience Qualifications
  • 2 years' experience in data entry, in a finance or healthcare setting preferred

The estimated salary range for this position is $20.00USD to $21.00USD. Actual salary may vary up or down depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position is eligible for incentive compensation.
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Webster Financial Corporation and its subsidiaries ("Webster") are equal opportunity employers that are committed to sustaining an inclusive environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, marital status, national origin, ancestry, citizenship, sex, sexual orientation, gender identity and/or expression, physical or mental disability, protected veteran status, or any other characteristic protected by law.

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