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Financial Associate Jobs in Wisconsin (NOW HIRING)

Festival Foods

Financial Analyst

De Pere, WI

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 ...

Festival Foods

Financial Analyst

De Pere, WI · On-site

Youll see it in everything from our daily interactions to how we treat our guests even in our extensive associate benefits and programs. Title: Financial Analyst Reports To: Financial Planning ...

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 Analyst Reports To: Financial ...

WestPoint Financial Group

Financial Advisor

Madison, WI · On-site

$50K - $100K/yr

As a Financial Advisor, you will work directly with individuals, business people, and families to ... with associates Qualifications • Strong interpersonal skills • Market development and ...

Drake & Associates

Financial Advisor

Mequon, WI · On-site

Salary: $100,000 - $250,000 with uncapped earning potential Financial Advisor Guaranteed Appointments, No Prospecting Drake & Associates is a respected financial planning firm in Wisconsin committed ...

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All JobsFinancial Associate JobsFinancial Associate Jobs in Wisconsin

Financial Associate information

See Wisconsin salary details

$30.8K

$71K

$139.3K

How much do financial associate jobs pay per year?

As of Jul 16, 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
Financial Analyst

Financial Analyst

Festival Foods

De Pere, WI

Full-time

Dental, Vision, Retirement

Re-posted 5 days ago

Festival Foods rating

6.4

Company rating: 6.4 out of 10

Based on 274 frontline employees who took The Breakroom Quiz

38th of 120 rated grocery stores

Job description

Location : NameGreen Bay Support OfficePosition TypeFull-TimeCompany OverviewABOUT FESTIVAL FOODS: We are a Wisconsin grocer that is committed to giving back to the communities it serves and providing guests with exceptional service and value. We operate +40 full-service supermarkets across the state of Wisconsin.

At Festival, people are at the top of our list. 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 Planning & Analysis Director

Under the direction of the FP&A Director, the Financial Analyst will manage and drive improvement in financial reporting, planning and analysis.

External Job Description

ESSENTIAL DUTIES AND RESPONSIBILITIES

  • Preparation of long-range plans, annual plans and quarterly forecasts
  • Perform weekly cash flow analysis and forecasting
  • Prepare financial reports comparing actual results against budgets and prior year results
  • Serve as the key analytical role supporting strategy and planning
  • Develop KPI's and monitor progress against a reporting dashboard
  • Ad Hoc projects involving analysis and reporting
  • Regular, timely attendance in compliance with the work schedule, and adequate notice to find a replacement for occasional absences
  • Other duties as assigned

QUALIFICATIONS

To perform this job successfully, an individual must be able to perform each essential job duty satisfactorily. The requirements listed below are representative of the knowledge, skills, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Bachelor's degree in Accounting, Finance or related field
  • 3+ years of business experience with significant forecasting, planning and analysis experience
  • Excellent written and verbal communication skills
  • Ability to build relationships with other parts of the business
  • Strong business acumen and judgment
  • Ability to effectively simplify and communicate financial issues with associates and vendors outside of Finance
  • Proficient in Microsoft Office products; expertise in MS Excel
  • CPA or MBA preferred
  • Great Plains/Microsoft Dynamics experience preferred

PHYSICAL DEMANDS AND WORK ENVIRONMENT

The physical demands and work environment described below are representative of those that must be met by an employee to successfully perform the essential functions of this job.  Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. 

  • Ability to stand, walk, sit for extended periods of time  
  • Ability to work independently and in a team environment
  • Professional presence is required
  • Occasional travel may be required

WORK SCHEDULE

The Financial Analyst position is a full-time position.

Benefits OverviewWHY YOU'LL LOVE IT HERE:
  • Associate Discount: Enjoy an industry-leading 15% off your grocery purchases for you and your immediate household!.
  • Weekly Pay & Premium Pay: Hourly associates are paid weekly, providing more frequent access to their funds. Part-time store associates are paid a $1 premium per hour on Sundays and select holidays. Hourly full-time store associates receive time and a half on Sundays and select holidays.
  • Two-Week Advanced Scheduling: Better Planning. Better Balance. We provide our associates with their schedules two weeks in advance, offering greater predictability & flexibility.
  • Vision & Dental Insurance: Part-time and full-time associates are eligible for vision insurance and two dental coverage options that are designed to fit your needs.
  • Support: Our associates receive support for their total well-being; including 3 weeks of paid parental leave, a fitness reimbursement program offering savings off of fitness membership fees; our EAP (Employee Assistance Program) and LEAPCare Care Coaches, which provide associates confidential care related to hospital visitation, conflict resolution, stress management, marriage or divorce, family issues and depression or anxiety.
  • Save for Your Future: Offering a 401(k), we're proud to support our associates in planning for retirement. The 401(k) plan empowers associates to save a portion of their paychecks for retirement. Festival Foods has an annual discretionary match to help our associates reach their savings goals. At Festival Foods we are committed to providing an environment of mutual respect where equal employment opportunities are available to all. We are dedicated to building a top-notch team of skilled, experienced and service-oriented associates. Festival Foods believes that an inclusive environment for teammates of all backgrounds and perspectives strengthens our ability to serve our guests and communities, as we seek to recruit, develop, and retain the most talented people.AdditionalFestival Foods will not accept unsolicited resumes from recruiters or employment agencies. In the absence of an executed recruitment Master Service Agreement, there will be no obligation to any referral compensation or recruiter fee. In the event a recruiter or agency submits a resume or candidate without an agreement, Festival Foods shall reserve the right to pursue and hire those candidate(s) without any financial obligation to the recruiter or agency. Any unsolicited resumes, including those submitted to hiring managers, shall be deemed the property of Festival Foods. Location : Address1724 Lawrence DriveLocation : CityDe PereLocation : State/ProvinceWILocation : Postal Code54115
    • Employment Type: FULL_TIME

    What Festival Foods employees say

    Pay

    Benefits

    Hours and flexibility

    Workplace

    Get the full story on Breakroom

    Festival Foods logo

    About Festival Foods

    Sourced by ZipRecruiter

    Festival Foods serves guests in 40 full-service, state-of-the-art supermarkets throughout Wisconsin. At Festival Foods, we're not simply selling groceries, we're on a mission! Every business decision we make is based on our "Boomerang Principle"--empowering our associates to make decisions and take actions that will "Bring the Customer Back". We are proud to be a family and employee-owned company.

    Industry

    Retail

    Company size

    5,001 - 10,000 Employees

    Headquarters location

    De Pere, WI, US

    Year founded

    1946

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