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Financial Associate Jobs in Appleton, WI (NOW HIRING)

R1

Financial Counseling Representative

Appleton, WI · On-site

$16.48 - $23.13/hr

As an R1 Financial Counseling Associate , you will be responsible for counseling uninsured and under-insured patients to attempt to obtain a paying funding source for their medical service as well as ...

R1

Financial Counseling Representative

Appleton, WI · On-site

$16.48 - $23.13/hr

... financial performance of hospitals, health systems and medical groups. We are the one company that ... As an R1Financial Counseling Associate , you will be responsible for counseling uninsured and under ...

W3Global Inc.

Financial Advisor

Appleton, WI · Hybrid

$75K - $125K/yr

Job Title: Financial Advisor / Associate Advisor Job Type: Full-Time / Part-Time Work Authorization: Open Work Model: Hybrid / Remote Job Summary Our client is seeking a Financial Advisor or ...

KerberRose S.C.

Associate ParaPlanner

Appleton, WI

As a Associate Paraplanner , you will play a vital role in supporting our internal team, managing ... Draft and update financial plans with oversight from Financial Planner. * Collaborate with wealth ...

KerberRose S.C.

Associate ParaPlanner

Appleton, WI · On-site

As a Associate Paraplanner , you will play a vital role in supporting our internal team, managing ... Draft and update financial plans with oversight from Financial Planner. * Collaborate with wealth ...

Wisconsin

Financial Aid Officer

Green Bay, WI · Hybrid

$46K/yr

Financial Aid Officer Job Category: Academic Staff Employment Type: Regular Job Profile: Financial ... Bachelor's degree or Associates Degree with 2 years of experience working in a higher education ...

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Financial Associate information

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How much do financial associate jobs pay per year?

As of Jul 14, 2026, the average yearly pay for financial associate in Appleton, WI is $66,971.00, according to ZipRecruiter salary data. Most workers in this role earn between $47,600.00 and $73,300.00 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 Appleton, WI? The most popular types of Financial jobs in Appleton, WI are:
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What cities near Appleton, WI are hiring for Financial Associate jobs? Cities near Appleton, WI with the most Financial Associate job openings:
Financial Associate jobs near you
Associate Financial Advisor - First State Bank

Associate Financial Advisor - First State Bank

LPL Financial

New London, WI • Hybrid

$48K - $60K/yr

Full-time

Posted 17 days ago

LPL Financial rating

7.5

Company rating: 7.5 out of 10

Based on 69 frontline employees who took The Breakroom Quiz

115th of 148 rated financial services

Job description

Bank

Associate Financial Advisor - First State Bank

Your career path should lead to real opportunity

LPL Financial offers a complete menu of financial services to bank clients. This employment opportunity located at First State Bank in New London, WI would allow you to join First State Bank as an Associate Financial Advisor working with LPL Financial. Under this model Associate Financial Advisors are not employees of LPL Financial.

The Investment Program at First State Bank supports the local community with a complete menu of financial services. You will join a team that is dedicated to helping clients in every stage of their financial life.

This exciting position will allow you to grow your career and business, helping the people and families that look to First State Bank for financial solutions. This position will offer:

  • The opportunity to partner with a top advisor working a portion of their book of business
  • The ability to build a strong client base with the credit union's exceptional referral system
  • The opportunity to find new clients via the credit union's member base
  • The opportunity to create client solutions without proprietary products
  • The ability to grow your business with LPL's combination of tools, technology, and support
  • The benefit of LPL's experience helping financial institutions grow and maximize their investment programs
  • The opportunity to capitalize on the credit union's reputation and community standing
  • The opportunity to become a financial advisor in the future

As an advisor associated with LPL Financial, you benefit from our commitment to take care of you so you can take care of your clients. Your partnership includes:

  • Access to our proprietary technology and a suite of customized services
  • An open architecture platform with access to thousands of investment products from leading third-party product sponsors
  • Resources and expertise across the firm to help you create client solutions
  • The freedom to create solutions specific to your client's goals

Whatever your vision of success, we're with you every step of the way.

Requirements:

  • Series 7 and 66 (63/65) required
  • Insurance license required

Apply online at:By submitting an application, you are not applying for employment with LPL Financial. Employment is with First State Bank however, in accordance with regulatory requirements, LPL Financial would hold your securities/insurance licenses.

***REQUIRED DISCLOSURE(S)

These investment products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, First State Bank.

Tracking # 1-05026674


Pay Range:$48,000-$60,000


The salary range is dependent on a number of factors, including the applicant's skill, experience, and work location. This position is also eligible to earn sales incentive compensation.

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