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Financial Associate Jobs in Menomonee Falls, WI (NOW HIRING)

Baird

Associate Financial Advisor

Milwaukee, WI · On-site

The Associate Financial Advisor provides specialized services to an individual Financial Advisor to assist in their ability to offer sophisticated wealth management solutions to individuals and ...

Pwc

Oracle Cloud Finance - Senior Associate

Milwaukee, WI · On-site

$77K - $202K/yr

... financial processes such as general ledger, accounts payable, accounts receivable, and cash ... As a Senior Associate, you will focus on building meaningful client connections and learning how to ...

Molson Coors

Associate Financial Analyst

Milwaukee, WI · Hybrid

In the role of Associate Financial Analyst-Payroll , you will support the accurate, timely, and compliant processing of payroll across North America. As part of the Global Business Services (GBS ...

Molson Coors

Associate Financial Analyst

Milwaukee, WI · On-site

In the role of Associate Financial Analyst-Payroll , you will support the accurate, timely, and compliant processing of payroll across North America. As part of the Global Business Services (GBS ...

Drake & Associates

Financial Advisor

Mequon, WI · On-site

Financial Advisor -- Guaranteed Appointments, No Prospecting Drake & Associates is a respected financial planning firm in Wisconsin committed to delivering outstanding client service through ...

Drake & Associates

Financial Advisor

Waukesha, WI · On-site

Financial Advisor -- Guaranteed Appointments, No Prospecting Drake & Associates is a respected financial planning firm in Wisconsin committed to delivering outstanding client service through ...

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All JobsFinancial Associate JobsFinancial Associate Jobs in Menomonee Falls, WI

Financial Associate information

See Menomonee Falls, WI salary details

$30.6K

$70.6K

$138.5K

How much do financial associate jobs pay per year?

As of Aug 25, 2026, the average yearly pay for financial associate in Menomonee Falls, WI is $70,604.00, according to ZipRecruiter salary data. Most workers in this role earn between $50,200.00 and $77,300.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a financial associate?

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 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 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 does a financial associate do?

A financial associate analyzes financial data, prepares reports, and supports clients or organizations with investment, budgeting, and financial planning activities. They often use tools like Excel and financial software and may hold certifications such as CFA or CPA. The role typically requires strong analytical skills and attention to detail within a professional environment.

What are the most commonly searched types of Financial jobs in Menomonee Falls, WI?

The most popular types of Financial jobs in Menomonee Falls, WI are:

What job categories do people searching Financial Associate jobs in Menomonee Falls, WI look for?

The top searched job categories for Financial Associate jobs in Menomonee Falls, WI are:

What cities near Menomonee Falls, WI are hiring for Financial Associate jobs?

Cities near Menomonee Falls, WI with the most Financial Associate job openings:

Financial Associate jobs near you

Associate Financial Planner

Milwaukee, WI

Lakeshore Financial Group
Finance and Insurance • 11 - 50 employees
Learn more about Lakeshore Financial Groupexternal

$100K/yr

Full-time

Re-posted 27 days ago

Job description

Do you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more. If you have great communication skills and an eye for detail, apply today!Compensation:

$75,000 - $100,000 at plan earnings


Responsibilities:
  • Embrace the role of a structured yet coachable team player open to continued education and training from other team members
  • Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor
  • Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals
  • Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management
  • Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs

What You'll Do:

  • Build relationships with potential clients and understand their financial needs
  • Present and explain products and solutions
  • Guide clients through the application and policy issuance process
  • Provide ongoing support and service to clients
  • Attend training and development sessions

Qualifications:
  • Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus
  • Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred
  • Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary
  • Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients
  • A required Bachelor’s degree in business administration, finance, or similarly related field

Who We're Looking For:

  • College degree or equivalent experience required
  • Highly motivated and self-driven individuals
  • Excellent communication and interpersonal skills
  • A passion for helping others
  • A strong work ethic and a desire to succeed
  • Sales experience is a plus, but not required. We are willing to train the right person
  • Must be able and willing to obtain a life insurance license
  • This is an upside, 100% commission-based opportunity. We offer new hires the opportunity to receive $12,000 as financial support


Why Join Us?

  • Be part of a supportive and collaborative team
  • Represent a reputable and respected company
  • Enjoy the flexibility and freedom of a self-driven career
  • Make a positive impact on the lives of others
  • Earn a competitive income

About Company

At Lakeshore Financial, our Financial Representatives and Advisors take pride in nurturing strong and meaningful connections with a diverse range of individuals. Our services are designed to cater to specific needs, offering comprehensive financial strategies or focusing on particular areas that require attention.

What sets us apart is our commitment to providing a unique and all-encompassing approach to evaluating and developing financial wellness strategies tailored to each individual's circumstances. We genuinely care about clients' well-being and want them to experience our dedicated and holistic method.

To ensure the highest quality of guidance, our team follows a comprehensive process. By leveraging this approach, we strive to deliver exceptional results and empower clients to achieve their financial goals with confidence.