ZipRecruiter

Log In

1

Financial Associate Jobs in Milwaukee, WI (NOW HIRING)

Baird

AFAT Advisor Associate

Milwaukee, WI · On-site

Baird's Associate Financial Advice Team (AFAT) is a dedicated financial advisor team focused on delivering a full Wealth Management Experience to Baird Associates and their immediate families. The ...

Drake and Associates

Financial Advisor

Waukesha, WI · On-site

$100K - $250K/yr

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

Drake and 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 ...

Drake and 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 ...

previous pagenext page

Showing results 21-40

All JobsFinancial Associate JobsFinancial Associate Jobs in Milwaukee, WI

Financial Associate information

See Milwaukee, WI salary details

$30.1K

$69.3K

$136K

How much do financial associate jobs pay per year?

As of Sep 4, 2026, the average yearly pay for financial associate in Milwaukee, WI is $69,332.00, according to ZipRecruiter salary data. Most workers in this role earn between $49,300.00 and $75,900.00 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 Milwaukee, WI?

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

What are popular job titles related to Financial Associate jobs in Milwaukee, WI?

For Financial Associate jobs in Milwaukee, WI, the most frequently searched job titles are:

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

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

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

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

Financial Associate jobs near you
Infographic showing various Financial Associate job openings in Milwaukee, WI as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 14% Part Time, and 3% Contract. Highlights an 89% Physical, 4% Hybrid, and 7% Remote job distribution, with an average salary of $69,332 per year, or $33.3 per hour.

AFAT Advisor Associate

Baird

Milwaukee, WI • On-site

Full-time

Retirement

Re-posted 12 days ago

Baird rating

8.5

Company rating: 8.5 out of 10

Based on 11 frontline employees who took The Breakroom Quiz

Job description

About the Role:
Baird's Associate Financial Advice Team (AFAT) is a dedicated financial advisor team focused on delivering a full Wealth Management Experience to Baird Associates and their immediate families. The team provides personalized guidance across a range of financial topics, including retirement planning, investment consulting, debt management, education funding, and firm-specific benefits.
AFAT Advisor Associates play a key role in building strong relationships and helping clients make informed decisions about their financial futures. In this client-facing role, you'll collaborate with team members and internal partners to create and deliver customized financial plans, lead educational conversations and identify investment solutions tailored to each client's goals. You'll also proactively engage with associates to build awareness and support the follow-up and implementation of planning opportunities. This is a unique opportunity to make a meaningful impact while working in a collaborative, service-driven environment.
The Impact You'll Make:
  • Operate within the team's client service and wealth management strategy to ensure high quality client service
  • Engage with associate clients and their immediate family by understanding their needs and providing education, financial planning and investment advice using our standard of care
  • Review, research and analyze data to create customized, annual financial plans for associate clients
  • Sit in on financial planning meetings with clients in partnership with other team members
  • Support financial education, such as debt management, 401k/retirement planning, Baird benefits and other associate offerings
  • Leverage planning results in partnership with other team members to identify the best investment solutions to implement
  • Assist with marketing efforts, such as educational resources, department presentations and communications to build awareness and engagement with Baird associates
  • Proactively reach out to associates to increase awareness and engagement and offer recommendations on how our team can add more value and how they can maximize Baird benefits
  • Support other team members with meeting prep, documentation, follow up and support the closing of opportunities identified to help associates meet their financial goals
  • Performs other duties and special projects as necessary
  • Directly supporting our associates in building strong financial futures
  • Supportive and collaborative team that values achieving great results for our clients and giving back to the communities where we live and work
  • Competitive benefits and a culture that cares about your well-being

What You'll Bring to Baird:
  • Minimum of one year of industry experience in a client facing role
  • Must hold SIE, Series 7/66 or Series 7/63/65 licenses
  • Committed to pursuing and achieving specialized professional designations (i.e., CFP, CPWA, CPA) or higher-level education equivalent within one year of assuming the role
  • Must have an undergraduate degree
  • Proven self-starter, highly motivated with the ability to work independently and within a team
  • Demonstrated ability to build trusted relationships and influence outcomes across diverse stakeholders
  • Ability to lead client conversations with professionalism, empathy and confidence
  • Great organizational skills with the ability to manage multiple priorities while maintaining attention to detail
  • Collaborative mindset with a commitment to supporting team goals, sharing best practices and fostering a positive culture
  • Excellent presentation skills and written communication skills

#LI-PWM2

What Baird employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Apply