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Financial Associate Jobs in Racine, WI (NOW HIRING)

WealthBridge Financial Group

Financial Consultant

Franklin, WI · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

Financial Consultant | WealthBridge WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand ...

Johnson Financial Group

Financial Advisor

Racine, WI

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 ...

Baird

AFAT Advisor Associate

Milwaukee, WI · On-site

  • Retirement

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 ...

KPMG

Senior Associate, Financial Due Diligence

Milwaukee, WI · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

KPMG is currently seeking a Senior Associate in Financial Due Diligence for our Deal Advisory practice. Responsibilities : * Participate in buy-side and sell-side transaction advisory engagements ...

Brookdale Senior Living, Inc.

Senior Financial Analyst

Milwaukee, WI · On-site

$84K - $104K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Associate assistance program * Employee discounts * Referral program * Early access to earned wages ... Supervises the finance assistants with the appraisal, engineering and environmental firms as well ...

Husch Blackwell LLP

Financial Reporting Manager

Milwaukee, WI · On-site +1

$100K - $136K/yr

The Financial Reporting Manager is responsible for supporting the Associate Director of Financial Reporting & Analytics in managing the Firm's financial reporting and analysis functions. Leads the ...

Husch Blackwell Llp

Financial Reporting Manager

Milwaukee, WI · On-site +1

$100K - $136K/yr

  • Medical

  • Dental

  • Life

  • Retirement

  • PTO

The Financial Reporting Manager is responsible for supporting the Associate Director of Financial Reporting & Analytics in managing the Firm's financial reporting and analysis functions. Leads the ...

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Showing results 21-40

All JobsFinancial Associate JobsFinancial Associate Jobs in Racine, WI

Financial Associate information

See Racine, WI salary details

$28.6K

$66K

$129.4K

How much do financial associate jobs pay per year?

As of Aug 17, 2026, the average yearly pay for financial associate in Racine, WI is $65,985.00, according to ZipRecruiter salary data. Most workers in this role earn between $46,900.00 and $72,200.00 per year, depending on experience, location, and employer.

What is a financial associate?

A financial associate is a professional who supports financial planning, analysis, and management within organizations. They often handle tasks such as preparing reports, analyzing financial data, and assisting with budgeting, typically requiring knowledge of financial software and strong analytical skills.

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 or degrees in finance or accounting.

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 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 are the most commonly searched types of Financial jobs in Racine, WI?

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

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

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

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

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

Financial Associate jobs near you

Financial Consultant

WealthBridge Financial Group

Wauwatosa, WI • On-site

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted 7 days ago

Job description

Financial Consultant | WealthBridge

WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand their financial objectives and provide them with tailored advice and strategies that align with their goals. You will leverage your financial expertise to offer comprehensive solutions, including investment opportunities, retirement planning, and wealth management strategies.

As a Financial Consultant at WealthBridge, you will play a pivotal role in empowering clients to make informed financial decisions. You will utilize advanced financial tools and analytics to assess client needs and develop effective action plans. Collaboration with a network of industry experts and access to cutting-edge resources will enhance your ability to serve clients effectively.

Join WealthBridge Financial Group and be part of a passionate team dedicated to delivering exceptional service and fostering long-term client relationships. If you are driven by results and have a deep commitment to helping clients achieve financial success, we would love to hear from you.

Requirements

  • Bachelor's degree in finance, accounting, or a related field.
  • Experience in financial consulting or a similar role is preferred.
  • Strong analytical and problem-solving skills.
  • Excellent communication and interpersonal skills to effectively connect with clients.
  • Demonstrated ability to build and maintain client relationships.
  • Licenses or certifications in financial planning are a plus.

Benefits

  • Top-tier health coverage including medical, dental, and vision plans for you and your dependents
  • 401(k) retirement plan with company match to help you build long-term security
  • Life and disability insurance for added peace of mind
  • Employee wellness programs and mental health resources
  • Career growth opportunities and ongoing training support