CLA is looking to hire Associate Wealth Advisors in Milwaukee, WI Summary: This role provides centralized financial planning support to advisors across the firm. You will deliver centralized planning ...
CLA is looking to hire Associate Wealth Advisors in Milwaukee, WI Summary: This role provides centralized financial planning support to advisors across the firm. You will deliver centralized planning ...
Financial Analyst-Premium Tax
Stevens Point, WI · On-site
$65 - $90/hr
This opening can be filled at the Associate Financial Analyst or Financial Analyst level, depending on background and experience. The position will be located at our office in Stevens Point, WI in a ...
Financial Analyst-Premium Tax
Stevens Point, WI · On-site
$65 - $90/hr
This opening can be filled at the Associate Financial Analyst or Financial Analyst level, depending on background and experience. The position will be located at our office in Stevens Point, WI in a ...
Bell & Associates, Inc. is seeking a Strategic Finance Leader to drive financial strategy, planning, and performance across the organization. You will oversee budgeting, reporting, and risk ...
Bell & Associates, Inc. is seeking a Strategic Finance Leader to drive financial strategy, planning, and performance across the organization. You will oversee budgeting, reporting, and risk ...
Develop and execute financial strategies aligned with the company's overall goals, ensuring they support long-term business growth. * Oversee the budgeting, forecasting, and long-term financial ...
Develop and execute financial strategies aligned with the company's overall goals, ensuring they support long-term business growth. * Oversee the budgeting, forecasting, and long-term financial ...
Senior Analyst, Financial Planning & Analysis - Specialty About Acrisure A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow ...
Senior Analyst, Financial Planning & Analysis - Specialty About Acrisure A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow ...
Wireless Sales Associate Team Wireless, a Verizon Authorized Retailer Full-Time Competitive ... TEAM is pleased to offer a comprehensive benefits package designed to support the health, financial ...
Wireless Sales Associate Team Wireless, a Verizon Authorized Retailer Full-Time Competitive ... TEAM is pleased to offer a comprehensive benefits package designed to support the health, financial ...
Tax Associate
Plover, WI · On-site
$57K - $76K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Bachelor's degree in accounting, finance, or a related field * Experience in a client-facing or ...
Tax Associate
Plover, WI · On-site
$57K - $76K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Bachelor's degree in accounting, finance, or a related field * Experience in a client-facing or ...
Tax Associate
Wisconsin Rapids, WI · On-site
$59K - $79K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Bachelor's degree in accounting, finance, or a related field * Experience in a client-facing or ...
Tax Associate
Wisconsin Rapids, WI · On-site
$59K - $79K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Bachelor's degree in accounting, finance, or a related field * Experience in a client-facing or ...
Tax Associate
Waupaca, WI · On-site
$55K - $74K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Bachelor's degree in accounting, finance, or a related field * Experience in a client-facing or ...
Tax Associate
Waupaca, WI · On-site
$55K - $74K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Bachelor's degree in accounting, finance, or a related field * Experience in a client-facing or ...
Tax Associate
Stevens Point, WI · On-site
$56K - $75K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Bachelor's degree in accounting, finance, or a related field * Experience in a client-facing or ...
Tax Associate
Stevens Point, WI · On-site
$56K - $75K/yr
About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Bachelor's degree in accounting, finance, or a related field * Experience in a client-facing or ...
Stocking Team Associate
Wisconsin Rapids, WI · On-site
$14 - $27/hr
Stocking associates must be able to lift heavy objects in excess of 50 pounds. Ability to operate ... Financial benefits include 401(k), stock purchase and company-paid life insurance. Paid time off ...
Stocking Team Associate
Wisconsin Rapids, WI · On-site
$14 - $27/hr
Stocking associates must be able to lift heavy objects in excess of 50 pounds. Ability to operate ... Financial benefits include 401(k), stock purchase and company-paid life insurance. Paid time off ...
Stocking Team Associate
Plover, WI · On-site
$14 - $27/hr
Stocking associates must be able to lift heavy objects in excess of 50 pounds. Ability to operate ... Financial benefits include 401(k), stock purchase and company-paid life insurance. Paid time off ...
Stocking Team Associate
Plover, WI · On-site
$14 - $27/hr
Stocking associates must be able to lift heavy objects in excess of 50 pounds. Ability to operate ... Financial benefits include 401(k), stock purchase and company-paid life insurance. Paid time off ...
District Office Coordinator
Stevens Point, WI · On-site
$45K - $55K/yr
Who We Are At Corebridge Financial, we believe action is everything. That's why every day we ... May include up to 25% travel. #LI-CBF #LI-KE1 This role is deemed a "covered associate" under SEC ...
District Office Coordinator
Stevens Point, WI · On-site
$45K - $55K/yr
Who We Are At Corebridge Financial, we believe action is everything. That's why every day we ... May include up to 25% travel. #LI-CBF #LI-KE1 This role is deemed a "covered associate" under SEC ...
Finance Manager
Stevens Point, WI · On-site
$73K/yr
Compiles financial and other data for use in preparation of routine or specials reports as needed ... Associate degree in accounting, or related field required. * Grant administration experience ...
Finance Manager
Stevens Point, WI · On-site
$73K/yr
Compiles financial and other data for use in preparation of routine or specials reports as needed ... Associate degree in accounting, or related field required. * Grant administration experience ...
Bachelor's degree required - Degree in Accounting or Finance strongly preferred . * Eligible to sit for the CPA exam per state requirements. * General knowledge of accounting principles and reporting ...
Bachelor's degree required - Degree in Accounting or Finance strongly preferred . * Eligible to sit for the CPA exam per state requirements. * General knowledge of accounting principles and reporting ...
Sales Associate
Wisconsin Rapids, WI · On-site
$14.25 - $19.25/hr
Just ask any of our over 20,000 associates who work at Five Below and they'll tell you there's no ... From health coverage to financial and personal wellness, we've got you covered-check it out today ...
Sales Associate
Wisconsin Rapids, WI · On-site
$14.25 - $19.25/hr
Just ask any of our over 20,000 associates who work at Five Below and they'll tell you there's no ... From health coverage to financial and personal wellness, we've got you covered-check it out today ...
Sales Associate
Stevens Point, WI · On-site
$13.50 - $18.50/hr
Just ask any of our over 20,000 associates who work at Five Below and they'll tell you there's no ... From health coverage to financial and personal wellness, we've got you covered-check it out today ...
Sales Associate
Stevens Point, WI · On-site
$13.50 - $18.50/hr
Just ask any of our over 20,000 associates who work at Five Below and they'll tell you there's no ... From health coverage to financial and personal wellness, we've got you covered-check it out today ...
Finance Manager
Stevens Point, WI · On-site
$67 - $81/hr
Compiles financial and other data for use in preparation of routine or specials reports as needed ... Associate degree in accounting, or related field required. * Grant administration experience ...
Finance Manager
Stevens Point, WI · On-site
$67 - $81/hr
Compiles financial and other data for use in preparation of routine or specials reports as needed ... Associate degree in accounting, or related field required. * Grant administration experience ...
Sales Associate
Wisconsin Rapids, WI · On-site
$14.25 - $19.25/hr
Just ask any of our over 20,000 associates who work at Five Below and they'll tell you there's no ... From health coverage to financial and personal wellness, we've got you covered-check it out today ...
Sales Associate
Wisconsin Rapids, WI · On-site
$14.25 - $19.25/hr
Just ask any of our over 20,000 associates who work at Five Below and they'll tell you there's no ... From health coverage to financial and personal wellness, we've got you covered-check it out today ...
Checkout Team Associate
Plover, WI · On-site
$14 - $27/hr
... associates run our registers. They smile, greet and thank customers, ring up items, process ... Financial benefits include 401(k), stock purchase and company-paid life insurance. Paid time off ...
Checkout Team Associate
Plover, WI · On-site
$14 - $27/hr
... associates run our registers. They smile, greet and thank customers, ring up items, process ... Financial benefits include 401(k), stock purchase and company-paid life insurance. Paid time off ...
Financial Associate information
See Stevens Point, WI salary details
$29.6K - $39.1K
10% of jobs
$47.2K is the 25th percentile. Wages below this are outliers.
$39.1K - $48.6K
18% of jobs
The median wage is $56.9K / yr.
$48.6K - $58.1K
26% of jobs
$58.1K - $67.6K
19% of jobs
$70K is the 75th percentile. Wages above this are outliers.
$67.6K - $77.1K
11% of jobs
$77.1K - $86.6K
10% of jobs
$86.6K - $96K
3% of jobs
$96K - $105.5K
2% of jobs
$105.5K - $115K
1% of jobs
$115K - $124.5K
1% of jobs
$124.5K - $134K
0% of jobs
$29.6K
$68.3K
$134K
How much do financial associate jobs pay per year?
As of Sep 7, 2026, the average yearly pay for financial associate in Stevens Point, WI is $68,335.00, according to ZipRecruiter salary data. Most workers in this role earn between $48,600.00 and $74,800.00 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?
| Aspect | Financial Associate | Financial Analyst |
|---|---|---|
| Required Credentials | Bachelor's degree in finance, accounting, or related field; certifications like CFA or CPA are a plus | Bachelor's degree in finance, economics, or related; often requires CFA or similar certifications |
| Work Environment | Banking, investment firms, corporate finance departments | Investment firms, banks, corporate finance, consulting |
| Employer & Industry Usage | Commonly employed in financial services, banking, and corporate finance | Used 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 Stevens Point, WI?
The most popular types of Financial jobs in Stevens Point, WI are:
What job categories do people searching Financial Associate jobs in Stevens Point, WI look for?
The top searched job categories for Financial Associate jobs in Stevens Point, WI are:
What cities near Stevens Point, WI are hiring for Financial Associate jobs?
Cities near Stevens Point, WI with the most Financial Associate job openings:
Full-time
Medical, Dental, Vision, Retirement
Re-posted 26 days ago
CliftonLarsonAllen rating
7.1
Based on 30 frontline employees who took The Breakroom Quiz
22nd of 23 rated bookkeepers and accountants
Job description
CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you.
CLA is dedicated to building a culture that invites different beliefs and perspectives to the table, so we can truly know and help our clients, communities, and each other.
About the role:
CLA is looking to hire Associate Wealth Advisors in Milwaukee, WI
Summary:
This role provides centralized financial planning support to advisors across the firm. You will deliver centralized planning expertise to Wealth Advisors and Senior Wealth Advisors, turning complex data into clear, actionable plans. With a focus on plan construction, analysis, and ongoing optimization, you collaborate closely with local advisory teams to deliver consistent, high-quality, and scalable planning solutions that reflect firmwide standards and best practices-and make a real difference for clients.
This role reports functionally within the Financial Planning Center. Associates work closely with Principals, Directors, Senior Wealth Advisors, Wealth Advisors, and Associate Wealth Advisors. Primary collaboration is internal and advisor-facing, with direct client interaction increasing over time.
Essential Job Functions:
Financial Planning: Build powerful, end-to-end financial plans that drive real client decisions. Use firm-approved tools to craft integrated strategies across retirement, cash flow, insurance, estate, tax, and investments. Turn complexity into clarity through advanced modeling, scenario analysis, and stress testing. Partner directly with Wealth Advisors and Senior Wealth Advisors to deliver
timely, high-impact planning solutions that elevate client conversations and outcomes-while
maintaining the highest standards of accuracy and compliance.
Investments/Insurance: Analyze investment and insurance information to support smart, goal-aligned recommendations within each client's total financial plan. Assist Wealth Advisors in evaluating strategy design, portfolio oversight, and long-term progress. Track trends, synthesize data, and help shape planning strategies that keep clients confidently moving toward their goals.
Internal Advisor Support: Partner with Wealth Advisors to solve complex planning challenges, anticipate servicing needs, and prepare polished financial plans for client meetings. Sharpen plan presentation skills and help elevate advisor-client discussions. Drive innovation within the Financial Planning Center by identifying ways to improve efficiency, accuracy, and scalability.
Leverage modern planning software and emerging technology to streamline workflows and maximize impact.
Minimum Required Experience, Education, and Certifications
Experience
None required
1 year experience preferred
Education: Bachelor's degree in Accounting, Finance, or a related field.
Bachelor's degree is required. Combination of relevant experience, education, and training may
be accepted in lieu of degree.
Bachelor's degree in Accounting, Finance or a related field is preferred.
Certifications/Licenses: FINRA Series 65 or 66 Required.
Series 65 certification required (New hires will have 180 days to obtain this certification. If they do not obtain the certification in that timeframe and/or they fail after their third attempt, their employment will be terminated.)
#LI-MU1
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
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Wellness at CLA
To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more.
To view a complete list of benefits, click here.
What CliftonLarsonAllen employees say
Pay
Benefits
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Workplace
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About CliftonLarsonAllen
Sourced by ZipRecruiter
CliftonLarsonAllen (CLA) is a leading professional services company based in Minneapolis, MN, US. CLA operates in the accounting industry and offers a broad range of products and services such as wealth advisory, outsourcing, audit, tax, and consulting services. The company was founded in 1953 with a merger between two firms, Clifton Gunderson and LarsonAllen, in 2012. Working in accordance with their mission to create opportunities for clients, people, and communities, they have established a presence across the US, serving privately held businesses, non-profits, and governmental entities. Recognized for their contributions, CLA has received accolades such as the Innovative Firm of the Year award.
Industry
Accounting services
Company size
5,001 - 10,000 Employees
Headquarters location
Minneapolis, MN, US
Year founded
2012