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Financial Associate Jobs in Waunakee, WI (NOW HIRING)

Santander

Global Trade Finance Associate

Madison, WI · On-site

$145K - $175K/yr

Santander is a global leader and innovator in the financial services industry and is evolving from ... The Associate, GTB Product Specialist will manage the transactions from origination through ...

WestPoint Financial Group

Financial Advisor

Madison, WI · On-site

$50K - $100K/yr

As a Financial Advisor, you will work directly with individuals, business people, and families to ... with associates Qualifications • Strong interpersonal skills • Market development and ...

WestPoint Financial Group

Financial Advisor

Madison, WI · Remote

$50K - $100K/yr

As a Financial Advisor, you will work directly with individuals, business people, and families to ... associates Qualifications * Strong interpersonal skills * Market development and networking ...

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All JobsFinancial Associate JobsFinancial Associate Jobs in Waunakee, WI

Financial Associate information

See Waunakee, WI salary details

$31.2K

$72K

$141.1K

How much do financial associate jobs pay per year?

As of Sep 4, 2026, the average yearly pay for financial associate in Waunakee, WI is $71,960.00, according to ZipRecruiter salary data. Most workers in this role earn between $51,100.00 and $78,700.00 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 Waunakee, WI?

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

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

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

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

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

Financial Associate jobs near you
Infographic showing various Financial Associate job openings in Waunakee, WI as of August 2026, with employment types broken down into 82% Full Time, 14% Part Time, and 4% Contract. Highlights an 87% Physical, 3% Hybrid, and 10% Remote job distribution, with an average salary of $71,960 per year, or $34.6 per hour.

Project Finance Associate Attorney Am Law 100

Direct Counsel

Madison, WI • On-site, Remote

$260K - $350K/yr

Full-time

Posted 8 days ago

Key responsibilities

  • Represent developers, sponsors, lenders, investors, and other project participants in renewable energy and infrastructure transactions.

  • Advise clients on sophisticated project finance transactions, including tax credit and energy tax credit transfers.

  • Draft, review, and negotiate credit agreements and related financing documents, and drive transactions toward closing.

Job description

Project Finance Associate Attorney – Am Law 100

Direct Counsel is seeking a Project Finance Associate Attorney with 3–5 years of experience to join a leading Am Law 100 law firm and its highly regarded Finance practice and Energy sector.

Locations

Denver, CO; Los Angeles, CA; Madison, WI; Milwaukee, WI; New York, NY; Washington, DC

Position Overview

The ideal candidate will have meaningful experience in energy project finance, particularly renewable energy and infrastructure transactions. This role offers the opportunity to work on sophisticated project finance and tax credit transactions while gaining broad exposure to renewable energy and infrastructure matters.

Responsibilities
  • Represent developers, sponsors, lenders, investors, and other project participants in renewable energy and infrastructure transactions.
  • Advise clients on sophisticated project finance transactions and related financing matters.
  • Work on tax credit transactions, including tax equity transactions and energy tax credit transfers.
  • Draft, review, and negotiate credit agreements and related financing documents.
  • Review project documents and coordinate legal due diligence.
  • Coordinate input from subject-matter specialists and manage transaction workstreams.
  • Drive transactions toward closing and manage matters from initial structuring through completion.
  • Advise clients on project finance issues involving renewable energy and infrastructure assets.
  • Support transactions involving conventional generation and other energy and infrastructure assets, as applicable.
  • Collaborate with attorneys across practice groups and offices to deliver integrated client solutions.
  • Manage multiple workstreams while maintaining strong client service and attention to detail.
Qualifications
  • 3–5 years of energy project finance experience at a law firm.
  • Meaningful experience representing developers, sponsors, lenders, investors, or other participants in renewable energy and infrastructure transactions.
  • Experience drafting and negotiating credit agreements and related financing documents is required.
  • Experience with tax credit transactions, including tax equity and energy tax credit transfers.
  • Experience reviewing project documents and coordinating due diligence.
  • Strong project management skills and ability to manage multiple transaction workstreams.
  • Experience with conventional generation or other energy and infrastructure assets is a plus.
  • Strong drafting, analytical, communication, and negotiation skills.
  • Sound judgment and exceptional attention to detail.
  • Strong academic credentials.
  • Large law firm experience preferred.
  • J.D. from an ABA-accredited law school.
  • Active membership in good standing of the applicable state bar, with timely admission to the bar of the hiring jurisdiction required.
Compensation

The anticipated salary range for this position is $260,000–$350,000 annually, depending on education, experience, internal pay equity, and other job-related factors.

Application Requirements

Candidates should be prepared to submit a resume, law school transcript, and cover letter noting office preference. A representative transaction list or deal sheet is encouraged, if available.