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Financial Associate Jobs in Waunakee, WI (NOW HIRING)

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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 5, 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.

sales associate - part time and full time - work from home

M&K Financial

Madison, WI • On-site, Remote

Contractor

Re-posted 5 days ago

Job description

M&K Financial is a leader in the Financial Services industry. Our company is experiencing record expansion as the demand for our products and services continues to grow nationwide, and need driven Sales Associates to serve the needs of our clientele.
With M&K Financial, you have work and schedule flexibility, and the support needed to assist you in achieving your personal goals and career aspirations!
We provide new hires with the tools and training to be successful as an independent agent in our organization, and you can do this on a part-time or full-time basis.
Previous experience in Financial Services, Sales, Customer Service, or other related fields is a plus but not required as we have a comprehensive training program that has yielded results for eight consecutive years!
What M&K Financial Provides:
• Opportunity for Advancement
• Daily Paid Commissions
• State-of-the-Art training platform
• Access to Qualified Prospects - NO COLD CALLING
• Agent-Focused Technology
• Carrier Partnerships with industry leading, A-rated companies
• Home Office Support Staff
• Weekly, Monthly, and Annual Bonuses
Qualifications:
• Previous experience in insurance, sales, customer service, or other related fields desired but not required
• Highly motivated
• Comfortability with working from home
• Ability to prioritize and multitask
• Positions do require applicant to have a Life Insurance license - currently active license, or willing to get a
license

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