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Financial Associate Jobs in Waupun, WI (NOW HIRING)

Brunswick

Financial Analyst

Fond Du Lac, WI · Hybrid

As part of the talented Finance team, you will be responsible for partnering with the Mercury Parts & Accessories business unit to help gather, analyze, and report data that provides valuable ...

Lund Boats

Financial Analyst

Fond Du Lac, WI · Hybrid

As part of the talented Finance team, you will be responsible for partnering with the Mercury Parts & Accessories business unit to help gather, analyze, and report data that provides valuable ...

Steel Craft

Senior Financial Analyst

Hartford, WI

$93K - $116K/yr

Job Summary The Senior Financial Analyst plays a key role in driving gross margin improvement across the organization. This position owns the development of gross margin reporting and analytics ...

nVent

Senior Financial Analyst

Oshkosh, WI · On-site

$83K - $104K/yr

You will be a key finance resource for our facilities, leading financial support for multiple value streams and processes. You will play a key role in making sure that the sites achieve their ...

nVent

Senior Financial Analyst

Oshkosh, WI · Hybrid

$83K - $104K/yr

You will be a key finance resource for our facilities, leading financial support for multiple value streams and processes. You will play a key role in making sure that the sites achieve their ...

Brunswick Corporation

Sr. Financial Analyst

Fond Du Lac, WI · On-site

$84K - $105K/yr

As part of the talented Finance team, you will be providing support to the Mercury US Engines and MerCruiser business units. Responsible for month end closing, forecasting, sales program ...

New

Brunswick

Sr. Financial Analyst

Fond Du Lac, WI · Hybrid

$84K - $105K/yr

As part of the talented Finance team, you will be providing support to the Mercury US Engines and MerCruiser business units. Responsible for month end closing, forecasting, sales program ...

New

Lund Boats

Sr. Financial Analyst

Fond Du Lac, WI · Hybrid

$84K - $105K/yr

As part of the talented Finance team, you will be providing support to the Mercury US Engines and MerCruiser business units. Responsible for month end closing, forecasting, sales program ...

New

Compeer Financial

Accounting Specialist

Fond Du Lac, WI · On-site +1

$21 - $28.25/hr

Minimum of 5+ years of progressive accounting experience (including bookkeeping, payroll, or financial reporting), with demonstrated exposure to complex accounts and client-facing work. * Associate ...

Compeer Financial

Accounting Specialist

Fond Du Lac, WI · On-site

$42K - $73K/yr

Minimum of 5+ years of progressive accounting experience (including bookkeeping, payroll, or financial reporting), with demonstrated exposure to complex accounts and client-facing work. * Associate ...

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All JobsFinancial Associate JobsFinancial Associate Jobs in Waupun, WI

Financial Associate information

See Waupun, WI salary details

$30.5K

$70.4K

$138K

How much do financial associate jobs pay per year?

As of Aug 28, 2026, the average yearly pay for financial associate in Waupun, WI is $70,369.00, according to ZipRecruiter salary data. Most workers in this role earn between $50,000.00 and $77,000.00 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 Waupun, WI?

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

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

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

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

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

Financial Associate jobs near you
Infographic showing various Financial Associate job openings in Waupun, WI as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 14% Part Time, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $70,369 per year, or $33.8 per hour.

Associate Financial Advisor - Columbus, WI

Edward Jones Careers

Columbus, WI

Full-time

Re-posted 11 days ago

Edward Jones rating

8.0

Company rating: 8.0 out of 10

Based on 257 frontline employees who took The Breakroom Quiz

75th of 152 rated financial services

Job description

There's power in partnership. It's how we work — and how we help our clients achieve financial fulfillment. Demand for human-delivered, personalized financial advice has never been greater — and right now, qualified financial advisors are in short supply. If you're a driven professional ready to build something meaningful, this is your moment to step into a career with real impact, firm-wide support and long-term growth potential. 
As an associate financial advisor at Edward Jones, you’ll work with the broader practice team — collaborating with one or more financial advisors and client support teammates — to deliver personalized financial strategies and exceptional client service. In partnership with the financial advisor, you’ll play a critical role in sourcing new clients, building and maintaining client relationships and contributing to the practice’s overall business outcomes. 
 
What you’ll do? 

  • Build and deepen client relationships by supporting discovery conversations, gathering key financial information, and helping advance personalized financial plans aligned with client goals and priorities 

  • Support comprehensive financial planning by preparing analysis, modeling scenarios, and helping align investments to client goals, life events, and long-term priorities 

  • Guide portfolio strategy and implementation by researching performance, allocation, and costs; preparing proposals; and supporting investment adjustments in alignment with suitability and firm guidance 

  • Partner with the financial advisor and practice team to deliver ongoing financial planning, including monitoring progress, preparing reviews, and adjusting strategies as client needs evolve 

  • Contribute to client and practice growth by supporting outreach, referrals, and community engagement that introduces clients to a relationship-based financial planning experience 

What Edward Jones employees say

Pay

Benefits

Hours and flexibility

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