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Financial Case Manager Jobs in Wisconsin (NOW HIRING)

Sun Life Financial

Case Manager I LTD

Milwaukee, WI · Hybrid

$55K - $83K/yr

At Sun Life, we're driven by our Purpose: helping our Clients achieve lifetime financial security ... The Opportunity In the role of Case Manager I, LTD you will have the opportunity to make a ...

Sun Life Financial

Case Manager I LTD

Milwaukee, WI · Hybrid

$55K - $83K/yr

At Sun Life, we're driven by our Purpose: helping our Clients achieve lifetime financial security ... The Opportunity In the role of Case Manager I, LTD you will have the opportunity to make a ...

The Salvation Army Central Territory

Case Manager I

WI · On-site

$19.75 - $25.25/hr

The Case Manager I provides on-site shelter case management services to eligible clients in which ... finance or fundraising, each role offers a chance to make a lasting impact. If you're looking to ...

The Salvation Army

Case Manager I

La Crosse, WI · On-site

$19.75 - $25.25/hr

The Case Manager I provides on-site shelter case management services to eligible clients in which ... finance or fundraising, each role offers a chance to make a lasting impact. If you're looking to ...

Forward Service

FSET Case Manager

Wautoma, WI · On-site

$24.25/hr

... financial stability, and reach their full potential. Since our founding in 1979, we have provided ... FSET Case Manager Location: 205 East Main St Suite 29 Wautoma, WI 54982 In this role, you will ...

The Salvation Army

Family Case Manager

Milwaukee, WI · On-site

$42K - $56K/yr

The Family Case Manager providescase management services to families referred by Coordinated Entry ... and financial assistance according to State and federal regulatory guidelines and budget ...

Forward Service

W-2 Case Manager/FEP

Oshkosh, WI · On-site

$24.56/hr

... financial stability, and reach their full potential. Since our founding in 1979, we have provided ... Position: W2 Case Manager/FEP Location: Oshkosh, WI or Wautoma, WI In this role, you will help ...

Forward Service

W-2 Case Manager/FEP

Wautoma, WI · On-site

$24.56/hr

... financial stability, and reach their full potential. Since our founding in 1979, we have provided ... Position: W2 Case Manager/FEP Location: Oshkosh, WI or Wautoma, WI In this role, you will help ...

Forward Service

W-2 Case Manager/FEP

Madison, WI · On-site

$24.56/hr

... financial stability, and reach their full potential. Since our founding in 1979, we have provided ... W2 Case Manager/FEP Location: Portage, WI In this role, you will help inspire hope for our program ...

Ascension

Registered Nurse Case Manager

Appleton, WI · On-site

$40.41/hr

Case Management Schedule: Days | PRN Life at Ascension: Where purpose meets opportunity Ascension ... Ascension will never ask for payment or to provide banking or financial information as part of the ...

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All JobsFinancial Case JobsFinancial Case Manager JobsFinancial Case Manager Jobs in Wisconsin

Financial Case Manager information

See Wisconsin salary details

$14

$23

$33

How much do financial case manager jobs pay per hour?

As of Sep 1, 2026, the average hourly pay for financial case manager in Wisconsin is $23.17, according to ZipRecruiter salary data. Most workers in this role earn between $19.42 and $25.00 per hour, depending on experience, location, and employer.

What is a financial case manager?

A Financial Case Manager is a professional who assists individuals and families in managing their financial situations, especially when they are facing hardships or complex financial needs. They work with clients to assess their financial status, develop budgets, provide guidance on debt management, and connect them to relevant resources or programs. Financial Case Managers often work in social service agencies, healthcare organizations, or non-profits, helping clients achieve financial stability and independence. Their role may also include advocating for clients and ensuring they receive appropriate financial assistance or benefits.

What are some common challenges financial case managers face when working with clients, and how are they typically addressed?

Financial Case Managers often encounter challenges such as clients' reluctance to share sensitive financial information, managing complex financial histories, and navigating limited resources for assistance programs. To address these, they build trust through clear communication and empathy, maintain confidentiality, and stay current with available aid options. Collaborating closely with social workers and other support staff also helps develop holistic solutions tailored to each client's needs.

What are the key skills and qualifications needed to thrive as a financial case manager, and why are they important?

To excel as a Financial Case Manager, you need a solid understanding of financial analysis, case management, and relevant regulations, often supported by a degree in finance, social work, or a related field. Familiarity with case management software, financial planning tools, and knowledge of government assistance programs is typically required. Strong interpersonal skills, attention to detail, and effective problem-solving abilities help you build trust and tailor solutions for clients. These skills are vital for accurately assessing client needs, managing complex cases, and ensuring positive financial outcomes.

What is the difference between Financial Case Manager vs Financial Counselor?

AspectFinancial Case ManagerFinancial Counselor
CredentialsOften requires certifications like Certified Financial Counselor or related credentialsTypically requires certification or training in financial counseling or related fields
Work EnvironmentWorks in healthcare, social services, or insurance settings, managing complex financial casesWorks in hospitals, clinics, or community agencies providing financial guidance to patients
Employer & IndustryHealthcare providers, social service agencies, insurance companies

Both roles involve financial guidance, but Financial Case Managers focus on managing complex financial cases within healthcare or social services, often requiring specialized certifications. Financial Counselors primarily provide financial advice and support to individuals in healthcare or community settings. While their work environments overlap, their specific responsibilities and certifications differ slightly.

What type of financial case manager makes the most money?

Senior financial case managers with extensive experience, specialized certifications, or working in high-demand sectors tend to earn the highest salaries. Those managing complex cases or working in healthcare, insurance, or legal settings often have higher compensation. Advanced skills in data analysis and case management software can also contribute to increased earnings.

What are popular job titles related to Financial Case Manager jobs in Wisconsin?

For Financial Case Manager jobs in Wisconsin, the most frequently searched job titles are:

What job categories do people searching Financial Case Manager jobs in Wisconsin look for?

The top searched job categories for Financial Case Manager jobs in Wisconsin are:

Financial Case Manager jobs near you
Infographic showing various Financial Case Manager job openings in Wisconsin as of August 2026, with employment types broken down into 87% Full Time, 12% Part Time, and 1% Contract. Highlights an 87% Physical, 2% Hybrid, and 11% Remote job distribution, with an average salary of $48,190 per year, or $23.2 per hour.

Case Manager - Surgery

Medical College of Wisconsin

Milwaukee, WI • On-site

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 10 days ago

Medical College Of Wisconsin rating

7.7

Company rating: 7.7 out of 10

Based on 29 frontline employees who took The Breakroom Quiz

262nd of 627 rated colleges and universities

Job description

Summary
The trauma recovery center case manager provides comprehensive, trauma-informed case management services to survivors of violent crime. This role is responsible for assessing client needs, coordinating services, and supporting engagement in care across medical, mental health, legal, and social service systems.
Working as part of a multidisciplinary team, the Case Manager plays a critical role in reducing barriers to care and promoting client stability, recovery, and access to resources. This position requires a high level of organization, collaboration, and commitment to client-centered, culturally responsive services.
Primary Responsibilities
  • Conduct assessments to identify client needs across multiple domains (e.g., housing, safety, medical, legal, financial)
  • Collaborate with clients and clinical staff to develop individualized service plans
  • Monitor and update client needs and goals throughout the course of services
  • Provide ongoing case management services to support client stability and recovery
  • Link clients to needed resources and services, including shelter, housing, healthcare, legal advocacy, and public benefits
  • Assist clients with applications (e.g., victim compensation, benefits, insurance)
  • Coordinate care across multiple providers and systems
  • Conduct proactive and assertive outreach to engage and retain clients in services
  • Maintain regular contact with clients, including phone, in-person, and community-based interactions
  • Support re-engagement of clients who have disengaged from services
  • Advocate on behalf of clients within healthcare, legal, and social service systems
  • Provide trauma-informed support and psychoeducation
  • Assist clients in navigating complex systems and reducing barriers to care
  • Participate in multidisciplinary team meetings and case conferences
  • Collaborate closely with clinicians, medical providers, and external partners
  • Communicate effectively with team members regarding client needs and progress
  • Maintain accurate, timely, and complete documentation in accordance with program and funding requirements
  • Track services provided, referrals, and client outcomes
  • Support data collection, reporting, and quality improvement efforts

Knowledge - Skills - Abilities
  • Strong organizational and time management skills
  • Excellent interpersonal and communication skills
  • Ability to engage diverse and high-need populations
  • Strong problem solving and advocacy skills
  • Ability to work both independently and as a part of a team
  • Commitment to equity, inclusion, and trauma-informed care
  • Combination of office-based and community-based work
  • May include accompanying clients to appointments (e.g., court, medical visits)
  • Requires flexibility to meet client needs, including occasional evening hours

Qualifications
Appropriate experience may be substituted for education on an equivalent basis.
Minimum Required Education: Associate's degree
Minimum Required Experience: 2 years
Preferred Education: Bachelor's degree in social work, psychology, public health, or a related field
Preferred Experience: Minimum of 1-2 years of experience in case management, social services, or a related field
Bilingual/bicultural (e.g., Spanish/English)
Experience working with trauma-affected populations strongly preferred
Knowledge of community resources and public systems (e.g., housing, benefits, legal services)
Experience working with survivors of violent crime
Familiarity with trauma-informed care and culturally responsive practices
Physical Requirements
Work requires occasionally lifting moderate weight materials, standing, or walking continuously.
Work Environment
Occasional exposure to dust, noise, temperature changes, or contact with water or other liquids. Work is performed in an environmentally controlled environment.
Sensory Acuity
Ability to detect and translate speech or other communication required. May occasionally require the ability to distinguish colors and perceive relative distances between objects.
#LI-AV1
Why MCW?
  • Outstanding Healthcare Coverage, including but not limited to Health, Vision, and Dental. Along with Flexible Spending options
  • 403B Retirement Package
  • Competitive Vacation and Paid Holidays offered
  • Tuition Reimbursement
  • Paid Parental Leave
  • Employee & Family Assistance Program (EFAP)
  • Pet Insurance
  • On campus Fitness Facility, offering onsite classes
  • Additional discounted rates on items such as: Select cell phone plans, local fitness facilities, Milwaukee recreation and entertainment etc.

For a brief overview of our benefits see: Benefits Overview
For a full list of positions see: MCW Careers
At MCW all of our endeavors, from our internal operations to our interactions with our partners, are driven by our shared organizational values: Caring - Collaborative - Curiosity - Inclusive - Integrity - Respect. We are committed to fostering an inclusive environment that values diversity in backgrounds, experiences, and perspectives through merit-based processes and in alignment with all applicable laws. We believe that embracing human differences is critical to realize our vision of a healthier world, and we recognize that a healthy and thriving community starts from within. Our values define who we are, what we stand for and how we conduct ourselves at MCW. If you believe in embracing individuality and working together according to these principles to improve health for all, then MCW is the place for you. For more information, please visit our institutional website.
MCW as an Equal Opportunity Employer and Commitment to Non-Discrimination:
The Medical College of Wisconsin (MCW) is an Equal Opportunity Employer. We are committed to fostering an inclusive community of outstanding faculty, staff, and students, as well as ensuring equal educational opportunity, employment, and access to services, programs, and activities, without regard to an individual's race, color, national origin, religion, age, disability, sex, gender identity/expression, sexual orientation, marital status, pregnancy, predisposing genetic characteristic, or military status. Employees, students, applicants or other members of the MCW community (including but not limited to vendors, visitors, and guests) may not be subjected to harassment that is prohibited by law or treated adversely or retaliated against based upon a protected characteristic.

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About Medical College of Wisconsin

Sourced by ZipRecruiter

The Medical College of Wisconsin (MCW) is an industry-leading educational institution located in Milwaukee, WI, US. Being part of the medical and health services sector, MCW's primary mission is to educate and train the next generation of healthcare professionals. MCW offers a wide array of degrees and programs within medical and health sciences, covering everything from medical, graduate, pharmacy and health sciences studies, to continuing professional developments and community engagement initiatives. Founded in 1893, MCW boasts a rich, well-entrenched history in shaping the medical education landscape locally and globally. The institution's core values of knowledge-changing life underline its dedication to incorporating innovative approaches in education and research, commitment to diversity and inclusion, service to the community, integrity, stewardship, and collaboration.

Industry

Health care and social assistance

Company size

5,001 - 10,000 Employees

Headquarters location

Milwaukee, WI, US

Year founded

1893

Social media

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