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Financial Research Associate Jobs in Wisconsin (NOW HIRING)

Wisconsin

Financial Specialist II

Madison, WI · Hybrid

$24/hr

Mechanical Engineering is a large, research-intensive department with over 55 faculty, 1,800 ... Associate's degree How to Apply: Please go to the "Apply Now" area and select your current UW ...

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Financial Research Associate information

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$14

$32

$68

How much do financial research associate jobs pay per hour?

As of Aug 16, 2026, the average hourly pay for financial research associate in Wisconsin is $32.26, according to ZipRecruiter salary data. Most workers in this role earn between $20.87 and $34.71 per hour, depending on experience, location, and employer.

What are some typical projects or assignments a financial research associate might work on during their first year?

As a Financial Research Associate, you can expect to work on projects such as analyzing market trends, preparing financial models, and creating reports to support investment decisions. Early assignments often include gathering and synthesizing data from financial statements, conducting industry and company-specific research, and assisting senior analysts with presentations for clients or internal teams. These tasks not only build your technical skills but also help you develop a deeper understanding of financial markets and enhance your ability to communicate complex findings clearly.

What are the key skills and qualifications needed to thrive as a financial research associate?

To thrive as a Financial Research Associate, you need strong analytical skills, a solid understanding of financial markets, and usually a degree in finance, economics, or a related field. Familiarity with financial modeling software, databases like Bloomberg or FactSet, and proficiency in Excel are typically required. Attention to detail, effective communication, and the ability to manage multiple projects simultaneously are standout soft skills for this role. These competencies are crucial for delivering accurate research, supporting investment decisions, and ensuring clear communication of complex financial insights.

What are popular job titles related to Financial Research Associate jobs in Wisconsin?

For Financial Research Associate jobs in Wisconsin, the most frequently searched job titles are:

What job categories do people searching Financial Research Associate jobs in Wisconsin look for?

The top searched job categories for Financial Research Associate jobs in Wisconsin are:

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Cities in Wisconsin with the most Financial Research Associate job openings:

Financial Research Associate jobs near you

AFAT Advisor Associate

Robert W Baird & Co

Milwaukee, WI • On-site

Full-time

Retirement

Posted 22 days ago

Job description

About the Role:
Baird's Associate Financial Advice Team (AFAT) is a dedicated financial advisor team focused on delivering a full Wealth Management Experience to Baird Associates and their immediate families. The team provides personalized guidance across a range of financial topics, including retirement planning, investment consulting, debt management, education funding, and firm-specific benefits.
AFAT Advisor Associates play a key role in building strong relationships and helping clients make informed decisions about their financial futures. In this client-facing role, you'll collaborate with team members and internal partners to create and deliver customized financial plans, lead educational conversations and identify investment solutions tailored to each client's goals. You'll also proactively engage with associates to build awareness and support the follow-up and implementation of planning opportunities. This is a unique opportunity to make a meaningful impact while working in a collaborative, service-driven environment.
The Impact You'll Make:
  • Operate within the team's client service and wealth management strategy to ensure high quality client service
  • Engage with associate clients and their immediate family by understanding their needs and providing education, financial planning and investment advice using our standard of care
  • Review, research and analyze data to create customized, annual financial plans for associate clients
  • Sit in on financial planning meetings with clients in partnership with other team members
  • Support financial education, such as debt management, 401k/retirement planning, Baird benefits and other associate offerings
  • Leverage planning results in partnership with other team members to identify the best investment solutions to implement
  • Assist with marketing efforts, such as educational resources, department presentations and communications to build awareness and engagement with Baird associates
  • Proactively reach out to associates to increase awareness and engagement and offer recommendations on how our team can add more value and how they can maximize Baird benefits
  • Support other team members with meeting prep, documentation, follow up and support the closing of opportunities identified to help associates meet their financial goals
  • Performs other duties and special projects as necessary
  • Directly supporting our associates in building strong financial futures
  • Supportive and collaborative team that values achieving great results for our clients and giving back to the communities where we live and work
  • Competitive benefits and a culture that cares about your well-being

What You'll Bring to Baird:
  • Minimum of one year of industry experience in a client facing role
  • Must hold SIE, Series 7/66 or Series 7/63/65 licenses
  • Committed to pursuing and achieving specialized professional designations (i.e., CFP, CPWA, CPA) or higher-level education equivalent within one year of assuming the role
  • Must have an undergraduate degree
  • Proven self-starter, highly motivated with the ability to work independently and within a team
  • Demonstrated ability to build trusted relationships and influence outcomes across diverse stakeholders
  • Ability to lead client conversations with professionalism, empathy and confidence
  • Great organizational skills with the ability to manage multiple priorities while maintaining attention to detail
  • Collaborative mindset with a commitment to supporting team goals, sharing best practices and fostering a positive culture
  • Excellent presentation skills and written communication skills

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Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.

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