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Financial Service Professional Jobs in Wisconsin

H&R Block

Block Advisors Client Service Professional

Manawa, WI · On-site

$14.25 - $18/hr

About the Role As a seasonal Client Service Professional / Receptionist at H&R Block, you'll be the ... Experience working in a tax office, CPA firm, or financial services environment Why work for us At ...

H&R Block

Block Advisors Client Service Professional

Waupaca, WI · On-site

$14.25 - $18.25/hr

About the Role As a seasonal Client Service Professional / Receptionist at H&R Block, you'll be the ... Experience working in a tax office, CPA firm, or financial services environment Why work for us At ...

H&R Block

Block Advisors Client Service Professional

Manawa, WI · On-site

$14.25 - $18/hr

About the Role As a seasonal Client Service Professional / Receptionist at H&R Block, you'll be the ... Experience working in a tax office, CPA firm, or financial services environment Why work for us At ...

H&R Block

Block Advisors Client Service Professional

Waupaca, WI · On-site

$14.25 - $18.25/hr

About the Role As a seasonal Client Service Professional / Receptionist at H&R Block, you'll be the ... Experience working in a tax office, CPA firm, or financial services environment Why work for us At ...

e2 Retirement Consulting

Be Seen First

Financial Advisor

Milwaukee, WI · On-site

$60K - $120K/yr (+ commission)

As Certified Financial Planner professionals, we believe in treating all clients with the fiduciary standard of care, the highest in the financial service industry. Through clear communication ...

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All JobsFinancial Service Professional JobsFinancial Service Professional Jobs in Wisconsin

Financial Service Professional information

See Wisconsin salary details

$38.9K

$96.4K

$147.4K

How much do financial service professional jobs pay per year?

As of Sep 12, 2026, the average yearly pay for financial service professional in Wisconsin is $96,399.00, according to ZipRecruiter salary data. Most workers in this role earn between $80,700.00 and $112,000.00 per year, depending on experience, location, and employer.

What is a financial service professional?

Financial Service Professionals are experts who help individuals and businesses manage their finances, plan for the future, and achieve financial goals. They may provide services such as investment advice, retirement planning, insurance solutions, tax strategies, and estate planning. These professionals can work for banks, investment firms, insurance companies, or as independent advisors. Their goal is to help clients make informed decisions about their money and financial security.

What are the key skills and qualifications needed to thrive as a financial service professional?

To thrive as a Financial Service Professional, you need a solid understanding of financial products, investment strategies, and regulatory compliance, often supported by a degree in finance or business and relevant industry licenses. Familiarity with financial planning software, CRM systems, and tools like Bloomberg Terminal or Morningstar is typically required. Strong interpersonal skills, integrity, and effective communication set top performers apart in building trust and maintaining client relationships. These skills are crucial for providing sound financial advice, ensuring regulatory adherence, and fostering long-term client satisfaction.

What are some common challenges financial service professionals face when building a client base, and how can they overcome them?

Financial Service Professionals often encounter challenges such as establishing trust with new clients, differentiating themselves in a competitive market, and maintaining consistent referrals. Overcoming these hurdles typically involves proactive networking, leveraging professional certifications, and providing personalized financial advice tailored to each client's goals. Building long-term relationships through transparent communication and ongoing education can also help establish credibility and foster client loyalty in this dynamic field.

What is the difference between Financial Service Professional vs Financial Advisor?

AspectFinancial Service ProfessionalFinancial Advisor
CredentialsVaries; often includes licenses like Series 6, 7, 63Typically requires certifications such as CFP, CFA, or Series 7
Work EnvironmentFinancial institutions, banks, insurance companiesIndependent or firm-based, client-facing
Employer & Industry UsageUsed broadly across financial servicesMore specific to personal financial planning
Common Search & ComparisonOften compared for licensing and rolesCompared for client advisory services

The main difference is that a Financial Service Professional is a broad term covering various roles in financial services, often with different licenses, while a Financial Advisor specifically provides personalized financial planning and advice, usually with advanced certifications like CFP. Both roles work within the financial industry but focus on different aspects of client service and expertise.

What are the most commonly searched types of Financial Service jobs in Wisconsin?

The most popular types of Financial Service jobs in Wisconsin are:

Financial Service Professional jobs near you
Infographic showing various Financial Service Professional job openings in Wisconsin as of August 2026, with employment types broken down into 1% As Needed, 80% Full Time, 16% Part Time, and 3% Contract. Highlights an 90% Physical, 1% Hybrid, and 9% Remote job distribution, with an average salary of $96,399 per year, or $46.3 per hour.

Block Advisors Client Service Professional

New London, WI • On-site

H&R Block
Accounting Services • 1 - 5K employees
Learn more about H&R Blockexternal

$13.75 - $17.50/hr

Full-time

Posted 11 days ago

H&R Block rating

5.7

Company rating: 5.7 out of 10

Based on 295 frontline employees who took The Breakroom Quiz

Job description

About the Role
As a seasonal Client Service Professional / Receptionist at H&R Block, you'll be the welcoming first impression for every client. You'll manage client scheduling, support daily office operations, and work alongside a team of tax professionals. With training and support, this role can be a stepping stone into tax preparation or office leadership. This role is in-person and not remote.
  • Greet clients warmly and create a welcoming, professional first impression as the face of the office
  • Answer phone calls, schedule appointments, and match clients with the right tax professional based on their needs
  • Manage client check-in and intake processes, including scanning and organizing documents
  • Maintain office organization and cleanliness to support a smooth, professional client experience
  • Collaborate with tax professionals and team members to ensure seamless daily operations
  • Handle sensitive client information with confidentiality, discretion, and care

Required Qualifications
  • Experience working in a fast-paced, client-centric environment
  • Strong interpersonal and communication skills, with the ability to collaborate effectively with team members and serve clients professionally
  • Ability to multitask and manage competing priorities throughout the day
  • Organizational skills with attention to detail and follow-through
  • Comfort using basic computer programs and digital tools (e.g., Microsoft Office, Teams and scheduling systems)
  • Availability to work evenings and weekends during tax season

Preferred Qualifications
  • High school diploma/GED or equivalent
  • Previous experience in hospitality, call center, customer service or medical industries
  • Previous experience in a receptionist, front desk, or administrative support role
  • Experience working in a tax office, CPA firm, or financial services environment

Why work for us
At H&R Block, our purpose is simple: to provide help and inspire confidence in our clients and communities everywhere. For more than 70 years, we've led the tax industry and we continue to evolve through our Block Next strategy, blending human expertise with digital innovation.
That same commitment to care extends to our associates. When you join us, you become part of a High Performing, Connected Culture built on strong relationships, continuous learning, and a shared commitment to making a meaningful impact. We invest in your well-being through competitive pay, comprehensive benefits, and support for life both in and outside of work.
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What H&R Block employees say

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About H&R Block

Sourced by ZipRecruiter

H&R Block's purpose is simple: To provide help and inspire confidence in our clients and communities everywhere. We've been true to that purpose since brothers Henry and Richard Bloch founded our company in 1955. Since then, we've grown to have approximately 12,000 offices throughout the United States and around the world. We are a people company first and a tax company second. People who join H&R Block say it feels like being part of something bigger. A place with an amazing and storied history, but with a strong and urgent focus on the future. Maybe it's how determined, forward thinking and innovative we are, or how accessible our leadership is. We believe it's all those things, and much more.

Industry

Accounting services, it services and finance and insurance

Company size

1,001 - 5,000 Employees

Headquarters location

Kansas City, MO, US

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