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Financial Services Manager Jobs in Wisconsin (NOW HIRING)

Financial Services Assistant TMS Financial is dedicated to being the premier provider of ... Effectively manage and prioritize workflow * Client interaction including inbound phone calls and ...

Financial Services Assistant TMS Financial is dedicated to being the premier provider of ... Effectively manage and prioritize workflow * Client interaction including inbound phone calls and ...

Financial Services Assistant TMS Financial is dedicated to being the premier provider of ... Effectively manage and prioritize workflow * Client interaction including inbound phone calls and ...

Pathways to develop your Financial Professional career including leadership, wealth management, and retirement planning What makes a great Financial Services Professional? * The ability to present ...

Pathways to develop your Financial Professional career including leadership, wealth management, and retirement planning What makes a great Financial Services Professional? * The ability to present ...

Pathways to develop your Financial Professional career including leadership, wealth management, and retirement planning What makes a great Financial Services Professional? * The ability to present ...

Pathways to develop your Financial Professional career including leadership, wealth management, and retirement planning What makes a great Financial Services Professional? * The ability to present ...

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Financial Services Manager information

See Wisconsin salary details

$39.4K

$107.2K

$149.9K

How much do financial services manager jobs pay per year?

As of Sep 8, 2026, the average yearly pay for financial services manager in Wisconsin is $107,153.00, according to ZipRecruiter salary data. Most workers in this role earn between $89,800.00 and $117,600.00 per year, depending on experience, location, and employer.

What is a financial services manager?

A financial services manager is responsible for managing the performance of a financial services team selling financial products to customers. Your job duties include motivating the team to hit defined sales goals, performing financial analysis on customer accounts, and providing sales training to the team. The qualifications for this career include a bachelor’s degree, although some employers may prefer a master’s degree in accounting, business, or a related field. You need strong leadership skills and experience working in a sales environment.

What does a financial services manager do?

A Financial Services Manager oversees financial operations, manages client accounts, and provides guidance on financial products and services such as loans, investments, and insurance. They work to ensure that clients receive sound financial advice tailored to their needs and goals. Additionally, they may supervise a team of financial advisors or analysts, maintain compliance with regulations, and help drive business growth by identifying new opportunities. Their role is crucial in helping both individuals and businesses make informed financial decisions.

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

To thrive as a Financial Services Manager, you need strong financial analysis, risk assessment, and portfolio management skills, often supported by a degree in finance, accounting, or business administration. Familiarity with financial management software, CRM systems, and certifications such as CFA or CFP is highly beneficial. Leadership, client relationship management, and effective communication are essential soft skills for excelling in this role. These competencies ensure accurate financial guidance, regulatory compliance, and the building of trust with clients, all of which drive organizational success.

What are some common challenges financial services managers face when leading teams in a dynamic financial environment?

Financial Services Managers often navigate challenges such as balancing sales targets with compliance requirements, adapting to rapidly changing financial regulations, and ensuring their team remains motivated and well-trained. They also need to foster strong client relationships while managing internal expectations and workflows. Effective communication and the ability to quickly resolve conflicts within the team are essential for maintaining productivity and meeting organizational goals.

What is the difference between Financial Services Manager vs Financial Advisor?

AspectFinancial Services ManagerFinancial Advisor
CredentialsCertifications like CFP, CFA, or Series 7 often preferredCFP, CFA, or Series 7 certifications common
Work EnvironmentTypically in banks, financial institutions, or corporate finance departmentsUsually in financial planning firms or independent practice
Employer & Industry UsageUsed by banks, investment firms, and corporationsCommonly employed by financial planning firms and advisory firms
Primary FocusOverseeing financial services operations and client portfoliosProviding personalized financial advice and planning to clients

The main difference is that a Financial Services Manager oversees financial operations and client portfolios within organizations, while a Financial Advisor focuses on providing personalized financial planning and advice to individual clients. Both roles require similar certifications but serve different functions within the financial industry.

More about Financial Services Manager jobs

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

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

What cities in Wisconsin are hiring for Financial Services Manager jobs?

Cities in Wisconsin with the most Financial Services Manager job openings:

Infographic showing various Financial Services Manager job openings in Wisconsin as of August 2026, with employment types broken down into 1% As Needed, 81% Full Time, 15% Part Time, and 3% Contract. Highlights an 93% Physical, 3% Hybrid, and 4% Remote job distribution, with an average salary of $107,153 per year, or $51.5 per hour.

Administrative and Financial Services Manager

City of Appleton

Appleton, WI • On-site

$29.12 - $40.77/hr

Full-time

Posted 12 days ago


Job description

Job Description Come join the City of Appleton. Here at the City, you'll have the opportunity to grow and enjoy your best life through challenging work, great teams, training opportunities, and making a lasting impact on the community. We welcome and respect all employees as they are.

Come join our team-you belong here. The Appleton Fire Department is searching for an Administrative and Financial Services Manager to join the team. This is a highly technical and professional position that provides management and leadership in the development and administration of the Appleton Fire Department's annual operating and capital budgets.

Responsible for system administration duties for fire-specific software programs. Monitors all aspects of purchasing. Responsible for grant administration for local, state, and federal grant awards.

The work involves supervising, training, and evaluating administrative staff. The incumbent works under the general direction of the Fire Chief while applying independent judgement, discretion, and initiative. Examples of Duties ESSENTIAL JOB FUNCTIONS Primarily responsible for the preparation and management of the department's operating and capital budgets including reporting throughout the year and supporting annual audits Maintains and updates the department's 20-year equipment and funding plan for long-range budget forecasting.

Perform system administration duties for all fire-specific software programs. Provides software training to all personnel on a variety of programs. Develop end user reports for various programs and program managers and department's reporting needs.

Attend additional training opportunities as needed. Serves as the department's fire incident reporting program manager. Ensures data exports are successful.

Evaluates results of failed exports and addresses with company officer and/or shift commander to ensure a final successful export of all incidents. Contributes as a member of the department's leadership team to develop the strategic plan. Attends monthly leadership team meetings.

Assists in short- and long-term planning and goals and objectives for office operations and the entire organization. Tracks detailed overtime expenses by program and category. Reviews and approves payroll submissions for all employees.

Ensures compliance with collective bargaining agreement. Rectifies payroll issues as necessary. Responsible for onboarding and offboarding tasks for all employees.

Supervises administrative staff functions such as assigning work, evaluating performance, and training employees. Tracks inventory of personal protective equipment for all personnel and variety of station items and prepares reports for replacement. Develops and maintains department's SharePoint site and content.

Responsible for grant administration by receiving, tracking, and monitoring grant revenue and expenses. Completes compliance reports and closes grants upon completion. Serves as liaison with other City departments on administrative and financial matters.

Interacts and communicates regularly with other City staff to ensure coordination with fire department facilities and personnel. Ensures compliance with purchasing policies and procedures, oversees departmental travel reports, monitors and approves procurement card activity, and issues purchase orders. Plans all aspects of special events such as promotional ceremonies, recruit graduation, retiree gatherings, etc.

Maintains regular punctual and predictable attendance, work overtime and extra hours as required. OTHER JOB FUNCTIONS Acts as backup to the Deputy Chief working with Facilities Management coordinating maintenance and repairs in fire stations. Develops and implements administrative policies and guidelines.

Prepares and coordinates special projects and reports. Approves and tracks invoices and receipts and verifies accuracy. Participates in various city committees and work groups.

Assist with the development of the department's annual report. Typical Qualifications Work Requirements Associate degree in Business Administration, Management Information, Project Management, Finance, Organizational Administration, Accounting, or related field, five years professional, responsible experience in accounting and budgeting. or equivalent combination of experience and training which provides the following knowledge abilities, and skills: Considerable knowledge of the principles of accounting, budget and finance in local government.

Knowledge of inventory and purchasing practices and procedures. Knowledge of Department and City policies, rules and regulations. Ability to develop and encourage employee professional and personal growth.

Ability to manage multiple projects simultaneously. Ability to compile and analyze financial data and prepare appropriate reports. Ability to supervise staff and respond to questions, and problems in a timely manner.

Ability to communicate effectively both orally and in writing with personnel at various levels, both within and outside the organization. Ability to establish and maintain effective working relationships. Ability to troubleshoot, test, correct and maintain a variety of fire service systems.

Ability to compile and maintain financial records and accounts. Ability to assist in the daily management of the department's budget. Supplemental Information COMPETENCIES Communication Staff Development (mentoring) Motivate Problem Solving Adaptability/Flexibility To learn more about these competencies click here.