The Opportunity As part of the Financial Services Global Structuring team you will lead teams and manage client accounts, focusing on strategic planning and mentoring junior staff. As a Manager you ...
The Opportunity As part of the Financial Services Global Structuring team you will lead teams and manage client accounts, focusing on strategic planning and mentoring junior staff. As a Manager you ...
Financial Services Assistant
Green Bay, WI · On-site
$25 - $37/hr
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 ...
Quick apply
Financial Services Assistant
Green Bay, WI · On-site
$25 - $37/hr
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
Green Bay, WI · On-site
$25 - $37/hr
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
Green Bay, WI · On-site
$25 - $37/hr
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
$25 - $37/hr
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
$25 - $37/hr
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 Manager - Human Services Dept.
Manitowoc, WI · On-site
$82K - $90K/yr
Description Financial Manager - Human Services Dept. Lead Financial Excellence. Support Your Community. The Manitowoc County Human Services Department is seeking an experienced, collaborative, and ...
Financial Manager - Human Services Dept.
Manitowoc, WI · On-site
$82K - $90K/yr
Description Financial Manager - Human Services Dept. Lead Financial Excellence. Support Your Community. The Manitowoc County Human Services Department is seeking an experienced, collaborative, and ...
Financial Manager - Human Services Dept.
Manitowoc, WI · On-site
$86K - $112K/yr
Financial Manager - Human Services Dept. Lead Financial Excellence. Support Your Community. The Manitowoc County Human Services Department is seeking an experienced, collaborative, and strategic ...
Financial Manager - Human Services Dept.
Manitowoc, WI · On-site
$86K - $112K/yr
Financial Manager - Human Services Dept. Lead Financial Excellence. Support Your Community. The Manitowoc County Human Services Department is seeking an experienced, collaborative, and strategic ...
Financial Services Representative
Watertown, WI · On-site
$19/hr
As a Financial Services Representative, you're the face of World Finance - empathizing, empowering ... Success in this role requires the ability to manage a fast-paced workload, handle challenging ...
Financial Services Representative
Watertown, WI · On-site
$19/hr
As a Financial Services Representative, you're the face of World Finance - empathizing, empowering ... Success in this role requires the ability to manage a fast-paced workload, handle challenging ...
Financial Services Representative
Appleton, WI · On-site
$22/hr
As a Financial Services Representative, you're the face of World Finance - empathizing, empowering ... Success in this role requires the ability to manage a fast-paced workload, handle challenging ...
Financial Services Representative
Appleton, WI · On-site
$22/hr
As a Financial Services Representative, you're the face of World Finance - empathizing, empowering ... Success in this role requires the ability to manage a fast-paced workload, handle challenging ...
Financial Services Representative
Watertown, WI · On-site
$15 - $19/hr
Summary: The Financial Services Representative (FSR) is responsible for driving loan sales ... Success in this role requires the ability to manage a fast-paced workload, handle challenging ...
Financial Services Representative
Watertown, WI · On-site
$15 - $19/hr
Summary: The Financial Services Representative (FSR) is responsible for driving loan sales ... Success in this role requires the ability to manage a fast-paced workload, handle challenging ...
Financial Services Representative
Appleton, WI · On-site
$18 - $22/hr
Summary: The Financial Services Representative (FSR) is responsible for driving loan sales ... Success in this role requires the ability to manage a fast-paced workload, handle challenging ...
Financial Services Representative
Appleton, WI · On-site
$18 - $22/hr
Summary: The Financial Services Representative (FSR) is responsible for driving loan sales ... Success in this role requires the ability to manage a fast-paced workload, handle challenging ...
Financial Services Representative (Overstaff)
Beloit, WI · On-site
$17 - $20/hr
We're seeking an Overstaff Financial Services Representative to join our dynamic team and support ... This position assists Branch Managers in maintaining smooth operations, delivering exceptional ...
Financial Services Representative (Overstaff)
Beloit, WI · On-site
$17 - $20/hr
We're seeking an Overstaff Financial Services Representative to join our dynamic team and support ... This position assists Branch Managers in maintaining smooth operations, delivering exceptional ...
We're seeking an Overstaff Financial Services Representative to join our dynamic team and support ... This position assists Branch Managers in maintaining smooth operations, delivering exceptional ...
We're seeking an Overstaff Financial Services Representative to join our dynamic team and support ... This position assists Branch Managers in maintaining smooth operations, delivering exceptional ...
Thrivent is committed to servicing the Latino Community and you joining Thrivent's Latino Team will ... Well-being programs to help you manage your physical, emotional and financial health. * Gift ...
Thrivent is committed to servicing the Latino Community and you joining Thrivent's Latino Team will ... Well-being programs to help you manage your physical, emotional and financial health. * Gift ...
Business Services Manager
$75K - $85K/yr
Financial security: Life and disability insurance for added protection * Flexible financial options ... To thrive/succeed as the Business Services Manager, you should have: * Bachelor's degree in ...
Business Services Manager
$75K - $85K/yr
Financial security: Life and disability insurance for added protection * Flexible financial options ... To thrive/succeed as the Business Services Manager, you should have: * Bachelor's degree in ...
Business Services Manager
West Bend, WI · On-site
$75K - $85K/yr
Financial security: Life and disability insurance for added protection * Flexible financial options ... To thrive/succeed as the Business Services Manager, you should have: * Bachelor's degree in ...
Business Services Manager
West Bend, WI · On-site
$75K - $85K/yr
Financial security: Life and disability insurance for added protection * Flexible financial options ... To thrive/succeed as the Business Services Manager, you should have: * Bachelor's degree in ...
Financial Services Tax - Real Estate Manager
$99K - $266K/yr
Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level Manager & Summary The Opportunity As a Financial Services Tax - Real Estate Manager, you will play a ...
Financial Services Tax - Real Estate Manager
$99K - $266K/yr
Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level Manager & Summary The Opportunity As a Financial Services Tax - Real Estate Manager, you will play a ...
Financial Services Representative - State Farm Agent Team Member
Green Bay, WI · On-site
$50K - $150K/yr
As a Financial Services Representative - State Farm Agent Team Member with Tiona Petrouske - State Farm Agent, you will successfully market the investment products that manage everyday risks. Your ...
Financial Services Representative - State Farm Agent Team Member
Green Bay, WI · On-site
$50K - $150K/yr
As a Financial Services Representative - State Farm Agent Team Member with Tiona Petrouske - State Farm Agent, you will successfully market the investment products that manage everyday risks. Your ...
As a Financial Services Representative - State Farm Agent Team Member with Tiona Petrouske - State Farm Agent, you will successfully market the investment products that manage everyday risks. Your ...
Quick apply
As a Financial Services Representative - State Farm Agent Team Member with Tiona Petrouske - State Farm Agent, you will successfully market the investment products that manage everyday risks. Your ...
As a Financial Services Representative - State Farm Agent Team Member with Joe Woelfle - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your ...
Quick apply
As a Financial Services Representative - State Farm Agent Team Member with Joe Woelfle - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your ...
Patient Financial Services Representative Cardiovascular
Institute, WI · On-site
$16.50 - $18/hr
We currently have a full-time opportunity working as a Patient Financial Services Representative ... Requires the ability to manage multiple tasks simultaneously with minimal supervision and to work ...
Patient Financial Services Representative Cardiovascular
Institute, WI · On-site
$16.50 - $18/hr
We currently have a full-time opportunity working as a Patient Financial Services Representative ... Requires the ability to manage multiple tasks simultaneously with minimal supervision and to work ...
Financial Services Manager information
See Wisconsin salary details
$39.4K - $49.4K
0% of jobs
$49.4K - $59.5K
2% of jobs
$59.5K - $69.5K
4% of jobs
$69.5K - $79.6K
7% of jobs
$79.6K - $89.6K
10% of jobs
$91.3K is the 25th percentile. Wages below this are outliers.
$89.6K - $99.7K
10% of jobs
$99.7K - $109.7K
9% of jobs
The median wage is $111.5K / yr.
$109.7K - $119.7K
48% of jobs
$119.7K - $129.8K
4% of jobs
$129.8K - $139.8K
4% of jobs
$139.8K - $149.9K
2% of jobs
$39.4K
$107.2K
$149.9K
How much do financial services manager jobs pay per year?
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?
What are the key skills and qualifications needed to thrive as a financial services manager, and why are they important?
What are some common challenges financial services managers face when leading teams in a dynamic financial environment?
What is the difference between Financial Services Manager vs Financial Advisor?
| Aspect | Financial Services Manager | Financial Advisor |
|---|---|---|
| Credentials | Certifications like CFP, CFA, or Series 7 often preferred | CFP, CFA, or Series 7 certifications common |
| Work Environment | Typically in banks, financial institutions, or corporate finance departments | Usually in financial planning firms or independent practice |
| Employer & Industry Usage | Used by banks, investment firms, and corporations | Commonly employed by financial planning firms and advisory firms |
| Primary Focus | Overseeing financial services operations and client portfolios | Providing 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.
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:

$99K - $266K/yr
Full-time
Medical, Dental, Vision, Retirement, PTO
Re-posted 24 days ago
PwC rating
8.3
Based on 77 frontline employees who took The Breakroom Quiz
26th of 72 rated business consultants
Job description
Industry/Sector
Not ApplicableSpecialism
International Tax ServicesManagement Level
ManagerJob Description & Summary
At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These individuals help businesses navigate complex tax regulations and optimise their tax positions.Those in international tax at PwC will provide advice and guidance to clients on structuring their global tax positions. Your work will involve analysing international tax laws and regulations to develop strategies that optimise tax efficiency and minimise risks for multinational businesses.
Enhancing your leadership style, you motivate, develop and inspire others to deliver quality. You are responsible for coaching, leveraging team member's unique strengths, and managing performance to deliver on client expectations. With your growing knowledge of how business works, you play an important role in identifying opportunities that contribute to the success of our Firm. You are expected to lead with integrity and authenticity, articulating our purpose and values in a meaningful way. You embrace technology and innovation to enhance your delivery and encourage others to do the same.
Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to:
Analyse and identify the linkages and interactions between the component parts of an entire system.
Take ownership of projects, ensuring their successful planning, budgeting, execution, and completion.
Partner with team leadership to ensure collective ownership of quality, timelines, and deliverables.
Develop skills outside your comfort zone, and encourage others to do the same.
Effectively mentor others.
Use the review of work as an opportunity to deepen the expertise of team members.
Address conflicts or issues, engaging in difficult conversations with clients, team members and other stakeholders, escalating where appropriate.
Uphold and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements.
The Opportunity
As part of the Financial Services Global Structuring team you will lead teams and manage client accounts, focusing on strategic planning and mentoring junior staff. As a Manager you will motivate and inspire others to deliver quality, leveraging team strengths to meet client expectations while maintaining project success and upholding standards. This role provides a unique chance to develop significant specialization in international insurance tax, while embracing technology and innovation to enhance delivery and drive improvements.
Responsibilities
- Inspire and motivate staff to achieve exceptional deliverables
- Foster a culture of innovation and effectiveness within the team
- Uphold professional standards and contribute to the firm's objectives
What You Must Have
- Bachelor's Degree in Accounting
- At least 4 years of experience
- A Juris Doctorate (JD), Master of Laws (LLM), or Master's degree in Accounting or Taxation field of study will be considered in lieu of a Bachelor's Degree in Accounting
What Sets You Apart
- Master's Degree in Taxation preferred
- Certified Public Accountant or Member of the Bar preferred
- Demonstrating knowledge of U.S. tax concepts
- Building and utilizing client relationships
- Acting as a tax technical business advisor
- Specializing in international insurance tax
- Implementing technology-enabled solutions for tax advisory
- Engaging in cross-border tax advisory projects
Travel Requirements
Up to 20%Job Posting End Date
The salary range for this position is: $99,000 - $266,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glanceAs PwC is anequal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law.PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy.Learn more about how we work: https://pwc.to/how-we-workFor only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.About pwc
Sourced by ZipRecruiter
We know that the future success of our firm is contingent on equitable experiences for our people. From recruitment to partnership, we’re working hard to give every person an equitable opportunity to grow and to thrive as part of our community of solvers. We understand that establishing and maintaining a fair, equitable and welcoming environment for all people requires building a culture of belonging: a shift from awareness to empathy — while demonstrating inclusive leadership that cultivates trust among our people and our clients. PwC is committed to advancing diversity, equity and inclusion (DEI) through an evidence-based strategy designed to achieve well-defined and meaningful aspirational goals. Our aim is to solve problems for the long term, as that is how we build trust and continue to build on our culture of belonging. At the core of this endeavor are stated goals and a series of linked programs enabling targeted interventions at key moments in our employees’ career trajectories.
Industry
Finance and insurance
Company size
10,000+ Employees
Headquarters location
London, London, UK