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Financial Services Trainee Jobs in Wisconsin (NOW HIRING)

ULINE

Finance Leadership Trainee

Milwaukee, WI · On-site

Learn key financial and leadership skills over a three-year rotation in Collections, Cash ... Prior leadership and customer service experience a plus. Benefits * Complete health insurance ...

ULINE

Finance Leadership Trainee

Kenosha, WI · On-site

Learn key financial and leadership skills over a three-year rotation in Collections, Cash ... Prior leadership and customer service experience a plus. Benefits * Complete health insurance ...

Hulcher Services Inc

Division Manager Trainee

Hudson, WI · On-site

$35.55/hr

Description Hulcher Services is seeking a motivated and success-driven Division Manager Trainee ... financial, and customer satisfaction goals. * Schedules and coordinates, in conjunction with ...

New

Bankers Life

Wealth Management Trainee

Wausau, WI · On-site

We support you every step of the way: · No finance background? No problem--sales, service, or people-facing experience is a big plus! · First step, get licensed. Bankers Life covers your Life ...

New

Bankers Life

Wealth Management Trainee

West Allis, WI · On-site

No finance background? No problem--sales, service, or people-facing experience is a big plus! * First step, get licensed. Bankers Life covers your Life & Health coursework to start your insurance ...

New

Bankers Life

Wealth Management Trainee

Wausau, WI · On-site

No finance background? No problem--sales, service, or people-facing experience is a big plus! * First step, get licensed. Bankers Life covers your Life & Health coursework to start your insurance ...

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All JobsFinancial Services JobsFinancial Services Trainee JobsFinancial Services Trainee Jobs in Wisconsin

Financial Services Trainee information

See Wisconsin salary details

$31.8K

$48.9K

$70.1K

How much do financial services trainee jobs pay per year?

As of Sep 2, 2026, the average yearly pay for financial services trainee in Wisconsin is $48,885.00, according to ZipRecruiter salary data. Most workers in this role earn between $42,900.00 and $52,500.00 per year, depending on experience, location, and employer.

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

AspectFinancial Services TraineeFinancial Advisor
CredentialsEntry-level certifications, such as FINRA Series 6 or 7, and ongoing trainingProfessional certifications like CFP, CFA, or Series 7, with more experience
Work EnvironmentTraining programs within financial firms, shadowing professionals, learning complianceClient-facing roles, providing financial planning and investment advice
Employer & Industry UsageUsed by banks, investment firms, and financial institutions for onboarding new staffIndependent or firm-employed, serving individual or corporate clients

The main difference is that a Financial Services Trainee is an entry-level position focused on learning and training, while a Financial Advisor is a professional providing financial advice with more experience and certifications. Trainees are in the learning phase, whereas Advisors actively manage client portfolios and offer tailored financial solutions.

How do I start a career in financial services with no experience?

Starting a career as a financial services trainee typically involves gaining relevant knowledge through online courses or certifications such as the Series 6 or 63, and developing skills in financial analysis and customer service. Entry-level positions often require a high school diploma or equivalent, and employers may provide on-the-job training to build industry-specific skills.

What does a financial services trainee do?

A financial services trainee assists with tasks such as processing transactions, supporting client accounts, and learning about financial products and regulations. They often work under supervision to develop skills in areas like banking, investment, or insurance services, and may use tools like financial software during their training period.

What is the best entry-level financial services trainee job?

An entry-level financial services trainee role typically involves supporting financial advisors or banking teams, gaining exposure to financial products, customer service, and basic financial analysis. These positions often require strong communication skills, basic knowledge of finance or accounting, and may lead to certifications like the Series 6 or 63 for advancement.

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

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

Financial Services Trainee jobs near you
Infographic showing various Financial Services Trainee 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 $48,885 per year, or $23.5 per hour.

Finance Leadership Trainee

ULINE

Milwaukee, WI • On-site

Full-time

Medical, Retirement, PTO

Posted 29 days ago

Uline rating

8.2

Company rating: 8.2 out of 10

Uline

Based on 113 frontline employees who took The Breakroom Quiz

7.1

Company rating compared to similar companies: 7.1 out of 10

Retail wholesalers average

Based on 13,162 frontline employees who took The Breakroom Quiz

The best things about working at Uline

  • 100%

    100% say they get paid time off

    say they get paid time off

  • 98%

    98% say their health insurance is affordable

    say their health insurance is affordable

  • 81%

    81% say they get enough training

    say they get enough training

Featured by Uline, based on 113 Breakroom Quiz responses from their frontline employees

Job description

Finance Leadership Trainee

Corporate Headquarters

12575 Uline Drive, Pleasant Prairie, WI 53158

Unlock your career potential! Join Uline's three-year training program to gain hands-on experience in our Finance Department. Work alongside experienced professionals in Collections, Cash Applications, Accounts Payable, Tax and Credit to elevate your skillset and build a strong foundation for your career!

Careers Packed with Potential. Backed by 45+ years of success, Uline offers opportunities to grow your career with stability you can count on.

Become a Finance Expert!

  • Learn key financial and leadership skills over a three-year rotation in Collections, Cash Applications, Accounts Payable, Tax and Credit.

  • Build your network and grow with mentoring from senior leaders.

  • Placement in a leadership role that aligns with your strengths and interests upon program completion.

Position Responsibilities

  • Review customer data and documentation such as invoices, tax exemption certificates, and financial statements.

  • Contact customers via phone and email to assist them with financial matters.

  • Develop leadership skills to help guide team performance, deliver exceptional customer service, and build strong relationships with internal and external teams.

Minimum Requirements

  • Bachelor's degree. Major in Finance or Accounting required.

  • Proficient with Microsoft Office.

  • Ability to multitask with strong analytical and problem-solving skills.

  • Prior leadership and customer service experience a plus.

Benefits

  • Complete health insurance coverage and 401(k) with 6% employer match thatstarts day one!

  • Multiple bonus programs.

  • Paid holidays and generous paid time off.

  • Tuition Assistance Program that covers professional continuing education.

Employee Perks

  • On-site cafe and first-class fitness center with complimentary personal trainers.

  • Over four miles of beautifully maintained walking trails.

About Uline

Uline, a family-owned company, is North America's leading distributor of shipping, industrial, and packaging materials with over 10,000 employees across 15 locations.

Uline is adrug-free workplace. All new hires must complete a pre-employment hair follicle drug screening. All positions are on-site.

EEO/AAEmployer/Vet/Disabled

#LI-CD1

#CORP

(#IN-PPFIN4)

#ZR-HQFIN

Our employees make the difference and we are committed to offering exceptional benefits and perks! Explore Uline.jobs to learn more!

Working at Uline

Perks for frontline workers

From Uline, via Breakroom

  • Complete health insurance coverage and 401(k) with 6% employer match that starts day one!

  • Multiple bonus programs.

  • Paid holidays and generous paid time off.

  • Tuition Assistance Program that covers professional continuing education.

  • Fitness center and walking trails at select locations.

  • In-house speakers, workshops and seminars.

What to expect from working at Uline

From Uline

About Uline, in their own words

From Uline

Uline, a family-owned business headquartered in Kenosha County, Wisconsin, is the leading distributor of shipping, industrial and packaging materials to businesses throughout North America.

What Uline employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Uline logo

About Uline

Sourced by ZipRecruiter

Uline is North America's leading distributor of shipping, industrial and packaging materials. We're a family-owned company known for incredible service, quality products and same-day shipping of our huge in-stock inventory. With over 9,000 employees across 13 locations, it's time you joined Uline.

Industry

Paper product wholesalers, trucking and wholesale

Company size

5,001 - 10,000 Employees

Headquarters location

Pleasant Prairie, WI, US

Social media

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