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Financial Services Trainee Jobs in Wisconsin (NOW HIRING)

We're hiring a Manager Trainee to support location performance, develop leadership skills, and ... lot management, and customer service assistance * Finance & Administration * Learn finance ...

We're hiring a Manager Trainee to support location performance, develop leadership skills, and ... lot management, and customer service assistance * Finance & Administration * Learn finance ...

Manager Trainee

Kenosha, WI · On-site

$37K/yr

We're hiring a Manager Trainee to support location performance, develop leadership skills, and ... lot management, and customer service assistance * Finance & Administration * Learn finance ...

We're hiring a Manager Trainee to support location performance, develop leadership skills, and ... lot management, and customer service assistance * Finance & Administration * Learn finance ...

Manager Trainee

Kenosha, WI · On-site

$37K/yr

We're hiring a Manager Trainee to support location performance, develop leadership skills, and ... lot management, and customer service assistance * Finance & Administration * Learn finance ...

We're hiring a Manager Trainee to support location performance, develop leadership skills, and ... lot management, and customer service assistance * Finance & Administration * Learn finance ...

Manager Trainee

Mount Pleasant, WI · On-site

$16.25 - $18.25/hr

... financial analysis through face-to-face interactions at customer location * Gain knowledge on how ... Learn to work with drivers, customers, and company personnel to resolve service issues, routing and ...

Manager Trainee

Pleasant Prairie, WI · On-site

$16.50 - $18.50/hr

... financial analysis through face-to-face interactions at customer location * Gain knowledge on how ... Learn to work with drivers, customers, and company personnel to resolve service issues, routing and ...

Bachelor's Degree, Required. * 1 year or more in customer service with issues resolution experience ... Basic understanding of Business Finance, controls and metrics Beginner, Required. #LI #FB #IND ...

... Service, Customer Care, Business Development, New Grad, Newly Graduated, Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer ...

... Service, Customer Care, Business Development, New Grad, Newly Graduated, Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer ...

... Service, Customer Care, Business Development, New Grad, Newly Graduated, Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer ...

Showing results 21-40

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 3, 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:

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.

Assistant Branch Manager - Sales Manager Trainee ($2,500 Sign-On Bonus!)

Republic Finance

West Allis, WI • On-site

$45K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 7 days ago


Republic Finance rating

7.7

Company rating: 7.7 out of 10

Based on 10 frontline employees who took The Breakroom Quiz


Job description

Overview

Are you looking for an entry-level position with a clear path to management? Do you want to be part of a growing financial services company that rewards performance and gives back to its community? If so, please read on!

This entry-level financial services position earns a competitive salary of $45,000 per year (paid hourly), plus an uncapped monthly bonus that averages $8,000 annually. We are also offering a $2,500 Sign On Bonus + $500 after 90 days with a satisfactory rating! In addition, we offer amazing benefits and perks, including health, dental, and vision insurance with employer contribution as well as paid time off (PTO), paid holidays, a 401(k) plan with company match after one year, regular bonuses, relocation assistance, and short and long-term disability. If this sounds like the right opportunity in the financial services industry for you, apply to be an Assistant Branch Manager today! *Please note that this position is 100% onsite.

ABOUT REPUBLIC FINANCE

We have helped our customers meet their personal finance goals for more than 70 years by providing a variety of consumer loans, flexible lending options, and incomparable customer service. We are proud to serve over 300,000 customers in more than 250 communities throughout the US, and we continue to expand into new states each year! Our Core Values are at the heart of everything we do with a focus on Our Team, Our Customers, and Our Performance. With a commitment to our customers, we identify lending options that fit each of their unique needs. Not only are we dedicated to serving our customers, but we are also dedicated to giving back to our community. Company-wide, we hold annual fundraisers for the Juvenile Diabetes Research Foundation (JDRF) and the American Cancer Society, among other philanthropic efforts.

Our growing company offers a bright future for our employees. We work to provide a clear career path and many growth opportunities for all of our team members. Our supportive culture is one where we all work together to continuously improve and reach our goals. We show our appreciation for our employees by offering great benefits and competitive pay and rewarding performance.

Come and join a remarkable team with a growing company that values its employees and regularly promotes from within. Take the next step in your career and apply with us today!

A DAY IN THE LIFE OF AN ASSISTANT BRANCH MANAGER (ABM)

We give you all of the tools that you need to succeed and grow into a Branch Manager position! As an entry-level ABM, you get to go through an 18 - 24 month on-the-job paid training program in which you learn all of the ins and outs of branch management. Then, you pay that knowledge forward when you are assigned your own branch to manage. Promotion to Branch Manager typically requires relocation, but don't fret, we provide a full relocation package when we promote our ABMs to Branch Managers.

Your main focus is on helping our customers meet their financial goals. You actively seek opportunities to originate new loan business by listening to our customers, understanding their needs, and recommending the best consumer loan and voluntary product solutions for them. You also educate customers on all of our consumer lending services, including how to improve credit and consolidate debt. You help them through the loan application process and make payment reminder calls when needed.

You handle a variety of tasks that contribute to the success of the branch, including evaluating loan applications, performing risk analysis, making credit decisions, administering loan closings, and processing insurance claims. Your management abilities shine as you assist the Branch Manager with recruiting and training as well as developing and implementing plans to meet sales goals, promote our core values, and ensure an outstanding client experience. If you love digging in to get the job done and seeing your hard work pay off in the growth of your branch and advancement opportunities within the company, then this is your gateway to success!

Requirements
  • Bachelor's degree is required. Ideal majors include Business, Finance, Sales or related field.
  • 1 year or more of customer facing sales experience (i.e. retail sales, goal-oriented, incentive based) is preferred but not required.
  • Professional demeanor, positive attitude, strong communication and customer relations skills.
  • Ability to work well independently, as well as a team member in a fast-paced environment and successfully navigate priorities.
  • Proficiency with Windows and Microsoft Office Suite.
  • Valid driver's license, reliable transportation, and auto insurance, and a satisfactory driving record.
  • Must meet our acceptable standards for criminal background history, credit history and pass a pre-employment drug screen.
  • Ability to meet the eligibility requirements for insurance licensing in order to sell voluntary insurance products. Eligibility is based on a criminal background check conducted by the state's department of insurance.
  • Willingness and ability to relocate for promotion into a Branch Manager role. *Full Relocation package is provided for moves more than 50 miles.

READY TO JUMPSTART YOUR FINANCIAL SERVICES CAREER?

If you feel that you would be right for this entry-level job in financial services with a clear path to management, we encourage you to apply with us, and we look forward to meeting you!

Benefits

We offer a competitive compensation and benefits package including: 

  • Health, Dental, & Vision Insurance
  • 15 days of Paid Time Off (PTO) to start + 1 additional personal day
  • 401k + employer match
  • Company provided Life Insurance & Long Term Disability
  • Employee Assistance Program - Confidential mental health support

Additional benefits with Republic Finance include:

  • Employee of the Month Program
  • Philanthropic support for charities such as Juvenile Diabetes Research Foundation and the American Cancer Society
  • Professional offices with a friendly team environment
  • Monthly incentive bonus pay

  • Internal promotions

Republic Finance, LLC is an Equal Opportunity Employer and does not discriminate on the basis of race, sex, color, religion, national origin, age disability or veteran status in employment opportunities and benefits. Republic Finance, LLC maintains a Drug-Free Workplace.

IND123

Employment Type: FULL_TIME

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