ZipRecruiter

Log In

1

Financial Services Jobs in Wisconsin (NOW HIRING)

TMS Financial

Financial Services Assistant

Green Bay, WI · On-site

$25 - $37/hr

Financial Services Assistant TMS Financial is dedicated to being the premier provider of comprehensive tax and financial services for individuals and businesses alike. For more than three decades, we ...

TMS Financial

Financial Services Assistant

Green Bay, WI · On-site

$25 - $37/hr

Financial Services Assistant TMS Financial is dedicated to being the premier provider of comprehensive tax and financial services for individuals and businesses alike. For more than three decades, we ...

TMS Financial

Financial Services Assistant

Green Bay, WI · On-site

$25 - $37/hr

Financial Services Assistant TMS Financial is dedicated to being the premier provider of comprehensive tax and financial services for individuals and businesses alike. For more than three decades, we ...

Bankers Life

Financial Services Professional

Wausau, WI · On-site

As a Financial Services Professional, you will: * Build a client base by growing relationships with your network and providing guidance * Gain expertise through sponsored coursework and proprietary ...

Bankers Life

Financial Services Professional

Madison, WI · On-site

$60K - $90K/yr

As a Financial Services Professional, you will: * Build a client base by growing relationships with your network and providing guidance * Gain expertise through sponsored coursework and proprietary ...

Bankers Life

Financial Services Professional

Wausau, WI · On-site

$60K - $90K/yr

As a Financial Services Professional, you will: * Build a client base by growing relationships with your network and providing guidance * Gain expertise through sponsored coursework and proprietary ...

Bankers Life

Financial Services Professional

Wausau, WI · On-site

$60K - $90K/yr

As a Financial Services Professional, you will: * Build a client base by growing relationships with your network and providing guidance * Gain expertise through sponsored coursework and proprietary ...

Bankers Life

Financial Services Professional

Onalaska, WI · On-site

$60K - $90K/yr

As a Financial Services Professional, you will: * Build a client base by growing relationships with your network and providing guidance * Gain expertise through sponsored coursework and proprietary ...

next page

Showing results 1-20

All JobsFinancial Services JobsFinancial Services Jobs in Wisconsin

Financial Services information

See Wisconsin salary details

$38.9K

$96.4K

$147.4K

How much do financial services jobs pay per year?

As of Sep 7, 2026, the average yearly pay for financial services 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 are the key skills and qualifications needed to thrive in financial services, and why are they important?

To thrive in Financial Services, you need strong analytical skills, financial modeling proficiency, and a relevant degree such as finance, economics, or accounting. Familiarity with financial analysis tools, Excel, industry-specific software, and certifications like CFA or CPA are highly valued. Excellent communication, attention to detail, and ethical judgment set top professionals apart in this field. These skills and qualifications are critical for making informed financial decisions, maintaining regulatory compliance, and building trust with clients.

What are some typical challenges faced when starting a career in financial services, and how can new professionals overcome them?

New professionals in financial services often encounter challenges such as navigating complex regulatory environments, understanding a wide range of financial products, and building client trust. The fast-paced nature of the industry can also make it challenging to keep up with changing market trends and compliance requirements. To overcome these obstacles, it's helpful to seek mentorship, engage in continuous learning through training programs, and actively communicate with colleagues and clients to build strong relationships. Many organizations also provide structured onboarding and support to help new hires adapt successfully.

What are the different financial services sectors where I can work?

The financial services sector encompasses a wide range of employment possibilities. For example, you could work in consumer banking, which deals with basic savings and checking accounts. Your duties in this job typically involve setting up these accounts for people, but you may provide other services, like financial planning or lending. You can also work in investment banking or stock trading. In both of these industries, you help people develop investment portfolios for significant growth and profit. Outside of banking, you can work in an accountant or financial advisor position.

What is the difference between Financial Services vs Financial Analyst?

AspectFinancial ServicesFinancial Analyst
Required CredentialsVaries; often includes degrees in finance, economics, or related fields; certifications like CFA or CFP beneficialTypically requires a degree in finance, accounting, or economics; CFA certification often preferred
Work EnvironmentBanking institutions, investment firms, insurance companies, financial advisory firmsCorporations, investment banks, asset management firms, consulting agencies
Employer & Industry UsageFinancial services industry broadly covers banking, insurance, and investment sectorsSpecialized role within finance, focusing on analyzing financial data and investment opportunities

Financial Services is a broad industry encompassing various roles in banking, insurance, and investments, while a Financial Analyst is a specific position within that industry focused on analyzing financial data to support decision-making. Both roles often require similar credentials and work in related environments, but their scope and responsibilities differ.

Is financial services a good career?

Financial services is a broad industry that offers roles such as financial analysts, advisors, and bankers, often requiring strong analytical skills and certifications like the CFA or CPA. It can provide competitive salaries, opportunities for advancement, and a dynamic work environment, but job stability and work hours vary by position and employer.

What is a job in financial services?

A job in financial services involves working in industries such as banking, investment, insurance, or financial planning, providing services related to managing money, investments, and financial risk. Roles often require strong analytical skills, knowledge of financial regulations, and proficiency with financial tools or software. These jobs can include positions like financial analyst, loan officer, or financial advisor, and may require relevant certifications or licenses.
More about Financial Services 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 are popular job titles related to Financial Services jobs in Wisconsin?

For Financial Services jobs in Wisconsin, the most frequently searched job titles are:

What job categories do people searching Financial Services jobs in Wisconsin look for?

The top searched job categories for Financial Services jobs in Wisconsin are:

What cities in Wisconsin are hiring for Financial Services jobs?

Cities in Wisconsin with the most Financial Services job openings:

Financial Services jobs near you
Infographic showing various Financial Services job openings in Wisconsin as of August 2026, with employment types broken down into 1% As Needed, 81% Full Time, 16% Part Time, and 2% Contract. Highlights an 89% Physical, 2% Hybrid, and 9% Remote job distribution, with an average salary of $96,399 per year, or $46.3 per hour.

Financial Services Assistant

TMS Financial

Green Bay, WI • On-site

$25 - $37/hr

Full-time

Re-posted 16 days ago

Job description

Financial Services Assistant
TMS Financial is dedicated to being the premier provider of comprehensive tax and financial services for individuals and businesses alike. For more than three decades, we have been a trusted partner in helping clients achieve financial success. Our team provides a full range of services - including tax preparation, small business accounting, investment planning and insurance services - all designed to meet your unique financial goals with integrity and expertise.
TMS Financial is currently looking to hire a full-time Financial Services Assistant for our Green Bay office.
The Ideal Candidate:
  • Proven understanding of investment products and financial industry
  • Excellent communication and interpersonal skills
  • Detail-oriented with a desire for greatest degree of accuracy
  • Ability to learn and adapt to new computer programs, software and technology while welcoming change and opportunities to continuously learn and improve
  • Bachelor's or Associate's degree in Finance, Business, Accounting, Marketing or related field (preferred but not required)
  • 3+ years of experience in finance or investment industry (preferred but not required)

Responsibilities:
  • Process new accounts, transfers, contributions and redemptions, beneficiary changes, address changes
  • Input and maintain accurate client information in all appropriate databases and software applications
  • Research and resolve client concerns, questions, or requests
  • Verify all requests are received and handled to completion
  • Effectively manage and prioritize workflow
  • Client interaction including inbound phone calls and scheduling of various appointments
  • Learn and run various specialized financial software applications
  • Create, enhance, and maintain various reports, database projects and other special projects as directed

The position is year-round with fewer hours outside of tax season. Family-friendly culture, employee-focused, and supports a healthy work life balance.

Apply