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Financial Services Jobs in Wisconsin (NOW HIRING)

AO Globe Life

Financial Services Associate

Milwaukee, WI · On-site +1

Position Overview AO Globe Life is hiring a Financial Protection Associate to work remotely with ... Recommend appropriate products and services * Follow up with clients in a timely manner * Maintain ...

Wefynd

WI · On-site

$60 - $80/hr

Needless to say, in that context, understanding the agenda of top management of financial institutions is of utmost importance to deliver qualitative and value-added services. Want to join a dynamic ...

UMC Health System

WI · On-site

$60 - $80/hr

Complete performance appraisal s according to hospital policy. • Keep the Director / Assistant Director of Patient Financial Services regularly informed of issues, recommendations for improvement ...

AMERICAN SENIOR BENEFITS LLC

WI · On-site

$100 - $125/hr

Paths to leadership and business ownership within a few years Responsibilities What You'll Do as a Financial Services Professional: * Build long-term client relationships through your network and ...

Mercyhealth

Patient Financial Services Clerk

Janesville, WI · On-site +1

$16.56 - $24.84/hr

Financial Education * Annual recognition/awards events * Partner appreciation days * Family entertainment/attractions discount * Community service/improvement opportunities Click here for more ...

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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.

Client Services Specialist - Financial Services - Wisconsin

All Financial Freedom

Madison, WI • On-site, Remote

$30K - $55K/yr

Part-time

Re-posted 25 days ago

Job description

This position is designed for professionals seeking long-term career growth, increased responsibility, and leadership development within a structured organization.

This opportunity is ideal for professionals who are motivated to take ownership of their development while operating within an established framework. The role rewards initiative, consistency, and long-term contribution.

Position Overview

This role supports a growing financial services organization by delivering structured financial education and guiding individuals through a standardized engagement process. The position emphasizes professionalism, consistency, and long-term relationship building.

No prior financial services experience is required. Comprehensive training and licensing support are provided.

Key Responsibilities

  • Deliver structured financial education through virtual meetings
  • Explain financial concepts related to protection, accumulation, and long-term planning
  • Support individuals through a standardized, needs-based process
  • Maintain accurate documentation and adhere to compliance standards
  • Participate in ongoing training and professional development

Required Qualifications

  • Bachelor's degree preferred or equivalent professional experience
  • Strong communication skills and professional presence
  • Ability to work independently in a remote environment
  • Willingness to obtain required state licensing (training provided)
  • Successful completion of a background check

Compensation & Benefits

  • Performance-based compensation structure
  • Remote work with flexible scheduling
  • Licensing assistance and structured onboarding
  • Clear advancement opportunities

Career Path

Advancement into senior specialist, leadership, or training roles based on performance.

Employment Type: PART_TIME

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