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Financial Jobs in Madison, WI (NOW HIRING)

Financial Advisor

Madison, WI ยท On-site

$50K - $100K/yr

As a Financial Advisor, you will work directly with individuals, business people, and families to help them navigate through and secure their financial future. At WestPoint Financial Group, you will ...

Financial Advisor

Madison, WI ยท Remote

$50K - $100K/yr

As a Financial Advisor, you will work directly with individuals, business people, and families to help them navigate through and secure their financial future. At WestPoint Financial Group, you will ...

JMG Financial Group, Ltd. is one of the largest independently owned fee-based wealth management firms in the Midwest. JMG provides wealth management services to corporate executives and high net ...

Under this model Financial Advisors are not employees of LPL Financial. The Investment Program at BMO Bank supports the local community with a complete menu of financial services. You will join a ...

Under this model Financial Advisors are not employees of LPL Financial. The Investment Program at BMO Bank supports the local community with a complete menu of financial services. You will join a ...

Finance / Accounting / Audit Employment Type: Full Time Location: US - Wisconsin - Madison Description At Franklin Electric, Finance plays a critical role in driving business performance and ...

Showing results 21-40

Financial information

See Madison, WI salary details

$31.7K

$72.2K

$115.9K

How much do financial jobs pay per year?

As of Aug 9, 2026, the average yearly pay for financial in Madison, WI is $72,184.00, according to ZipRecruiter salary data. Most workers in this role earn between $44,800.00 and $92,700.00 per year, depending on experience, location, and employer.

What is the difference between Financial vs Bookkeeper?

AspectFinancialBookkeeper
CertificationsOften requires CPA, CFA, or similarTypically no formal certifications required
Work EnvironmentCorporate finance departments, accounting firmsSmall businesses, accounting offices
Primary ResponsibilitiesFinancial analysis, planning, reportingRecording transactions, maintaining ledgers
Employer & Industry UsageFinance departments, investment firmsSmall to medium businesses, accounting services

Financial professionals focus on analysis, planning, and strategic financial management, often requiring advanced certifications. Bookkeepers handle day-to-day transaction recording and ledger maintenance, usually without formal certifications. While both roles are essential in finance, they differ in scope, responsibilities, and required credentials.

What is a financial professional?

Financial professionals are individuals who provide guidance and services related to money management, investments, and financial planning. They may include financial advisors, analysts, planners, and consultants who help clients make informed decisions about budgeting, saving, investing, and retirement planning. These professionals often work for banks, investment firms, or operate independently, offering expertise on a wide range of financial products and strategies. Their main goal is to help individuals or organizations achieve their financial objectives.

What are the key skills and qualifications needed to thrive in a financial professional role, and why are they important?

To thrive in a financial professional role, you need strong analytical abilities, a solid understanding of financial principles, and typically a degree in finance, accounting, or a related field. Familiarity with financial modeling software, spreadsheets like Microsoft Excel, and certifications such as CFA or CPA are commonly required. Excellent attention to detail, integrity, and effective communication skills help professionals stand out in this field. These competencies ensure accurate financial analysis, regulatory compliance, and the ability to convey complex information to stakeholders.

What are some common challenges faced by professionals in financial roles, and how can they be addressed?

Individuals in financial roles often encounter challenges such as managing tight deadlines during reporting periods, staying updated with frequently changing regulations, and ensuring data accuracy under pressure. To address these, professionals benefit from strong organizational skills, proactive communication with team members, and continuous professional development. Many financial teams adopt collaborative tools and regular check-ins to streamline workflows and ensure compliance, fostering a supportive work environment.
What are the most commonly searched types of Financial jobs in Madison, WI? The most popular types of Financial jobs in Madison, WI are:
What cities near Madison, WI are hiring for Financial jobs? Cities near Madison, WI with the most Financial job openings:
Infographic showing various Financial job openings in Madison, WI as of August 2026, with employment types broken down into 1% As Needed, 81% Full Time, 15% Part Time, and 3% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $72,184 per year, or $34.7 per hour.

Financial Advisor

WestPoint Financial Group

Madison, WI โ€ข On-site

$50K - $100K/yr

Full-time

Re-posted 7 days ago


Job description

Job Description
Are you looking for a career that will leverage your years of work experience,
provide an opportunity for you to build a business you can call your own, and
deepen your connection with the community? As a Financial Advisor, you will work
directly with individuals, business people, and families to help them navigate
through and secure their financial future.
At WestPoint Financial Group, you will be part of an entrepreneurial system with the
freedom to provide solutions for your clients from a broad portfolio of innovative
products, access to powerful sales tools, and a large resource network so you can
focus on activities that get results.
Responsibilities
โ€ข Prospecting for clients through networking and referrals
โ€ข Developing and maintaining long-term relationships with clients
โ€ข Providing financial solutions for clients through fact gathering and needs analysis
โ€ข Expanding personal knowledge and skills through ongoing professional
development and joint work with associates
Qualifications
โ€ข Strong interpersonal skills
โ€ข Market development and networking abilities
โ€ข Presentation and organization skills
โ€ข Strong work ethic, self-motivated and goal-oriented
โ€ข College degree or equivalent work experience required