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Financial Jobs in Rice Lake, WI (NOW HIRING)

Johnson Financial Group

Financial Advisor

Rice Lake, WI · On-site

The Financial Advisor is responsible for growing and managing client relationships within the local market, with a focus on securities, mutual funds, annuities, and other licensed products. This role ...

LifeWise Academy

Volunteer Financial Assistant

Luck, WI · On-site

Overview As the Program Financial Assistant, you will assist the Program Director with managing and maintaining financial records for the LifeWise program. Job Responsibilities Overview * Prepare and ...

OneMain Financial

Loan Sales Specialist

Rice Lake, WI · On-site

At OneMain, Loan Sales Specialists empower customers by listening to their needs and providing access to friendly, fast, and affordable financing forlife'sexpenses.In this role, our team members ...

Rusk County, WI

Finance Accountant II

Ladysmith, WI · On-site

$22.80 - $24.10/hr

Finance Opening Date: 09/04/2026 Closing Date: 9/20/2026 11:59 PM Central Description The Rusk County Finance Department is responsible for auditing and maintaining a balanced set of books according ...

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All JobsFinancial JobsFinancial Jobs in Rice Lake, WI

Financial information

See Rice Lake, WI salary details

$31K

$70.5K

$113.2K

How much do financial jobs pay per year?

As of Sep 6, 2026, the average yearly pay for financial in Rice Lake, WI is $70,482.00, according to ZipRecruiter salary data. Most workers in this role earn between $43,800.00 and $90,500.00 per year, depending on experience, location, and employer.

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 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 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 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 types of careers are in finance?

Careers in finance include roles such as financial analyst, accountant, investment banker, financial planner, and risk manager. These positions often require strong analytical skills, knowledge of financial tools and software, and relevant certifications like CFA or CPA. Finance professionals work in banks, investment firms, corporations, and government agencies.

Which career is best in finance?

The best career in finance depends on individual interests and skills; common options include investment banking, financial analysis, asset management, and financial planning. These roles often require strong analytical skills, certifications like CFA or CFP, and proficiency with financial software. Career advancement typically involves gaining experience, specialized knowledge, and relevant licenses.

What cities near Rice Lake, WI are hiring for Financial jobs?

Cities near Rice Lake, WI with the most Financial job openings:

Financial jobs near you
Infographic showing various Financial job openings in Rice Lake, WI as of August 2026, with employment types broken down into 83% Full Time, 15% Part Time, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $70,482 per year, or $33.9 per hour.

Financial Advisor

Johnson Financial Group

Rice Lake, WI • On-site

Full-time

Re-posted 19 days ago

Johnson Financial Group rating

8.8

Company rating: 8.8 out of 10

Based on 5 frontline employees who took The Breakroom Quiz

Job description

Overview

With deep roots in Wisconsin and commitment to community values, Johnson Financial Group is known for helping clients navigate both banking and wealth needs with a relationship-driven, local approach. This opportunity offers the chance to join a respected institution where licensed advisors are supported by a collaborative team across lines of business and key support areas, creating strong referral opportunities and a more connected client experience. It also offers a unique opportunity to succeed an advisor with 30 years of experience. The retiring advisor being available over the next two years to support warm hand-offs, client continuity, and long-term success for the next advisor.

The Financial Advisor is responsible for growing and managing client relationships within the local market, with a focus on securities, mutual funds, annuities, and other licensed products. This role actively develops new business by identifying opportunities with clients and prospects, while also deepening existing relationships through thoughtful cross-selling of bank and company products and services.

Key Responsibilities

  • Develop and implement a personal business plan to drive new client acquisition, referrals, portfolio penetration, and retention, resulting in consistent portfolio growth.
  • Achieve significant growth in assets under management and revenue for a profitable book of business.
  • Proactively review client portfolios to ensure proper segmentation and transition to appropriate resources.
  • Deliver a distinctive client experience by leveraging our value proposition and referring clients to wealth, mortgage, insurance, private banking, and commercial banking services.
  • Demonstrate strong knowledge of all business offerings, financial industry topics, and financial planning concepts to address client objectives through a purposeful discovery process.
  • Collaborate with JFG Business Partners to match prospect needs with suitable solutions, resulting in new business and deeper relationships.
  • Lead a team of associates, setting and exceeding performance goals while fostering teamwork and mutual respect.

Required Experience

  • Bachelor’s or advanced degree in finance, accounting, economics, business management, or a related field preferred with a minimum of 2 years’ client-facing financial industry experience in business development; relevant work experience may substitute for education.
  • Demonstrated analytical, problem-solving, strategic, and tactical implementation skills in financial settings.
  • Developed networking abilities and a strong grasp of group dynamics, including experience with Centers of Influence.
  • Solid understanding of finance and economics, plus focus on industry trends and proactive adoption of products and technology to serve clients effectively.
  • Series 7, 63 or 66 required (or obtained within 6 months); must also secure all state-required insurance licenses.

Come as you are.

Our culture embraces diversity, equity, & inclusion; one where everyone feels valued and heard. For more information on JFG's culture and diversity efforts, including our employee resource groups, please visit the Diversity section of our career website.

Qualifications:UNAVAILABLEEducation:UNAVAILABLEEmployment Type: FULL_TIME

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