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Junior Insight Analyst Jobs in Wisconsin (NOW HIRING)

DBHW Wealth Partners

Junior Financial Advisor

South Milwaukee, WI · On-site

$65K - $85K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

... insights, and client service excellence. Ambitious about earning your CFP?, CFA?, or other ... Gather, organize, and analyze client financial information. * Prepare retirement projections, cash ...

Robert W Baird & Co

Investment Banking Analyst

Milwaukee, WI

$110K - $125K/yr

  • Medical

  • Retirement

  • PTO

Work side-by-side with both junior and senior investment bankers, gaining hands-on experience ... Gain insight into how teams collaborate across geographies, sectors, and specialties to support ...

Tempus

Sr. Integration Analyst

Madison, WI · Hybrid

... insights to physicians, providing critical information about the right treatments for the right ... junior analysts. * Support go-live initiatives and provide tiered production support to resolve ...

ULINE

Sales Analyst Internship - Summer 2027

Kenosha, WI

$14.75 - $19.75/hr

... insights that help shape sales strategy - all while building practical analytical skills. Join a ... This full-time, 12-week internship is open to Junior-status college students only. * Pursuing a ...

ULINE

Sales Analyst Internship - Summer 2027

Milwaukee, WI

$14.75 - $20/hr

... insights that help shape sales strategy - all while building practical analytical skills. Join a ... This full-time, 12-week internship is open to Junior-status college students only. * Pursuing a ...

Medica

Affordability Analyst III

Madison, WI · On-site

$90K - $155K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

... insights that enhance healthcare affordability. The ideal candidate will leverage data to inform ... Mentor and provide guidance to junior analysts on advance and applied data analysis techniques ...

Socket.dev

WI · On-site

$172 - $202.50/hr

  • Retirement

  • PTO

Develop new insights and ideas through thought leadership and offer compelling, actionable ... Be a mentor and a coach by supporting more junior team members * Be client-centric while actively ...

CSAA

  • Retirement

... insights * Provide recommendations and assistance in implementation of rating structures and ... Review work of peers and provide training to junior analysts * Develops and analyzes data related ...

CSAA

  • Retirement

... insights * Provide recommendations and assistance in implementation of rating structures and ... Review work of peers and provide training to junior analysts * Develops and analyzes data related ...

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Junior Insight Analyst information

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How much do junior insight analyst jobs pay per hour?

As of Aug 16, 2026, the average hourly pay for junior insight analyst in Wisconsin is $32.42, according to ZipRecruiter salary data. Most workers in this role earn between $23.27 and $35.67 per hour, depending on experience, location, and employer.

What does a typical day look like for a junior insight analyst?

A typical day for a Junior Insight Analyst involves gathering and cleaning data, running analyses to identify trends, and preparing reports or dashboards to communicate findings to stakeholders. You’ll often collaborate with other analysts, marketing teams, or business managers to understand project goals and refine your analysis based on feedback. Regular tasks might include updating ongoing metrics, participating in team meetings, and presenting insights in a clear, accessible way. The role is a blend of independent problem-solving and teamwork, offering frequent opportunities to learn from more experienced colleagues.

What is a junior insight analyst?

A Junior Insight Analyst is responsible for gathering, analyzing, and interpreting data to provide actionable insights that support business decisions. They work with data visualization tools, statistical techniques, and reporting software to identify trends and patterns. Typically, they assist senior analysts in producing reports, dashboards, and presentations. Strong analytical skills, attention to detail, and proficiency in tools like Excel, SQL, or Python are often required. This role is ideal for individuals looking to start a career in data analysis and business intelligence.

What are the key skills and qualifications needed to thrive in a junior insight analyst position?

To thrive as a Junior Insight Analyst, you need strong analytical skills, proficiency in data interpretation, and a bachelor’s degree in a related field such as business, statistics, or economics. Familiarity with analytical tools like Excel, SQL, and data visualization platforms such as Tableau or Power BI is commonly required. Effective communication, attention to detail, and a collaborative mindset are standout soft skills in this position. These skills are crucial for delivering actionable insights that support business objectives and informed decision-making.

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Junior Insight Analyst jobs near you

Junior Financial Advisor

DBHW Wealth Partners

South Milwaukee, WI • On-site

$65K - $85K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 5 hours ago

Job description

About DBHW Wealth Partners
DBHW Wealth Partners is a leading investment management, financial, and tax planning firm dedicated to providing exceptional financial direction for those who dedicate their lives to educating and serving the public. Our mission is to provide supporting, trusting and ongoing relationships with our clients. We aim to offer knowledgeable advice through our experience. Acting as a guide for our clients, we strive to bring them through all the ups and downs of life. This mission is driven by the idea that our relationship with them is full circle, and we help them take advantage of their greatest opportunities and pursue their financial goals with confidence.
Meet Our Team: https://www.dbhwwealthpartners.com/our-team
Building Your Financial Advisory Career With Mentorship That Matters
Are you a driven, early-career professional ready to build a meaningful future in financial planning? We're not just hiring a Junior Financial Advisor - we're investing in the next generation of trusted advisors.
From day one, you'll be supported by active, hands-on mentorship from experienced professionals who are committed to your growth and success. You won't be left to "figure it out" alone - you'll receive guidance, coaching, and real-world exposure that accelerates your development.
We believe great advisors never stop learning. That's why we provide opportunities to attend industry conferences, workshops, and continuing education events - keeping you at the forefront of financial strategies, market insights, and client service excellence.
Ambitious about earning your CFP?, CFA?, or other professional designations? We support that too. We offer incentives and recognition for obtaining certifications and advanced credentials, because your growth strengthens both your career and our team.
If you're motivated, coachable, and eager to grow within a supportive, high-performance environment, this is your opportunity to build a lasting and rewarding career in financial advising."
Position Overview
We are seeking a motivated and detail-oriented Junior Financial Advisor to support our advisory team in delivering comprehensive financial planning and investment services. This role is designed for an early-career professional looking to build a long-term career in financial advising.
The Junior Advisor works under the supervision of Lead Advisors while developing technical expertise, client relationship skills, and industry credentials.
Key Responsibilities
Financial Planning Support
  • Gather, organize, and analyze client financial information.
  • Prepare retirement projections, cash flow analyses, insurance needs reviews, and education funding analyses.
  • Assist in drafting financial planning recommendations.
  • Maintain accurate client records in CRM and financial planning software.
  • Identify planning gaps or risks and escalate to senior advisors.

Client Meeting Preparation & Participation
  • Prepare meeting materials and reports.
  • Attend client meetings and document action items.
  • Assist in presenting portions of financial plans.
  • Draft follow-up communications and track implementation steps.

Investment & Portfolio Support
  • Assist in portfolio reviews and allocation analysis.
  • Monitor investment performance and prepare reporting materials.
  • Support rebalancing and implementation efforts (under supervision).
  • Understand and communicate model portfolio strategies.

Implementation & Service
  • Coordinate account openings, transfers, beneficiary updates, and other service needs.
  • Work cross-functionally with operations, compliance, and tax teams.
  • Ensure documentation meets regulatory and firm standards.

Compliance & Risk Management
  • Adhere to firm policies and regulatory requirements.
  • Maintain proper documentation standards.
  • Stay informed on industry regulations and best practices.

Required Qualifications
Education
  • Bachelor's degree in Finance, Financial Planning, Economics, Accounting, Business, or related field required.

Licensing & Certifications (Industry Standard Expectations)
  • Must have their Securities Industry Essentials (SIE) Certification

One of the following is required or must be obtained within 6-12 months of hire:
  • Series 7 and Series 66
  • Ability and willingness to obtain required licenses within defined timeframe.

Preferred Credentials
  • CFP coursework completed or in progress strongly preferred.
  • CFP certification (preferred but not required).
  • Life & Health Insurance License (or willingness to obtain).

Experience
  • 4 years of experience in financial planning required.

Technical Skills
  • Financial planning software (eMoney, MoneyGuidePro, or similar).
  • CRM systems (Redtail, Salesforce, Wealthbox, etc.).
  • Understanding of:
    • Asset allocation
    • Retirement income planning
    • Insurance planning
    • Tax-aware investment concepts

Professional Competencies
  • Strong analytical and quantitative skills.
  • Exceptional attention to detail.
  • High ethical standards and client-first mindset.
  • Strong verbal and written communication.
  • Organizational discipline and time management.
  • Desire to build long-term client relationships.
  • Commitment to professional development.

What Success Looks Like
Within 12-24 months, the Junior Advisor will:
  • Confidently prepare comprehensive financial plans.
  • Participate actively in client meetings.
  • Demonstrate regulatory and compliance competence.
  • Build increasing ownership of client relationships.
  • Progress toward CFP certification.

Compensation & Benefits
  • Competitive base salary
  • Performance-based bonus potential
  • Licensing reimbursement support
  • Health, dental, and vision benefits
  • 401(k) with employer match
  • Paid time off and continuing education support
  • Clear career advancement pathway

DBHW Wealth Partners is an equal opportunity employer.
The pay range for this role is:
65,000 - 85,000 USD per year (South Milwaukee)
65,000 - 85,000 USD per year (Texas)

Apply