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Money Management Jobs in Wisconsin (NOW HIRING)

Sunrise Systems Inc

Be Seen First

Data Software Developer - LowCode_26-01480

Milwaukee, WI · On-site

$33 - $44/hr

Transaction money movement (wires, interactional wires) * Advisory business management (money management, accrual revenue) * Trust company initiatives (including Louisville operations) Client ...

Calumet County

Family Support Worker

Chilton, WI · On-site

$23.68 - $30.45/hr

Service areas include: family interaction (focused on child development, child guidance, and family rules/consequences), money management, employment, time management, problem solving, housing ...

Catholic Charities

Caregiver

Montello, WI · On-site

$13.25 - $16.75/hr

Provide support with activities of daily living, such as personal care, dietary preferences/menu planning, medication management, therapy exercises, money management, cleaning, and household ...

Calumet County, WI

Family Support Worker

Chilton, WI · On-site

$23.68 - $30.45/hr

Teaches and acts as a role model for child guidance skills and knowledge, household and money management, meal planning and preparation, problem solving skills, accessing community resources ...

Diocese of Green Bay

Financial Health Counselor

Marinette, WI · On-site

$17.25 - $22.75/hr

... money management skills, working with creditors and referring participants to other community resources. Planning, implementing, and evaluating current and new workshops as financial environment ...

Diocese of Green Bay

Financial Health Counselor

Marinette, WI · On-site

$17.25 - $22.75/hr

... money management skills, working with creditors and referring participants to other community resources. Planning, implementing, and evaluating current and new workshops as financial environment ...

St Coletta of Wisconsin

Direct Support Aide

Jefferson, WI · On-site

$14 - $17.25/hr

Such skills may include: cooking, money management, household shopping, laundry, personal hygiene, etc.; supports the client in maintaining their home and accessing activities in the community ...

St Coletta of Wisconsin

Direct Support Aide

Jefferson, WI · On-site

$14 - $17.25/hr

Such skills may include: cooking, money management, household shopping, laundry, personal hygiene, etc.; supports the client in maintaining their home and accessing activities in the community ...

St Coletta of Wisconsin

Direct Support Aide

Jefferson, WI · On-site

$14 - $17.25/hr

Such skills may include: cooking, money management, household shopping, laundry, personal hygiene, etc.; supports the client in maintaining their home and accessing activities in the community ...

St Coletta of Wisconsin

Direct Support Aide

Jefferson, WI · On-site

$14 - $17.25/hr

Such skills may include: cooking, money management, household shopping, laundry, personal hygiene, etc.; supports the client in maintaining their home and accessing activities in the community ...

The Guest House

Case Manager: My Home

Milwaukee, WI

Assisting clients with budgeting and money management. * Referring clients to appropriate resources. * Assisting clients with job seeking and resume writing. * Assisting clients with obtaining SSI ...

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All JobsMoney Management JobsMoney Management Jobs in Wisconsin

Money Management information

See Wisconsin salary details

$13

$58

$105

How much do money management jobs pay per hour?

As of Aug 20, 2026, the average hourly pay for money management in Wisconsin is $58.49, according to ZipRecruiter salary data. Most workers in this role earn between $44.66 and $68.41 per hour, depending on experience, location, and employer.

What is money management?

Money management refers to the process of budgeting, saving, investing, spending, and overseeing the capital usage of an individual or group. It involves creating financial plans, setting goals, tracking income and expenses, and making informed decisions to ensure financial stability and growth. Effective money management helps individuals avoid debt, build savings, and achieve long-term financial objectives.

What are the key skills and qualifications needed to thrive as a money manager, and why are they important?

To thrive as a Money Manager, you need strong analytical skills, financial acumen, and a relevant degree in finance, economics, or business, often paired with certifications like CFA. Proficiency with financial modeling software, portfolio management systems, and analytical tools such as Bloomberg Terminal is typically required. Excellent communication, decision-making, and client relationship skills help set top performers apart. These competencies are crucial for making informed investment decisions, managing risk, and building trust with clients in a dynamic financial environment.

What are some common challenges faced by professionals in money management roles, and how can they effectively address them?

Professionals in money management often encounter challenges such as adapting to rapidly changing market conditions, managing client expectations, and staying current with regulatory requirements. Effectively addressing these challenges requires continuous professional development, strong analytical skills, and proactive communication with clients and team members. Collaboration with other financial experts and leveraging advanced financial tools can also help mitigate risks and improve decision-making in this dynamic field.

What is the difference between Money Management vs Financial Advisor?

AspectMoney ManagementFinancial Advisor
CredentialsOften no formal certification required, but certifications like CFP or CFA are commonTypically holds certifications such as CFP, CFA, or CPA
Work EnvironmentCan be independent or part of financial firms, focusing on managing client assetsWorks in financial planning firms, banks, or as independent consultants
Employer & IndustryFinancial services, investment firms, or self-employedFinancial planning, wealth management, or investment advisory firms

Money Management involves overseeing and investing clients' assets, often with less formal certification, while Financial Advisors provide comprehensive financial planning and advice, usually holding specific certifications. Both roles operate within the financial industry but differ in scope and credentials.

How do I become a money manager?

To become a money manager, typically one needs a bachelor's degree in finance, economics, or a related field, along with relevant experience in financial services. Professional certifications such as the Chartered Financial Analyst (CFA) or Certified Financial Planner (CFP) can enhance credibility and job prospects. Strong analytical skills, knowledge of investment strategies, and proficiency with financial software are also important for success in this role.

What do money managers make?

Money managers, also known as asset managers or investment managers, typically earn a salary that ranges from $60,000 to over $150,000 annually, depending on experience, location, and the size of the firm. Many also receive performance-based bonuses and may hold certifications like the CFA to advance their careers.

What are popular job titles related to Money Management jobs in Wisconsin?

For Money Management jobs in Wisconsin, the most frequently searched job titles are:

What job categories do people searching Money Management jobs in Wisconsin look for?

The top searched job categories for Money Management jobs in Wisconsin are:

Money Management jobs near you
Infographic showing various Money Management job openings in Wisconsin as of August 2026, with employment types broken down into 1% As Needed, 85% Full Time, 12% Part Time, and 2% Contract. Highlights an 84% Physical, 3% Hybrid, and 13% Remote job distribution, with an average salary of $121,658 per year, or $58.5 per hour.

Rehabilitation Specialist/Case Manager

Outreach Community Health Centers, Inc

Milwaukee, WI • On-site

Full-time

Posted 6 days ago

Job description

JOB PURPOSE AND REPORTING STRUCTURE: Under supervision of the CCS Program Manager, the Rehabilitation Specialist/Case Manager provides support and assists in developing functional living skills to consumers who are enrolled in the Comprehensive Community Service Program (CCS).
This includes, but is not limited to: housing, medication management, employment, money management and budgeting, education as well as social, spiritual and recreational services.
This position requires attention and responsiveness to a consumer's changing needs, condition and goals for their participation in the CCS Program. The rehabilitation Specialist works in close collaboration with the consumer's Care Coordinator, therapist(s) and other identified CCS service providers.
ESSENTIAL DUTIES AND RESPONSIBILITIES
  • Work with CCS Care Coordinators and other team members to ensure clients receive appropriate and high quality care; including referrals for services, ongoing monitoring and service coordination.
  • Complete home visits and appropriate services as needed and in accordance with clients Recovery Plan of Care (RPOC).
  • Assist clients in the completion of daily living skills such as but not limited to; upkeep of their living environment, budgeting and overall money management, appointment scheduling and basic medication management.
  • Assist clients in finding housing, medical and mental health assistance, obtaining legal assistance and benefits, in finding employment, training and education, ADL assistance, development of social support systems, AODA services and support, etc.
  • Coordinate transportation for clients to and from appointments, to include medical and mental health, shopping, housing, etc.
  • Maintain records of client contacts and complete ongoing documentation in electronic record database.
  • May provide transportation to clients on occasion.
  • Attend and actively participate in departmental meetings and meetings with other service agencies.
  • Complete and maintain all required paperwork, records, documents, etc.
  • Other duties as assigned

EDUCATION and/or EXPERIENCE: High School Diploma (required) and a minimum of 30 hours training/experience in recovery treatment and/or Certified Nursing Assistant training. Associate's or Bachelor's degree in Human Services field (preferred).
CERTIFICATES, LICENSES, REGISTRATIONS: Requires a valid WI driver's license.
Outreach Community Health Centers, Inc. is an Equal Opportunity Employer

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