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Money Management Jobs in Wisconsin (NOW HIRING)

Calumet County

Family Support Worker

Chilton, WI

$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 ...

Workforce Connections, Inc.

Career Planner

La Crosse, WI · On-site

$44K - $50K/yr

Provide comprehensive case management services, including job search assistance, resume writing, interview prep, life skills development (e.g., money management), and more. • Community Connections:

Catholic Charities

Caregiver

Montello, WI

$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 ...

New

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 ...

company1254

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 ...

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 8, 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 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 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.

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 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 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 83% Full Time, 13% Part Time, 1% Temporary, and 3% Contract. Highlights an 87% Physical, 3% Hybrid, and 10% Remote job distribution, with an average salary of $121,658 per year, or $58.5 per hour.

Community Services Program Assistant

State of Wisconsin Division of Personnel Management

Stevens Point, WI • On-site

$19.95/hr

Other

Medical, Dental, Life, Retirement, PTO

Re-posted 2 days ago

Job description

Portage County Health & Human Services has a full-time Community Services Program Assistant opening!
Pay range starts at $19.95 / hr
What are the primary job duties?
Provision of independent living skills, household organization skills, money management, and assistance with medication reminders for consumers with Serious and Persistent Mental Illness enrolled in the Comprehensive Community Services Program.
  • Teach specific skills such as money management, community accessibility, laundry, meal planning, employment related skills, maintaining personal hygiene, and cleaning.
  • Organize and monitor day-to-day schedule when necessary.
  • Provide direction for organizing and scheduling household duties and routines.
  • Provide resources to consumers and their families for obtaining necessary household equipment.
  • Assist consumers and their families in providing medication reminders to take medication as prescribed.
  • Provide transportation to consumers for attendance of medical appointments, appointments related to their service plan, or for activities designated on the consumer's service plan.
Engage in the coordination of care for consumers on assigned caseload.
  • Regular contact with contracted caregiving service to provide updates on consumers and assure smooth transition to evening, weekend, holiday coverage for consumers and their families.
  • Weekly to daily contact with client's assigned CCS service facilitator to obtain clinical updates regarding clientele.
  • Attend weekly staffing for clinical consultation with CSP/CCS/Mobile Crisis/Medical Director
What are the minimum qualifications?
  • High School Diploma or equivalent required. Post High School classes or degree in Human Services field preferred.
  • Experience or training with the serious and persistent mentally ill population required.
  • Experience or training with in-home caregiving preferred.
  • Must be a licensed driver and have access to an insured vehicle.
Portage County offers a GREAT benefit package, which includes the following;
  • Vacation - available on day one!
  • Health insurance- your choice of two health plans- (Health Savings Account associated with a High Deductible Health Plan with a County contribution or a PPO Co-pay plan)
  • Wellness incentive plan offered with health insurance enrollment! Earn up to $600 per year!
  • Flexible spending account
  • Dental insurance
  • State of Wisconsin Retirement Plan - County contribution of 7.2%!
  • Paid holidays
  • Paid sick leave
  • Life insurance - premium paid by the County (must work a minimum of 30 hrs/wk)
  • Long term disability insurance - premium paid by the County (must work a minimum of 30 hrs/wk)
  • EAP (Employee Assistance Plan) - paid by the County
  • 457(b) Deferred Compensation Plan
  • Public Student Loan Forgiveness (PSLF) Program

Portage County is an Equal Opportunity Employer

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