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Personal Financial Assistant Jobs in Wisconsin (NOW HIRING)

College Financial Assistant Job Category: University Staff Employment Type: Regular Job Profile ... Excellent judgment including sensitivity to personal and confidential information. * Excellent ...

Overview As the Program Financial Assistant, you will assist the Program Director with managing and ... A mature personal Christian faith in agreement with the "What We Believe" section of the LifeWise ...

... or Assistant Branch Manager and is responsible for assisting members with a broad range of ... The Personal Financial Officer is a trusted resource to members by identifying appropriate deposit ...

Personal Financial Officer, Bilingual

Racine, WI ยท On-site

$18 - $22/hr

... or Assistant Branch Manager and is responsible for assisting members with a broad range of ... The Personal Financial Officer is a trusted resource to members by identifying appropriate deposit ...

Administrative Assistant

Madison, WI ยท On-site

$18.25 - $24.50/hr

Financial assistant programs encouraging employees through education and development in industry ... Variety of Vacation, Personal Days and Sick Days based on your role emphasizing the importance of ...

Administrative Assistant

Madison, WI ยท On-site

$18.25 - $24.50/hr

Financial assistant programs encouraging employees through education and development in industry ... Variety of Vacation, Personal Days and Sick Days based on your role emphasizing the importance of ...

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Personal Financial Assistant information

See Wisconsin salary details

$10

$23

$41

How much do personal financial assistant jobs pay per hour?

As of Aug 10, 2026, the average hourly pay for personal financial assistant in Wisconsin is $23.39, according to ZipRecruiter salary data. Most workers in this role earn between $16.73 and $26.20 per hour, depending on experience, location, and employer.

What qualifications do you need to be a personal financial assistant?

A personal financial assistant typically needs a bachelor's degree in finance, accounting, or a related field. Strong analytical skills, proficiency with financial software, and excellent communication abilities are also important. Certifications such as the Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) can enhance job prospects.

What is a personal financial assistant?

Personal financial assistants are professionals who help individuals manage their finances, including budgeting, bill payments, tax preparation, and tracking expenses. They may also assist with organizing financial documents, monitoring accounts, and providing reminders for important financial deadlines. Their goal is to help clients gain better control over their day-to-day finances and achieve their financial goals more efficiently. Personal financial assistants can work independently, for financial planning firms, or as part of a larger team supporting high-net-worth individuals.

What are the key skills and qualifications needed to thrive as a personal financial assistant, and why are they important?

To thrive as a Personal Financial Assistant, you need a solid understanding of financial management, budgeting, and accounting principles, often supported by a degree in finance or a related field. Familiarity with financial planning software, spreadsheet tools like Excel, and bookkeeping systems is typically required. Strong organizational skills, discretion, and effective communication help foster trust and ensure clear client interactions. These skills and qualities are crucial for managing sensitive financial data accurately and providing reliable support to clients.

What is the difference between Personal Financial Assistant vs Financial Advisor?

AspectPersonal Financial AssistantFinancial Advisor
CredentialsTypically requires certifications like CFP or CPA, but not always mandatoryOften requires CFP, CFA, or other financial planning certifications
Work EnvironmentSupports individual clients with daily financial tasks, often in office or remote settingsProvides comprehensive financial planning and investment advice, usually in office settings
Employer & Industry UsageCommonly employed by financial firms, banks, or as independent assistantsEmployed by financial planning firms, banks, or as independent advisors
Search & Comparison IntentPeople compare to understand support roles in personal financePeople compare to find comprehensive financial planning services

The main difference is that a Personal Financial Assistant primarily supports clients with day-to-day financial tasks and administrative support, while a Financial Advisor offers strategic financial planning and investment advice. Both roles may require similar certifications, but their scope and client interaction differ significantly.

What are some common challenges personal financial assistants face when managing multiple clients' finances?

Personal Financial Assistants often juggle the financial needs and schedules of several clients at once, which can present challenges in maintaining organization and ensuring confidentiality. Managing diverse financial portfolios requires attention to detail and the ability to quickly adapt to different clients' unique goals and preferences. Building trust is essential, as clients rely on you for sensitive information and personalized advice. Staying up-to-date with financial regulations and tools is also important to provide effective and compliant support.
What are popular job titles related to Personal Financial Assistant jobs in Wisconsin? For Personal Financial Assistant jobs in Wisconsin, the most frequently searched job titles are:
What job categories do people searching Personal Financial Assistant jobs in Wisconsin look for? The top searched job categories for Personal Financial Assistant jobs in Wisconsin are:
What cities in Wisconsin are hiring for Personal Financial Assistant jobs? Cities in Wisconsin with the most Personal Financial Assistant job openings:

College Financial Assistant

Wisconsin

Menomonie, WI โ€ข On-site

Full-time

Medical, Retirement

Posted 11 days ago


Job description

Current Employees: If you are currently employed at any of the Universities of Wisconsin, log in to Workday to apply through the internal application process.Position Title:College Financial AssistantJob Category:University StaffEmployment Type:RegularJob Profile:Department AssistantJob Duties:

College Financial Assistant

College of Science, Technology, Engineering, Mathematics and Management

Full Time; Annual; 100%

The College of Science, Technology, Engineering, Mathematics and Management invites qualified candidates to apply for the College Financial Assistant position.

The primary responsibilities of this position include but are not limited to: provide financial and administrative support to the College of Science, Technology, Engineering, Mathematics and Management (CSTEMM) Administration; provide financial and administrative support and coverage to the schools and departments within CSTEMM as assigned and as needed; assist with employment contracts; reconcile salary and non-salary expenses; assist with grants; purchasing; inventory management; internal auditing; provide financial guidance and training to faculty/staff on policy and procedure; syllabi management; card access; and other duties as needed. Tasks may shift over time; flexibility and openness to change are essential.

Official UW Title (Code) / Job Description: Department Assistant (AD085)

QUALIFICATIONS

Minimum / Required

  • Excellent verbal and written communication skills.
  • Professional financial management experience.
  • Intermediate to advanced skills in Microsoft Office (Excel, Word, Outlook, etc.) or equivalent.
  • Excellent judgment including sensitivity to personal and confidential information.
  • Excellent interpersonal and customer service skills in working with a diverse community.
  • Good work habits, such as attendance, punctuality, accountability, thoroughness and resourcefulness.
  • Ability to work independently and as part of a team environment.
  • Strong ability to pay attention to detail.
  • Adaptability to function in a dynamic environment of changing procedures, policies, and software.
  • Ability to adapt quickly and be flexible to changing priorities and tasks.
  • Associate's degree (or higher) in finance, accounting, business or related fields

Highly Desired/Preferred

  • Work experience in higher education or state/ local government entities.
  • Knowledge of fund accounting.
  • Experience with Workday or other cloud-based software platforms.

RESPONSIBILITIES

Include but are not limited to:

  • Assist Business Manager and Dean with financial oversight over all college funds.
  • Review and assist with maintaining college Foundation Data Model (FDM) funding structure for the college. Open, close, and modify FDMs as needed.
  • Help ensure the college and departments are following university policies and procedures.
  • Assist with submission and review of employment contracts.
  • Monitor and reconcile non-salary financials as required and take appropriate action to correct any errors.
  • Monitor and reconcile faculty, staff, university staff, and student payrolls and take appropriate action to correct any errors.
  • Assist in compiling quantitative and financial data/reports for Business Manager, Dean and other stakeholders as needed.
  • Assist Business Manager with college budget process as needed.
  • Assist with the development of program and project budgets following university policies and procedures.
  • Assist departments with developing/modifying rates as needed for revenue generating activities.
  • Assist with faculty, staff, and student grants, including reconciliation, purchasing, and student payroll.
  • Submit financial and administrative forms to maintain department records and operations.
  • Assist departments with annual Access to Learning and Special Course Fee submissions.
  • Maintain working knowledge of fiscal and human resource processes.
  • Develop training resources for the college.
  • Execute purchases either by procurement card, purchase requisition, or direct pay.
  • Assist with capital equipment, computer, and key inventory management.
  • Assist with records and web management.
  • Assist in processing card access requests.
  • Organize and monitor syllabi collection process each semester.
  • Cover CSTEMM Dean's Office front desk as needed.
  • College, school and department financial and administrative support staff coverage as needed due to absences, leave of absences or vacancies.
  • Serve as recruitment coordinator/committee member for searches as needed.
  • Serve on university committees as needed.
  • Attend Business Facilitator meetings.
  • Assist/manage college projects as assigned.
  • Perform other duties as directed.
  • Comply with recognized environmental health and safety practices.

DEPARTMENT INFORMATION

The College of Science, Technology, Engineering, Mathematics and Management (CSTEMM) is comprised of the R. F. Cervenka School of Engineering, the School of Management, the Department of Biology, the Department of Chemistry and Physics, and the Department of Mathematics, Computer Science and Statistics. At least half of all UW-Stout students are housed in CSTEMM.

APPLICATION INSTRUCTIONS

Complete applications received by end of day, August 16, 2026 are ensured full consideration. Applications submitted after August 16, 2026 may be reviewed at the discretion of the search committee or until position is filled.

To apply, click on the APPLY button or go to: https://www.uwstout.edu/about-us/careers-jobs

Due to system limitations, applicants may upload no more than five (5) attachments. Please combine documents where appropriate.

Required application materials:

  • Cover letter (no page limit). Please use your cover letter to speak to each of the Minimum/Required and Highly Desired/Preferred Qualifications for this position as listed above. For each required qualification, describe your relevant experience, using specific examples from your work history to illustrate how your experience satisfies the requirement.
  • Curriculum vitae or resume (no page limit)

All final candidates will be asked to provide names, email contact information, and/or phone numbers for three (3) references, with at least one being from a manager or supervisor, during the interview process.

For questions regarding this position or recruitment, please contact:

Search Chair: Jade Roinila

Phone: 715-232-2195

Email: roinilaj@uwstout.edu

If you need assistance with the online application process or if you submitted your application prior to uploading all the required application materials, please contact:

Search Coordinator: Jade Roinila

Phone: 715-232-2195

Email: roinilaj@uwstout.edu

ADDITIONAL INFORMATION

The normal work schedule for this position is Monday through Friday, 8:00 a.m. to 4:30 p.m.

Minimum starting wage of $23.00/hour.

A six-month probationary period is required.

The University of Wisconsin-Stout does not offer H-1B or other work authorization visa sponsorship for this position. A successful applicant will be responsible for ensuring eligibility for employment in the United States on or before the effective date of the appointment and for maintaining work authorization throughout the employment term. If you have questions regarding this, please contact our Human Resources office, Phone: 715.232.2149.

Key Job Responsibilities:
  • Coordinates projects and program components including, scheduling and logistics, unit workflow, and identifies areas for process improvements
  • Identifies, troubleshoots, and resolves problems regarding technical systems and programs related to department operations
  • Monitors the department, unit or program budget and expenses, and may assist in the development of program budget and projections
  • May provide operational guidance and training on day-to-day activities of student workers and program staff
  • Serves as a primary point of contact for the department
  • Develops, implements, and maintains methods and organizational systems directed at the maintenance of electronic/physical records related to department operations according to established policies and procedures

Guidelines to ensure consideration:

  • Applicants must complete all required fields and attach all required application materials.
  • Within your cover letter address each of the Minimum/Required Qualifications specified for this position. For each required qualification, describe your relevant experience, using specific examples from your work history to illustrate how your experience satisfies the requirement.

It is the policy of UW-Stout Polytechnic to provide reasonable accommodation to qualified applicants with disabilities. If you need assistance, or accommodation in applying because of a disability, please contact us using the information below. Employment opportunities will not be denied because of the need to make reasonable accommodation for a qualified individual's disability.


The Universities of Wisconsin provides an excellent benefits package including participation in the Wisconsin State retirement plan, demonstrating our commitment to the diverse needs of our employees.

  • Employee Benefits: https://www.wisconsin.edu/ohrwd/benefits/
  • To calculate the estimated value of your total compensation, use the Health & Retirement Contributions Estimator | Employee Benefits (wisconsin.edu)

Employment is contingent upon the final candidate's completing a criminal background check and being cleared to work by the Human Resources Office. Employment is also contingent upon the final candidate passing reference checks and an essential job function test, as applicable. The reference check process includes asking the final candidates' professional references questions regarding employee misconduct,sexual violence,andsexual harassment. Reference checks must be conducted at a minimum with three professional references, at least one of which must be a prior supervisor.


Final candidates with previous employment within the Universities of Wisconsin and State of WI agencies will be subject to additional reference checks.


In response to a public records request, the Universities of Wisconsin will not reveal the identities of applicants who request confidentiality in their online application, except that the identity of the successful final candidate will be released. See Wis. Stat. sec. 19.36(7).


UW-Stout Polytechnic is committed to providing safety and security of all members of our community in accordance with the Clery Act. For campus safety information and crime statistics visit: https://www.uwstout.edu/life-stout/police-and-parking/clery-information


UW is an Equal Opportunity Employer
Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, pregnancy, disability, status as a protected veteran, or any other bases protected by applicable federal or State law and UW System policies. We are committed to building a workforce that represents a variety of backgrounds, perspectives, and skills, and encourage all qualified individuals to apply.