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Professional Financial Jobs in Wisconsin (NOW HIRING)

WestPoint Financial Group

Financial Advisor

Madison, WI · On-site

$50K - $100K/yr

As a Financial Advisor, you will work directly with individuals, business people, and families to ... ongoing professional development and joint work with associates Qualifications • Strong ...

Johnson Financial Group

Financial Advisor

Racine, WI · On-site

This is a rare opportunity for a Financial Advisor to step into a lead advisor role within a bank ... with professionals across banking, wealth, and internal support teams. The team-based approach ...

Johnson Financial Group

Financial Advisor

Racine, WI

This is a rare opportunity for a Financial Advisor to step into a lead advisor role within a bank ... with professionals across banking, wealth, and internal support teams. The team-based approach ...

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Professional Financial information

What does a professional financial do?

A Professional Financial, often referred to as a financial advisor or financial planner, assists individuals and businesses in managing their finances. Their responsibilities include helping clients with budgeting, investments, retirement planning, tax strategies, and risk management. They analyze financial data, set financial goals, and recommend suitable products or strategies to help clients grow and protect their wealth. Professional Financials may work independently, for financial institutions, or as part of a larger advisory firm.

What are some common challenges professional financials face when working with clients, and how can they be addressed?

Professional Financials often encounter challenges such as managing diverse client expectations, staying updated with regulatory changes, and communicating complex financial concepts clearly. Building strong relationships through regular, transparent communication can help earn client trust and clarify their goals. Additionally, staying informed about the latest industry updates and continuously refining communication skills are essential for delivering high-quality service and maintaining compliance.

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

To thrive as a Professional Financial, you need strong analytical abilities, financial modeling expertise, and a relevant degree such as finance, accounting, or economics. Familiarity with financial software like Excel, QuickBooks, or Bloomberg Terminal, and certifications such as CFA or CPA, are typically important. Outstanding communication, attention to detail, and problem-solving skills set top professionals apart in this field. These competencies are crucial for making informed decisions, managing client portfolios, and ensuring regulatory compliance.

What is the difference between Professional Financial vs Financial Analyst?

AspectProfessional FinancialFinancial Analyst
Required CredentialsTypically requires a degree in finance, accounting, or related field; certifications like CFA or CPA are commonOften requires a degree in finance, economics, or related field; CFA certification is advantageous but not always mandatory
Work EnvironmentWorks in corporate finance departments, financial consulting firms, or investment firmsWorks in investment banks, asset management firms, or corporate finance teams
Employer & Industry UsageUsed across various industries including banking, insurance, and corporate sectorsPrimarily found in investment banking, asset management, and financial services

While both roles involve financial analysis, a Professional Financial often has broader responsibilities in corporate finance and strategic planning, whereas a Financial Analyst typically focuses on analyzing investment opportunities and market data. The roles overlap in credentials and work environments, but their specific functions and industry focus differ.

What are good professional financial careers?

Professional financial careers include roles such as financial analyst, accountant, financial planner, investment banker, and risk manager. These positions typically require strong analytical skills, proficiency with financial software, and relevant certifications like CFA or CPA. They often involve working in banks, investment firms, or corporate finance departments and may require a bachelor's degree or higher in finance, accounting, or related fields.

What are the most commonly searched types of Financial jobs in Wisconsin?

The most popular types of Financial jobs in Wisconsin are:

What cities in Wisconsin are hiring for Professional Financial jobs?

Cities in Wisconsin with the most Professional Financial job openings:

Professional Financial jobs near you

Payments Specialist 1

CoVantage Credit Union

Antigo, WI • On-site

Full-time

Posted 26 days ago

CoVantage Credit Union rating

8.5

Company rating: 8.5 out of 10

Based on 13 frontline employees who took The Breakroom Quiz

Job description

Join CoVantage Credit Union and be at the center of how money moves! As a Payments Specialist, you’ll play a key role in delivering fast, accurate, and secure transactions—from wires and ACH to mobile deposits—helping members manage their finances with confidence. Every day brings something new as you problem-solve, streamline processes, and ensure every transaction is handled with precision.
This is more than processing payments—you’ll be part of a team that puts people first, delivers exceptional service, and keeps our operations running smoothly behind the scenes. If you’re detail-driven, thrive in a fast-paced environment, and take pride in accuracy and member service, this is your opportunity to make an impact at CoVantage.

CoVantage invests in our team members! Benefits include a 401k employer match of up to 200%, a bonus of annual salary up to 4%, a generous employer HSA contribution, and paid time off for community service.

Job Duties

  • Processes ACH (Automated Clearing House) transactions whether credit union acts as RDFI (receiving depository financial institution) or as an ODFI (originating depository financial institution) including exception, return, and non-monetary transactions within expected timeframes.
  • Reviews and decisions mobile deposit check images.
  • Is familiar with and adheres to all aspects and provisions of regulations and policies as they pertain to the individual’s assigned job duties.
  • Maintains the confidentiality of member, employee, and credit union information.
  • Provides all members with professional, high quality member service.
  • Exhibits the credit union’s seven service standards promoting a culture of welcoming all and putting people first whether they are a member or a coworker.

Qualifications

  • Associate’s degree required.
  • Working knowledge of Windows and Microsoft Office software.
  • Professional financial experience preferred.
  • Strong communication skills, written and verbal.
  • Basic mathematical skills.
  • Ability to independently organize and prioritize work to complete tasks.
  • Proper business telephone etiquette.
  • Must be bondable.

Depending on qualifications and experience of applicants, CoVantage may elect to modify this position, including title and/or pay without reposting the opportunity.

What CoVantage Credit Union employees say

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