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Remote Finance Jobs in Middleton, WI (NOW HIRING)

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Remote Finance information

See Middleton, WI salary details

$25.1K

$93K

$136K

How much do remote finance jobs pay per year?

As of Sep 7, 2026, the average yearly pay for remote finance in Middleton, WI is $92,960.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,300.00 and $109,400.00 per year, depending on experience, location, and employer.

What are remote finance jobs?

Remote finance jobs include positions such as remote financial analyst, remote finance manager, and remote financial planner. The details of your remote finance job depend on your position but often include things like tracking and monitoring accounts, helping a client plan their investments, and conducting an analysis of market trends and risks. Many remote finance jobs focus on helping to forecast likely downturns and problems. You may work to help a small number of clients in a specialized field, such as with certain types of investment products. Alternatively, you may help to answer questions on behalf of a larger employer, especially when those questions involve the client's unique situation and require a personalized answer.

What are remote finance jobs?

Remote finance jobs are positions within the finance industry that can be performed from locations outside of a traditional office, often from home or another remote setting. These roles include tasks such as financial analysis, accounting, bookkeeping, financial planning, and auditing, all of which can be managed using digital tools and secure online platforms. Remote finance professionals use technology to collaborate with teams, manage client accounts, and perform their duties efficiently without commuting to a central workplace.

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

To thrive as a Remote Finance professional, you need strong analytical skills, financial acumen, and a relevant degree in finance, accounting, or a related field. Familiarity with financial software such as QuickBooks, Excel, and cloud-based ERP systems, as well as certifications like CPA or CFA, is highly valuable. Excellent communication, self-motivation, and time management skills distinguish top performers in remote finance roles. These capabilities are essential for delivering accurate financial insights, maintaining compliance, and collaborating effectively with dispersed teams.

What are some common challenges faced by professionals working in remote finance roles, and how can they be addressed?

Remote finance professionals often face challenges such as maintaining clear communication with team members, managing sensitive financial data securely, and staying organized across different time zones. To address these challenges, it's important to use secure, collaborative tools for document sharing and communication, establish regular check-ins with colleagues, and follow strict data privacy protocols. Proactively managing your schedule and setting clear boundaries helps ensure timely completion of tasks and fosters better work-life balance in a remote setting.

What is the difference between Remote Finance vs Remote Accounting?

AspectRemote FinanceRemote Accounting
Required CredentialsFinance degrees, CPA or CFA often preferredAccounting degrees, CPA certification common
Work EnvironmentFinancial analysis, planning, investment rolesBookkeeping, auditing, tax preparation
Industry UsageFinance firms, investment companies, corporate financeAccounting firms, small businesses, corporations
Common Search IntentRemote finance jobs, financial analyst remoteRemote accounting jobs, accountant remote

Remote Finance and Remote Accounting share overlapping credentials and industry usage, but differ in job focus. Remote Finance involves financial analysis and planning, while Remote Accounting centers on bookkeeping and auditing. Both roles are in high demand for remote work, but target different skill sets and industries.

Is it possible to work remotely in finance?

Remote finance jobs are common and include roles such as financial analysts, accountants, and financial advisors. These positions often require skills in financial software, data analysis, and communication tools, and many companies offer remote or hybrid work arrangements depending on the role and organization.
More about Remote Finance jobs

What are the most commonly searched types of Finance jobs in Middleton, WI?

The most popular types of Finance jobs in Middleton, WI are:

What are popular job titles related to Remote Finance jobs in Middleton, WI?

For Remote Finance jobs in Middleton, WI, the most frequently searched job titles are:

What job categories do people searching Remote Finance jobs in Middleton, WI look for?

The top searched job categories for Remote Finance jobs in Middleton, WI are:

What cities near Middleton, WI are hiring for Remote Finance jobs?

Cities near Middleton, WI with the most Remote Finance job openings:

Remote Finance jobs near you
Infographic showing various Remote Finance job openings in Middleton, WI as of August 2026, with employment types broken down into 65% Full Time, 16% Part Time, and 19% Contract. Highlights an 100% Remote job distribution, with an average salary of $92,960 per year, or $44.7 per hour.

Financial Professional - Retirement Benefits Group - WI, Madison (3632)

Equitable

Madison, WI • On-site, Remote

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted 14 days ago

Equitable rating

8.2

Company rating: 8.2 out of 10

Based on 22 frontline employees who took The Breakroom Quiz

Job description

**Join Equitable Advisors: A Pathway to Possibilities and Positive Impact**

Are you ready to make a real difference in people's lives while carving out your unique career path? At Equitable Advisors, a leader in the wealth management industry, we embrace the power of positive impact, particularly for individuals who build and support our communities. Our specialized team, The Retirement Benefits Group (RBG), addresses the unique retirement needs of professionals in key sectors such as education, healthcare, and government ensuring these individuals have the retirement security they deserve.

We offer a structured professional development path to becoming a wealth manager through licensing and employment. Enjoy the flexibility to design your own work-life balance and champion limitless income potential!

Role Highlights

  • Client Engagement: Cultivate and expand your network within established markets
  • Products and Services Consultation: Educate clients on our diverse financial products and services, demonstrating how these solutions can be tailored to meet their unique needs
  • Client Service and Implementation: Analyze and organize client data, ensure confidentiality, prepare and implement appropriate products & services
  • Work-Life Balance:  Flexible schedule to maximize productivity and personal time
  • Location: Working outside the office in local schools and municipalities

Skills & Experience

  • Education: Bachelor's degree or equivalent skills and work experience
  • Licensing: State Life & Health, SIE, Series 7, Series 66
  • Personal Attributes: values-driven with a track record of success and accomplishment
  • Communication Skills: excellent interpersonal and communication abilities with strong self-confidence
  • Mindset: entrepreneurial spirit with a desire to positively impact others' lives
  • Collaboration: ability to work with and learn from top performers
  • Work Authorization: must be authorized to work in the United States

Training & Development

  • FINRA Sponsorship: provided for required FINRA licensing
  • Preliminary Employment Period (PEP): comprehensive 120-day hands-on training
  • Virtual University: access to Equitable Advisors' Virtual University for continuous learning
  • Mentorship: opportunities for joint work and mentorship
  • Personalized Coaching: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed
  • Leadership Development: access to Leadership Development School for those with management ambition
  • Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors’ own Credentialed Holistic Financial Coach program  

Compensation & Benefits

  • Sign-On Payment: Based on the time it takes you to complete the company sponsored required FINRA licenses and registrations and enter PEP
  • Base Salary: Annual salary for eligible financial professionals, empowering you to establish your career in wealth management
  • Commissions and Bonus: In addition to an annual salary, financial professionals are eligible to earn commissions and bonus.
  • Benefits: Comprehensive benefits programs for eligible financial professionals including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time.  

Our Culture and Community Impact

Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women’s Network, and “Equitable Excellence,” which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement.

Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer.  M/F/D/V.  GE-7814452.1(4/25)(Exp.4/29)

What Equitable employees say

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About Equitable

Sourced by ZipRecruiter

At Equitable, we're a team of over ten thousand strong; committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives. We turn challenges into opportunities by thinking, working, and leading differently - where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities. We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork. We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose.

Industry

Finance and insurance

Company size

5,001 - 10,000 Employees

Headquarters location

New York, NY, US

Year founded

1859

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