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Trainee Financial Jobs in Wisconsin (NOW HIRING)

ULINE

Finance Leadership Trainee

Milwaukee, WI · On-site

Finance Leadership Trainee Corporate Headquarters 12575 Uline Drive, Pleasant Prairie, WI 53158 ... Learn key financial and leadership skills over a three-year rotation in Collections, Cash ...

New

ULINE

Finance Leadership Trainee

Kenosha, WI

Finance Leadership Trainee Corporate Headquarters 12575 Uline Drive, Pleasant Prairie, WI 53158 ... Learn key financial and leadership skills over a three-year rotation in Collections, Cash ...

New

ULINE

Finance Leadership Trainee

Pleasant Prairie, WI · On-site

Finance Leadership Trainee Corporate Headquarters 12575 Uline Drive, Pleasant Prairie, WI 53158 ... Learn key financial and leadership skills over a three-year rotation in Collections, Cash ...

New

OneMain Financial

Loan Sales Specialist

Rice Lake, WI · On-site

... Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee OneMain Holdings, Inc. is an Equal Employment Opportunity (EEO ...

OneMain Financial

Loan Sales Specialist

Eau Claire, WI · On-site

... Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee OneMain Holdings, Inc. is an Equal Employment Opportunity (EEO ...

OneMain Financial

Loan Sales Specialist

Beaver Dam, WI · On-site

... Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee OneMain Holdings, Inc. is an Equal Employment Opportunity (EEO ...

OneMain Financial

Loan Sales Specialist

Eau Claire, WI · On-site

... Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee OneMain Holdings, Inc. is an Equal Employment Opportunity (EEO ...

OneMain Financial

Loan Sales Specialist

Green Bay, WI · On-site

... Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee OneMain Holdings, Inc. is an Equal Employment Opportunity (EEO ...

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Trainee Financial information

What are some typical challenges faced by trainee financial professionals in their first year, and how can they overcome them?

Trainee Financial professionals often encounter challenges such as adapting to fast-paced environments, handling complex data, and learning to interpret financial regulations. Balancing the demands of studying for professional qualifications with daily responsibilities can also be difficult. To overcome these challenges, it's important to proactively seek feedback, stay organized, and utilize mentorship or support programs offered within the organization. Regularly communicating with team members and participating in training sessions can further accelerate learning and build confidence during the first year.

What is the best entry-level finance job?

An entry-level finance job such as a financial analyst or junior accountant provides foundational experience in financial analysis, reporting, and data management. These roles often require strong Excel skills and may lead to advanced positions with additional certifications like the CFA or CPA.

What does a trainee financial do?

A Trainee Financial, often called a Trainee Financial Analyst or Trainee Financial Advisor, is an entry-level position in the finance industry. Their main responsibilities include assisting with financial analysis, preparing reports, supporting senior financial staff, and learning about investment strategies and financial products. This role is designed to provide hands-on training and help individuals develop the skills and knowledge necessary for a successful career in finance. Trainee Financials often work closely with senior analysts or advisors and may rotate through different departments to gain a broad understanding of the financial sector.

How do I start a career in trainee financial with no experience?

Starting a career as a trainee in finance typically involves gaining relevant knowledge through online courses or certifications such as basic accounting or finance fundamentals. Entry-level positions often require strong analytical skills, attention to detail, and proficiency with tools like Excel; internships or volunteering can also provide practical experience to enhance your resume.

What is the difference between Trainee Financial vs Junior Financial Analyst?

AspectTrainee FinancialJunior Financial Analyst
Required CredentialsTypically pursuing or completed a degree in finance, accounting, or related fieldBachelor's degree in finance, accounting, or related field; some roles prefer internships or entry-level experience
Work EnvironmentTraining programs, entry-level tasks, supervised learningAnalyzing financial data, preparing reports, supporting senior analysts
Employer & Industry UsageInternships, graduate programs, entry-level positions in finance firms, banks, corporationsFinancial services, corporate finance departments, investment firms

The main difference is that a Trainee Financial is an entry-level or training role focused on learning and development, often part of a structured program. A Junior Financial Analyst is a more experienced position involving active analysis and reporting responsibilities. Both roles serve as stepping stones in a finance career, but the Junior Financial Analyst typically requires some prior knowledge or experience beyond initial training.

Is 40 too late to start a career in trainee financial?

Starting a career as a trainee financial professional at age 40 is possible, as many employers value skills and experience over age. Entry-level roles often require basic financial knowledge and certifications like a financial planning or accounting qualification, which can be obtained at any age. Age should not be a barrier if you are motivated and willing to learn new skills in finance.

What are the key skills and qualifications needed to thrive as a trainee financial?

To thrive as a Trainee Financial, you generally need a degree in finance, accounting, or a related field, along with strong analytical and numerical skills. Familiarity with financial software like Excel, accounting systems, and possibly certifications such as CFA Level 1 or ACCA Fundamentals is advantageous. Attention to detail, effective communication, and a willingness to learn are standout soft skills for this role. These competencies are crucial for accurately analyzing financial data, supporting senior staff, and developing a solid foundation for career progression in finance.
What are the most commonly searched types of Financial jobs in Wisconsin? The most popular types of Financial jobs in Wisconsin are:
Trainee Financial jobs near you
Infographic showing various Trainee Financial job openings in Wisconsin as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 14% Part Time, and 3% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution.

Finance Leadership Trainee

ULINE

Milwaukee, WI • On-site

Full-time

Medical, Retirement, PTO

Posted 2 days ago

New

Uline rating

8.2

Company rating: 8.2 out of 10

Uline

Based on 113 frontline employees who took The Breakroom Quiz

7.1

Company rating compared to similar companies: 7.1 out of 10

Retail wholesalers average

Based on 12,866 frontline employees who took The Breakroom Quiz

The best things about working at Uline

  • 100%

    100% say they get paid time off

    say they get paid time off

  • 98%

    98% say their health insurance is affordable

    say their health insurance is affordable

  • 81%

    81% say they get enough training

    say they get enough training

Featured by Uline, based on 113 Breakroom Quiz responses from their frontline employees

Job description

Finance Leadership Trainee

Corporate Headquarters

12575 Uline Drive, Pleasant Prairie, WI 53158

Unlock your career potential! Join Uline's three-year training program to gain hands-on experience in our Finance Department. Work alongside experienced professionals in Collections, Cash Applications, Accounts Payable, Tax and Credit to elevate your skillset and build a strong foundation for your career!

Careers Packed with Potential. Backed by 45+ years of success, Uline offers opportunities to grow your career with stability you can count on.

Become a Finance Expert!

  • Learn key financial and leadership skills over a three-year rotation in Collections, Cash Applications, Accounts Payable, Tax and Credit.

  • Build your network and grow with mentoring from senior leaders.

  • Placement in a leadership role that aligns with your strengths and interests upon program completion.

Position Responsibilities

  • Review customer data and documentation such as invoices, tax exemption certificates, and financial statements.

  • Contact customers via phone and email to assist them with financial matters.

  • Develop leadership skills to help guide team performance, deliver exceptional customer service, and build strong relationships with internal and external teams.

Minimum Requirements

  • Bachelor's degree. Major in Finance or Accounting required.

  • Proficient with Microsoft Office.

  • Ability to multitask with strong analytical and problem-solving skills.

  • Prior leadership and customer service experience a plus.

Benefits

  • Complete health insurance coverage and 401(k) with 6% employer match thatstarts day one!

  • Multiple bonus programs.

  • Paid holidays and generous paid time off.

  • Tuition Assistance Program that covers professional continuing education.

Employee Perks

  • On-site cafe and first-class fitness center with complimentary personal trainers.

  • Over four miles of beautifully maintained walking trails.

About Uline

Uline, a family-owned company, is North America's leading distributor of shipping, industrial, and packaging materials with over 10,000 employees across 15 locations.

Uline is adrug-free workplace. All new hires must complete a pre-employment hair follicle drug screening. All positions are on-site.

EEO/AAEmployer/Vet/Disabled

#LI-CD1

#CORP

(#IN-PPFIN4)

#ZR-HQFIN

Our employees make the difference and we are committed to offering exceptional benefits and perks! Explore Uline.jobs to learn more!

Working at Uline

Perks for frontline workers

From Uline, via Breakroom

  • Complete health insurance coverage and 401(k) with 6% employer match that starts day one!

  • Multiple bonus programs.

  • Paid holidays and generous paid time off.

  • Tuition Assistance Program that covers professional continuing education.

  • Fitness center and walking trails at select locations.

  • In-house speakers, workshops and seminars.

What to expect from working at Uline

From Uline

About Uline, in their own words

From Uline

Uline, a family-owned business headquartered in Kenosha County, Wisconsin, is the leading distributor of shipping, industrial and packaging materials to businesses throughout North America.

What Uline employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Uline logo

About Uline

Sourced by ZipRecruiter

Uline is North America's leading distributor of shipping, industrial and packaging materials. We're a family-owned company known for incredible service, quality products and same-day shipping of our huge in-stock inventory. With over 9,000 employees across 13 locations, it's time you joined Uline.

Industry

Paper product wholesalers, trucking and wholesale

Company size

5,001 - 10,000 Employees

Headquarters location

Pleasant Prairie, WI, US

Social media

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