Top 16 Finance associate Jobs in Madison Wi

Associate Advisor - Middleton, WI
Savant —Middleton, WI
- $65,000 - $85,000 a year
- Full-time
- Hybrid work
- Research
- Office
- Finance
- Health savings account
- AD&D insurance
Associate Advisors
Midwest Financial Group —Fitchburg, WI
- Email
- Mid-level
- Office
- Business development
Associate Production Underwriter (hybrid)
American Family Insurance —Madison, WI
- $27.46 - $45.11 an hour
- Full-time
- Hybrid work
- Mid-level
- Office
- Analysis skills
- Paid holidays
- Loan repayment program
4d
Associate Financial Advisor
Wealth Enhancement Group —Madison, WI
- $70,000 - $90,000 a year
- Full-time
- Mid-level
- Office
- Finance
- Profit sharing
- Paid parental leave
Associate Financial Advisor - Wisconsin Heartland Associates
Thrivent —Madison, WI
- $36,000 a year
- Full-time
- Background check
- Mid-level
- Office
- 401(k)
Quick Apply
Wealth Management Associate (Madison, WI)
Equitable Advisors —Madison, WI
- $24,000 - $125,000 a year
- Full-time
- Background check
- Hospitality
- Office
- Employee stock purchase plan
- Disability insurance
Quick Apply
11d
Associate Financial Advisor - Licensed
The QTI Group —Madison, WI
- $60,000 a year
- Private practice
- Mid-level
- Finance
Quick Apply
Compliance Associate - Rockford, IL
Savant Wealth Management —Middleton, WI
- $24 - $33 an hour
- Full-time
- Hybrid work
- Mid-level
- Office
- Finance
- Health savings account
- AD&D insurance
Associate Banker
BMO Financial Group —Middleton, WI
- $41,714 - $50,000 a year
- Full-time
- Inventory management
- Office
- Analysis skills
- Health insurance
- Tuition reimbursement
Associate Banker, 30 hour - McKee & Fitchrona
JPMorganChase —Fitchburg, WI
- Part-time
- Office
- High school diploma or GED
- Leadership
- Health insurance
- Tuition reimbursement
Associate Underwriter - Specialty
West Bend Insurance Company —Madison, WI
- $25.70 - $32.13 an hour
- Full-time
- Hybrid work
- Customer service
- Office
- Analysis skills
- Health savings account
- Disability insurance
Wealth Management Associate
Morgan Stanley —Middleton, WI
- Email
- 5 years
- Computer literacy
- Writing skills
Registered Financial Client Associate
Benjamin F Edwards & Co —Madison, WI
- Full-time
- Research
- Office
- Bachelor's degree
- Profit sharing
- Paid parental leave
Part Time Associate Banker, 20 hour - McKee & Fitchrona
JPMorganChase —Fitchburg, WI
- Part-time
- Office
- High school diploma or GED
- Leadership
- Health insurance
- Tuition reimbursement
Associate Advisor - Evansville, WI
Advisor Talent Solutions —Evansville, WI
- $68,900 - $86,900 a year
- Evenings as needed
- Office
- Bachelor's degree
- Financial services
- Profit sharing
- Health insurance
Quick Apply

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finance associate jobs near madison wi

Associate Advisor - Middleton, WI

Savant -
Middleton, WI

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Job Details

Full-time
$65,000 - $85,000 a year

Benefits

Health savings account
AD&D insurance
Paid holidays
Disability insurance
Health insurance
Dental insurance
Flexible spending account
Paid time off
Parental leave
Employee assistance program
Vision insurance
401(k) matching
Gym membership
Benefits from day one
Life insurance

Qualifications

Customer relationship building
Research
Bachelor's degree

Full Job Description

Are you passionate about financial planning and eager to build a career as a trusted advisor? As an Associate Advisor at Savant, you'll gain hands-on experience supporting clients, developing comprehensive financial plans, and learning "The Savant Way" alongside experienced advisors and planning professionals. This entry-level advisory role is designed for individuals pursuing a CFP® designation who want to build the technical expertise, client relationship skills, and business acumen necessary to grow into a successful financial advisor.

Working closely with Advisors, Wealth Strategy professionals, and specialists across the firm, you'll play a key role in delivering exceptional client experiences while developing the skills needed to progress to an Advisor I position.

In this role, you can expect to focus in the following areas:

Supporting Lead and Co-Advisors in delivering a best-in-class client experience throughout the financial planning process.
Capturing, organizing, and maintaining client financial information, including Ideal Futures Profiles and net worth statements.
Assisting with financial planning software, data gathering, analysis, and plan preparation.
Participating in client meetings, preparing agendas and materials, documenting notes, and managing follow-up action items.
Coordinating planning, tax, and wealth transfer workflows with internal specialists.
Conducting planning and tax-related research to support client recommendations.
Completing planning projects and simpler client cases independently while developing technical expertise.
Building knowledge of portfolio management, trading, rebalancing, and investment reporting.
Developing confidence in discussing financial planning and investment concepts with clients.
Completing Savant's Advisor Training Program and progressing toward CFP® certification.

A couple things to note about our Associate Advisor position:

Middleton, WI
Hybrid work environment with in-office collaboration expectations determined by business and team needs. Typical working hours
Typical Hours: Standard business hours, Monday through Friday, with occasional flexibility based on client and team needs.
This position is designed as a career development pathway into an Advisor I role.
Associate Advisors are required to obtain a Series 65 license within six (6) months of hire, with a goal of obtaining the license within the first three (3) months.
Associate Advisors are expected to earn their CFP® designation, or another approved designation, within three (3) years of entering the role.

The Associate Advisor position typically requires the following qualifications:

Bachelor's degree in Financial Planning, Finance, Business, Accounting, Economics, or a related field.
Recent college graduate or several years of professional experience, preferably within banking, wealth management, financial services, or a related industry.
Currently pursuing or committed to obtaining the Certified Financial Planner™ (CFP®) designation.
Ability to obtain a Series 65 license within six (6) months of hire.
Strong analytical, organizational, and problem-solving skills.
Exceptional attention to detail with the ability to manage multiple priorities and deadlines.
Excellent verbal and written communication skills.
Strong interpersonal skills with the ability to build trust and rapport with clients and team members.
Demonstrated intellectual curiosity and commitment to continuous learning.
Commitment to acting in accordance with Savant's investment philosophy, regulatory requirements, and ethical standards.
All Financial Advisor applicants must have a clean U4 with no disclosures
Employment in this position will require a signed non-compete agreement, except in states where prohibited

Successful Associate Advisors:

Earn the trust and confidence of clients and team members while consistently delivering exceptional service.
Ensure advisors are thoroughly prepared for client meetings through accurate planning, organization, and follow-through.
Anticipate client needs and proactively contribute ideas and recommendations to advisory teams.
Participate actively in client meetings and effectively communicate planning and investment concepts.
Complete client-related tasks accurately, efficiently, and with a strong sense of urgency.
Demonstrate strong judgment when prioritizing responsibilities and managing competing demands.
Consistently follow Savant's client service processes and best practices.
Show continuous growth in technical planning knowledge, client communication skills, and advisory responsibilities.

The Perks

At Savant, we invest in our people—supporting both their well-being and long-term growth. We take a market-based, growth-oriented approach to advisor compensation designed to reward both client impact and long-term value creation. The expected base salary range for this role is $65,000 - $85,000 with final pay determined by a number of factors including experience, skills, and location.

Our advisor compensation model includes:

A competitive base salary, aligned to experience and role scope
Performance-based incentives tied to growth, client retention, and overall contribution
Equity and ownership opportunities as you grow with the firm, reinforcing our majority employee-owned model
Access to additional incentive programs aligned with individual and firm success

This structure is designed to support advisors at every stage—providing income stability, meaningful upside potential, and the opportunity to build long-term wealth as part of a growing firm. Full compensation details, including incentive structures and equity participation, are discussed during the interview process.

What Sets Savant Apart

Collaborative, integrated model across advisory, tax, and planning—no silos
Growth-oriented firm, offering meaningful opportunities for career development and long-term impact
Values-driven culture, grounded in excellence, integrity, lifelong learning, respect, growth, and servant leadership
Majority employee-owned, giving our team a shared stake in our long-term success

Our Total Rewards

Core Benefits (Effective Day One):

Medical, dental, and vision coverage with multiple plan options
Health Savings Account (HSA) or Flexible Spending Account (FSA)
Company-paid life insurance, AD&D, and disability coverage

Financial & Long-Term Rewards:

401(k) with company match (Roth and Traditional options)
Team-based incentive opportunities and recognition programs

Time Away & Flexibility:

Generous paid time off, plus at least 10 paid holidays
Annual “Savantiversary” day
Summer Hours (shorter work weeks during the summer)
Parental leave, personal leave, and other life-event support

Well-Being & Everyday Perks:

Employee Assistance Program (EAP)
Wellness reimbursements (e.g., gym memberships)
Flexible “Dress for Your Day” approach

We’re happy to share more details about our benefits and total rewards during the hiring process.

Take your career to new heights, apply today!

All applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.

We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, and skills required of the incumbent in this position. Any combination of equivalent education and work experience will be considered.

Savant Capital LLC, is an Equal Opportunity Employer

Apply Now

Refine Your Search

finance associate jobs in madison wi

Associate Advisor - Middleton, WI

Associate Advisors

Associate Production Underwriter (hybrid)

Associate Financial Advisor

Associate Financial Advisor - Wisconsin Heartland Associates

Wealth Management Associate (Madison, WI)

Associate Financial Advisor - Licensed

Compliance Associate - Rockford, IL

Associate Banker

Associate Banker, 30 hour - McKee & Fitchrona

Associate Underwriter - Specialty

Wealth Management Associate

Registered Financial Client Associate

Part Time Associate Banker, 20 hour - McKee & Fitchrona

Associate Advisor - Evansville, WI

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