Average salary: $272,718 /yearly

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  •  ...financial data and identify trends or risks QUALIFICATIONS: Bachelor’s degree in Accounting Professional certifications such as CPA, CFA, or CMA preferred 5+ years of progressive experience in finance, accounting, or related fields 3+ years of experience in a financial... 
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    Forge Search

    Wisconsin
    23 hours ago
  • $70k - $80k

     ...delivering exceptional service. Bachelor’s Degree in Finance, Economics, or a related field; advanced degrees or certifications (e.g., CFA) are highly desirable. A minimum of 3‑5 years of experience in a similar role or a combination of education and relevant experience.... 
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    Local area
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    moomoo

    Wisconsin
    2 days ago
  •  ...Investment Adviser Law Exam) within one year of start date is preferred. Valid driver’s license Experience working with cooperatives is preferred. Professional designation such as CFP, CEBS, CIMA or CFA is preferred. #J-18808-Ljbffr Duck River Electric Membership Corporation
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    Live in
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    2 days per week

    Duck River Electric Membership Corporation

    Wisconsin
    2 days ago
  •  ...top university degree (advanced is preferred) in a quantitative discipline (mathematics, statistics, engineering, etc). Master's or CFA preferred The role requires quantitative abilities, statistical programming skills in Python, SQL, R. The role requires experience with... 
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    Remote job
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    Relocation

    Analytic Recruiting Inc.

    Wisconsin
    2 days ago
  •  ...ability. Good communication and presentation skills. Qualification: ~ B.Com / BBA / MBA Finance / M.Com / CA Inter / CFA Level 1 (Preferred) Preferred: Experience with ERP systems / SAP / Oracle / Tally. Knowledge of Power BI / Tableau is... 
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    Full time
    Internship

    SharpHeads

    Wisconsin
    7 days ago
  • $30k - $60k

     ...Insurance, Investment, and/or Brokerage. Plan to achieve or completion of professional and/or financial services accreditation(s) i.e. CFP, CFA, CPA. Ability to attract and retain high net worth clients. Expertise in assessing a client’s financial needs and making proactive... 
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    Alerus

    Pewaukee, WI
    2 days ago
  • $110.25k - $235.81k

     ...and client service skills required Ability to provide unparallelled customer experience to externa clients andinternal associates CFA, CIMA, QPFC, CFP preferred Compensation Range $110,250.00 - $235,810.00 The posted compensation range on this listing represents UMB... 
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    UMB Bank

    Madison, WI
    23 hours ago
  •  ...issuer financials. Bachelor’s degree with an emphasis on municipal finance, economics, statistics or a related field; MBA desirable. CFA designation or progress towards attaining the CFA designation required. Strong analytical skills, particularly in financial statement... 
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    Northwestern Mutual Investment Services, LLC

    Milwaukee, WI
    2 days ago
  •  ...pension funds. SWIB is a home for top talent. Approximately 61 percent of SWIB's investment professionals are Chartered Financial Analyst (CFA) charterholders. The City of Madison, the state capitol and home of Wisconsin’s flagship university, makes regular appearances on... 
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    State of Wisconsin Investment Board

    Madison, WI
    2 days ago
  •  ...Corporate Accounting position at the company should have a minimum of 12-18 years' experience in the relevant fields and hold a CPA, MBA, CFA, or CTP. The role requires a deep understanding of U.S. GAAP and Statutory accounting, as well as a proven track record of working... 
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    Confidential

    Milwaukee, WI
    23 hours ago
  •  ...client portfolios, assisting with trading activities, and conducting market analysis. Opportunities for professional development including support for the CFA® program and mentorship from senior investment professionals are provided. #J-18808-Ljbffr Grove Gallery & Interiors
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    Grove Gallery & Interiors

    Madison, WI
    2 days ago
  • $75k - $100k

     ...and presenting it in a distilled manner. You have one or more of the following designations: Series 7, AIF, AIFA, PPC, CIMA, and CFA Deadline to apply : 4/24/26 Capital Group is required by state specific laws to include the salary for this role when hiring a... 
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    Full time
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    Capital Group

    Milwaukee, WI
    -31
  •  ...with business intelligence tools (Tableau, Power BI, etc.). Understanding of revenue recognition principles for SaaS businesses. CPA, CFA, or CMA certification (beneficial but not required). Why We Think You’ll Love Teradata We prioritize a people‑first culture because... 
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    Permanent employment
    Temporary work
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    Teradata Corporation (SE)

    Madison, WI
    4 days ago
  •  ...valuation. ~ Advanced Excel and financial modeling skills. ~ Strong attention to detail and analytical rigor. Preferred CPA, CFA, ASA, or similar credentials. Experience modeling leveraged transactions and cash-flowdriven structures. Working knowledge of 1... 
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    Full time
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    ESOP Partners

    Appleton, WI
    1 day ago
  •  ...actions as needed. Bachelor’s degree in Accounting, Finance, Business Administration, or a related field required. Active CPA, CFA, or CMA preferred. Experience managing multiple books and high volume Advanced knowledge of GAAP, finance, accounting,... 
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    Immediate start

    Robert Half

    Madison, WI
    28 days ago
  •  ...of SQL, Microsoft Power BI, Qlik, Tableau or other BI software Qualifications: ~ B.S. in Accounting or Finance ~ MBA, CPA or CFA is a plus ~5-7 years of experience in FP&A, with a strong track record of leading financial analysis and modeling initiatives,... 
    Full time
    Temporary work
    For contractors
    Work experience placement
    Local area

    Winter Services Inc

    Milwaukee, WI
    29 days ago
  • $22 - $25 per hour

     ...Operator & Operations Director Hours/Week: 45 hours/week Type: Year-round Leadership Role Availability Must be available for all CFA events POSITION SUMMARY The Marketing & Community Relations Director is a senior hybrid leadership role responsible for driving... 
    Full time
    Summer work
    Seasonal work
    Local area
    Shift work

    Chick-fil-A

    Delafield, WI
    1 day ago
  • $95.06k - $162.96k

     ...fiduciary portfolio management ~ Access to reliable transportation and ability to lawfully drive, if applicable Preferred ~ CFA (Chartered Financial Analyst) designation Why You’ll Love Working Here At Associated Bank, you’ll join a collaborative... 

    Associated Bank

    Madison, WI
    19 hours ago
  • $97.3k - $178.3k

     ...information systems, engineering or another relevant discipline Achieved or be working towards a professional designation, such as CTP, CFA, CPA, or other relevant qualification What we look for We’re interested in natural problem‑solvers and leaders, with proven project... 
    Contract work
    Work experience placement
    Summer holiday
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    Ernst & Young Oman

    Madison, WI
    3 days ago
  •  ...Business, Economics, or a related field required Advanced degree (MBA or equivalent) or professional certifications (e.g., CPA, CFA) a plus Recruitment Transparency Notice Eliassen Group values transparency in our recruitment practices. Please be advised... 
    Hourly pay
    Local area
    Remote work

    Eliassen Group

    Madison, WI
    19 hours ago
  •  ...pension funds. SWIB is a home for top talent. Approximately 61 percent of SWIB’s investment professionals are Chartered Financial Analyst (CFA) charterholders. The City of Madison, the state capitol and home of Wisconsin’s flagship university, makes regular appearances on... 
    Work at office
    Remote work
    Relocation

    State of Wisconsin Investment Board

    Madison, WI
    5 days ago
  •  ...Skills/Qualifications: Bachelor’s degree in business administration, Finance, or a related field. Certification such as CPA, CFA, or CMA license is preferred. At least 10 years of progressive experience managing an accounting department with a team of 10 or more... 
    Temporary work
    Work at office
    Local area

    Wisconsin Management Company Inc

    Madison, WI
    22 days ago
  •  ...presentations, to communicate confidently vision and direction. An undergraduate degree from a well-regarded institution. An MBA degree or a CFA designation is highly desirable. Personal qualifications The successful candidate is a mature, confident executive who is... 
    Work at office
    Immediate start
    Relocation
    Flexible hours

    B C Ziegler & Co

    Milwaukee, WI
    13 days ago
  •  ...found at ( Required qualifications: 10+ years of experience in Real Estate or related field Preferred qualifications: CFA or equivalent CPA or equivalent Education: Bachelor's degree required. Master’s degree preferred. A minimum of 20-25... 
    Permanent employment
    Immediate start

    University of Wisconsin–Madison

    Madison, WI
    27 days ago
  •  ...preferred. ~ SIE and Series 7/66 licensing is required. ~ Attainment of, or demonstrated progress towards the CFP, CPWA, CIMA or CFA designations is highly valued. ~ Solid understanding of how a financial advisory practice functions. ~ Prior experience in a consultative... 
    Home office

    Robert W. Baird

    Milwaukee, WI
    20 days ago
  •  ...Qualifications & Skills: Education: Bachelor’s degree in Finance, Real Estate, Economics, Accounting, or a related field. MBA or CFA designation is a plus. Experience: At least 2 years of experience in real estate finance, investment banking, private equity, or... 
    Full time

    Timothy Jon & Associates

    Milwaukee, WI
    a month ago
  • $118.96k

     ...the Role Bachelor's degree required. Certifications or designations related to financial planning are preferred such as CFP , CFA, ChFC, CLU. At least seven years of previous experience in areas where planning subject matter expertise was used. Minimum of 2... 
    Home office
    Flexible hours
    Milwaukee, WI
    5 days ago
  • $93k - $115k

     ...Requirements: ~ A Master’s degree in Accounting. ~ CPA license ~ Other related professional certification including CMA, CIA, EA, CISA, CFA, or MBA. ~6+ years experience as a senior accountant or equivalent role. Prior experience with SEC registrants, international... 

    SHINE Technologies, LLC

    Janesville, WI
    16 days ago
  •  ...representative is a plus. Certifications: FINRA Series 7 required; CFP is a plus, as well as other relevant designations such as CLU, ChFC, CFA, and/or RICP. Skills: Excellent abilities in consulting, presenting and educating on complex insurance products and planning... 
    Work at office
    Home office
    Milwaukee, WI
    3 days ago
  • $23k

     ...· You have a Bachelor’s degree in Finance OR equivalent experience (4+ years) in the field of Finance or related field. MBA, CTP, or CFA a plus · You have a minimum of 4 years of experience in global treasury, finance, bank back office, or other relevant analytical finance... 
    Temporary work
    Work experience placement
    Work at office
    Flexible hours

    Molson Coors

    Milwaukee, WI
    12 hours ago