110 Results for

Financial Services Jobs in Madison, WI

Jobs

New!

Madison, WI1 day ago

Remote

$150,000–$200,000 Per Year

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New!

Arlington, WIToday

SalesPlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader.

Madison, WI30+ days ago

$30,000–$55,000

This position is designed for professionals seeking long-term career growth, increased responsibility, and leadership development within a structured organization. Explain financial concepts related to protection, accumulation, and long-term planning.

Madison, WI15 days ago

We’re seeking a proactive, highly organized Executive Administrative Assistant / Executive Operations Associate to support a senior advisor and ensure smooth day-to-day operations. We believe meaningful careers are built by doing good for good people, and that legacy is defined by experiences, relationships, and impact—not just numbers on a statement.

Madison, WI30+ days ago

$30,000–$50,000

This role supports a professional, structured environment focused on delivering financial education through virtual engagement. We are seeking a Financial Services Specialist to support a growing financial services organization operating nationwide.

Madison, WI16 days ago

Working at Sage means you’re supporting millions of small and medium sized businesses globally with technology to work faster and smarter. We leverage the future of AI, meaning business owners spend less time doing routine tasks, like entering invoices and generating reports, and more time pursuing their ambitions.

New!

Monona, WI3 days ago

Julie Bass Insurance & Financial Services is growing, and we’re looking for the right person to help customers navigate: Retirement planning. If you’re looking for meaningful work, strong growth potential, and a career built on relationships instead of pressure, let’s talk.

Janesville, Wisconsin30+ days ago

$15.75–$22.25 Per Hour

Janesville, Wisconsin30+ days ago

$15.75–$22.25 Per Hour

Middleton, WI30+ days ago

Youll have access to extensive, in-person training taught by local leaders who will coach and develop you over three years to build a book of business and embark on a long-term career as an Ameriprise Financial advisor. • Ability to obtain required licenses within 150 days of hire: o FINRA Series 7 (Obtaining the Series 7 may include passing the Securities Industry Essentials exam plus the Series 7 top-off exam).

Madison, WI30+ days ago

Remote

$60,000–$75,000

Through our in-depth training program, you will learn how to sit down with an individual, family, or business owner, have a conversation with them about their financial goals and dreams, and help create a game plan or roadmap, to help them achieve their short-term and long-term financial goals through our financials solutions, products and services we provide (include but are not limited to retirement planning, wealth accumulation, college planning, investments, & insurance) Whether you are looking to start or transition into a new career full-time, or you are looking to develop a new skill or obtain part-time income during these turbulent times, a flexible schedule is available. This is an opportunity for those who are hard-working, have good communication skills and customer service skills, love to help people, and are willing to start a training program as an entry-level financial professional and potentially develop into management and leadership positions.

Middleton, Wisconsin23 days ago

$61,000–$250,000 Per Year

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC(NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.

Middleton, WI30+ days ago

You’ll also help service and retain existing client relationships, delivering customized financial strategies that reflect our commitment to long-term wealth management and client success. Sell financial securities products including mutual funds, ETFs, equities, fixed income, annuities, and advisory platforms aligned with client needs.

Middleton, WI30+ days ago

Remote

Madison, Wisconsin14 days ago

Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Design and implement end-state Global Business Services (GBS) and operating models across Finance, HR, IT, Procurement, Supply Chain, and Customer Operations, including process architecture, governance, service catalogs, organizational structures, and global delivery models (captive, outsourced, hybrid).

Madison, Wisconsin20 days ago

Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.

Madison Area, WI30+ days ago

Full-time

This role offers a competitive commission-based compensation package & onboarding incentives, the opportunity to leverage an existing network of institutional clients, and the chance to be part of a dynamic and growing organization. San Blas Securities is a rapidly growing, full-service investment bank and independent advisor network.

New!

Madison, WI4 days ago

Remote

$40,000–$60,000 Per Year
Full-time

Please note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs. The Billing Specialist plays a critical role in supporting financial operations while delivering consistent, high‑quality results within established turnaround timelines.

Madison, Wisconsin18 days ago

Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.

Madison, WI10 days ago

Coordinate and execute all required documentation and agreements for new client onboarding, account closures, mergers, and acquisitions, ensuring fully executed records are accurately maintained within the documentation retention platform. Bankers' Bank is seeking a Payment Services Officer in our Madison, WI headquarters who will coordinate client onboarding and service experience across our payment products including ACH, wire, international services, RTP, FedNow, cash letter, etc.

Madison, WI13 days ago

$146,000–$200,000 Per Year

Significant knowledge of taxation related to personal income, estate and gift tax and wealth retention strategies, as well as taxation of entities owned by business owners (partnership and corporate taxation), is required. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions.

Madison, WI30+ days ago

$30,000–$55,000

Our organization is expanding and seeking a Financial Services Specialist to support client-facing financial education initiatives nationwide. This role supports a professional, structured environment focused on delivering financial education through virtual engagement.

Madison, Wisconsin16 days ago

Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.

Madison, Wisconsin23 days ago

Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.

Madison, Wisconsin19 days ago

Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.

Madison, Wisconsin17 days ago

Responsible for providing multiple clients with a variety of accounting and administrative services, including but not limited to: Responsibility for the full accounting processes, i.e. maintaining the general ledger, generating and posting all journal entries in a timely manner, coordinating monthly close, maintaining budgets and reporting on budget to actual, and preparing monthly/quarterly financial statements with related workpapers. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion.

Madison, Wisconsin21 days ago

Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.

Madison, Wisconsin30+ days ago

Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.

Madison, WI30+ days ago

$30,000–$55,000

This role is designed for professionals who want more ownership over their career progression while operating within a structured financial services organization. This position centers on financial education delivery and helping individuals understand long-term planning strategies.

Madison, Wisconsin23 days ago

Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. This position is accountable for the accounting operations of their clients' company, to include the preparation of periodic financial reports, maintenance of an adequate system of controls designed to mitigate risk, enhancing the accuracy and relevancy of reported financial results, and ensuring that reported results comply with the appropriate accounting framework.

Middleton, WI30+ days ago

As our FP&A Manager, you’ll play a key role in budgeting, forecasting, and financial analysis for ETC, a global manufacturing business, to drive smarter decisions and continuous improvement. • Provide financial analysis and insights to support product costing, pricing, capital investments, and new product development.

Madison, Wisconsin22 days ago

Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.

Madison, Wisconsin15 days ago

Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.

Madison, Wisconsin23 days ago

Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. This position is accountable for the accounting operations of their clients' company, to include the preparation of periodic financial reports, maintenance of an adequate system of controls designed to mitigate risk, enhancing the accuracy and relevancy of reported financial results, and ensuring that reported results comply with the appropriate accounting framework.

Madison, Wisconsin23 days ago

Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. This position is accountable for the accounting operations of their clients' company, to include the preparation of periodic financial reports, maintenance of an adequate system of controls designed to mitigate risk, enhancing the accuracy and relevancy of reported financial results, and ensuring that reported results comply with the appropriate accounting framework.

Madison, Wisconsin22 days ago

Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. This position is accountable for the accounting operations of their clients' company, to include the preparation of periodic financial reports, maintenance of an adequate system of controls designed to mitigate risk, enhancing the accuracy and relevancy of reported financial results, and ensuring that reported results comply with the appropriate accounting framework.

Middleton, Wisconsin30+ days ago

$500–$1,000 Per Year
Intern

Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. Overview: College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up.

Madison, Wisconsin24 days ago

Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.

Madison, Wisconsin15 days ago

Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.

Madison, Wisconsin30+ days ago

This role oversees end-to-end payroll processing and serves as the primary administrator for retirement and financial benefits programs, ensuring strong controls, clear employee communication, and an excellent overall experience. We believe that private support grows out of good relationships between campus leaders, faculty and program staff who need support, and the alumni and friends who want to invest in UW–Madison.

Madison, Wisconsin8 days ago

Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.

Madison, WI30+ days ago

$30,000–$50,000

The role emphasizes education, professionalism, and ethical client engagement. Growth into education leadership, training, or management roles.

Madison, WI30+ days ago

Lead and manage the Accounts Payable team, fostering a culture of excellence, collaboration, and continuous improvement while overseeing day-to-day operations to ensure efficient workflows, accuracy and timeliness in invoice posting and payment processing, correct reporting, and compliant data management. Actual base salary will be determined by a variety of factors, including but not limited to, the scope of the role, relevant experience, job-related knowledge, education and training, key skills, and geographic market considerations.

Madison, WI30+ days ago

Full-time

5 years of experience supervising or managing multifaceted hospital food service operations which would include some aspects of food production, patient meals, catering, and/or retail food service Preferred. Applications from Black, Indigenous and People of Color (BIPOC) individuals, LGBTQ+ and non-binary identities, women, persons with disabilities, military service members and veterans are strongly encouraged.

Madison, WI30+ days ago

Remote

As a Senior Project Manager at Rocket Software, you will lead the delivery of primarily complex modernization projects primarily for Application Modernization and Connectivity, typically ranging from $500k to $2M in services revenue, and occasionally overseeing more complex transitions or transformations valued up to $10M. + Collaborate closely with Sales to proactively identify and pursue additional revenue opportunities, particularly for complex, high-risk engagements, by leveraging on-the-ground insights during project delivery to align emerging customer needs with Rocket’s broader solutions portfolio.

Madison, WI30+ days ago

Full-time

Our respect for people shines through patient care interactions and our daily work practices as we work to embrace the knowledge, unique perspectives and qualities each employee and faculty member brings to work each day. Join this dynamic Security Services leadership team responsible for the safety of patients, visitors and colleagues at all UW Health facilities.

Madison, Wisconsin29 days ago

Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.

Madison, Wisconsin24 days ago

Working at UW Credit Union: Join one of Wisconsin’s premier financial institutions, a National Top Workplace and multi-year recipient of Madison Magazine’s Best Places to Work, Wisconsin State Journal’s Top Workplaces, and Milwaukee Journal Sentinel’s Top Workplaces to receive: Be an organizational resource to research, troubleshoot, and resolve complex issues pertaining to Membership Services, including technical and procedural issues, by demonstrating sound judgment and creative problem solving to resolve concerns and issues.

Madison, Wisconsin19 days ago

Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.

Madison, Wisconsin15 days ago

Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.

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Financial Services Jobs in Madison, WI

Senior Python Developer Jobot

Financial Consultant- Madison, WI Fidelity Investments

Client Services Specialist – Financial Services – Wisconsin All Financial Freedom

Executive Administrative Assistant - Financial Services WestPoint Financial Group

Financial Services Specialist – Wisconsin All Financial Freedom

Account Executive – Financial Services Sage

Financial Services Representative - State Farm Agent Team Member Julie Bass - State Farm Agent

Financial Service Representative Heights Finance Corporation

Financial Service Representative Attain Finance

Financial Advisor Ameriprise

Financial Planning Associate (Remote) Davis Family Financial LLC

Financial Advisor Northwestern Mutual

Financial Advisor Professions Inc

Financial Advisor – Remote (Wisconsin) Professions Inc

Senior Associate - Shared Services & Operating Model Consulting Baker Tilly Advisory Group, LP

Associate, Private Equity Fund Services Baker Tilly Advisory Group, LP

Financial Advisor Series 7, 65 or 66 San Blas Securities

Billing Specialist - Shared Services Insurance Office of America

Senior Associate- Client Accounting Services, Real Estate Baker Tilly Advisory Group, LP

Payment Services Officer (Title Commensurate with Experience) Bankers' Bank

Tax Senior Manager, Core Tax Services bdo consulting

Financial Programs Specialist – Wisconsin All Financial Freedom

Associate, Client Accounting Services (CAS) - Not-for-Profit Baker Tilly Advisory Group, LP

Senior Associate, Client Accounting Services (CAS) - Not for Profit Baker Tilly Advisory Group, LP

Senior Associate, Client Accounting Services - Small Business (Sage Intacct) Baker Tilly Advisory Group, LP

Senior Associate, Client Accounting Services - Family Office Baker Tilly Advisory Group, LP

Accounting Manager- Finance and Accounting Managed Services Baker Tilly Advisory Group, LP

Manager-Finance and Accounting BPO/Managed Services Baker Tilly Advisory Group, LP

Financial Development Specialist – Wisconsin All Financial Freedom

Manager, Client Accounting Services - Family Office Baker Tilly Advisory Group, LP

Financial Planning & Analysis Manager ETC

Senior Accountant, Client Accounting Services (CAS) - Not for Profit Baker Tilly Advisory Group, LP

Senior Manager-- Finance and Accounting BPO/Managed Services Baker Tilly Advisory Group, LP

Manager, Client Accounting Services Small Business-Healthcare Senior Living Baker Tilly Advisory Group, LP

Manager, Client Accounting Services (CAS) - Not for Profit Baker Tilly Advisory Group, LP

Manager, Client Accounting Services, Small Business Baker Tilly Advisory Group, LP

College Financial Representative, Internship Program Northwestern Mutual

Onboarding Manager, Client Accounting Services Baker Tilly Advisory Group, LP

Senior Manager, Managed Services Transitions Baker Tilly Advisory Group, LP

Payroll and Financial Benefits Manager Wisconsin Foundation and Alumni Association

Payroll Director - Managed HR Services Baker Tilly Advisory Group, LP

Financial Education Specialist – Wisconsin All Financial Freedom

Manager, Accounting Services Serco

Supervisor Culinary Services University of Wisconsin Hospitals and Clinics Authority

Senior Project Manager (Professional Services) Rocket Software

Administrative Operations Assistant, Security Services University of Wisconsin Hospitals and Clinics Authority

Accounting Manager-Middle Market/Managed Services Baker Tilly Advisory Group, LP

Membership Services Specialist UW Credit Union

Healthcare Managed Services Solution Lead Baker Tilly Advisory Group, LP

Financial Reporting Manager Baker Tilly Advisory Group, LP

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