Financial Services Account Executive Jobs in Wisconsin
Financial Services Account Executive jobs in Wisconsin are open across Milwaukee, Madison, and Green Bay and other Wisconsin metros, with employers like Wintrust Financial Corporation, COUNTRY Financial, and Kestra Financial hiring at every experience level. Find a role that fits below and apply directly.
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Showing 5 of 37+ Financial Services Account Executive jobs
Benefits:
- SIMPLE IRA matching
- Bonus based on performance
- Paid time off
- Training & development
- Free food & snacks
ROLE DESCRIPTION:
As Insurance and Financial Services Position - State Farm Team Member for Andrejs Sics - State Farm Agent, you are vital to our daily business operations and customers’ success. You grow our agency through meaningful client relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services.
Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team.
Responsibilities:
- Develop and maintain client relationships in insurance and financial services.
- Provide clients with comprehensive financial planning and insurance advice.
- Assist clients with retirement planning, investment management, and insurance needs.
- Stay current with market trends and product offerings.
QUALIFICATIONS
3+ years of experience in insurance and financial services.
Strong communication and interpersonal skills.
Licenses in insurance and FINRA Series 7 and 63 preferred.
Benefits:
- SIMPLE IRA matching
- Bonus based on performance
- Paid time off
- Training & development
- Free food & snacks
ROLE DESCRIPTION:
As Insurance and Financial Services Position - State Farm Team Member for Andrejs Sics - State Farm Agent, you are vital to our daily business operations and customers’ success. You grow our agency through meaningful client relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services.
Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team.
Responsibilities:
- Develop and maintain client relationships in insurance and financial services.
- Provide clients with comprehensive financial planning and insurance advice.
- Assist clients with retirement planning, investment management, and insurance needs.
- Stay current with market trends and product offerings.
QUALIFICATIONS
3+ years of experience in insurance and financial services.
Strong communication and interpersonal skills.
Licenses in insurance and FINRA Series 7 and 63 preferred.
See All 37 Financial Services Account Executive Jobs in Wisconsin
Find roles in Wisconsin that match your experience and apply in just a few clicks.
Find JobsFinancial Services Account Executive Jobs by City in Wisconsin
Where Wisconsin roles are concentrated, by current openings.
Financial Services Account Executive Job Market in Wisconsin
A snapshot from current Wisconsin openings, updated as new roles post.
Who's Hiring
- Wintrust Financial Corporation8
- COUNTRY Financial4
- Kestra Financial4
- Bmo Bank N.A. (Formerly Known As Bmo Harris Bank N.A.)2
- Equitable Advisors2
Top Industries Hiring
- Banking & Financial Services11
- Insurance5
- Investment & Asset Management5
- Science & Research4
- Consulting & Professional Services2
What Wisconsin Employers Look For
The qualifications that appear most often in financial services account executive jobs across Wisconsin.
- 2-5 years of B2B or financial services sales experience
- Proven ability to manage and grow a portfolio of client accounts
- Series 6, 7, 63, or 65 FINRA license, or willingness to obtain
- Experience with CRM platforms such as Salesforce or Microsoft Dynamics
- Bachelor's degree in finance, business, economics, or a related field
- Strong knowledge of financial products including insurance, loans, or investment vehicles
Financial Services Account Executive Jobs in Wisconsin: Frequently Asked Questions
How many financial services account executive jobs are there in Wisconsin?
There are 37+ financial services account executive openings in Wisconsin on Migrate Mate as of June 2026, with the most roles in Milwaukee, Madison, and Green Bay. New positions post regularly as employers across Wisconsin hire.
Which Wisconsin cities have the most financial services account executive jobs?
Milwaukee, Madison, and Green Bay have the most financial services account executive openings in Wisconsin right now, with additional roles spread across smaller metros statewide.
Which companies hire financial services account executives in Wisconsin?
Employers hiring financial services account executives in Wisconsin include Wintrust Financial Corporation, COUNTRY Financial, and Kestra Financial, based on current listings on Migrate Mate as of June 2026.
Are there remote financial services account executive jobs in Wisconsin?
Yes. About 3% of financial services account executive openings tied to Wisconsin are remote or hybrid as of June 2026. The rest are on-site roles based in Wisconsin metros.
How do I apply for financial services account executive jobs in Wisconsin?
You can apply to financial services account executive jobs in Wisconsin directly on Migrate Mate. Search the listings above, find roles that match your experience and preferred Wisconsin location, then apply to each one that fits.
See All 37 Financial Services Account Executive Jobs in Wisconsin
Find roles in Wisconsin that match your experience and apply in just a few clicks.
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