Financial Services Representative Jobs in Wisconsin
Financial services representative jobs in Wisconsin draw consistent demand across banking, insurance, credit unions, and wealth management, with openings at every level from entry-level client associates to licensed investment advisors. Milwaukee, Madison, and Green Bay anchor most of the hiring, where employers such as Northwestern Mutual, CUNA Mutual Group, and Associated Bank maintain large and active financial services workforces. The most sought-after specialties in Wisconsin include retirement planning, insurance and annuities, and personal banking services. Scan the live roles below and apply to whichever ones fit.
Find JobsOverview
Showing 5 of 6+ Financial Services Representative jobs
- Life Insurance
- Paid time off
- 401(k) matching
- Bonus based on performance
- Competitive salary
- Health insurance
- Opportunity for advancement
RESPONSIBILITIES:
- Grow the agency's investment and retirement planning business through proactive customer conversations, financial reviews, referrals, and new opportunities.
- Conduct needs-based conversations with customers regarding retirement planning, investments, asset allocation, and other financial goals.
- Develop and manage a pipeline of financial services opportunities and consistently follow through from initial conversation through implementation.
- Build trusted, long-term relationships by making complex financial concepts understandable and helping customers make informed decisions.
- Maintain appropriate securities licensing, documentation, and compliance standards for all financial services activity.
- Produce personally across the agency's broader product portfolio, including Auto, Fire, Life, Health, and Retirement Planning.
- Identify opportunities within our existing customer base to deepen relationships and provide more comprehensive solutions.
- Help develop a repeatable financial services process that can be used throughout the agency to consistently identify and pursue investment and retirement opportunities.
- Lead by example with strong personal sales activity, preparation, follow-through, and accountability.
- Coach team members on sales conversations, needs discovery, presenting solutions, handling objections, and asking for the business.
- Listen to and evaluate team sales conversations, identify opportunities for improvement, and provide specific, actionable coaching.
- Conduct role-playing and sales practice to help team members improve their confidence and effectiveness.
- Help establish and maintain performance expectations and hold team members accountable in a constructive, professional manner.
- Assist with sales meetings, employee development, onboarding, and training.
- Develop toward increased leadership responsibility, including supervising employees and helping manage the day-to-day operations of an office.
- Work collaboratively between our Green Bay and Algoma locations, with regular travel to Algoma approximately two days per week.
- Look for opportunities to improve how we work rather than waiting to be told what to do.
- 2–5 years of experience in financial services, investments, insurance, sales, or a related field preferred.
- Previous experience with investment or retirement planning conversations strongly preferred.
- Securities licensing that provides a viable path to the registrations required for the role. FINRA Series 6, 63, and 65 are preferred but not necessarily required at the time of hire.
- Candidates currently holding other securities registrations, including a Series 7, are encouraged to apply. Continued registration will be subject to the securities licenses and sponsorship available through our organization, and additional licensing may be required.
- Property & Casualty and Life & Health insurance licensing preferred; willingness and ability to obtain required insurance licenses is necessary.
- Demonstrated sales ability with a consultative, needs-based approach.
- Ability to independently develop opportunities and follow them through to completion.
- Strong communication and listening skills with the ability to explain complex financial concepts clearly.
- Demonstrated emotional intelligence, maturity, professionalism, and good judgment.
- Comfortable giving and receiving constructive feedback.
- Ability to coach others while also holding them accountable for expectations and results.
- Self-directed and comfortable working with significant autonomy.
- Organized, dependable, and able to manage competing priorities across multiple areas of responsibility.
- Interested in growing into increased leadership and office-management responsibilities.
- Reliable transportation and ability to regularly work from both Green Bay and Algoma locations.
- Must love dogs.
- Life Insurance
- Paid time off
- 401(k) matching
- Bonus based on performance
- Competitive salary
- Health insurance
- Opportunity for advancement
RESPONSIBILITIES:
- Grow the agency's investment and retirement planning business through proactive customer conversations, financial reviews, referrals, and new opportunities.
- Conduct needs-based conversations with customers regarding retirement planning, investments, asset allocation, and other financial goals.
- Develop and manage a pipeline of financial services opportunities and consistently follow through from initial conversation through implementation.
- Build trusted, long-term relationships by making complex financial concepts understandable and helping customers make informed decisions.
- Maintain appropriate securities licensing, documentation, and compliance standards for all financial services activity.
- Produce personally across the agency's broader product portfolio, including Auto, Fire, Life, Health, and Retirement Planning.
- Identify opportunities within our existing customer base to deepen relationships and provide more comprehensive solutions.
- Help develop a repeatable financial services process that can be used throughout the agency to consistently identify and pursue investment and retirement opportunities.
- Lead by example with strong personal sales activity, preparation, follow-through, and accountability.
- Coach team members on sales conversations, needs discovery, presenting solutions, handling objections, and asking for the business.
- Listen to and evaluate team sales conversations, identify opportunities for improvement, and provide specific, actionable coaching.
- Conduct role-playing and sales practice to help team members improve their confidence and effectiveness.
- Help establish and maintain performance expectations and hold team members accountable in a constructive, professional manner.
- Assist with sales meetings, employee development, onboarding, and training.
- Develop toward increased leadership responsibility, including supervising employees and helping manage the day-to-day operations of an office.
- Work collaboratively between our Green Bay and Algoma locations, with regular travel to Algoma approximately two days per week.
- Look for opportunities to improve how we work rather than waiting to be told what to do.
- 2–5 years of experience in financial services, investments, insurance, sales, or a related field preferred.
- Previous experience with investment or retirement planning conversations strongly preferred.
- Securities licensing that provides a viable path to the registrations required for the role. FINRA Series 6, 63, and 65 are preferred but not necessarily required at the time of hire.
- Candidates currently holding other securities registrations, including a Series 7, are encouraged to apply. Continued registration will be subject to the securities licenses and sponsorship available through our organization, and additional licensing may be required.
- Property & Casualty and Life & Health insurance licensing preferred; willingness and ability to obtain required insurance licenses is necessary.
- Demonstrated sales ability with a consultative, needs-based approach.
- Ability to independently develop opportunities and follow them through to completion.
- Strong communication and listening skills with the ability to explain complex financial concepts clearly.
- Demonstrated emotional intelligence, maturity, professionalism, and good judgment.
- Comfortable giving and receiving constructive feedback.
- Ability to coach others while also holding them accountable for expectations and results.
- Self-directed and comfortable working with significant autonomy.
- Organized, dependable, and able to manage competing priorities across multiple areas of responsibility.
- Interested in growing into increased leadership and office-management responsibilities.
- Reliable transportation and ability to regularly work from both Green Bay and Algoma locations.
- Must love dogs.
See All 6 Financial Services Representative Jobs in Wisconsin
Find roles in Wisconsin that match your experience and apply in just a few clicks.
Find JobsFinancial Services Representative Jobs by City in Wisconsin
Where Wisconsin roles are concentrated, by current openings.
Financial Services Representative Job Market in Wisconsin
A snapshot from current Wisconsin openings, updated as new roles post.
Who's Hiring
Top Industries Hiring
- Insurance
What Wisconsin Employers Look For
The qualifications that appear most often in financial services representative jobs across Wisconsin.
- Active FINRA Series 6 or Series 7 license or willingness to obtain upon hire
- Wisconsin-specific insurance license (Life and Health) for roles involving product sales
- Bachelor's degree in finance, business, economics, or a closely related field
- One or more years of customer service, sales, or financial services experience
- Proficiency with CRM platforms and financial planning or banking software
- Strong written and verbal communication skills for client-facing advisory work
Financial Services Representative Jobs in Wisconsin: Frequently Asked Questions
How do you become a financial services representative in Wisconsin?
Most financial services representative roles in Wisconsin require a bachelor's degree in finance, business, or economics combined with industry licensing. Roles that involve selling securities require passing FINRA exams such as the Series 6 or Series 7, which employers typically sponsor during onboarding. Roles with an insurance component require a Wisconsin Life and Health insurance license issued through the Wisconsin Office of the Commissioner of Insurance. Many employers hire candidates without a license and cover exam costs as a condition of employment.
Which companies hire financial services representatives in Wisconsin?
Employers hiring financial services representatives in Wisconsin right now include State Farm and Lakeshore Financial, based on current listings on Migrate Mate as of September 2026. Wisconsin's strong credit union sector and the presence of major insurers headquartered in the state mean openings are spread across both national financial institutions and well-established Wisconsin-based organizations.
Which Wisconsin cities have the most financial services representative jobs?
Mequon, Monona, and Hayward have the most financial services representative openings in Wisconsin. Milwaukee leads because it is the state's largest financial center, home to major bank branches, insurance firms, and wealth management offices, while Madison's concentration of state government, healthcare institutions, and university-connected employers drives steady demand, and Green Bay's growing commercial sector supports a consistent base of community bank and credit union openings.
Are there remote financial services representative jobs in Wisconsin?
Yes, but they are less common than in purely analytical fields because many financial services representative roles involve in-person client meetings and branch-based work. About 100% of financial services representative openings tied to Wisconsin are remote or hybrid as of September 2026, reflecting modest but real flexibility. The sub-roles most likely to offer remote options are phone-based financial advising, outbound retirement planning, and insurance case management rather than branch or retail banking positions.
How can I get hired as a financial services representative in Wisconsin with little or no experience?
The most realistic entry path is applying for a client associate, personal banker, or financial services associate role at a Wisconsin community bank or credit union, where on-the-job licensing support is common. Employers such as Associated Bank, Landmark Credit Union, and Educators Credit Union regularly bring in candidates from retail, customer service, and hospitality backgrounds. Completing a FINRA Series 6 exam before applying gives candidates a measurable edge, and some Wisconsin technical colleges offer financial services certificate programs that can substitute for direct industry experience.
Where can I find and apply to financial services representative jobs in Wisconsin?
You can find and apply to financial services representative jobs in Wisconsin on Migrate Mate, which lists current Wisconsin openings updated in real time. Search the listings for roles that match your experience level, location preference, and licensing status, then apply directly to the ones that fit your background.
See All 6 Financial Services Representative Jobs in Wisconsin
Find roles in Wisconsin that match your experience and apply in just a few clicks.
Find Jobs