Financial Services Representative Jobs in Wisconsin
Financial Services Representative jobs in Wisconsin are open across Middleton, Milwaukee, and Appleton and other Wisconsin metros, with employers like Northwestern Mutual, State Farm, and Allstate Insurance hiring at every experience level. Find a role that fits below and apply directly.
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Showing 5 of 16+ Financial Services Representative jobs
Benefits:
- 401(k) matching
- Bonus based on performance
- Competitive salary
- Paid time off
ROLE DESCRIPTION:
As a Financial Services Representative - State Farm Agent Team Member with Tiona Petrouske - State Farm Agent, you will successfully market the investment products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.
Responsibilities:
- Consult customers with financial planning and investment options.
- Assist customers with portfolio management and asset allocation.
- Conduct financial reviews and recommend appropriate products.
- Maintain compliance with financial regulations.
QUALIFICATIONS
- 3+ years of experience in financial services.
- Analytical and communication skills.
- FINRA Series 6, 63, and 65 licenses preferred.
Benefits:
- 401(k) matching
- Bonus based on performance
- Competitive salary
- Paid time off
ROLE DESCRIPTION:
As a Financial Services Representative - State Farm Agent Team Member with Tiona Petrouske - State Farm Agent, you will successfully market the investment products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.
Responsibilities:
- Consult customers with financial planning and investment options.
- Assist customers with portfolio management and asset allocation.
- Conduct financial reviews and recommend appropriate products.
- Maintain compliance with financial regulations.
QUALIFICATIONS
- 3+ years of experience in financial services.
- Analytical and communication skills.
- FINRA Series 6, 63, and 65 licenses preferred.
See All 16 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
- Northwestern Mutual12
- State Farm3
- Allstate Insurance1
Top Industries Hiring
- Insurance16
What Wisconsin Employers Look For
The qualifications that appear most often in financial services representative jobs across Wisconsin.
- Active Series 6, Series 7, or Series 63 FINRA license, or willingness to obtain within 90 days
- One to three years of customer-facing sales or financial services experience
- Proficiency with CRM platforms such as Salesforce or proprietary banking systems
- State insurance license (life, health, or property and casualty depending on role)
- Bachelor's degree in finance, business, economics, or a related field
- Strong knowledge of financial products including checking, savings, loans, and investment accounts
Financial Services Representative Jobs in Wisconsin: Frequently Asked Questions
How many financial services representative jobs are there in Wisconsin?
There are 16+ financial services representative openings in Wisconsin on Migrate Mate as of June 2026, with the most roles in Middleton, Milwaukee, and Appleton. New positions post regularly as employers across Wisconsin hire.
Which Wisconsin cities have the most financial services representative jobs?
Middleton, Milwaukee, and Appleton have the most financial services representative openings in Wisconsin right now, with additional roles spread across smaller metros statewide.
Which companies hire financial services representatives in Wisconsin?
Employers hiring financial services representatives in Wisconsin include Northwestern Mutual, State Farm, and Allstate Insurance, based on current listings on Migrate Mate as of June 2026.
Are there remote financial services representative jobs in Wisconsin?
Yes. About 13% of financial services representative 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 representative jobs in Wisconsin?
You can apply to financial services representative 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 16 Financial Services Representative Jobs in Wisconsin
Find roles in Wisconsin that match your experience and apply in just a few clicks.
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