University Headquarters (HQ) is an industry-leading, independent educational organization that provides independent college rankings using a proprietary formula to create first class unbiased rankings. The team at University HQ strives to provide accurate and trustworthy rankings that highlights the best programs for finance in Wisconsin.

What is Finance?


The finance industry in Wisconsin encompasses various sectors including banking, insurance, investment management, and real estate. The state is home to numerous national and regional banks, credit unions, insurance companies, and financial advisory firms. Additionally, there are several financial regulatory agencies and associations that oversee and support the industry.

Wisconsin's finance sector plays an essential role in its economy - offering essential services to individuals, businesses, and organizations alike and encouraging economic development while simultaneously providing employment, tax revenues, and overall economic development within Wisconsin.

The finance sector in Wisconsin offers a wide range of employment opportunities for individuals with diverse skills and backgrounds. According to the US Bureau of Labor Statistics, as of May 2020, there were approximately 122,750 people employed in financial occupations in the state. Some of the most common financial occupations in Wisconsin include financial managers, financial analysts, loan officers, personal financial advisors, and insurance underwriters. These roles are vital in ensuring the efficient functioning of financial institutions and assisting clients in making informed financial decisions.

Wisconsin is projected to experience an increased demand for finance professionals due to factors like population growth, technological advances, and changing regulations. Furthermore, Wisconsin boasts a robust business environment where numerous corporations contribute significantly to driving demand for professionals with expertise in corporate finance, investment banking, or risk management.

Wisconsin's finance industry offers professionals numerous opportunities for career advancement and professional growth. Many financial institutions provide training programs, mentorship initiatives, and tuition reimbursement services to aid their employees' professional development. Moreover, Wisconsin is home to several prestigious universities and colleges offering these and related degree programs and continuing education courses. These institutions provide individuals with the knowledge and skills necessary to excel in this industry and enhance their career prospects.

And students interested in finance schools in Wisconsin can find a private or public university option in a large city or their local small city. Options for schools in Wisconsin include the University of Wisconsin - Madison, University of Wisconsin - University of Wisconsin - Whitewater - Stevens Point - La Crosse, Alverno College, Marquette University, Carroll University, Lawrence University, etc. The many schools in Wisconsin offer finance degrees, or you could find a university in a nearby state. Find the best finance schools in Wisconsin or nearby state for you.

 

Featured Online Programs

Top Ranked Campus & Online Finance Programs in Wisconsin


1
  • Undergraduate Tuition
    • In-State: $48,421
    • Out-of-State:$48,421
  • Net Price: $25,661
  • Acceptance Rate: 63%
  • Retention Rate: 82%
  • Graduation Rate: 71%
  • Total Enrollment: 2,729
  • Undergrad Students: 2,575
  • Graduate Students: 154
  • Grads Salary: $87,000
  • Student-to-faculty: 13:1
  • Milwaukee School of Engineering
View All Their Popular Majors and Rankings
2
  • Undergraduate Tuition
    • In-State: $9,651
    • Out-of-State:$18,691
  • Net Price: $13,130
  • Acceptance Rate: 74%
  • Retention Rate: 84%
  • Graduation Rate: 70%
  • Total Enrollment: 10,274
  • Undergrad Students: 9,347
  • Graduate Students: 927
  • Grads Salary: $71,000
  • Student-to-faculty: 19:1
  • University of Wisconsin-La Crosse
View All Their Popular Majors and Rankings
3
  • Undergraduate Tuition
    • In-State: $9,277
    • Out-of-State:$18,516
  • Net Price: $15,000
  • Acceptance Rate: 77%
  • Retention Rate: 80%
  • Graduation Rate: 65%
  • Total Enrollment: 10,104
  • Undergrad Students: 9,423
  • Graduate Students: 681
  • Grads Salary: $76,000
  • Student-to-faculty: 19:1
  • University of Wisconsin-Eau Claire
View All Their Popular Majors and Rankings
4
  • Undergraduate Tuition
    • In-State: $48,700
    • Out-of-State:$48,700
  • Net Price: $33,136
  • Acceptance Rate: 87%
  • Retention Rate: 89%
  • Graduation Rate: 83%
  • Total Enrollment: 11,167
  • Undergrad Students: 7,528
  • Graduate Students: 3,639
  • Grads Salary: $82,000
  • Student-to-faculty: 13:1
  • Marquette University
View All Their Popular Majors and Rankings
5

Concordia University-Wisconsin

Score: 77.37

  • Undergraduate Tuition
    • In-State: $34,250
    • Out-of-State:$34,250
  • Net Price: $24,485
  • Acceptance Rate: 70%
  • Retention Rate: 78%
  • Graduation Rate: 66%
  • Total Enrollment: 4,988
  • Undergrad Students: 2,817
  • Graduate Students: 2,171
  • Grads Salary: $77,000
  • Student-to-faculty: 11:1
  • Concordia University-Wisconsin
6

Marian University-Fond Du Lac

Score: 76.57

  • Undergraduate Tuition
    • In-State: $39,100
    • Out-of-State:$39,100
  • Net Price: $22,554
  • Acceptance Rate: 94%
  • Retention Rate: 76%
  • Graduation Rate: 64%
  • Total Enrollment: 3,701
  • Undergrad Students: 2,633
  • Graduate Students: 1,068
  • Grads Salary: $83,000
  • Student-to-faculty: 13:1
  • Marian University-Fond Du Lac
7
  • Undergraduate Tuition
    • In-State: $8,250
    • Out-of-State:$17,916
  • Net Price: $13,322
  • Acceptance Rate: 82%
  • Retention Rate: 74%
  • Graduation Rate: 62%
  • Total Enrollment: 11,079
  • Undergrad Students: 9,367
  • Graduate Students: 1,712
  • Grads Salary: $69,000
  • Student-to-faculty: 19:1
  • University of Wisconsin-Whitewater
View All Their Popular Majors and Rankings
8

Carroll University

Score: 74.53

  • Undergraduate Tuition
    • In-State: $37,230
    • Out-of-State:$37,230
  • Net Price: $25,485
  • Acceptance Rate: 72%
  • Retention Rate: 75%
  • Graduation Rate: 67%
  • Total Enrollment: 3,283
  • Undergrad Students: 2,771
  • Graduate Students: 512
  • Grads Salary: $75,000
  • Student-to-faculty: 14:1
  • Carroll University
9
  • Undergraduate Tuition
    • In-State: $8,315
    • Out-of-State:$17,274
  • Net Price: $15,595
  • Acceptance Rate: 85%
  • Retention Rate: 78%
  • Graduation Rate: 61%
  • Total Enrollment: 6,486
  • Undergrad Students: 6,028
  • Graduate Students: 458
  • Grads Salary: $73,000
  • Student-to-faculty: 20:1
  • University of Wisconsin-Platteville
View All Their Popular Majors and Rankings
10
  • Undergraduate Tuition
    • In-State: $8,606
    • Out-of-State:$16,887
  • Net Price: $13,427
  • Acceptance Rate: 84%
  • Retention Rate: 73%
  • Graduation Rate: 59%
  • Total Enrollment: 5,188
  • Undergrad Students: 4,776
  • Graduate Students: 412
  • Grads Salary: $69,000
  • Student-to-faculty: 18:1
  • University of Wisconsin-River Falls
View All Their Popular Majors and Rankings
11

University of Wisconsin-Parkside

Score: 73.32

  • Undergraduate Tuition
    • In-State: $7,855
    • Out-of-State:$16,497
  • Net Price: $8,510
  • Acceptance Rate: 73%
  • Retention Rate: 71%
  • Graduation Rate: 40%
  • Total Enrollment: 3,947
  • Undergrad Students: 3,236
  • Graduate Students: 711
  • Grads Salary: $71,000
  • Student-to-faculty: 17:1
  • University of Wisconsin-Parkside
12

Saint Norbert College

Score: 72.53

  • Undergraduate Tuition
    • In-State: $44,432
    • Out-of-State:$44,432
  • Net Price: $26,983
  • Acceptance Rate: 84%
  • Retention Rate: 82%
  • Graduation Rate: 72%
  • Total Enrollment: 1,882
  • Undergrad Students: 1,814
  • Graduate Students: 68
  • Grads Salary: $69,000
  • Student-to-faculty: 11:1
  • Saint Norbert College
13
  • Undergraduate Tuition
    • In-State: $8,212
    • Out-of-State:$16,125
  • Net Price: $12,827
  • Acceptance Rate: 89%
  • Retention Rate: 68%
  • Graduation Rate: 58%
  • Total Enrollment: 13,705
  • Undergrad Students: 12,627
  • Graduate Students: 1,078
  • Grads Salary: $70,000
  • Student-to-faculty: 20:1
  • University of Wisconsin-Oshkosh
View All Their Popular Majors and Rankings
14

Viterbo University

Score: 70.73

  • Undergraduate Tuition
    • In-State: $32,350
    • Out-of-State:$32,350
  • Net Price: $23,257
  • Acceptance Rate: 72%
  • Retention Rate: 76%
  • Graduation Rate: 61%
  • Total Enrollment: 2,456
  • Undergrad Students: 1,485
  • Graduate Students: 971
  • Grads Salary: $66,000
  • Student-to-faculty: 12:1
  • Viterbo University
15
  • Undergraduate Tuition
    • In-State: $8,342
    • Out-of-State:$16,929
  • Net Price: $11,365
  • Acceptance Rate: 90%
  • Retention Rate: 69%
  • Graduation Rate: 52%
  • Total Enrollment: 9,599
  • Undergrad Students: 9,146
  • Graduate Students: 453
  • Grads Salary: $69,000
  • Student-to-faculty: 23:1
  • University of Wisconsin-Green Bay
View All Their Popular Majors and Rankings
16
  • Undergraduate Tuition
    • In-State: $10,020
    • Out-of-State:$22,020
  • Net Price: $16,551
  • Acceptance Rate: 86%
  • Retention Rate: 72%
  • Graduation Rate: 48%
  • Total Enrollment: 22,676
  • Undergrad Students: 18,348
  • Graduate Students: 4,328
  • Grads Salary: $72,000
  • Student-to-faculty: 17:1
  • University of Wisconsin-Milwaukee
View All Their Popular Majors and Rankings
17
  • Undergraduate Tuition
    • In-State: $8,834
    • Out-of-State:$17,854
  • Net Price: $13,702
  • Acceptance Rate: 89%
  • Retention Rate: 75%
  • Graduation Rate: 56%
  • Total Enrollment: 7,964
  • Undergrad Students: 7,313
  • Graduate Students: 651
  • Grads Salary: $65,000
  • Student-to-faculty: 21:1
  • University of Wisconsin-Stevens Point
View All Their Popular Majors and Rankings
18

Wisconsin Lutheran College

Score: 68.42

  • Undergraduate Tuition
    • In-State: $35,080
    • Out-of-State:$35,080
  • Net Price: $22,682
  • Acceptance Rate: 94%
  • Retention Rate: 75%
  • Graduation Rate: 67%
  • Total Enrollment: 1,086
  • Undergrad Students: 1,003
  • Graduate Students: 83
  • Grads Salary: $63,000
  • Student-to-faculty: 12:1
  • Wisconsin Lutheran College
19

Carthage College

Score: 68.22

  • Undergraduate Tuition
    • In-State: $36,500
    • Out-of-State:$36,500
  • Net Price: $26,209
  • Acceptance Rate: 82%
  • Retention Rate: 74%
  • Graduation Rate: 65%
  • Total Enrollment: 2,667
  • Undergrad Students: 2,559
  • Graduate Students: 108
  • Grads Salary: $66,000
  • Student-to-faculty: 13:1
  • Carthage College
20

Edgewood College

Score: 67.59

  • Undergraduate Tuition
    • In-State: $34,850
    • Out-of-State:$34,850
  • Net Price: $28,189
  • Acceptance Rate: 99%
  • Retention Rate: 76%
  • Graduation Rate: 62%
  • Total Enrollment: 1,876
  • Undergrad Students: 1,220
  • Graduate Students: 656
  • Grads Salary: $73,000
  • Student-to-faculty: 12:1
  • Edgewood College
View All Their Popular Majors and Rankings
21

Lakeland University

Score: 63.94

  • Undergraduate Tuition
    • In-State: $32,286
    • Out-of-State:$32,286
  • Net Price: $21,611
  • Acceptance Rate: 100%
  • Retention Rate: 60%
  • Graduation Rate: 52%
  • Total Enrollment: 2,406
  • Undergrad Students: 1,898
  • Graduate Students: 508
  • Grads Salary: $70,000
  • Student-to-faculty: 16:1
  • Lakeland University
22

University of Wisconsin-Superior

Score: 63.29

  • Undergraduate Tuition
    • In-State: $8,487
    • Out-of-State:$16,400
  • Net Price: $12,908
  • Acceptance Rate: 96%
  • Retention Rate: 66%
  • Graduation Rate: 40%
  • Total Enrollment: 2,710
  • Undergrad Students: 2,213
  • Graduate Students: 497
  • Grads Salary: $63,000
  • Student-to-faculty: 17:1
  • University of Wisconsin-Superior
23

Rasmussen University-Wisconsin

Score: 62.78

  • Undergraduate Tuition
    • In-State: $11,982
    • Out-of-State:$11,982
  • Net Price: $19,657
  • Acceptance Rate: 100%
  • Retention Rate: 43%
  • Graduation Rate: 60%
  • Total Enrollment: 480
  • Undergrad Students: 424
  • Graduate Students: 56
  • Grads Salary: $58,000
  • Student-to-faculty: 8:1
  • Rasmussen University-Wisconsin
24
  • Undergraduate Tuition
    • In-State: $4,916
    • Out-of-State:$7,109
  • Net Price: $10,220
  • Acceptance Rate: 100%
  • Retention Rate: 74%
  • Graduation Rate: 50%
  • Total Enrollment: 11,181
  • Undergrad Students: 11,181
  • Graduate Students: N/A
  • Grads Salary: $43,900
  • Student-to-faculty: 10:1
  • Fox Valley Technical College
View All Their Popular Majors and Rankings
25

Herzing University-Madison

Score: 56.12

  • Undergraduate Tuition
    • In-State: $13,420
    • Out-of-State:$13,420
  • Net Price: $22,720
  • Acceptance Rate: 94%
  • Retention Rate: 51%
  • Graduation Rate: 22%
  • Total Enrollment: 3,473
  • Undergrad Students: 1,803
  • Graduate Students: 1,670
  • Grads Salary: $76,000
  • Student-to-faculty: 18:1
  • Herzing University-Madison

Online Finance Education in Wisconsin


A finance professional is an individual who specializes in managing and controlling the financial aspects of a business or organization. They play a crucial role in analyzing financial data, making strategic decisions, and ensuring the financial health of a company. From budgeting and financial planning to investment management and risk assessment, finance professionals are responsible for overseeing the financial operations of a company.

Becoming a finance professional typically requires an educational foundation in finance or related disciplines. A bachelor's degree in this major, accounting, economics, or business administration is often an entryway to this career field; some individuals may also choose to further their expertise by earning an advanced degree like an MBA or CFA certification.

In addition to formal education, finance professionals also need to develop key skills to excel in their roles. These skills include financial analysis, mathematical proficiency, critical thinking, problem-solving, and attention to detail. Strong communication and interpersonal skills are also essential for finance professionals as they often interact with stakeholders, present financial reports, and make recommendations to management.

The role of a finance professional can vary depending on the industry and the specific job position. Some common job titles in finance include financial analyst, financial controller, treasurer, investment analyst, and risk manager. Each of these roles requires a deep understanding of financial concepts and the ability to apply them in real-world situations.

Finance professionals perform many diverse duties including financial planning and budgeting, forecasting, reporting, and analysis of financial statements. They also use financial data analysis tools, such as TrendSpotter or Excel, to identify trends or patterns within financial data that require attention and provide strategic recommendations that enhance performance of an organization's finances.

Online Associate Degree in Finance (AS)

Earning an associate finance degree provides a solid foundation for those seeking entry-level positions in the financial sector. These two-year programs typically cover fundamental principles of accounting, economics, investment analysis, and financial management. Upon completion, graduates possess valuable skills in financial planning, budgeting, and risk assessment that are essential for success in various financial roles.

In addition to the core finance curriculum, many associate degree programs offer practical training through internships or cooperative work experiences. These opportunities allow students to apply their knowledge in real-world settings and build professional networks within the industry. Furthermore, earning an associate degree can serve as a steppingstone toward pursuing higher education or professional certifications in finance, widening career prospects, and potential earning potential for graduates.

Online Bachelors Degree in Finance (BS or B.Fin.)

Completing a bachelor's finance program can open doors to diverse career opportunities and provide a strong foundation in financial analysis, investment management, and corporate finance. Students in Wisconsin have access to reputable finance colleges offering comprehensive curriculums that blend theory with practical applications. With a finance degree, graduates are equipped with the analytical skills needed to navigate the complexities of modern financial markets while developing strategies for risk management and wealth creation.

One unique aspect of pursuing a finance degree in Wisconsin is its proximity to major financial hubs, providing students with internship and networking opportunities at leading companies. Additionally, many finance programs emphasize hands-on learning through real-world projects and simulations, allowing students to develop critical thinking skills vital for success in this dynamic field. Whether delving into market research or diving into portfolio management techniques, a bachelor's degree in finance from reputable institutions in Wisconsin prepares graduates for rewarding careers across various industries.

Online Masters Degree in Finance (MS or M.Fin.)

Completing master's degree programs in this field is a strategic move for professionals looking to advance their careers in this dynamic field. In Wisconsin, several esteemed colleges offer comprehensive programs designed to equip students with the necessary skills and knowledge to thrive. With courses covering topics such as financial analysis, investment management, and risk assessment, students gain a deep understanding of financial markets and instruments, preparing them to make well-informed decisions in real-world scenarios.

Furthermore, pursuing a master's in finance provides opportunities for networking and connecting with industry professionals through internships, workshops, and career fairs. These experiences not only enhance practical learning but also open doors for potential employment post-graduation. Additionally, as the finance industry continues to evolve rapidly due to technological advancements and global economic shifts, having an advanced degree enables graduates to adapt quickly and stay ahead of trends, making them valuable assets to employers seeking innovative insights and expertise.

Online PhD Degree in Finance (PhD)

Obtaining a PhD in finance can be a transformative experience, offering an in-depth understanding of financial theories, quantitative analysis, and real-world applications. Beyond traditional coursework, doctoral students have the opportunity to conduct independent research and contribute to the advancement of financial knowledge. The interdisciplinary nature of finance allows for exploration into areas such as behavioral finance, risk management, and financial econometrics. Pursuing a PhD in finance provides individuals with the skills necessary to analyze complex financial data and make informed decisions that impact global markets.

Furthermore, earning a PhD in this field from reputable colleges can open doors to lucrative career opportunities in academia, research institutions, or high-level positions within corporations and government agencies. These programs often offer specialized concentrations in areas such as corporate finance, investments, or financial engineering - allowing students to tailor their studies to match their career aspirations. Graduates of these programs are equipped with advanced analytical abilities and critical thinking skills that are highly sought after by employers seeking candidates who can navigate the complexities of today's global financial landscape.

Online Finance Certifications

Finance and accounting certifications are an essential component of career advancement in the financial industry. From CFA (Chartered Financial Analyst) to CPA (Certified Public Accountant) and CFP (Certified Financial Planner), these designations signify expertise and commitment to the field of finance. Individuals pursuing a career in finance can benefit greatly from obtaining these certifications as they not only enhance their knowledge and skills but also increase their marketability to potential employers. In addition, many employers in Wisconsin specifically seek candidates with these certifications as they demonstrate a high level of competence and dedication.

Furthermore, finance certifications provide an opportunity for professionals to specialize in specific areas such as investment management, taxation, or financial planning. This specialization allows individuals to carve out a niche for themselves within the competitive financial industry while also positioning themselves for higher earning potential and career growth. Additionally, holding these prestigious designations can open doors to networking opportunities and professional development resources, further solidifying one's place within the finance community.

Obtaining finance certifications is a valuable investment in one's career that can lead to increased job prospects, higher salaries, and greater recognition within the field of finance. Aspiring financial professionals in Wisconsin should seriously consider pursuing these certifications to differentiate themselves in an increasingly competitive job market and enhance their long-term career prospects.

Check out our Financial Aid Guide Learn more about finance resources and scholarships

Become a Finance Professional in Wisconsin


A finance professional is an individual who specializes in managing money, analyzing financial data, and developing financial strategies for individuals, businesses, and organizations. They play an essential role in the world of finance, using their expertise to help individuals and businesses make sound financial decisions. If you're considering a career in finance and are located in Wisconsin, follow these steps to start your journey.

  • Step 1: Choose a finance degree program

    Wisconsin boasts some of the finest finance programs, with programs at the University of Wisconsin-Madison, University of Wisconsin-Oshkosh, and University of Wisconsin-Whitewater among the premier institutions. Finding a suitable program will depend on your personal goals and preferences as well as proximity.

  • Step 2: Enroll in relevant courses

    Enroll in relevant courses during your studies to develop a sound knowledge of finance principles and applications. Essential topics you might cover in these programs include financial accounting, investment and banking, corporate finance, financial markets, and risk management - which will equip you with all the knowledge required for thriving as a finance professional across various industries.

  • Step 3: Hands-on experience

    Hands-on experience is crucial to applying your theoretical knowledge in real-life scenarios. You can take part in internships, co-op programs, or any work-study opportunities related to the financial industry during or immediately after graduation as a way of giving yourself an edge when entering the job market.

  • Step 4: Obtain certifications or licenses

    Some popular certifications to consider are the Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), and Financial Risk Manager (FRM) designations. Achieving these designations often involves passing rigorous exams, meeting work experience requirements, and adhering to professional ethics standards.

Find Online Finance Programs

What Can I Do with a Bachelor's in Finance?


With a bachelor's in finance, the world becomes your oyster. Graduates have a wide range of career options to consider, from becoming financial analysts and investment bankers to working in corporate finance or financial planning. The degree provides a solid foundation in areas such as financial management, risk assessment, and analysis of economic trends, which can be applied across various industries and sectors. Furthermore, a bachelor’s in finance can open doors for opportunities in government agencies, non-profits organizations, and even entrepreneurial ventures.

In today's rapidly changing global economy, the demand for professionals with a strong understanding of finance continues to grow. With emerging fields such as fintech and sustainable investing on the rise, there are ample opportunities for graduates to explore new niches within the industry. Additionally, individuals with a bachelor's in this field often have the potential to advance their careers through further education or certifications in specialized areas like financial analysis or wealth management. Ultimately, holding this degree offers graduates not only job security but also the chance to make an impact on the ever-evolving world of finance.

Potential Careers for Finance Graduates


  • Claims Adjusters, Examiners, and Investigator:

    As a claims adjuster, examiner, and investigator, you will be responsible for investigating insurance claims to determine the extent of the insurance company's liability and to negotiate settlements. You will review and analyze policy coverage; conduct interviews with claimants, witnesses, and medical professionals; and gather evidence to make informed decisions regarding claim settlements.

    Necessary Requirements:

    • Bachelor's in finance, business administration, or a related field (preferred)
    • Proven experience in claims adjusting or investigation
    • Strong analytical and decision-making skills
    • Excellent communication and negotiation abilities
    • Knowledge of insurance policies and regulations
    • Attention to detail and ability to handle sensitive information confidentially

    Estimated Salary

    • The median annual wage for claims adjusters, examiners, and investigators in the US in 2022 was $72,040
    • The mean annual wage for claims adjusters, examiners, and investigators in Wisconsin is $68,810
  • Fundraising Manager:

    A fundraising manager is accountable for developing and executing fundraising strategies to meet the financial needs of their organization. They oversee all fundraising activities, donor relationships, grant applications, and sustainability strategies to ensure growth and expansion.

    Necessary Requirements:

    • Bachelor’s degree in business, marketing, nonprofit management, or a related field
    • Proven experience in fundraising, donor relations, or sales with a successful track record of meeting revenue targets
    • Strong communication and negotiation skills to effectively engage with donors and funding organizations
    • Knowledge of fundraising best practices, grant writing, and financial management
    • Ability to work independently, manage multiple projects, and lead a team of fundraising professionals

    Estimated Salary

    • The median annual wage for public relations and fundraising managers in the US in 2022 was $125,620
    • The mean annual wage for fundraising managers in Wisconsin is $128,930
  • Financial Advisor:

    A financial advisor will be responsible for providing financial guidance and advice to clients, helping them make informed decisions about their money. This role requires a deep understanding of financial products and investment opportunities, as well as the ability to communicate complex financial concepts in a clear and accessible manner.

    Necessary Requirements:

    • Bachelor's in finance, economics, or a related field
    • Relevant professional certifications such as CFP (Certified Financial Planner) or ChFC (Chartered Financial Consultant)
    • Strong analytical skills and attention to detail
    • Excellent communication and interpersonal skills
    • Proven experience in financial planning or wealth management industry

    Estimated Salary

    • The median annual wage for personal financial advisors in the US in 2022 was $95,390
    • The mean annual wage for personal financial advisors in Wisconsin is $136,260
    • Learn more
  • Financial Analyst:

    A financial analyst will be responsible for analyzing financial data, preparing reports, and providing insights to support decision-making within the organization.

    Necessary Requirements:

    • Bachelor's in finance, accounting, economics or a related field
    • Proven experience as a financial analyst or a similar role
    • Strong analytical skills with the ability to interpret complex financial data
    • Proficiency in financial software and advanced Microsoft Excel skills
    • Excellent communication and presentation skills
    • Ability to work independently and collaborate effectively with cross-functional teams

    Estimated Salary

    • The median annual wage for financial analysts in the US in 2022 was $96,220
    • The mean annual wage for financial and investment analysts in Wisconsin is $97,850
    • Learn more
  • Credit Analyst:

    Credit analysts play a crucial role in the world of finance by evaluating individuals' or businesses' creditworthiness. These professionals meticulously analyze financial data to determine the likelihood of borrowers meeting their debt obligations. With a keen eye for detail and an understanding of risk assessment, credit analysts help financial institutions make informed lending decisions and mitigate potential losses. Their assessments influence loan approval, interest rates, and credit limits - contributing to the overall stability of the financial system.

    Necessary Requirements:

    • Bachelor's in finance, accounting, or a related field
    • Proven experience in credit analysis or a similar role
    • Strong analytical skills and attention to detail
    • Proficiency in financial modeling and data analysis
    • Excellent communication and interpersonal skills
    • Knowledge of lending regulations and best practices

    Estimated Salary

    • The mean annual wage for credit analysts in the US in 2022 was $92,180
    • The mean annual wage for credit analysts in Wisconsin is $76,270
  • Investment Banker:

    Investment bankers are among the key figures in finance, often serving as key agents behind major transactions and deals. Their job entails aiding companies and governments with raising capital, offering strategic advice regarding mergers and acquisitions, and facilitating financial transactions - investment bankers are an integral component of helping businesses expand successfully while navigating complex markets.

    Necessary Requirements:

    • Bachelor's in finance, economics, or a related field
    • Strong analytical and quantitative skills
    • Excellent communication and interpersonal skills
    • Knowledge of financial markets and investment banking processes
    • Ability to work under pressure and meet deadlines

    Estimated Salary

    • The mean annual wage for financial and investment analysts in the US in 2022 was $108,790
    • The mean annual wage for financial and investment analysts in Wisconsin is $97,850
  • Tax Examiners, Collectors, and Revenue Agents:

    This position involves conducting audits, reviewing financial records, and collecting taxes from both individuals and businesses to ensure compliance with tax laws and regulations. Therefore, this requires strong analytical abilities, meticulous attention to detail, and the ability to collaborate efficiently with taxpayers.

    Necessary Requirements:

    • Bachelor's degree in accounting, finance, or a related field
    • Knowledge of tax laws, regulations, and procedures
    • Strong analytical and problem-solving skills
    • Excellent communication and interpersonal abilities
    • Ability to work independently and as part of a team
    • Experience in tax examination or collection is preferred

    Estimated Salary

    • The median annual wage for tax examiners and collectors, and revenue agents in the US in 2022 was $57,950
    • The mean annual wage for tax examiners and collectors, and revenue agents in Wisconsin is $63,330
  • Chief Financial Officer (CFO):

    A CFO will oversee all financial activities of an organization such as budgeting, forecasting, and reporting. Furthermore, they will develop and implement strategies designed to meet company goals and objectives.

    Necessary Requirements:

    • Proven experience as a CFO or in a similar senior financial leadership role
    • Strong understanding of financial management principles and practices
    • Excellent analytical and strategic planning skills
    • Exceptional communication and leadership abilities
    • Bachelor’s in finance, accounting, or a related field

    Estimated Salary

    • The median annual wage for financial managers in the US in 2022 was $139,790 and chief executives earned $189,520
    • The mean annual wage for financial managers in Wisconsin is $145,740 and chief executives earn $240,980
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