Wausau, WI

Finance Jobs in Wausau, WI

4 jobs found

Include remote jobs

1mo ago

Interim Corporate Finance Director (Health Plan Experience)

Jackson Healthcare Wausau, WI

Wausau, WI

1mo ago Closed

$1k - $1k/yr Full time Finance Director Budget Management Financial Management

This position is no longer accepting applications (closed Sep 4, 2026).

Job Description

Interim role based in Wausau, WI (in person) supporting the corporate finance function while partnering closely with leadership. You will help keep payroll operations running smoothly, with a focus on accuracy, compliance, and efficient processes. This position reports directly to the President of Corporate Finance, giving you direct visibility into corporate priorities.

What you will do

In this interim assignment, you will oversee the day-to-day payroll operations and ensure the team’s processes consistently meet required standards. The goal is to maintain payroll accuracy, support compliance expectations, and improve operational efficiency across the payroll workflow.

Oversee the day-to-day operations of the payroll department
Ensure accuracy, compliance, and efficiency across all payroll processes

What you bring

Bachelor’s degree in finance, Business Administration, or a related field (required)
Master’s degree in finance, Business Administration, or a related field (preferred)
5 to 10 years of health plan experience in financial analysis activities, including forecasting and budgeting
Minimum of five years of experience in financial management, investment management, and debt financing, preferably in a healthcare setting
Insurance and/or healthcare industry experience

Benefits and support

401(k)
Dental insurance
Health insurance
Vision insurance
Referral program
Housing
Transportation
Regular travel home

Compensation and work location

Pay: $850.00 - $900.00 per day
Work location: In person, Wausau, WI

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2mo ago

Director of Planning Operations

Thrivent Wausau, WI

Wausau, WI

2mo ago Closed

$90k - $135k/yr Full time Finance Director Senior Business Systems

This position is no longer accepting applications (closed Aug 4, 2026).

Job Description

Thrivent, in partnership with Voyage Financial Advisors, is seeking a Director of Planning Operations to help steer planning operations from its Wausau, Wisconsin onsite location. This role centers on hands-on financial planning, integrating AI-enabled tools, and coaching a high-performing planning team to shape client strategy and drive efficiency in a fast-paced environment.

Responsibilities

Hands-on financial analysis and plan development in a fast-paced, high-volume setting.
Implement and leverage Microsoft Co-Pilot along with other AI tools to streamline processes.
Lead, mentor, and develop members of the financial planning team.
Oversee the preparation, review, and delivery of comprehensive financial plans with accuracy and efficiency.
Support the creation of financial plans as needed.
Develop clear, executable implementation steps for advisors to drive revenue through plan execution.
Collaborate with advisors on client planning strategy, meeting preparation, and advisor meeting guides.
Establish processes around required distributions, internal policy payments, death claims, and related opportunities.
Ensure client data accuracy and consistency across planning platforms and CRM systems.
Improve and scale planning and meeting preparation workflows, tasks, and opportunities to enhance efficiency and service quality.
Directly prepare meetings for 20 to 40 appointments weekly.
Serve as a senior planning resource on complex client cases.
Maintain confidentiality of sensitive client and firm information.
Uphold Thrivent policies, compliance standards, and regulatory requirements.

Requirements

Securities licenses: Series 7 and 66 or Series 7, 63 and 65, plus resident state Life, Health, and Annuities registration.
Background check, fingerprinting, and securities registration and/or insurance licensing verification as applicable.
Bachelor’s degree in Financial Planning, Finance, Accounting, Economics, or a related field preferred.
Project and process management experience.
3–5+ years of experience in financial planning or related financial services roles.
CFP designation preferred or ability to obtain within two years of start date.
Strong people, leadership, organizational, and communication skills.
Ability to manage multiple priorities while maintaining attention to detail.
Proficiency with financial planning tools, CRM systems, and Microsoft Office.

Technologies

Microsoft Co-Pilot
AI tools
CRM systems
Microsoft Office

Desired Characteristics

Innovative mindset
Analytical and process-focused thinking
Customer-focused approach
Teamwork and collaboration orientation
Flexible and adaptable

External and Internal Dependencies

Ability to collaborate with all roles of the sponsoring financial advisor team
Represent the organization in interactions with external clients
Ability to cultivate and maintain relationships with outside organizations

Compensation and Benefits

Full compensation range of $90,000-$135,000 based on experience
Retirement Plan
Paid Time Off
Company Profit Sharing Plan
Access to Health, Dental, and Vision Insurance
Employer Paid Life and Disability Insurance

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3mo ago

Financial Advisor Bank Investment and Annuity Sales

FMS Financial Services, Inc. Wausau, WI

Wausau, WI

3mo ago Closed

$50k - $300k/yr Full time Marketing Advisor Annuities

This position is no longer accepting applications (closed Jun 30, 2026).

Job Description

This Financial Advisor role is based onsite in Wausau, Wisconsin, with commission potential, growth opportunities, and strong marketing and training support.

Responsibilities

Sell annuities and mutual funds or brokerage accounts in bank lobbies, providing suitable financial product recommendations to customers.
Cover multiple locations across Wisconsin branches, coordinating client meetings and product demos across a broad geographic area.
Leverage marketing and training resources provided to drive client acquisition and deepen product knowledge.
Offer pathways for management opportunities and support for beginners or junior advisers, backed by marketing and training resources.

Requirements

Requires insurance license.
Series 6 or better is a plus but not mandatory.

Benefits

Marketing and training support.
Commission-based compensation.

Compensation

Salary: USD 49,705 - 300,000 per year

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5mo ago

Business Financial Advisor

Northwestern Mutual - Kempf District Office Wausau, WI

Wausau, WI

5mo ago Closed

$60k - $100k/yr Full time Advisor Business Business Development

This position is no longer accepting applications (closed Apr 29, 2026).

Job Description

Northwestern Mutual - Kempf District Office offers a clear path to build your client base and deliver tailored financial planning solutions through Northwestern Mutual products. Benefit from a comprehensive training program, licensing support, and the freedom to grow your own book of business while helping clients live more and worry less.

Responsibilities

Grow a client base by expanding relationships within your network and gaining in depth knowledge of Northwestern Mutual financial products and current market trends.
Continue learning beyond initial training through sponsored licensing and ongoing development; utilize planning software, reporting tools, and client illustrations to explain potential plans.
Present clients with opportunities to protect and prosper, guiding them to action via informed recommendations and professional influence.
Own the development and management of the business as you refine your craft and build a team; review and maintain client financial plans to provide optimum advice for evolving needs.

Requirements

A four year degree or equivalent professional work experience
Entrepreneurial ambitions
History of success in sales, athletics, military, client services, or other client facing roles
Excellent time management skills
Desire for continuous learning
Legal authorization to work in the US without sponsorship

Benefits

Comprehensive Training Program
Competitive Culture
Entrepreneurial Path
Dental insurance
Flexible spending account
Health insurance
Referral program
Vision insurance

Compensation and Contract Details

Commission structure to support early development
Renewable income
Bonus programs and expense allowances
Support for insurance licensing, SIE, Series 6, Series 63, CFP, and more
Retirement Package and Pension Plan
Medical, Dental, Vision, Life Insurance and Disability Income Insurance
Family Planning

Job Types

Full-time
Contract

Pay: USD 60,000 - 100,000 per year

Experience

Sales: 1 year (Preferred)

Work location

In person, Wausau, WI (onsite)

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Finance Jobs in Wausau, WI

Interim Corporate Finance Director (Health Plan Experience)

Director of Planning Operations

Financial Advisor Bank Investment and Annuity Sales

Business Financial Advisor

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