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Entry Level Financial Advisor Jobs in Wisconsin (NOW HIRING)

Groskopf Construction Inc

Be Seen First

Construction Apprentice

Okauchee, WI · On-site

$16 - $20/hr

  • Medical

  • Dental

This is an entry level position and no experience is required. Perfect position for someone who is ... Financial Advisor Paid vacation Paid holidays Company Appreciations Events (example: Dock Hounds ...

Groskopf Construction Inc

Be Seen First

Construction Apprentice

Okauchee, WI · On-site

$16 - $20/hr

  • Medical

  • Dental

This is an entry level position and no experience is required. Perfect position for someone who is ... Financial Advisor Paid vacation Paid holidays Company Appreciations Events (example: Dock Hounds ...

Colliers

Commercial Real Estate Advisor

Wausau, WI · On-site

... financial support during your early ramp-up. Colliers | Wisconsin is growing, and we're looking to ... This is an entry-level, learn-the-business role designed for someone who is motivated, curious, and ...

KerberRose S.C.

Associate ParaPlanner

Appleton, WI · On-site

Collaborate with wealth advisors to understand client needs. * Refine proficiency in financial ... Prior experience in financial planning is desirable but not required; this is an entry-level role ...

TDS Telecom

Entry Level Sales Representative

Eau Claire, WI

$100K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... trusted advisors and community connectors. Every day, you'll be out in the field, meeting ... health, financial well-being, and overall happiness. Join us and experience a work environment ...

TDS Telecom

Entry Level Sales Representative

Eau Claire, WI

$100K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... trusted advisors and community connectors. Every day, you'll be out in the field, meeting ... health, financial well-being, and overall happiness. Join us and experience a work environment ...

TDS Telecom

Entry Level Sales Representative

Eau Claire, WI · On-site

$100K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

... trusted advisors and community connectors. Every day, you'll be out in the field, meeting ... health, financial well-being, and overall happiness. Join us and experience a work environment ...

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Showing results 21-40

All JobsFinancial Advisor JobsEntry Level Financial Advisor JobsEntry Level Financial Advisor Jobs in Wisconsin

Entry Level Financial Advisor information

See Wisconsin salary details

$36.3K

$103.1K

$145.3K

How much do entry level financial advisor jobs pay per year?

As of Aug 14, 2026, the average yearly pay for entry level financial advisor in Wisconsin is $103,090.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,700.00 and $132,200.00 per year, depending on experience, location, and employer.

What does a first year entry level financial advisor make?

A first-year entry-level financial advisor typically earns between $40,000 and $60,000 annually, including base salary and commissions or bonuses. Compensation can vary based on location, firm size, and individual performance, with many advisors also working towards relevant certifications like the Series 7 or 66. Entry-level roles often involve client meetings, financial planning, and using financial software tools.

How to become an entry-level financial advisor?

To become an entry-level financial advisor, candidates typically need a bachelor's degree in finance, economics, or a related field. Obtaining relevant licenses such as the Series 7 and Series 63, which are administered by FINRA, is also required, along with developing strong interpersonal and analytical skills. Gaining experience through internships or entry-level positions can improve job prospects in this field.

What are the key skills and qualifications needed to thrive as an entry level financial advisor?

To thrive as an Entry Level Financial Advisor, you need foundational knowledge in finance, economics, and investment strategies, usually supported by a bachelor’s degree in a related field. Familiarity with financial planning software, CRM systems, and obtaining certifications like Series 7 or 66 are often required. Strong interpersonal skills, active listening, and the ability to build trust with clients are essential soft skills. These competencies enable advisors to provide sound financial guidance, develop client relationships, and grow their practice effectively.

What are some common challenges faced by entry level financial advisors and how can they overcome them?

Entry level financial advisors often face challenges such as building a client base, gaining trust from clients, and staying updated with changing financial regulations. To overcome these, new advisors should focus on networking, seeking mentorship from experienced colleagues, and consistently educating themselves through industry certifications and training. Additionally, developing strong communication skills and being proactive about client outreach can help accelerate professional growth and establish credibility within the firm.

What is the difference between Entry Level Financial Advisor vs Financial Planner?

AspectEntry Level Financial AdvisorFinancial Planner
CertificationsTypically requires Series 7, Series 66, or 63; CFP certification may be preferredOften holds CFP, CFA, or ChFC certifications
Work EnvironmentFinancial firms, banks, or advisory firms; client-facing rolesIndependent or firm-based; comprehensive financial planning
Job FocusAssisting clients with investments, basic financial adviceHolistic financial planning, estate, retirement, and tax strategies

While Entry Level Financial Advisors focus on basic investment advice and client onboarding, Financial Planners provide comprehensive financial strategies. Both roles often require similar certifications initially, but Financial Planners typically have more advanced credentials and a broader scope of services.

What are the most commonly searched types of Financial Advisor jobs in Wisconsin?

The most popular types of Financial Advisor jobs in Wisconsin are:

What are popular job titles related to Entry Level Financial Advisor jobs in Wisconsin?

For Entry Level Financial Advisor jobs in Wisconsin, the most frequently searched job titles are:

What job categories do people searching Entry Level Financial Advisor jobs in Wisconsin look for?

The top searched job categories for Entry Level Financial Advisor jobs in Wisconsin are:

What cities in Wisconsin are hiring for Entry Level Financial Advisor jobs?

Cities in Wisconsin with the most Entry Level Financial Advisor job openings:

Entry Level Financial Advisor jobs near you
Infographic showing various Entry Level Financial Advisor job openings in Wisconsin as of August 2026, with employment types broken down into 93% Full Time, and 7% Part Time. Highlights an 80% In-person, 7% Hybrid, and 13% Remote job distribution, with an average salary of $103,090 per year, or $49.6 per hour.

Construction Apprentice

Groskopf Construction Inc

Okauchee, WI • On-site

$16 - $20/hr

Full-time

Medical, Dental

Posted 23 days ago

Be Seen First

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Job description

Join our growing company and build your career with us! This is an entry level position and no experience is required.  Perfect position for someone who is eager to learn, interested in the trades and has a positive "get it done" attitude.   This position works closely with the Project Managers and Carpenters to do whatever is needed to keep Projects moving and get them completed. This could be delivering materials, pick-up and disposal of trash, painting, cleaning, some carpentry work and other tasks as directed by the Project Managers. Must have a valid Wisconsin driver’s license with a good driving record. We have been in the residential construction industry for over 30 years and focus primarily on lake properties in Western Waukesha County.

Company Benefits:

75% of Employee health insurance premium paid by Company

75% of Employee dental insurance premium paid by Company

3% Company match to 401k along with access to Financial Advisor 

Paid vacation 

Paid holidays 

Company Appreciations Events (example:  Dock Hounds game,  Christmas party, Goal Attainment Celebrations, Other Community Events)

Some Company clothing provided 

Company Description

Third generation residential construction company. Custom home builder. All projects within a 20 mile radius of Okauchee. Almost no weekend hours/work.