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Entry Level Financial Advisor Jobs in Wisconsin (NOW HIRING)

Raising Cane's

Cook

Eau Claire, WI · On-site

$15/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

We are looking to immediately hire entry level and experienced Cooks who can thrive in an upbeat ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

Raising Cane's

Cook - Morning Shift

Eau Claire, WI · On-site

$15/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

We are looking to immediately hire entry level and experienced Cooks who can thrive in an upbeat ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

Raising Cane's

Cook - Morning Shift

Eau Claire, WI

$15/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

We are looking to immediately hire entry level and experienced Cooks who can thrive in an upbeat ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

Raising Cane's

Cook - Weekend Availability

Greendale, WI

$15/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

We are looking to immediately hire entry level and experienced Cooks who can thrive in an upbeat ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

Raising Cane's

Cook - Mid shift

La Crosse, WI · On-site

$15/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

We are looking to immediately hire entry level and experienced Cooks who can thrive in an upbeat ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

Raising Cane's

Cook- Mid shift

La Crosse, WI · On-site

$15/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

We are looking to immediately hire entry level and experienced Cooks who can thrive in an upbeat ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

Raising Cane's

Cook - Weekend Availability

Greendale, WI · On-site

$15/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

We are looking to immediately hire entry level and experienced Cooks who can thrive in an upbeat ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

Raising Cane's

Cook - Weekend Availability

Greendale, WI · On-site

$15/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

We are looking to immediately hire entry level and experienced Cooks who can thrive in an upbeat ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

Raising Cane's

Cook - Mid shift

La Crosse, WI

$15/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

We are looking to immediately hire entry level and experienced Cooks who can thrive in an upbeat ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

Raising Cane's

Cook - Morning Shift

Eau Claire, WI · On-site

$15/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

We are looking to immediately hire entry level and experienced Cooks who can thrive in an upbeat ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

Raising Cane's

Restaurant Crewmember

La Crosse, WI · On-site

$15/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Even if you don't have previous Restaurant experience, this position is entry-level (yes, that's no ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

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Showing results 41-60

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.

Relationship Banker (Entry Level)

Johnson Financial Group

Kenosha, WI • On-site

$18 - $23.50/hr

Full-time

Re-posted 16 days ago

Johnson Financial Group rating

8.8

Company rating: 8.8 out of 10

Based on 5 frontline employees who took The Breakroom Quiz

Job description

Overview
Johnson Financial Group (JFG) has an exciting opportunity to join our Consumer Banking team as a Relationship Banker!
As Wisconsin's largest family-owned, privately held financial institution, Johnson Financial Group is known for its unmatched personal service by making the client experience front and center of every interaction. As the face of the bank, the Senior Relationship Banker's primary goal is providing a highly personalized level of service, empowering you to handle any presented need, and from there, deepen relationships with individually customized solutions. You will manage an existing portfolio of clients and are responsible for opening deposit and loan products on demand as well as proactive business development focused on Target Market clients for their core banking needs. You make a real impact on every client you serve by helping them financially protect their most important asset - their family.
At JFG you'll experience a welcoming culture unlike any other that inspires, challenges, and empowers associates to give their best in the communities where they work and live. Our culture embraces diversity, equity, & inclusion, one where everyone feels valued and inspired. You're welcome here.
Key Responsibilities:
  • Advises consumer and small business clients in their selection of deposit accounts, loans and other products and financial services.
  • Act as primary point of contact for assigned portfolio of clients and work proactively to deepen relationships and ensure client retention; proactively work to acquire new clients. Expand new and existing relationships by advising and recommending appropriate financial solutions to each client's unique situation.
  • Utilize and embrace new technology to enhance the client experience.
  • Meet and exceed individual goals for new loans, deposit accounts and referrals; utilize various reports to monitor and report on progress.
  • Identify and successfully refer clients and prospects to appropriate business partners resulting in expanded relationships in other lines of business. As OneJFG, you are part of a team of supportive business partners that collaborate to serve our clients' full financial needs.
  • Partner with your branch team to remain familiar with competitor products, services and pricing; understands and uses techniques with clients to compare and contrast JFG products and services.
  • Adheres to established operational procedures and controls for security and safety policies.
  • In addition to client relationship management, you may be asked, at times, to cover the teller line and perform cash handling duties.
  • Candidates must adhere to our professional dress code, which includes wearing Johnson Financial Group logo apparel. Name tags must be worn at all times. Exceptions for religious or medical needs must be pre-approved by Human Resources.

Qualifications and Benefits:
  • 2-4 years financial services experience; minimum 1 year banking/lending experience required; proven sales track record with referrals; strong referral relationship with business partners; success in exceeding goals. Lending experience preferred.
  • High school graduate or equivalent required. Advanced training/education a plus; we also offer tuition reimbursement if you want to advance yourself academically!
  • National Mortgage Licensing System (NMLS) registration will be obtained upon hire
  • Excellent client service and communication skills essential with a genuine care and passion for helping people
  • Eligible for our company profit sharing bonus
  • Upon hire, you receive a generous logo wear allowance to get your JFG wardrobe started
  • As a birthday present, enjoy your birthday off - paid!

#wayup
Come as you are.
Our culture embraces diversity, equity, & inclusion; one where everyone feels valued and heard. For more information on JFG's culture and diversity efforts, including our employee resource groups, please visit the Diversity section of our career website.

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