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Entry Level Financial Advisor Jobs in Appleton, WI

BERGSTROM AUTO

Automotive Technician

Appleton, WI · On-site

$20 - $26/hr

Collaborate with service advisors to communicate repair needs and timelines to guests. * Stay up-to ... Mentor entry-level technicians to support their skill development and contribute to a team-oriented ...

Bergstrom Automotive

Automotive Technician

Neenah, WI · On-site

$28 - $40/hr

Collaborate with service advisors to communicate repair needs and timelines to guests. * Stay up-to ... Mentor entry-level technicians to support their skill development and contribute to a team-oriented ...

Bergstrom Automotive

Automotive Technician

Appleton, WI · On-site

$20 - $26/hr

Collaborate with service advisors to communicate repair needs and timelines to guests. * Stay up-to ... Mentor entry-level technicians to support their skill development and contribute to a team-oriented ...

BERGSTROM AUTO

Automotive Technician

Neenah, WI · On-site

$28 - $40/hr

Collaborate with service advisors to communicate repair needs and timelines to guests. * Stay up-to ... Mentor entry-level technicians to support their skill development and contribute to a team-oriented ...

TDS Telecom

Territory Sales Representative

Appleton, WI · On-site

$100K/yr

... Entry Level Sales Representatives are more than sellers-they're trusted advisors and community ... health, financial well-being, and overall happiness. Join us and experience a work environment ...

TDS Telecom

Territory Sales Representative

Appleton, WI · On-site

$100K/yr

... Entry Level Sales Representatives are more than sellers--they're trusted advisors and community ... health, financial well-being, and overall happiness. Join us and experience a work environment ...

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All JobsFinancial Advisor JobsEntry Level Financial Advisor JobsEntry Level Financial Advisor Jobs in Appleton, WI

Entry Level Financial Advisor information

See Appleton, WI salary details

$35.1K

$99.6K

$140.4K

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

As of Jul 16, 2026, the average yearly pay for entry level financial advisor in Appleton, WI is $99,609.00, according to ZipRecruiter salary data. Most workers in this role earn between $73,100.00 and $127,800.00 per year, depending on experience, location, and employer.

Is 200,000 enough to work with a financial advisor?

As an entry-level financial advisor, having $200,000 can be sufficient to start working with clients and build a portfolio, depending on the firm's requirements and client base. Success in the role often depends on skills, certifications, and client relationships rather than initial capital alone.

Is 30 too old to become a financial advisor?

Entry level financial advisor roles are open to individuals of various ages, including those starting later in life. Success in the field depends on acquiring necessary certifications like the Series 7 and 66, developing relevant skills, and gaining experience, regardless of age.

How to become a financial advisor without experience?

Entry level financial advisors can start by obtaining relevant certifications such as the Series 7 or Series 66, which are often required by employers. Gaining knowledge of financial planning, investment products, and client service skills through online courses or internships can also help build a foundation for the role.

What are the key skills and qualifications needed to thrive as an Entry Level Financial Advisor, and why are they important?

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 does an entry level financial advisor do?

An entry-level financial advisor helps clients with financial planning, investment strategies, and retirement planning. They gather client information, analyze financial data, and recommend suitable financial products, often using tools like financial software. This role typically requires strong communication skills and may involve obtaining certifications such as the Series 7 or Series 66.

How to be a financial advisor with no experience?

To become an entry-level financial advisor with no experience, focus on obtaining relevant certifications such as the Series 7 or Series 66, and develop strong communication and analytical skills. Entry-level roles often provide on-the-job training, and gaining knowledge of financial planning software and industry regulations can improve your prospects.

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.

How much do first year financial advisors make?

First-year financial advisors typically earn between $40,000 and $60,000 annually, with total compensation often including commissions and bonuses based on client acquisition and sales performance. Earnings can vary depending on the firm, location, and individual performance, and many advisors pursue certifications like the Series 7 or 66 to enhance earning potential.
What are the most commonly searched types of Financial Advisor jobs in Appleton, WI? The most popular types of Financial Advisor jobs in Appleton, WI are:
What are popular job titles related to Entry Level Financial Advisor jobs in Appleton, WI? For Entry Level Financial Advisor jobs in Appleton, WI, the most frequently searched job titles are:
What job categories do people searching Entry Level Financial Advisor jobs in Appleton, WI look for? The top searched job categories for Entry Level Financial Advisor jobs in Appleton, WI are:
What cities near Appleton, WI are hiring for Entry Level Financial Advisor jobs? Cities near Appleton, WI with the most Entry Level Financial Advisor job openings:
Entry Level Financial Advisor jobs near you

Automotive Technician - Entry to Mid Level

BERGSTROM AUTO

Appleton, WI • On-site

$18 - $22/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 4 days ago

Job description

Automotive Technician
Entry to Mid Level Experience

Bergstrom Appleton Buick GMC
At Bergstrom Automotive, we’re proud to be Wisconsin’s largest dealership, setting the standard for exceptional guest experiences. Our team is driven by innovation, integrity, and a dedication to fostering growth and success for our team members. If you’re passionate about delivering outstanding service and growing your career, Bergstrom is the place for you!
Key Responsibilities

  • Perform basic vehicle maintenance, including oil changes, tire rotations, brake inspections, and fluid replacements.
  • Assist with minor mechanical and electrical repairs under supervision.
  • Conduct vehicle inspections to identify potential issues, ensuring safety and reliability.
  • Test and evaluate vehicle functionality, documenting findings to maintain service records.
  • Maintain a clean, safe, and organized workspace in compliance with safety protocols.
  • Participate in ongoing training to improve skills and keep up-to-date with automotive technologies.
  • Collaborate with senior technicians and service advisors to deliver outstanding guest service.

Schedule: Monday-Friday 7:00 am to 4:00 pm
Pay: $18.00 - $22.00 hourly rate
Flat rate pay structure with an earning potential of $50,000+ dependent on experience and productivity.
Pay starts hourly but will switch to flat rate after training is completed.
Qualifications

  • Education: Technical training 
  • Certifications: ASE certification or equivalent required; manufacturer-specific certifications strongly preferred.
  • Experience: Minimum of 6 months of experience as an automotive technician.
  • Skills:
    • Strong mechanical aptitude and a desire to learn.
    • Excellent attention to detail and problem-solving skills.
    • Effective communication and teamwork skills.
    • Ability to work efficiently in a fast-paced environment.
  • Requirements:
    • Valid driver’s license and a clean driving record.
Our Commitment to You

At Bergstrom Automotive, we value our team members and are dedicated to providing a supportive and rewarding workplace. Here's what you can expect when you join our team:

  • Competitive Compensation
  • Comprehensive Benefits: Medical, Dental, Vision, Short and Long Term Disability, and Life Insurance (for full-time team members)
  • Generous Time Off: Two weeks of PTO starting on your first day (for full-time team members)
  • Exclusive Discounts: Save on vehicles, service, and parts
  • Financial Security: 401(k) plan with company match (for full-time team members)
  • Work-Life Balance: Paid holidays (for full-time team members)
  • Wellness Support:
    • Wellness Program
    • Free Team Member Clinic
    • Access to a Free Health Coach
    • Employee Assistance Program
  • Team Recognition: Employee Referral Program
  • Career Development: Ongoing training and opportunities for growth and advancement

A Clear Path Forward: Express Lube Techician >> Apprentice Technician >> C-Tech >> B-Tech >> A-Tech >> Shop Foreman >> Service Manager >> Platform Manager

At Bergstrom Automotive, we are committed to fostering a culture where our team members thrive both personally and professionally. Join us and be a part of our dynamic, award-winning team!
Join Wisconsin's Largest and Most Award-Winning Automotive Group!
Bergstrom Automotive, established in 1982 in Neenah, Wisconsin, has grown to become Wisconsin's largest automotive group and a top 50 dealer in the United States. With over 2,300 team members across 40 dealerships representing 36 brands in Green Bay, Kaukauna, Appleton, Manitowoc, Neenah, Oshkosh, Madison, and Middleton, we are proud to deliver exceptional guest experiences every day.
Our team has been consistently recognized by Automotive News as the top dealership group to work for in Wisconsin and one of the best in the United States. We've also earned accolades such as Glassdoor's "Best Places to Work" award and honors from the Better Business Bureau and Time Magazine.
At Bergstrom Automotive, we are deeply committed to giving back to our communities, supporting local organizations such as Make-a-Wish, United Way, and Breast Cancer Research at the Medical College of Wisconsin.
Join us and be part of a team dedicated to excellence, integrity, and making a difference both on and off the lot!

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