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 ...
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 ...
Entry Level Financial Advisor information
See Appleton, WI salary details
$35.1K - $44.7K
3% of jobs
$44.7K - $54.3K
3% of jobs
$54.3K - $63.8K
10% of jobs
$63.8K - $73.4K
9% of jobs
$73.7K is the 25th percentile. Wages below this are outliers.
$73.4K - $83K
11% of jobs
$83K - $92.6K
8% of jobs
The median wage is $98.8K / yr.
$92.6K - $102.1K
11% of jobs
$102.1K - $111.7K
10% of jobs
$111.7K - $121.3K
10% of jobs
$123.7K is the 75th percentile. Wages above this are outliers.
$121.3K - $130.9K
8% of jobs
$130.9K - $140.4K
19% of jobs
$35.1K
$99.6K
$140.4K
How much do entry level financial advisor jobs pay per year?
As of Jun 12, 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, especially if you are managing your own investments or advising clients with similar assets. Success in the role often depends on skills, certifications, and client relationships rather than initial capital alone.
Is 50,000 enough to work with a financial advisor?
For an entry-level financial advisor, a $50,000 income can be sufficient depending on location, living expenses, and career stage. Many advisors start with lower earnings and build their client base over time, often earning commissions or fees based on assets under management. Success in this role also depends on skills, certifications, and the ability to attract clients.
How do you become a financial advisor with no experience?
To become an entry-level financial advisor with no experience, individuals typically complete relevant education such as a bachelor's degree in finance, economics, or a related field, and obtain necessary licenses like the Series 7 and Series 66 exams. Gaining skills in financial planning, customer service, and sales, along with internships or entry-level positions, can help build experience and credibility in the field.
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 understand their financial options and assists them in setting and achieving financial goals. Typical duties include assessing clients' financial situations, recommending investment strategies, and explaining products such as retirement plans, insurance, and savings accounts. They often work under the guidance of more experienced advisors while building their own client base. Entry level advisors also stay current on financial regulations and market trends to provide the best advice possible.
What do entry-level financial advisors do?
Entry-level financial advisors assist clients with financial planning, investment strategies, and retirement planning. They gather client information, analyze financial data, and recommend suitable financial products, often working under the supervision of experienced advisors and using financial planning software.
What is the difference between Entry Level Financial Advisor vs Financial Planner?
| Aspect | Entry Level Financial Advisor | Financial Planner |
|---|---|---|
| Certifications | Typically requires Series 7, Series 66, or 63; CFP certification may be preferred | Often holds CFP, CFA, or ChFC certifications |
| Work Environment | Financial firms, banks, or advisory firms; client-facing roles | Independent or firm-based; comprehensive financial planning |
| Job Focus | Assisting clients with investments, basic financial advice | Holistic 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 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:
Lincoln Certified Automotive Technician (Intermediate to Advanced Experience)
BERGSTROM AUTONeenah, WI
$80K/yr
Full-time
Medical, Dental, Vision, Life, Retirement, PTO
Posted 10 days ago
Job description
Lincoln Certified Automotive Technician
Intermediate to Advanced Experience Level
Intermediate to Advanced Experience Level
Bergstrom Neenah Ford Lincoln
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 advanced diagnostic and repair work, including engine, transmission, electrical, and HVAC systems.
- Conduct thorough inspections to identify maintenance needs and ensure vehicles meet manufacturer specifications.
- Utilize factory diagnostic tools, equipment, and resources to complete repairs efficiently and accurately.
- Collaborate with service advisors to communicate repair needs and timelines to guests.
- Stay up-to-date with the latest automotive technologies and manufacturer training.
- Adhere to safety protocols and maintain a clean, organized work environment.
- Mentor entry-level technicians to support their skill development and contribute to a team-oriented culture.
Schedule: Monday-Friday 7:00 am to 4:00 pm or similar variation
Pay: Flat rate pay structure dependent on experience and productivity.
With an earning potential of:
$80,000 + for mid level technicians
$100,000 + for experienced level technicians
Pay starts hourly but will switch to flat rate after training is completed.
Qualifications
- Education: Technical training
- Certifications: ASE certification or equivalent required; FORD manufacturer-specific certifications required.
- Experience: Minimum 2 years experience as a FORD certified automotive technician.
- Skills:
- Strong diagnostic and problem-solving abilities.
- Proficiency with factory diagnostic tools and repair systems.
- Effective communication and teamwork skills.
- Ability to work efficiently in a fast-paced environment.
- Requirements:
- Valid driver’s license and a clean driving record.
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!