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Entry Level Financial Advisor Jobs in Madison, WI

Baxter

Parts Advisor - Smart Motors Toyota

Madison, WI · On-site

$45K - $60K/yr

... financial success. We are challenging the norm when it comes to both the car buying process and the ... entry level up to general management), and an almost obsessive focus on the employee and guest ...

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

Entry Level Financial Advisor information

See Madison, WI salary details

$36.3K

$102.9K

$145.1K

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

As of Aug 5, 2026, the average yearly pay for entry level financial advisor in Madison, WI is $102,929.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,600.00 and $132,000.00 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 Madison, WI? The most popular types of Financial Advisor jobs in Madison, WI are:
What are popular job titles related to Entry Level Financial Advisor jobs in Madison, WI? For Entry Level Financial Advisor jobs in Madison, WI, the most frequently searched job titles are:
What job categories do people searching Entry Level Financial Advisor jobs in Madison, WI look for? The top searched job categories for Entry Level Financial Advisor jobs in Madison, WI are:
What cities near Madison, WI are hiring for Entry Level Financial Advisor jobs? Cities near Madison, WI 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 Madison, WI as of July 2026, with employment types broken down into 87% Full Time, 10% Part Time, and 3% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution, with an average salary of $102,929 per year, or $49.5 per hour.

Personal Financial Planner

Lakeshore Financial Group

Madison, WI • On-site, Remote

$76K - $102K/yr

Full-time

Re-posted 7 days ago

Job description

Description
Do you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more. If you have great communication skills and an eye for detail, apply today!

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