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Entry Level Financial Advisor Jobs in Pewaukee, WI

Real Estate Coordinator

Milwaukee, WI · Hybrid

$23.80 - $35.67/hr

Basic accounting/financial knowledge * Intermediate to advanced level of understanding with MS Word ... Notice to Candidates: Please be advised that initial outreach regarding employment at Ryan ...

Perform routine engineering functions and provide entry-level technical assistance on various ... advisors and construction management professionals. WSP USA designs lasting solutions in the ...

Perform routine engineering functions and provide entry-level technical assistance on various ... advisors and construction management professionals. WSP USA designs lasting solutions in the ...

Showing results 41-46

Entry Level Financial Advisor information

See Pewaukee, WI salary details

$35.2K

$99.9K

$140.9K

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

As of Sep 4, 2026, the average yearly pay for entry level financial advisor in Pewaukee, WI is $99,943.00, according to ZipRecruiter salary data. Most workers in this role earn between $73,400.00 and $128,200.00 per year, depending on experience, location, and employer.

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.

Can you become an entry level financial advisor with no experience?

Entry level financial advisor roles typically require some knowledge of finance and strong communication skills, but many employers are willing to train candidates with no prior experience. Obtaining relevant certifications, such as the Series 7 or Series 66, can improve job prospects. Entry-level positions often focus on learning the industry, client interaction, and developing financial planning skills.

How do I get started as an entry level financial advisor?

To start as an entry level financial advisor, obtain a bachelor's degree in finance, economics, or a related field, and gain knowledge of financial planning and investment strategies. Completing licensing exams such as the Series 7 and Series 66 is typically required, along with developing strong communication and analytical skills. Entry-level roles often involve supporting senior advisors and gaining experience in client service and financial analysis.

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 more experienced advisors and obtaining relevant certifications like the Series 7 or Series 63 license.

What are the most commonly searched types of Financial Advisor jobs in Pewaukee, WI?

The most popular types of Financial Advisor jobs in Pewaukee, WI are:

What are popular job titles related to Entry Level Financial Advisor jobs in Pewaukee, WI?

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

What job categories do people searching Entry Level Financial Advisor jobs in Pewaukee, WI look for?

The top searched job categories for Entry Level Financial Advisor jobs in Pewaukee, WI are:

What cities near Pewaukee, WI are hiring for Entry Level Financial Advisor jobs?

Cities near Pewaukee, WI with the most Entry Level Financial Advisor job openings:

Infographic showing various Entry Level Financial Advisor job openings in Pewaukee, WI as of August 2026, with employment types broken down into 81% Full Time, 17% Part Time, and 2% Contract. Highlights an 86% Physical, 3% Hybrid, and 11% Remote job distribution, with an average salary of $99,943 per year, or $48 per hour.

Business Services Recruiting Assistant - Early Careers

Latham & Watkins LLP

Milwaukee, WI • On-site

$60K - $70K/yr

Full-time

Medical, Life, Retirement, PTO

Posted 19 days ago


Latham & Watkins rating

8.5

Company rating: 8.5 out of 10

Based on 5 frontline employees who took The Breakroom Quiz

14th of 35 rated law firms


Job description

About Latham & Watkins

Latham & Watkins is one of the world’s leading global law firms advising the businesses and institutions that drive the global economy. We are the market leaders in major financial and business centers around the world. Our investment in people, commitment to innovation, and focus on the future empower you to build an incredible career and thrive as an exceptional professional in a supportive culture. If you aspire to be the best, and work with the best, this is where you belong.

About the Role

The Business Services Recruiting Assistant is an integral part of Latham’s Human Capital & Talent team. This role will be responsible for providing administrative support in all recruitment activities, such as screening CVs/resumes and video interviews, meeting and greeting candidates, and preparing reports, while assisting with all phases of the recruiting process on a global scale, including managing candidate correspondence and setting up interviews and assessments. This role will be located in our Washington, D.C. office. Please note that this role may be eligible for a flexible working schedule that allows for a hybrid and in-office presence.

Responsibilities & Qualifications

Other key responsibilities include:

  • Managing interview logistics, soliciting, and collating interview feedback as necessary
  • Collaborating with Business Services Recruiting Specialists regularly to assist with ad hoc tasks as needed and ensure a seamless recruitment process
  • Recording, compiling, and analyzing recruiting data, by providing reports and executive summaries regarding the effectiveness of staffing campaigns
  • Coordinating with other departments of the firm where overlap exists to develop efficient procedures and communications to streamline processes
  • Participating in project and initiative teams that may include but are not limited to, the following areas: process efficiency, data management and analytics, recruitment technology, and diversity, equity, inclusion, and belonging
  • Protecting and maintaining any highly sensitive, confidential, privileged, financial, and/or proprietary information that Latham & Watkins retains

We’d love to hear from you if you:

  • Demonstrate the ability to learn traditional human resources and recruitment best practices
  • Possess well-developed and professional interpersonal skills, as well as the ability to interact effectively with people at all organizational levels of the firm
  • Display the ability to develop professional and effective working relationships with clients, vendors, and other representatives of external organizations

And have:

  • A High school diploma or an equivalent, with a Bachelor’s degree, preferably
  • A minimum of one (1) year of experience in an administrative role in a mid-size to large company, preferably
  • Experience in recruitment, preferably

Benefits & Additional Information

Successful candidates will not only be provided with an outstanding career opportunity and welcoming environment, but will also be provided with a generous total compensation package with bonuses awarded in recognition of both individual and firm performance. Eligible employees can participate in Latham’s comprehensive benefit program which includes:

  • Healthcare, life and disability insurance
  • A generous 401k plan
  • At least 11 paid holidays per year, and a PTO program that accrues 23 days during the first year of employment and grows with tenure
  • Well-being programs (e.g. mental health services, mindfulness and resiliency, medical resources, well-being events, and more)
  • Professional development programs
  • Employee discounts
  • Affinity groups, networks, and coalitions for lawyers and staff

Latham & Watkins is an equal opportunity employer. The Firm prohibits discrimination against any employee or applicant for employment on the basis of race (including, but not limited to, hair texture and protective hairstyles), color, religion, sex, age, national origin, sexual orientation, gender identity, veteran status (including veterans of the Vietnam era), gender expression, marital status, or any other characteristic or condition protected by applicable statute.

Please click here to review your rights under U.S. employment laws. #EntryLevel #wayup #LI-CC2

Pay Range

USD $60,000.00 - USD $70,000.00 /Yr.


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