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Entry Level Financial Consultant Jobs in Wisconsin

Lake Auto Group

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Entry Level Automotive Sales Consultant

Milwaukee, WI · On-site

$60K - $80K/yr

Entry-Level Automotive Sales Consultant Paid Training (No Experience Needed!) Lake Chevrolet & Lake ... Learn financing, leasing, and the latest vehicle technology from the ground up. * Assist customers ...

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Entry Level Financial Consultant information

See Wisconsin salary details

$45.9K

$104.8K

$175.6K

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

As of Aug 26, 2026, the average yearly pay for entry level financial consultant in Wisconsin is $104,848.00, according to ZipRecruiter salary data. Most workers in this role earn between $79,700.00 and $126,200.00 per year, depending on experience, location, and employer.

What is an entry level financial consultant?

An Entry Level Financial Consultant helps clients manage their finances by providing guidance on budgeting, investments, insurance, and financial planning. They typically work for financial firms, insurance companies, or banks and assist in identifying clients’ financial goals. This role involves analyzing financial data, recommending suitable financial products, and maintaining client relationships. Entry-level consultants often receive training and work under senior advisors while gaining experience in the industry. Strong communication, analytical, and sales skills are important for success in this role.

What are the key skills and qualifications needed to thrive as an entry level financial consultant?

To thrive as an Entry Level Financial Consultant, you need a solid understanding of finance principles, analytical skills, and a bachelor's degree in finance, accounting, or a related field. Familiarity with financial analysis tools, spreadsheets (such as Excel), and occasionally CRM or financial planning software is highly valued, and pursuing certifications like Series 7 or Series 66 can be advantageous. Strong communication skills, attention to detail, and a client-focused attitude are essential soft skills for success. These capabilities enable consultants to accurately assess client needs, provide effective recommendations, and build trust with clients and team members.

What are common career advancement opportunities for entry level financial consultants?

Entry Level Financial Consultants who demonstrate strong performance and client management skills often advance to positions such as Financial Advisor, Senior Consultant, or Portfolio Manager. Many firms provide mentorship and training programs to help new consultants build expertise and work toward professional certifications. As you gain experience, you may also take on roles with greater client responsibility or specialize in areas like wealth management or retirement planning. Advancement typically depends on both results and a commitment to ongoing professional development.

What are the most commonly searched types of Financial Consultant jobs in Wisconsin?

The most popular types of Financial Consultant jobs in Wisconsin are:

What are popular job titles related to Entry Level Financial Consultant jobs in Wisconsin?

For Entry Level Financial Consultant jobs in Wisconsin, the most frequently searched job titles are:

What job categories do people searching Entry Level Financial Consultant jobs in Wisconsin look for?

The top searched job categories for Entry Level Financial Consultant jobs in Wisconsin are:

What cities in Wisconsin are hiring for Entry Level Financial Consultant jobs?

Cities in Wisconsin with the most Entry Level Financial Consultant job openings:

Entry Level Financial Consultant jobs near you
Infographic showing various Entry Level Financial Consultant job openings in Wisconsin as of August 2026, with employment types broken down into 88% Full Time, and 12% Part Time. Highlights an 80% In-person, and 20% Remote job distribution, with an average salary of $104,848 per year, or $50.4 per hour.

Personal Financial Planner

Madison, WI • On-site

Lakeshore Financial Group
Finance and Insurance • 11 - 50 employees
Learn more about Lakeshore Financial Groupexternal

$100K/yr

Full-time

Re-posted 27 days ago

Job 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!Compensation:

$75,000 - $100,000 at plan earnings


Responsibilities:
  • Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management
  • Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs
  • Be a coachable, organized team member interested in pursuing training development and educational opportunities
  • Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor
  • Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals

Qualifications:
  • Up-to-date FINRA Series 7 & 63/66 documents are a bonus
  • Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary
  • Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers
  • Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed
  • A Bachelor’s degree in finance, business administration, or alternate related analytical field is required

About Company

At Lakeshore Financial, our Financial Representatives and Advisors take pride in nurturing strong and meaningful connections with a diverse range of individuals. Our services are designed to cater to specific needs, offering comprehensive financial strategies or focusing on particular areas that require attention.

What sets us apart is our commitment to providing a unique and all-encompassing approach to evaluating and developing financial wellness strategies tailored to each individual's circumstances. We genuinely care about clients' well-being and want them to experience our dedicated and holistic method.

To ensure the highest quality of guidance, our team follows a comprehensive process. By leveraging this approach, we strive to deliver exceptional results and empower clients to achieve their financial goals with confidence.