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Entry Level Financial Planner Jobs in Madison, WI

Summit BHC

Therapist

Middleton, WI · On-site

Participates in multi-disciplinary treatment planning conferences. Presents appropriate patient ... Provides introduction and initial coordination of wide range of community resources: financial ...

Trustage

Associate Counsel (Hybrid)

Madison, WI · Hybrid

This position is an entry level attorney career position. This position has responsibility for ... Sound organizational and planning skills. * Ability to work harmoniously and professionally with ...

Symphony Corp

Application Architect I

Madison, WI · On-site

... financial and administrative data. Our approach merges the client's existing expertise ... Primary: * Assist with application architecture planning, implementation, and review * Perform ...

Symphony Corp

Application Architect I

Madison, WI · On-site

... financial and administrative data. Our approach merges the client's existing expertise ... Primary: * Assist with application architecture planning, implementation, and review * Perform ...

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

Entry Level Financial Planner information

See Madison, WI salary details

$50.9K

$97.4K

$140.6K

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

As of Aug 21, 2026, the average yearly pay for entry level financial planner in Madison, WI is $97,433.00, according to ZipRecruiter salary data. Most workers in this role earn between $76,600.00 and $102,800.00 per year, depending on experience, location, and employer.

What does an entry level financial planner do?

As an entry-level financial planner, your duties are to assist your clients to plan and meet their financial goals. Your responsibilities are to understand their current financial situation and recommend particular investments or other opportunities that can provide short-term and long-term financial stability. In an entry-level position, you may also perform administrative, sales, and marketing work in addition to advising clients. Some financial planners work exclusively with individuals, while others may specialize in small business planning or other fields. Typically, as an entry-level financial planner, you get a chance to work in different areas in order to choose a career path.

What are the key skills and qualifications needed to thrive as an entry level financial planner, and why are they important?

To thrive as an Entry Level Financial Planner, you need a foundational understanding of financial concepts, personal finance, and investment strategies, usually supported by a relevant degree such as finance, accounting, or economics. Familiarity with financial planning software, Microsoft Excel, and pursuit or possession of certifications like CFP or Series 7 is typical. Strong interpersonal skills, active listening, and ethical judgment are essential for building trust and understanding client needs. These skills and qualities are crucial for providing sound financial advice and establishing lasting client relationships in a competitive industry.

What are some common challenges faced by entry level financial planners during their first year on the job?

Entry level financial planners often face challenges such as building a client base from scratch, learning to effectively communicate complex financial concepts to clients, and staying updated on constantly changing financial regulations. They also need to adapt quickly to using a variety of financial planning software and tools. Navigating these challenges requires strong organizational skills, persistence, and a willingness to seek guidance from more experienced colleagues.

What is the difference between Entry Level Financial Planner vs Financial Advisor?

AspectEntry Level Financial PlannerFinancial Advisor
CertificationsTypically requires CFP or similarOften holds CFP, CFA, or other certifications
Work EnvironmentEntry-level roles in financial firms, banks, or planning firmsVaries from independent to corporate firms, client-facing
Job ResponsibilitiesAssisting with financial plans, research, client supportProviding financial advice, managing client portfolios

While both roles involve financial planning and may require similar certifications, an Entry Level Financial Planner primarily supports senior staff and handles foundational tasks. A Financial Advisor typically offers direct advice to clients and manages their investments. The entry-level position is ideal for gaining experience before advancing to a full advisory role.

How to get an entry-level job in financial planning?

To secure an entry-level financial planning position, candidates should obtain relevant education such as a bachelor's degree in finance, economics, or a related field, and consider earning certifications like the Certified Financial Planner (CFP) designation. Gaining experience through internships or related roles, developing strong analytical and communication skills, and familiarizing oneself with financial planning software can improve job prospects.

What is the best entry-level financial planner job?

An entry-level financial planner position typically involves assisting clients with financial goals, preparing financial plans, and supporting senior planners. These roles often require a relevant degree, strong communication skills, and may lead to certifications like the CFP (Certified Financial Planner). Entry-level jobs are available at financial advisory firms, banks, and insurance companies, with schedules usually full-time during standard business hours.
More about Entry Level Financial Planner jobs

What are the most commonly searched types of Financial Planner jobs in Madison, WI?

The most popular types of Financial Planner jobs in Madison, WI are:

What are popular job titles related to Entry Level Financial Planner jobs in Madison, WI?

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

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

The top searched job categories for Entry Level Financial Planner jobs in Madison, WI are:

What cities near Madison, WI are hiring for Entry Level Financial Planner jobs?

Cities near Madison, WI with the most Entry Level Financial Planner job openings:

Entry Level Financial Planner jobs near you
Infographic showing various Entry Level Financial Planner job openings in Madison, WI as of August 2026, with employment types broken down into 79% Full Time, 16% Part Time, and 5% Contract. Highlights an 84% In-person, 5% Hybrid, and 11% Remote job distribution, with an average salary of $97,433 per year, or $46.8 per hour.

Therapist

Summit BHC

Middleton, WI • On-site

Full-time

Posted 24 days ago

Job description

Therapist | Miramont Behavioral Health | Middleton, Wisconsin
About the Job:
PURPOSE STATEMENT:
The Therapist is part of the multidisciplinary team responsible for providing direct clinical services to patients and their families by diagnosing and treating mental and emotional disorders, whether cognitive, affective, or behavioral. Completes Psychosocial Assessments; providing individual, group and family therapy for patients; facilitating psycho-educational training, family meetings, discharge planning; assisting in program development; developing, implementing, and reviewing Treatment Plans; and providing linkage to outside resources.
Roles and Responsibilities:
ESSENTIAL FUNCTIONS:
  • Conducts a psychosocial assessment focused on factors impacting mental health and psychiatric symptoms, as well as risk and safety factors. Incorporates patient strengths and goals for treatment into therapeutic plan of care.
  • In conjunction with the patient, support system and/or treatment team, develops an initial discharge plan. Ensures each assigned patient has a structured and clinically appropriate post hospitalization care plan that is documented per facility policies.
  • Develops and implements treatment plans for patients based on assessment and coordinates any additional services needed, reviewing and updating treatment plans per expected timeframes.
  • Conducts individual, group or family sessions as appropriate for the treatment plan of the patient.
  • Applies evidence-supported psychotherapeutic techniques and interventions in the delivery of services to individuals and families for the purpose of treating diagnosed emotional and behavioral disorders.
  • Participates in multi-disciplinary treatment planning conferences. Presents appropriate patient information to the treatment team. Recommends effective treatment interventions.
  • Maintains a caseload of patients, as assigned.
  • Prepares progress notes and treatment updates in the medical record timely. Maintains all clinical documentation in accordance with regulatory and accrediting standards.
  • Acts as Liaison to referral sources and support of continuation of care.
  • Provides crisis intervention to patients and families in acute distress.
  • Provides introduction and initial coordination of wide range of community resources: financial, housing, legal, social/recreational, occupational, spiritual and support groups.
  • Evaluates patient's needs and determines if referrals to other programs or facilities are needed.
  • May coordinate various clinical and psychosocial or educational activities with patients and their families.
  • May assist in the assigned components of training of new clinical staff and interns.

EDUCATION/EXPERIENCE/SKILL REQUIREMENTS:
  • Master's Degree in Social Work, Counseling or Psychology or similar education field required.
  • With licensure, no professional post-graduate experience is required.
  • Based on licensure level, ongoing clinical supervision per state requirements may be required.

LICENSES/DESIGNATIONS/CERTIFICATIONS:
  • Current and valid state issued licensure as a social worker, counselor or therapist either as entry level licensure or independent level licensure.
  • CPR and de-escalation and restraint certification required (training available upon hire and offered by facility).
  • First aid may be required based on state or facility.

WORK LOCATION:
This position is onsite and is not a remote position.
SUPERVISORY REQUIREMENTS:
This position is an Individual Contributor.
Why Miramont Behavioral Health?Miramont Behavioral Health offers a comprehensive benefit plan and a competitive salary commensurate with experience and qualifications. Qualified candidates should apply by submitting a resume. Miramont Behavioral Health is an EOE.
Veterans and military spouses are highly encouraged to apply. Summit BHC is dedicated to serving Veterans with specialized programming at our treatment centers across the country. We recognize and value the unique strengths of the military community in supporting our mission to serve those who have served.
Summit BHC logo

About Summit BHC

Sourced by ZipRecruiter

Summit BHC, based in Franklin, TN, USA, is a recognized leader in the field of addiction treatment and behavioral health care services. The company operates a nationwide network of treatment centers aimed at caring for individuals battling substance abuse and mental health disorders. Summit BHC was established with the mission to provide high-quality, addiction treatment and behavioral health services to those in need throughout the United States. With compassion, dignity, and respect as their core values, they endeavor to instill hope during the journey to recovery and beyond.

Industry

Health care and social assistance

Company size

501 - 1,000 Employees

Headquarters location

Franklin, TN, US

Year founded

2013

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