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Entry Level Financial Planning Jobs in Wisconsin

KerberRose S.C.

Associate ParaPlanner

Appleton, WI · On-site

Prior experience in financial planning is desirable but not required; this is an entry-level role with strong career development potential. Preference will be given to candidates currently enrolled ...

KerberRose S.C.

Associate ParaPlanner

Appleton, WI · On-site

Prior experience in financial planning is desirable but not required; this is an entry-level role with strong career development potential. Preference will be given to candidates currently enrolled ...

Franklin Electric

Financial Analyst

Madison, WI · On-site

This entry-level role is ideal for a recent graduate or early-career professional looking to ... Leverage Excel, ERP systems, and business intelligence tools to analyze and present financial ...

ProducifyX

We have current openings for entry-level applicants, as well as experienced insurance/financial ... We believe true financial planning honors each person's story while also strengthening the places ...

InsuraTec

Sales Representative (Remote)

Kenosha, WI · Remote

InsuraTec is a leading provider in financial planning and insurance services. We're looking for ... Qualifications: * Entry-Level Friendly : No prior experience needed; we offer full training. * Self ...

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All JobsFinancial Planning JobsEntry Level Financial Planning JobsEntry Level Financial Planning Jobs in Wisconsin

Entry Level Financial Planning information

See Wisconsin salary details

$35.8K

$61.2K

$105.5K

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

As of Aug 12, 2026, the average yearly pay for entry level financial planning in Wisconsin is $61,184.00, according to ZipRecruiter salary data. Most workers in this role earn between $46,900.00 and $69,100.00 per year, depending on experience, location, and employer.

What are some common challenges faced by entry level financial planners, and how can they overcome them?

Entry-level financial planners often face challenges such as building a client base, gaining trust, and staying updated with evolving financial regulations. It can be intimidating to establish relationships with clients who may prefer more experienced advisors. To overcome these hurdles, new planners can focus on continuous learning, seek mentorship, and leverage networking opportunities within their firm or industry groups. Regularly attending training sessions and collaborating with senior team members can also accelerate skill development and confidence.

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

AspectEntry Level Financial PlanningFinancial Advisor
CertificationsBasic certifications (e.g., CFP® exam prep, FINRA licenses)Typically holds CFP®, Series 7, 66, or 65 licenses
Work EnvironmentInternships, entry-level firms, financial planning firmsIndependent or firm-based, client-facing roles
Job FocusAssisting with financial plans, research, data gatheringProviding personalized financial advice, client management
Experience Level0-2 years2+ years experience often required

Entry Level Financial Planning roles typically involve supporting financial advisors and gaining foundational knowledge, while Financial Advisors actively manage client portfolios and provide tailored financial advice. The entry-level position is a stepping stone toward becoming a licensed and experienced financial advisor.

What is the best entry-level financial planning job?

An entry-level financial planning job typically involves assisting with client financial analysis, preparing reports, and supporting financial advisors. Common roles include financial planning assistant or paraplanner, often requiring knowledge of financial software and certifications like the CFP exam. These positions provide foundational experience for a career in financial planning.

How to start a career in entry level financial planning?

To start a career in entry level financial planning, obtain a relevant bachelor's degree such as finance, accounting, or economics, and develop strong analytical and communication skills. Gaining industry certifications like the Series 7 or Certified Financial Planner (CFP) can improve job prospects, and entry-level roles often require familiarity with financial software and client service experience.

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, accounting, or related fields, and develop skills in financial analysis and client communication. Gaining certifications like the Series 7 or Certified Financial Planner (CFP) can improve job prospects, and internships or entry-level roles in financial services provide valuable experience. Strong interpersonal skills and proficiency with financial planning software are also beneficial.

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

To thrive as an Entry Level Financial Planner, you need a solid understanding of financial principles, analytical skills, and a bachelor's degree in finance, accounting, or a related field. Familiarity with financial planning software, spreadsheets, and pursuing certifications like CFP or Series 7/63 is often expected. Strong interpersonal skills, attention to detail, and the ability to communicate complex financial concepts clearly are vital soft skills. These competencies help ensure accurate planning, regulatory compliance, and client trust, which are essential for long-term success in financial services.

What is entry level financial planning?

Entry level financial planning refers to roles where professionals help individuals or businesses manage their finances, such as budgeting, saving, investing, and planning for retirement. People in these positions typically work under the supervision of experienced financial planners and may assist with preparing client reports, researching investment options, and learning the basics of financial advising. These roles are ideal for recent graduates or those new to the finance industry who want to gain experience and work toward certifications like CFP (Certified Financial Planner). Entry level financial planners often develop strong analytical, communication, and client service skills, which are essential for career growth in the financial planning field.
What are the most commonly searched types of Financial Planning jobs in Wisconsin? The most popular types of Financial Planning jobs in Wisconsin are:
What are popular job titles related to Entry Level Financial Planning jobs in Wisconsin? For Entry Level Financial Planning jobs in Wisconsin, the most frequently searched job titles are:
What job categories do people searching Entry Level Financial Planning jobs in Wisconsin look for? The top searched job categories for Entry Level Financial Planning jobs in Wisconsin are:
What cities in Wisconsin are hiring for Entry Level Financial Planning jobs? Cities in Wisconsin with the most Entry Level Financial Planning job openings:
Entry Level Financial Planning jobs near you
Infographic showing various Entry Level Financial Planning job openings in Wisconsin as of August 2026, with employment types broken down into 72% Full Time, 18% Part Time, 5% Temporary, and 5% Contract. Highlights an 91% In-person, and 9% Remote job distribution, with an average salary of $61,184 per year, or $29.4 per hour.

Personal Financial Planner

Lakeshore Financial Group

Madison, WI

$100K/yr

Full-time

Re-posted 13 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.