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Entry Level Financial Jobs in Wisconsin (NOW HIRING)

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$13

$28

$54

How much do entry level financial jobs pay per hour?

As of May 30, 2026, the average hourly pay for entry level financial in Wisconsin is $28.03, according to ZipRecruiter salary data. Most workers in this role earn between $19.42 and $30.34 per hour, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as an Entry Level Financial Analyst, and why are they important?

To thrive as an Entry Level Financial Analyst, you generally need a bachelor's degree in finance, accounting, or a related field, along with strong quantitative and analytical skills. Familiarity with financial modeling, Microsoft Excel, and possibly financial software such as Bloomberg Terminal or QuickBooks is typically required. Outstanding attention to detail, strong communication skills, and problem-solving abilities are crucial soft skills for this role. These skills and qualifications are important for accurately analyzing financial data, supporting business decisions, and effectively conveying complex information to stakeholders.

What types of tasks and responsibilities can I expect as an entry-level financial professional on a daily basis?

As an entry-level financial professional, you can expect your daily tasks to include assisting with data entry, preparing financial reports, performing basic financial analysis, and supporting senior team members with client communications or administrative duties. You may also help with account reconciliations, auditing support, and researching financial information. Collaboration with other team members, such as accountants, analysts, and managers, is common, allowing you to learn industry best practices while developing your technical and communication skills.

What do entry level financial analysts do?

Entry level financial analysts typically assist with collecting and analyzing financial data, preparing reports, and supporting senior analysts or managers with research on investments, budgets, and financial forecasts. They may help evaluate financial performance, monitor market trends, and create presentations for internal or client meetings. This role is often a starting point for those looking to build a career in finance, offering valuable hands-on experience and exposure to core financial concepts and tools.

What is the difference between Entry Level Financial vs Entry Level Accountant?

AspectEntry Level FinancialEntry Level Accountant
Required CredentialsBachelor's degree in finance, economics, or related fieldBachelor's degree in accounting, finance, or related field
Work EnvironmentFinancial services firms, corporate finance departments, banksAccounting firms, corporate finance, small businesses
Employer & Industry UsageUsed across finance sectors for entry rolesCommon in accounting and auditing firms
Common Search & Comparison IntentYesYes

Entry Level Financial roles focus on financial analysis, planning, and investment activities, often requiring knowledge of financial markets. Entry Level Accountants primarily handle bookkeeping, financial statement preparation, and compliance tasks. While both roles require similar educational backgrounds, their daily tasks and industry focus differ, making them distinct career paths within the finance and accounting sectors.

What are the most commonly searched types of Financial jobs in Wisconsin? The most popular types of Financial jobs in Wisconsin are:
What are popular job titles related to Entry Level Financial jobs in Wisconsin? For Entry Level Financial jobs in Wisconsin, the most frequently searched job titles are:
What job categories do people searching Entry Level Financial jobs in Wisconsin look for? The top searched job categories for Entry Level Financial jobs in Wisconsin are:
What cities in Wisconsin are hiring for Entry Level Financial jobs? Cities in Wisconsin with the most Entry Level Financial job openings:
Entry Level Financial jobs near you

Entry-Level Financial Services Representative

Lakeshore Financial Group

Madison, WI • On-site, Remote

$75K - $100K/yr

Full-time, Part-time

Medical, Dental, Vision, Retirement

Posted 15 days ago

Job description

Description
Do you have a passion for connecting with people and a knack for turning financial data into actionable strategies? We're offering a fantastic opportunity for a money-savvy individual to break into the dynamic world of financial services. As an entry-level financial advisor, you'll develop long-term client relationships and delve into diverse areas like estate planning, business administration, and mutual funds. If you possess excellent communication skills and a meticulous approach, we want to hear from you!
Why Join Lakeshore Financial Group?
  • Make a Meaningful Impact: Help families and individuals secure their financial future by developing customized financial wellness strategies
  • Flexible Schedule: Enjoy the freedom to work part-time or full-time, allowing you to balance your work with your personal life.
  • Comprehensive Training: We provide thorough training and ongoing support to equip you with the knowledge and skills necessary to succeed.
  • Professional Development: Gain valuable experience in sales, finance, and client relationship management.
  • Benefits: Our full-time positions offer full medical, dental, and vision benefits, 401(k), and pension plan.

College degree or equivalent experience are required.
Responsibilities
• Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions
• Consider clients' life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs
• Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals
• Embrace the role of a structured yet coachable team player open to continued education and training from other team members
• 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
Qualifications
• Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers
• Valid FINRA Series 7 & 63/66 preferred but not required
• Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired
• Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed
• A required Bachelor's degree in business administration, finance, or similarly related field

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