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Entry Level Financial Jobs in Appleton, WI (NOW HIRING)

Key Word Tags Sales, Collections, Retail, Loan Sales, Customer Service, Customer Care, Business Development, New Grad, Newly Graduated, Entry level, Financial Sales, Management Development ...

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 ...

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 ...

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Entry Level Financial information

See Appleton, WI salary details

$13

$27

$53

How much do entry level financial jobs pay per hour?

As of Jun 21, 2026, the average hourly pay for entry level financial in Appleton, WI is $27.10, according to ZipRecruiter salary data. Most workers in this role earn between $18.75 and $29.33 per hour, depending on experience, location, and employer.

Is 40 too late to start a career in finance?

Entry level financial roles are accessible at any age, including starting a new career at 40. Success depends on gaining relevant skills, such as financial analysis or accounting, and obtaining certifications like the CFA or CPA, which can enhance employability regardless of age.

What job makes $10,000 a month without a degree?

Entry-level financial roles typically do not pay $10,000 a month without experience or specialized skills. High earnings in finance usually require advanced certifications, such as CFA or CPA, or significant experience in roles like financial analyst, trader, or advisor, which often involve self-education, networking, and industry knowledge. Most entry-level positions start with lower salaries, and reaching $10,000 monthly generally involves career progression and skill development.

How do I start a career in finance with no experience?

Entry-level financial roles often require a strong understanding of basic financial principles, which can be gained through self-study, online courses, or relevant certifications like the CFA Level 1. Gaining practical experience through internships, volunteering, or entry-level positions helps build skills and credibility in the finance industry.

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 is the best entry-level finance job?

Entry-level finance jobs include roles such as financial analyst, accounting clerk, or banking associate. These positions typically require strong analytical skills, proficiency with spreadsheets and financial software, and often an undergraduate degree in finance, accounting, or a related field.

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 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 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 are the most commonly searched types of Financial jobs in Appleton, WI? The most popular types of Financial jobs in Appleton, WI are:
What job categories do people searching Entry Level Financial jobs in Appleton, WI look for? The top searched job categories for Entry Level Financial jobs in Appleton, WI are:
What cities near Appleton, WI are hiring for Entry Level Financial jobs? Cities near Appleton, WI with the most Entry Level Financial job openings:

Part-time

Retirement

Posted 15 days ago


Job description

The Insurance Manager is responsible for overseeing daily operations of the insurance department, managing a team of agents or staff, driving revenue growth, ensuring regulatory compliance, and delivering exceptional client service. This role combines leadership, sales strategy, risk management, and operational oversight to support company objectives and profitability.

Our company believes in taking on an educational approach to finances and to deliver our expertise to people from all backgrounds. Partnering with some of the top 100, fortune 500 companies, we are able to provide a complimentary financial plan for anyone who needs help.

This is an opportunity for those who are hard-working, have good communication skills and customer service skills, love to help people, and are willing to start a training program as an entry-level financial planning professional and potentially develop into management and leadership positions.

Through our in-depth training program, you will learn how to sit down with an individual, family, or business owner, have a conversation about their financial goals and dreams, and help create a game plan or roadmap to help them achieve their short-term and long-term financial goals through our financials solutions, products and services we provide (include but are not limited to retirement planning, wealth accumulation, college planning, investments, & insurance) Whether you are looking to start or transition into a new career full-time, or you are looking to develop a new skill or obtain part-time income a flexible schedule is available.

Qualifications

Minimum 18 years of age

Legal U.S. Resident, Citizen, or Work Permit with SSN

Soft background check required

Able to complete licensing requirements within 14 days

Employment Type: PART_TIME