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Entry Level Wealth Management Jobs in Wisconsin (NOW HIRING)

KerberRose S.C.

Associate ParaPlanner

Appleton, WI

This position provides a unique opportunity to explore the Wealth Management industry from behind ... Prior experience in financial planning is desirable but not required; this is an entry-level role ...

KerberRose S.C.

Associate ParaPlanner

Appleton, WI · On-site

This position provides a unique opportunity to explore the Wealth Management industry from behind ... Prior experience in financial planning is desirable but not required; this is an entry-level role ...

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All JobsWealth Management JobsEntry Level Wealth Management JobsEntry Level Wealth Management Jobs in Wisconsin

Entry Level Wealth Management information

See Wisconsin salary details

$25.2K

$48.3K

$69.1K

How much do entry level wealth management jobs pay per year?

As of Aug 6, 2026, the average yearly pay for entry level wealth management in Wisconsin is $48,278.00, according to ZipRecruiter salary data. Most workers in this role earn between $40,900.00 and $52,500.00 per year, depending on experience, location, and employer.

What is an entry level wealth management?

An Entry Level Wealth Management job involves assisting financial advisors and clients with investment strategies, portfolio management, and financial planning. Responsibilities often include researching market trends, preparing reports, and supporting client account management. This role provides foundational experience in finance, helping individuals grow wealth and achieve financial goals. It typically requires strong analytical, communication, and customer service skills. Many positions offer opportunities for mentorship and professional growth within the finance industry.

What are the key skills and qualifications needed to thrive in entry level wealth management?

To thrive in Entry Level Wealth Management, you generally need a bachelor's degree in finance, economics, business, or a related field, with strong analytical and numerical skills. Familiarity with financial modeling software, CRM systems, and basic investment analysis tools is often expected, and candidates may work toward certifications such as the Series 7 or Series 66 licenses. Excellent communication, relationship-building, and problem-solving abilities help entry-level professionals engage clients and support senior advisors. These skills are crucial for building client trust, accurately assessing financial needs, and efficiently supporting overall wealth management operations.

What are entry-level wealth management jobs?

Entry-level wealth management jobs typically include roles such as financial advisor assistant, client service associate, or junior financial analyst. These positions often require strong communication skills, basic knowledge of financial products, and may involve supporting senior advisors, preparing reports, and managing client accounts. Certifications like the Series 7 or Series 66 may be beneficial for advancement.

What does a typical day look like for someone in an entry level wealth management position?

In an entry level wealth management role, your day often involves supporting senior advisors with research, preparing portfolio reports, assisting with client onboarding, and responding to client questions. You may analyze market trends, help organize meetings, and work closely with other team members such as investment analysts and administrative staff. The environment is fast-paced and collaborative, providing regular opportunities to develop both your technical knowledge and client service skills. Over time, you’ll gain experience that can lead to more client-facing responsibilities and career advancement within the firm.

What are entry-level positions in wealth management?

Entry-level positions in wealth management typically include roles such as financial advisor assistant, client service associate, or junior financial analyst. These roles often require strong communication skills, basic knowledge of financial products, and may lead to certifications like the Series 7 or Series 66 for advancement.

Is it hard to get a job in entry level wealth management?

Entry level wealth management positions often require a relevant bachelor's degree, strong communication skills, and sometimes passing licensing exams such as the Series 7 or Series 66. Competition can be high, but gaining internships, certifications, and networking can improve chances of securing an entry-level role.

How to get into entry level wealth management with no experience?

Entry level wealth management roles often require strong communication skills, basic financial knowledge, and a customer-focused attitude. Gaining relevant certifications such as the Series 7 or Series 66 can improve your chances, and internships or entry-level positions in finance or customer service can provide valuable experience. Networking and demonstrating a willingness to learn are also important for breaking into the field.
What are the most commonly searched types of Wealth Management jobs in Wisconsin? The most popular types of Wealth Management jobs in Wisconsin are:
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What cities in Wisconsin are hiring for Entry Level Wealth Management jobs? Cities in Wisconsin with the most Entry Level Wealth Management job openings:
Entry Level Wealth Management jobs near you
Infographic showing various Entry Level Wealth Management job openings in Wisconsin as of July 2026, with employment types broken down into 1% As Needed, 82% Full Time, 14% Part Time, 1% Temporary, and 2% Contract. Highlights an 86% Physical, 2% Hybrid, and 12% Remote job distribution, with an average salary of $48,278 per year, or $23.2 per hour.

Entry Level - Wealth Manager - WI, Madison (5124)

Equitable Advisors

Madison, WI • On-site

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted 22 days ago

Equitable rating

8.2

Company rating: 8.2 out of 10

Based on 22 frontline employees who took The Breakroom Quiz

Job description

Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission is simple: to make a difference in the lives of others. If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment.
Role Highlights
  • Client Engagement: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking
  • Financial Strategy Development: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance
  • Product and Service Consultation: Discuss financial products and services tailored to clients' unique situations
  • Location: In-office presence required
  • Work-Life Balance: Flexible schedule to maximize productivity and personal time

Qualifications
Skills & Experience
  • Education: Bachelor's degree or equivalent skills and work experience
  • Licensing: State Life & Health, SIE, Series 7, Series 66
  • Personal Attributes: values-driven with a track record of success and accomplishment
  • Communication Skills: excellent interpersonal and communication abilities with strong self-confidence
  • Mindset: entrepreneurial spirit with a desire to positively impact others' lives
  • Collaboration: ability to work with and learn from top performers
  • Work Authorization: must be authorized to work in the United States

Training & Development
  • FINRA Sponsorship: provided for required FINRA licensing
  • Preliminary Employment Period (PEP): comprehensive 120-day hands-on training
  • Virtual University: access to Equitable Advisors' Virtual University for continuous learning
  • Mentorship: opportunities for joint work and mentorship
  • Personalized Coaching: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed
  • Leadership Development: access to Leadership Development School for those with management ambition
  • Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic Financial Coach program

Compensation & Benefits
  • Sign-On Payment: Based on the time it takes you to complete the company sponsored required FINRA licenses and registrations and enter PEP
  • Stable Pay: Biweekly pay for eligible financial professionals, empowering you to establish your career in wealth management
  • Commissions and Bonus: In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus.
  • Benefits: Comprehensive benefits programs for eligible financial professionals including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time.

Our Impact & Culture
Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women's Network, and "Equitable Excellence," which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement.
Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V. GE-7814315.1(4/25)(Exp.4/29)

What Equitable employees say

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Benefits

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About Equitable

Sourced by ZipRecruiter

At Equitable, we're a team of over ten thousand strong; committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives. We turn challenges into opportunities by thinking, working, and leading differently - where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities. We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork. We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose.

Industry

Finance and insurance

Company size

5,001 - 10,000 Employees

Headquarters location

New York, NY, US

Year founded

1859

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