ZipRecruiter

Log In

2

Entrylevel Financial Advisor Jobs in Appleton, WI

BERGSTROM AUTO

Automotive Technician

Appleton, WI

$20 - $26/hr

Collaborate with service advisors to communicate repair needs and timelines to guests. * Stay up-to ... Mentor entry-level technicians to support their skill development and contribute to a team-oriented ...

Bergstrom Automotive

Automotive Technician

Appleton, WI · On-site

$20 - $26/hr

Collaborate with service advisors to communicate repair needs and timelines to guests. * Stay up-to ... Mentor entry-level technicians to support their skill development and contribute to a team-oriented ...

Bergstrom Automotive

Automotive Technician

Neenah, WI · On-site

$28 - $40/hr

Collaborate with service advisors to communicate repair needs and timelines to guests. * Stay up-to ... Mentor entry-level technicians to support their skill development and contribute to a team-oriented ...

BERGSTROM AUTO

Automotive Technician

Neenah, WI

$28 - $40/hr

Collaborate with service advisors to communicate repair needs and timelines to guests. * Stay up-to ... Mentor entry-level technicians to support their skill development and contribute to a team-oriented ...

TDS Telecom

Territory Sales Representative

Appleton, WI · On-site

$100K/yr

... Entry Level Sales Representatives are more than sellers-they're trusted advisors and community ... health, financial well-being, and overall happiness. Join us and experience a work environment ...

TDS Telecom

Territory Sales Representative

Appleton, WI · On-site

$100K/yr

... Entry Level Sales Representatives are more than sellers--they're trusted advisors and community ... health, financial well-being, and overall happiness. Join us and experience a work environment ...

next page

Showing results 1-20

All JobsEntrylevel Financial Advisor JobsEntrylevel Financial Advisor Jobs in Appleton, WI

Entrylevel Financial Advisor information

See Appleton, WI salary details

$35.1K

$99.7K

$140.5K

How much do entrylevel financial advisor jobs pay per year?

As of Jul 14, 2026, the average yearly pay for entrylevel financial advisor in Appleton, WI is $99,655.00, according to ZipRecruiter salary data. Most workers in this role earn between $73,200.00 and $127,800.00 per year, depending on experience, location, and employer.

What are some common challenges entry-level financial advisors face in their first year, and how can they overcome them?

Entry-level financial advisors often face challenges such as building a client base from scratch, mastering a wide range of financial products, and navigating complex regulatory requirements. To overcome these hurdles, new advisors should focus on networking, seek mentorship from experienced colleagues, and participate in ongoing training offered by their firm. Additionally, developing strong communication and relationship-building skills is key to gaining client trust and growing a successful practice.

What is the difference between Entrylevel Financial Advisor vs Financial Planner?

AspectEntrylevel Financial AdvisorFinancial Planner
CertificationsSeries 7, Series 66, or 63; possibly CFPCFP, ChFC, or similar certifications often preferred
Work EnvironmentFinancial firms, banks, or advisory firms; client-facingIndependent or firm-based; client-focused financial planning
Job FocusSales, client onboarding, basic financial adviceComprehensive financial planning, investment strategies

While both roles involve working with clients on financial matters, an Entrylevel Financial Advisor typically focuses on sales and basic advice within a firm, often requiring specific licenses. A Financial Planner usually provides more comprehensive planning services, often holding advanced certifications like CFP, and may work independently or within larger firms. The roles overlap in credentials and client interaction but differ in scope and responsibilities.

What are the key skills and qualifications needed to thrive as an Entry-level Financial Advisor, and why are they important?

To thrive as an Entry-level Financial Advisor, you need a solid understanding of financial principles, strong analytical skills, and typically a bachelor's degree in finance, economics, or a related field. Familiarity with financial planning software, CRM systems, and certifications such as the Series 7 or Series 66 licenses are often required. Excellent interpersonal skills, active listening, and the ability to build trust with clients help set top advisors apart. These skills and qualifications are crucial for providing sound financial advice, building lasting client relationships, and complying with industry regulations.

What are entry-level financial advisors?

Entry-level financial advisors are professionals who assist clients in managing their finances, creating budgets, and developing investment strategies, typically at the beginning of their careers. They often work under the supervision of more experienced advisors and help clients with tasks such as retirement planning, savings, and risk management. These advisors may work for financial firms, banks, or independently, and they usually hold relevant degrees or certifications. Their goal is to build relationships with clients and help them achieve their financial objectives while gaining industry experience.
What are popular job titles related to Entrylevel Financial Advisor jobs in Appleton, WI? For Entrylevel Financial Advisor jobs in Appleton, WI, the most frequently searched job titles are:
What job categories do people searching Entrylevel Financial Advisor jobs in Appleton, WI look for? The top searched job categories for Entrylevel Financial Advisor jobs in Appleton, WI are:
What cities near Appleton, WI are hiring for Entrylevel Financial Advisor jobs? Cities near Appleton, WI with the most Entrylevel Financial Advisor job openings:
Entrylevel Financial Advisor jobs near you

Automotive Technician - Entry to Mid Level

BERGSTROM AUTO

Appleton, WI

$18 - $22/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 2 days ago

Job description

Automotive Technician
Entry to Mid Level Experience

Bergstrom Appleton Buick GMC
At Bergstrom Automotive, we’re proud to be Wisconsin’s largest dealership, setting the standard for exceptional guest experiences. Our team is driven by innovation, integrity, and a dedication to fostering growth and success for our team members. If you’re passionate about delivering outstanding service and growing your career, Bergstrom is the place for you!
Key Responsibilities

  • Perform basic vehicle maintenance, including oil changes, tire rotations, brake inspections, and fluid replacements.
  • Assist with minor mechanical and electrical repairs under supervision.
  • Conduct vehicle inspections to identify potential issues, ensuring safety and reliability.
  • Test and evaluate vehicle functionality, documenting findings to maintain service records.
  • Maintain a clean, safe, and organized workspace in compliance with safety protocols.
  • Participate in ongoing training to improve skills and keep up-to-date with automotive technologies.
  • Collaborate with senior technicians and service advisors to deliver outstanding guest service.

Schedule: Monday-Friday 7:00 am to 4:00 pm
Pay: $18.00 - $22.00 hourly rate
Flat rate pay structure with an earning potential of $50,000+ dependent on experience and productivity.
Pay starts hourly but will switch to flat rate after training is completed.
Qualifications

  • Education: Technical training 
  • Certifications: ASE certification or equivalent required; manufacturer-specific certifications strongly preferred.
  • Experience: Minimum of 6 months of experience as an automotive technician.
  • Skills:
    • Strong mechanical aptitude and a desire to learn.
    • Excellent attention to detail and problem-solving skills.
    • Effective communication and teamwork skills.
    • Ability to work efficiently in a fast-paced environment.
  • Requirements:
    • Valid driver’s license and a clean driving record.
Our Commitment to You

At Bergstrom Automotive, we value our team members and are dedicated to providing a supportive and rewarding workplace. Here's what you can expect when you join our team:

  • Competitive Compensation
  • Comprehensive Benefits: Medical, Dental, Vision, Short and Long Term Disability, and Life Insurance (for full-time team members)
  • Generous Time Off: Two weeks of PTO starting on your first day (for full-time team members)
  • Exclusive Discounts: Save on vehicles, service, and parts
  • Financial Security: 401(k) plan with company match (for full-time team members)
  • Work-Life Balance: Paid holidays (for full-time team members)
  • Wellness Support:
    • Wellness Program
    • Free Team Member Clinic
    • Access to a Free Health Coach
    • Employee Assistance Program
  • Team Recognition: Employee Referral Program
  • Career Development: Ongoing training and opportunities for growth and advancement

A Clear Path Forward: Express Lube Techician >> Apprentice Technician >> C-Tech >> B-Tech >> A-Tech >> Shop Foreman >> Service Manager >> Platform Manager

At Bergstrom Automotive, we are committed to fostering a culture where our team members thrive both personally and professionally. Join us and be a part of our dynamic, award-winning team!
Join Wisconsin's Largest and Most Award-Winning Automotive Group!
Bergstrom Automotive, established in 1982 in Neenah, Wisconsin, has grown to become Wisconsin's largest automotive group and a top 50 dealer in the United States. With over 2,300 team members across 40 dealerships representing 36 brands in Green Bay, Kaukauna, Appleton, Manitowoc, Neenah, Oshkosh, Madison, and Middleton, we are proud to deliver exceptional guest experiences every day.
Our team has been consistently recognized by Automotive News as the top dealership group to work for in Wisconsin and one of the best in the United States. We've also earned accolades such as Glassdoor's "Best Places to Work" award and honors from the Better Business Bureau and Time Magazine.
At Bergstrom Automotive, we are deeply committed to giving back to our communities, supporting local organizations such as Make-a-Wish, United Way, and Breast Cancer Research at the Medical College of Wisconsin.
Join us and be part of a team dedicated to excellence, integrity, and making a difference both on and off the lot!

Apply