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 ...
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 ...
Entrylevel Financial Advisor information
See Appleton, WI salary details
$35.1K - $44.7K
3% of jobs
$44.7K - $54.3K
3% of jobs
$54.3K - $63.9K
10% of jobs
$63.9K - $73.4K
9% of jobs
$73.7K is the 25th percentile. Wages below this are outliers.
$73.4K - $83K
11% of jobs
$83K - $92.6K
8% of jobs
The median wage is $98.8K / yr.
$92.6K - $102.2K
11% of jobs
$102.2K - $111.8K
10% of jobs
$111.8K - $121.3K
10% of jobs
$123.7K is the 75th percentile. Wages above this are outliers.
$121.3K - $130.9K
8% of jobs
$130.9K - $140.5K
19% of jobs
$35.1K
$99.7K
$140.5K
How much do entrylevel financial advisor jobs pay per year?
As of Jun 11, 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.
How do you become a financial advisor with no experience?
To become an entry-level financial advisor with no experience, individuals typically pursue relevant education such as a bachelor's degree in finance, economics, or related fields, and obtain necessary licenses like the Series 7 and Series 66 exams. Gaining knowledge of financial planning tools and starting in support roles or internships can also help build experience and industry understanding.
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 do entry-level financial advisors do?
Entry-level financial advisors assist clients with financial planning, investment strategies, and goal setting under supervision. They gather client information, prepare financial documents, and use financial software, often working toward certifications like the Series 7 or 66. Their role involves learning industry regulations and developing client communication skills.
What is the difference between Entrylevel Financial Advisor vs Financial Planner?
| Aspect | Entrylevel Financial Advisor | Financial Planner |
|---|---|---|
| Certifications | Series 7, Series 66, or 63; possibly CFP | CFP, ChFC, or similar certifications often preferred |
| Work Environment | Financial firms, banks, or advisory firms; client-facing | Independent or firm-based; client-focused financial planning |
| Job Focus | Sales, client onboarding, basic financial advice | Comprehensive 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.
Is $200,000 enough to work with a financial advisor?
For an entry-level financial advisor, having $200,000 in assets or investments can be sufficient to start working with a financial advisor, as many firms set minimum investment thresholds around this amount. However, some advisors may have lower or higher minimums, and the suitability depends on the advisor's policies and the client's financial goals. It is also common for advisors to offer different services based on the client's asset level and to require ongoing contributions or planning for comprehensive financial management.
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.
Is $50,000 enough to work with a financial advisor?
For an entry-level financial advisor, a $50,000 annual income can be sufficient to start building a client base and gain experience, especially if working for a firm that provides training and resources. However, personal financial needs and the costs associated with obtaining certifications or licenses, such as the Series 7 or 66, should also be considered when evaluating financial stability in this role.
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:
$80K/yr
Full-time
Medical, Dental, Vision, Life, Retirement, PTO
Posted 9 days ago
Job description
Ford Certified Automotive Technician
Intermediate to Advanced Experience Level
Intermediate to Advanced Experience Level
Bergstrom Neenah Ford Lincoln
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 advanced diagnostic and repair work, including engine, transmission, electrical, and HVAC systems.
- Conduct thorough inspections to identify maintenance needs and ensure vehicles meet manufacturer specifications.
- Utilize factory diagnostic tools, equipment, and resources to complete repairs efficiently and accurately.
- Collaborate with service advisors to communicate repair needs and timelines to guests.
- Stay up-to-date with the latest automotive technologies and manufacturer training.
- Adhere to safety protocols and maintain a clean, organized work environment.
- Mentor entry-level technicians to support their skill development and contribute to a team-oriented culture.
Schedule: Monday-Friday 7:00 am to 4:00 pm or similar variation
Pay: Flat rate pay structure dependent on experience and productivity.
With an earning potential of:
$80,000 + for mid level technicians
$100,000 + for experienced level technicians
Pay starts hourly but will switch to flat rate after training is completed.
Qualifications
- Education: Technical training
- Certifications: ASE certification or equivalent required; FORD manufacturer-specific certifications required.
- Experience: Minimum 2 years experience as a FORD certified automotive technician.
- Skills:
- Strong diagnostic and problem-solving abilities.
- Proficiency with factory diagnostic tools and repair systems.
- Effective communication and teamwork skills.
- Ability to work efficiently in a fast-paced environment.
- Requirements:
- Valid driver’s license and a clean driving record.
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!