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Entrylevel Financial Coach Jobs in Madison, WI (NOW HIRING)

IBG Partners

Sales Development Partner

Madison, WI · On-site

$75K - $100K/yr

Training is provided for entry-level candidates who are driven and teachable enough to learn our ... Ongoing leadership coaching Work-Life Balance * No evenings or weekends * Flexible, self-designed ...

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All JobsEntrylevel Financial Coach JobsEntrylevel Financial Coach Jobs in Madison, WI

Entrylevel Financial Coach information

See Madison, WI salary details

$5

$23

$29

How much do entrylevel financial coach jobs pay per hour?

As of Aug 21, 2026, the average hourly pay for entrylevel financial coach in Madison, WI is $23.20, according to ZipRecruiter salary data. Most workers in this role earn between $19.13 and $27.12 per hour, depending on experience, location, and employer.

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

AspectEntrylevel Financial CoachFinancial Advisor
CertificationsNone required, some may pursue CFP or similarCFP, CFA, or other financial planning certifications often required
Work EnvironmentCommunity centers, non-profits, online platformsFinancial firms, banks, independent practices
Primary FocusBudgeting, debt management, financial educationInvestment planning, wealth management, comprehensive financial advice

Entrylevel Financial Coaches typically focus on helping clients improve budgeting and financial literacy, often with minimal certifications. Financial Advisors usually provide investment and wealth management services, often requiring professional certifications. While both roles serve clients' financial needs, Coaches emphasize foundational skills, whereas Advisors handle complex financial planning.

What are popular job titles related to Entrylevel Financial Coach jobs in Madison, WI?

For Entrylevel Financial Coach jobs in Madison, WI, the most frequently searched job titles are:

What job categories do people searching Entrylevel Financial Coach jobs in Madison, WI look for?

The top searched job categories for Entrylevel Financial Coach jobs in Madison, WI are:

What cities near Madison, WI are hiring for Entrylevel Financial Coach jobs?

Cities near Madison, WI with the most Entrylevel Financial Coach job openings:

Entrylevel Financial Coach jobs near you
Infographic showing various Entrylevel Financial Coach job openings in Madison, WI as of August 2026, with employment types broken down into 70% Full Time, 10% Part Time, and 20% Contract. Highlights an 80% In-person, and 20% Remote job distribution, with an average salary of $48,260 per year, or $23.2 per hour.

Personal Financial Planner

Lakeshore Financial Group

Madison, WI

$100K/yr

Full-time

Re-posted 23 days ago

Job description

Do you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more. If you have great communication skills and an eye for detail, apply today!Compensation:

$75,000 - $100,000 at plan earnings


Responsibilities:
  • 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
  • Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs
  • Be a coachable, organized team member interested in pursuing training development and educational opportunities
  • Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor
  • Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals

Qualifications:
  • Up-to-date FINRA Series 7 & 63/66 documents are a bonus
  • Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary
  • Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers
  • Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed
  • A Bachelor’s degree in finance, business administration, or alternate related analytical field is required

About Company

At Lakeshore Financial, our Financial Representatives and Advisors take pride in nurturing strong and meaningful connections with a diverse range of individuals. Our services are designed to cater to specific needs, offering comprehensive financial strategies or focusing on particular areas that require attention.

What sets us apart is our commitment to providing a unique and all-encompassing approach to evaluating and developing financial wellness strategies tailored to each individual's circumstances. We genuinely care about clients' well-being and want them to experience our dedicated and holistic method.

To ensure the highest quality of guidance, our team follows a comprehensive process. By leveraging this approach, we strive to deliver exceptional results and empower clients to achieve their financial goals with confidence.