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Junior Financial Representative Jobs in Wisconsin

Capgemini

WI · On-site

$56 - $88/hr

Financial well-being programs such as 401(k) and Employee Share Ownership Plan* Paid time off and ... The disclosed range represents the lowest to highest salary we, in good faith, believe we would pay ...

New

ECG Resources

Client Service Representative

Racine, WI

$15 - $20.50/hr

Financial reporting and stewardship * Tax compliance and planning * Wealth management and wealth ... Work with junior family service team members to ensure services being offered are accurate, timely ...

ECG Resources

Client Service Representative

Racine, WI · On-site

$15 - $20.50/hr

Financial reporting and stewardship * Tax compliance and planning * Wealth management and wealth ... Work with junior family service team members to ensure services being offered are accurate, timely ...

ECG Resources

Client Service Representative

Racine, WI · On-site

$15 - $20.50/hr

Financial reporting and stewardship * Tax compliance and planning * Wealth management and wealth ... Work with junior family service team members to ensure services being offered are accurate, timely ...

Daktronics

Sales Representative

Milwaukee, WI · On-site

... Junior colleges and park and rec departments, and/or Out-of-Home calling on direct end-customers ... You will generate orders through financing options such as Daktronics Sports Marketing and leasing ...

Thrivent Financial

Senior Auditor

Appleton, WI · On-site

$79K - $97K/yr

We exist to help people achieve financial clarity. At Thrivent, we believe money is a tool, not a ... Shape and/or support a culture that represents the Thrivent purpose, promise and values, ensuring ...

Plexus Corp.

Intern - Finance (Summer 2027)

Neenah, WI · On-site

$22 - $24/hr

Hourly Rate: $22 - $24/hr. OVERVIEW To provide financial input to site management at a ... Junior level status * GPA: 3.0 or higher is preferred * Excellent analytical, problem solving, and ...

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All JobsFinancial Representative JobsJunior Financial Representative JobsJunior Financial Representative Jobs in Wisconsin

Junior Financial Representative information

See Wisconsin salary details

$18.7K

$53.9K

$104.1K

How much do junior financial representative jobs pay per year?

As of Sep 4, 2026, the average yearly pay for junior financial representative in Wisconsin is $53,918.00, according to ZipRecruiter salary data. Most workers in this role earn between $36,525.00 and $63,006.00 per year, depending on experience, location, and employer.

What is a junior financial representative?

Junior Financial Representatives are entry-level professionals who assist clients with their financial planning and investment needs. They typically work under the supervision of senior financial advisors, helping clients understand financial products, prepare documentation, and manage accounts. Their responsibilities may also include conducting market research, providing basic financial advice, and supporting client relationship management. This role serves as a stepping stone for those looking to advance in the financial advisory field.

What are the key skills and qualifications needed to thrive as a junior financial representative?

To thrive as a Junior Financial Representative, you need a solid understanding of financial products, basic sales skills, and at least a bachelor's degree in finance or a related field. Familiarity with CRM software, financial planning tools, and relevant certifications such as the FINRA Series 6 or 7 is often required. Strong interpersonal communication, active listening, and relationship-building abilities are crucial soft skills in this role. These competencies are vital for effectively advising clients, building trust, and meeting sales and compliance targets in a competitive financial services environment.

What are some common challenges faced by a junior financial representative when building a client base?

As a Junior Financial Representative, one of the main challenges is establishing trust and credibility with potential clients, especially when you're new to the industry. Building a client base often involves a significant amount of networking, outreach, and follow-up, which can be time-consuming and sometimes discouraging at first. It's important to be proactive, persistent, and open to learning from more experienced colleagues. Many organizations offer mentorship programs and regular training to help you develop effective communication and sales techniques, making it easier to overcome these early hurdles.

What is the difference between Junior Financial Representative vs Financial Advisor?

AspectJunior Financial RepresentativeFinancial Advisor
Required CredentialsEntry-level certifications, such as FINRA Series 6 or 7, and possibly a bachelor's degreeAdvanced certifications like CFP, CFA, or Series 65/66, plus more experience
Work EnvironmentFinancial firms, banks, or insurance companies, often in client service rolesIndependent or firm-based, providing personalized financial planning and investment advice
Employer & Industry UsageCommon in banking, insurance, and financial services for entry-level rolesUsed across financial planning firms, wealth management, and investment firms

The main difference is that Junior Financial Representatives typically handle basic client interactions and support tasks with entry-level credentials, while Financial Advisors provide comprehensive financial planning and investment advice, often requiring advanced certifications and more experience.

What are the most commonly searched types of Financial Representative jobs in Wisconsin?

The most popular types of Financial Representative jobs in Wisconsin are:

What cities in Wisconsin are hiring for Junior Financial Representative jobs?

Cities in Wisconsin with the most Junior Financial Representative job openings:

Junior Financial Representative jobs near you

Apex - Junior Sales Partner

Great Day Improvements: A Family of Brands

Brookfield, WI • On-site

Part-time

Re-posted 11 days ago

Great Day Improvements rating

5.4

Company rating: 5.4 out of 10

Based on 14 frontline employees who took The Breakroom Quiz

48th of 55 rated home improvement suppliers and fitters

Job description

Overview

Apex - Junior Sales Partner

At Apex Energy Solutions, the Junior Sales Partner (JSP) role is more than just an entry-level sales position - it's the launchpad to an exciting career filled with growth, purpose, and possibility.

As a JSP, you play a vital role in the success of our sales organization by generating high-quality appointments for our Outside Sales Representatives (SSPs). You'll build your skills in communication, influence, and relationship-building while working alongside a high-energy team that's committed to winning.

This position is ideal for driven, coachable individuals who are ready to show up, put in the work, and rise quickly. At Apex, we believe in rewarding effort, developing talent, and creating a clear path for advancement.

Responsibilities

Engage face-to-face with homeowners to create interest and set appointments for our SSPs

Attend all scheduled in-person and virtual team meetings and training sessions

Track and manage all outreach and appointment activity using Apex CRM tools

Collaborate closely with market leadership and your canvass manager to optimize performance

Represent Apex with professionalism, positivity, and purpose in every interaction

Contribute to a culture built on accountability, energy, and growth

Qualifications

Reliable transportation (required)

Valid driver's license (required)

iPhone preferred for tech compatibility

Strong communication and people skills

Self-motivated and goal-oriented

Coachable, team-oriented, and always striving to improve

Training & Development

Paid training from Day 1 - no waiting to get started

Comprehensive coaching on communication, sales, and lead generation

Ongoing support from local leadership and top-performing mentors

Clear promotion path to Senior Sales Partner (SSP), Canvass Manager, and Market Sales Partner (MSP)

Compensation & Benefits

Guaranteed base pay PLUS commission

Bonus pay for every appointment that converts to a sale

Weekly team and individual performance incentives

Employee product discounts

Flexible schedule in a fast-paced, performance-driven culture

Why Apex?

Apex Energy Solutions is a nationally recognized leader in the home remodeling industry, known for innovation, integrity, and impact. We specialize in high-performance window and door systems that elevate the efficiency and beauty of homes across the country.

We're not just building a company - we're building careers, community, and a culture of winning. If you're ready to take the first step toward a future of financial freedom, professional growth, and #ThatApexLifestyle, this is where it begins.

Seeking people interested in:

Sales Consultant Sales Closer High-Ticket Sales Commission-Only Sales B2C Sales Home Remodeling Sales In-Home Sales Outside Sales In-side Sales Field Marketer Canvassing Pre-Set Appointments Sales Representative Door-to-Door Windows Sales Door Sales 1099 Sales Community Engagement No Overnight Travel High-Commission Jobs Top Sales Jobs State-of-the-Art Sales Tech Sales Career Growth Digital Sales Tools Direct Sales Grassroots Marketing Flexible Sales Schedule Entrepreneur Growth Potential Culture Athletes In-Person Outreach Field Marketing Outside Appointment Setter Neighborhood Marketing Lead Generation Field Brand Ambassador Door Knocking

Apex is an Equal Employment Opportunity Employer

#INDAPEX

Apex Energy Solutions is innovative and flexible. Note that some markets are for a relationship with Apex Energy Solutions, part of Great Day Improvements, LLC. Other markets are franchises, and the relationship will be with the franchise owner.

Employment Type: PART_TIME

What Great Day Improvements employees say

Pay

Benefits

Hours and flexibility

Workplace

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