Financial Services Professional



Financial services professionals include financial advisors, investment advisors, and insurance agents. They inquire into the client's financial needs and goals, provide financial guidance, and provide products and services related to investing, insurance, retirement, and more.

Training at a glance

  • Time to Complete: Approx. 1 years
  • On the job time: 2000 hours
  • Related Instruction Time: 144 hours
  • Additional Training: Pass the Securities Industry Essentials (SIE) exam, Valid Series 6 and Series 63 licenses OR Valid Series 7 and Series 66 licenses, Transition to Trainer

Wisconsin Employment Outlook & Wages*

  • Job Outlook through 2026 in Wisconsin: +13.6%
  • Experienced Level Salary: $97,804

More Information on: Skills, Education, Tools, and Workplace Conditions


 * Wisconsin Long Term Occupation Employment Projections, 2016-2026 (Statewide). Office of Economic Advisors, WI Department of Workforce Development, December 2018. & US Bureau of Labor Statistics: Occupational Employment Statistics, estimates May 2017. Reports can be viewed on DWD's premiere source for Labor Market Information, WisConomy.com.

* * Average (mean) annual salary earned by the upper two-thirds of all workers in the selected location, occupation, and industry. Actual salaries will vary by employer and other factors.