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Advisor Assistant Jobs in Wisconsin (NOW HIRING)

CWP Private Wealth Management

Be Seen First

Investment Advisor Assistant

West Bend, WI · On-site

$40K - $50K/yr

Attend weekly service meetings with advisors and service staff, as well as individual advisor check-ins. * Assist with general administrative tasks as needed, always delivering excellent customer ...

Rosen Nissan Madison

Service Advisor

Madison, WI · On-site

Past experience as a service advisor, assistant lane manager or service consultant * Very energetic personality * A desire for a long-term career with a growing organization * Personal and ...

Rosen Nissan Milwaukee

Service Advisor

Milwaukee, WI · On-site

Past experience as a service advisor, assistant lane manager or service consultant * Very energetic personality * A desire for a long-term career with a growing organization * Personal and ...

Rosen Nissan Milwaukee

Service Advisor

Milwaukee, WI · On-site

Past experience as a service advisor, assistant lane manager or service consultant * Very energetic personality * A desire for a long-term career with a growing organization * Personal and ...

Rosen Nissan Madison

Service Advisor

Madison, WI

Past experience as a service advisor, assistant lane manager or service consultant * Very energetic personality * A desire for a long-term career with a growing organization * Personal and ...

Rosen Nissan Madison

Service Advisor

Madison, WI

Past experience as a service advisor, assistant lane manager or service consultant * Very energetic personality * A desire for a long-term career with a growing organization * Personal and ...

Rosen Kia Milwaukee

Service Advisor

Milwaukee, WI

Past experience as a service advisor, assistant lane manager or service consultant * Very energetic personality * A desire for a long-term career with a growing organization * Personal and ...

Rosen Kia Milwaukee

Service Advisor

Milwaukee, WI

Past experience as a service advisor, assistant lane manager or service consultant * Very energetic personality * A desire for a long-term career with a growing organization * Personal and ...

Rosen Nissan Madison

Service Advisor

Madison, WI

Past experience as a service advisor, assistant lane manager or service consultant * Very energetic personality * A desire for a long-term career with a growing organization * Personal and ...

Rosen Kia Milwaukee

Service Advisor

Milwaukee, WI · On-site

Past experience as a service advisor, assistant lane manager or service consultant * Very energetic personality * A desire for a long-term career with a growing organization * Personal and ...

Rosen Kia Milwaukee

Service Advisor

Milwaukee, WI · On-site

Past experience as a service advisor, assistant lane manager or service consultant * Very energetic personality * A desire for a long-term career with a growing organization * Personal and ...

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All JobsAdvisor Assistant JobsAdvisor Assistant Jobs in Wisconsin

Advisor Assistant information

See Wisconsin salary details

$28.8K

$54.8K

$91.9K

How much do advisor assistant jobs pay per year?

As of May 29, 2026, the average yearly pay for advisor assistant in Wisconsin is $54,752.00, according to ZipRecruiter salary data. Most workers in this role earn between $41,400.00 and $63,600.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as an Advisor Assistant, and why are they important?

To excel as an Advisor Assistant, you typically need strong organizational abilities, attention to detail, and a background in business administration or finance. Familiarity with CRM software, scheduling tools, and financial planning systems is commonly required. Excellent communication, discretion, and proactive problem-solving are standout soft skills in this role. These competencies are crucial for supporting advisors efficiently, managing client interactions, and ensuring seamless operations in a fast-paced environment.

What are some typical daily tasks and team interactions for an Advisor Assistant?

Advisor Assistants often handle a variety of administrative and client-support duties throughout the day, such as scheduling meetings, preparing client documentation, and processing paperwork. They frequently collaborate with financial advisors and other team members to ensure client needs are met efficiently and all compliance requirements are followed. Regular communication with clients to gather information or provide updates is also common. This role requires a strong attention to detail and the ability to manage multiple priorities in a fast-paced office environment.

What are Advisor Assistants?

Advisor Assistants are professionals who support financial advisors or other types of consultants in their daily tasks. Their responsibilities typically include scheduling meetings, preparing client reports, maintaining records, handling client communications, and performing administrative duties. By managing these tasks, Advisor Assistants help ensure that advisors can focus on providing quality advice and service to their clients. They play a crucial role in keeping the workflow efficient and organized within advisory firms or departments.

Is $50,000 enough to work with a financial advisor?

For an Advisor Assistant, a $50,000 salary can be sufficient depending on the location, experience, and responsibilities. Entry-level roles or positions in areas with a lower cost of living may find this salary adequate, but in high-cost regions, it might be below average for similar roles. Additional certifications or skills can also influence salary expectations.

What is the difference between Advisor Assistant vs Financial Advisor?

AspectAdvisor AssistantFinancial Advisor
CredentialsOften no formal certification required, but some may have FINRA licensesTypically requires certifications like Series 7, Series 66, or CFP
Work EnvironmentSupport role within financial firms, assisting advisorsClient-facing role providing financial planning and investment advice
Employer & Industry UsageUsed in banks, investment firms, and financial planning companiesEmployed in similar settings, focusing on client financial strategies

In summary, an Advisor Assistant primarily supports financial advisors with administrative and research tasks, often without requiring extensive certifications. In contrast, a Financial Advisor directly interacts with clients, offering personalized financial planning and investment advice, usually holding relevant licenses and certifications.

What are the most commonly searched types of Advisor jobs in Wisconsin? The most popular types of Advisor jobs in Wisconsin are:
What cities in Wisconsin are hiring for Advisor Assistant jobs? Cities in Wisconsin with the most Advisor Assistant job openings:
Advisor Assistant jobs near you
Infographic showing various Advisor Assistant job openings in Wisconsin as of May 2026, with employment types broken down into 76% Full Time, 16% Part Time, 3% Temporary, and 5% Contract. Highlights an 80% Physical, 7% Hybrid, and 13% Remote job distribution, with an average salary of $54,752 per year, or $26.3 per hour.

Service Advisor Assistant

Milwaukee Division

Milwaukee, WI

Full-time

Medical, Dental, Vision, Retirement

Posted 4 days ago

Job description

Now Hiring: Automotive Service Advisor Assistant

Location: International BMW – West Allis WI
Employment Type: Full-Time
Compensation: Competitive pay + benefits

International BMW, a premier destination for luxury automotive service, is looking for a motivated and customer-focused Service Advisor Assistant to join our dynamic team. If you thrive in a fast-paced, high-end service environment and have a passion for delivering exceptional customer experiences, we want to hear from you!

What You’ll Do:

  • Support the Service Advisors in daily operations and customer interactions

  • Greet clients, assist with vehicle check-in, and ensure a smooth intake process

  • Communicate service updates to customers via phone, text, and email

  • Coordinate vehicle movement between service lanes, technician bays, and the car wash

  • Prepare repair orders and ensure documentation accuracy

  • Maintain a clean, organized, and welcoming service reception area

  • Assist with loaner vehicle coordination and key management

What We’re Looking For:

  • Prior automotive or customer service experience preferred

  • Strong communication and organizational skills

  • Energetic, detail-oriented, and eager to learn

  • Ability to multitask in a high-volume environment

  • Valid driver’s license and clean driving record required

  • Familiarity with BMW vehicles or Reynolds & Reynolds software is a plus

What We Offer:

  • Competitive hourly wage + performance bonuses

  • Full benefits package (medical, dental, vision, 401k)

  • Paid training and advancement opportunities

  • Employee discounts on parts, service, and vehicles

  • A team culture that values excellence and growth

Join the International BMW Family

Be part of a brand that stands for performance, precision, and prestige. As a Service Advisor Assistant, you’ll play a vital role in delivering the premium experience our BMW clients expect — and deserve.