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Advisor Assistant Jobs in Wisconsin (NOW HIRING)

Audi North Shore

Audi Service Advisor

Milwaukee, WI

Past experience as a Service Advisor, Assistant Lane Manager or Service Consultant is a must * Above average energy level * A desire for a long term career with a growing organization * Personal and ...

Audi North Shore

Audi Service Advisor

Milwaukee, WI

Past experience as a Service Advisor, Assistant Lane Manager or Service Consultant is a must * Above average energy level * A desire for a long term career with a growing organization * Personal and ...

Audi North Shore

Audi Service Advisor

Milwaukee, WI · On-site

Past experience as a Service Advisor, Assistant Lane Manager or Service Consultant is a must * Above average energy level * A desire for a long term career with a growing organization * Personal and ...

Audi North Shore

Audi Service Advisor

Milwaukee, WI

Past experience as a Service Advisor, Assistant Lane Manager or Service Consultant is a must * Above average energy level * A desire for a long term career with a growing organization * Personal and ...

Audi North Shore

Audi Service Advisor

Milwaukee, WI · On-site

Past experience as a Service Advisor, Assistant Lane Manager or Service Consultant is a must * Above average energy level * A desire for a long term career with a growing organization * Personal and ...

Milwaukee Division

BMW Service Advisor

Milwaukee, WI · On-site

Past experience as a Service Advisor, Assistant Lane Manager or Service Consultant is a must * Above average energy level * A desire for a long term career with a growing organization * Personal and ...

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Showing results 21-40

All JobsAdvisor 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 Aug 6, 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 does an advisor assistant do?

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 is an advisor assistant?

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.

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 key skills and qualifications needed to thrive as an advisor assistant?

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 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 August 2026, with employment types broken down into 1% As Needed, 76% Full Time, 19% Part Time, 1% Temporary, and 3% Contract. Highlights an 98% Physical, 1% Hybrid, and 1% Remote job distribution, with an average salary of $54,752 per year, or $26.3 per hour.

Financial Advisor Sales Assistant

Johnson Financial Group

Kenosha, WI • On-site

Full-time

Re-posted 18 days ago

Johnson Financial Group rating

8.8

Company rating: 8.8 out of 10

Based on 5 frontline employees who took The Breakroom Quiz

Job description

Overview
Primary responsibility of the FA Assistant role is to provide comprehensive administrative sales support to one or more Financial Advisors. This position requires a collaborative partnership with the Financial Advisor to ensure a high degree of business professionalism and support that positively impacts profitable new business development, client referrals and retention efforts.
Key Responsibilities:
  • Understanding of and ability to articulate full scope of JFG products and services.
  • Establish new client accounts, initiates money market deposits, redemptions, check requests, facilitate wire transfers and general account maintenance. Research and handle client inquires and enter trades when requested by clients and advisor.
  • Responsible for accurately opening, closing and performing maintenance on accounts within bank and vendor operating systems.
  • Proactively schedules client appointments and meetings. Identifies and resolves client needs through ownership and consistent follow through.
  • Research and assist in resolving client inquiries and issues to resolution; displays initiative to problem solve and escalate when appropriate, has the ability to work independently.
  • Accurately and timely prepare correspondence, documents, reports, proposals and other administrative functions, including expense management and referral system reporting.
  • Support Advisor in marketing of his/her business including but not limited to; materials, events and communications.
  • Will analyze data to recognize affinity groups to identify, build and act on lead management through CRM and all applicable systems.
  • Manage and enter data through use of Financial Planning operating systems.
  • Responsible for ensuring all activities remain compliant with policies and procedures of the broker dealer.

Job Requirements:
  • HS diploma required, Bachelor's degree preferred and minimum 1 year working knowledge of financial markets. Work experience may be considered in lieu of a degree.
  • Series 7 and 66 or equivalent preferred; otherwise, expected to obtain within 6-12 months of hire.
  • Life and health licenses desired.
  • Strong internal and external communication skills, established ability to develop relationships with key business partners.
  • Expert customer service and time management skills required.
  • Proficient in all MS Office Suite of products, including MS Word, Excel, PPT and Outlook.

Come as you are.
Our culture embraces diversity, equity, & inclusion; one where everyone feels valued and heard. For more information on JFG's culture and diversity efforts, including our employee resource groups, please visit the Diversity section of our career website.

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