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Advisor Assistant Jobs in Wisconsin (NOW HIRING)

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 ...

Milwaukee Division

Collision center estimator

Milwaukee, WI

$55K - $75K/yr

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

Collision center estimator

Milwaukee, WI · On-site

$55K - $75K/yr

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

Collision center estimator

Milwaukee, WI · On-site

$55K - $75K/yr

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

Collision center estimator

Milwaukee, WI

$55K - $75K/yr

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

Collision center estimator

Milwaukee, WI · On-site

$55K - $75K/yr

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 ...

BANK OF LUXEMBURG

Customer Service Assistant

WI · On-site

$19.81 - $24.04/hr

This role supports our Financial Advisors and serves customers with professionalism, accuracy, and genuine care. What You'll Do You'll support advisors, assist customers, and manage essential ...

BANK OF LUXEMBURG

Customer Service Assistant

Luxemburg, WI · On-site

$19.81 - $24.04/hr

This role supports our Financial Advisors and serves customers with professionalism, accuracy, and genuine care. What You'll Do You'll support advisors, assist customers, and manage essential ...

Equitable Advisors

Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our ... Benefit from the training and guidance of a local Vice President who will assist you throughout ...

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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 Sep 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 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 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 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 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.

How much do advisor assistants get paid?

Advisor assistants typically earn between $35,000 and $55,000 annually, depending on experience, location, and the employer. Entry-level positions may start lower, while experienced assistants or those in high-demand areas can earn higher salaries. Compensation often includes benefits such as health insurance and retirement plans.

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 2% As Needed, 77% Full Time, 18% Part Time, 1% Temporary, and 2% 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.

BMW Service Advisor

Milwaukee Division

Milwaukee, WI • On-site

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 11 days ago

Job description

The International Autos Group is a family owned and operated group of dealerships serving customers in the Milwaukee, Sheboygan, Chicago, Northwest Indiana markets and Minnesota. The owner of the organization is Ralph Mauro, the son of Frank Mauro, who purchased his original dealership in 1968. Frank Mauro left behind quite a legacy and one that included instilling strong work ethics in Ralph. In turn, Ralph instilled those hard work ethics in his son, Francis, who became the third-generation of the Mauro family to join the auto industry. The International Autos Group will do all they can to promote their employees' growth in the company.
WE OFFER:
  • Paid training
  • Paid vacation
  • Flexible work hours
  • Medical, dental, and vision
  • 401K
  • Closed Sundays

RESPONSIBILITIES:
  • Greet customers promptly
  • Obtain customer and vehicle information
  • Clearly report all vehicle symptoms as described by the customer
  • Determine and recommend needed maintenance base on age, mileage and history of vehicle
  • Prepare a complete and accurate estimate of cost for labor and parts
  • Establish follow up time
  • Monitor the progress of each vehicle throughout the day, and updating customers frequently
  • Verify that the final invoice reconciles with the work performed on the repair order
  • Explain all completed work and charges to customers

REQUIREMENTS:
  • Proven record of achieving exceptional Customer Satisfaction
  • 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 professional integrity
  • ADP computer experience a plus

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