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Application Advisor Jobs in Wisconsin (NOW HIRING)

NFP Corp

Associate, Advisor

Madison, WI · On-site

$60K - $70K/yr

This position is responsible for providing support to Advisors including data gathering, case design, scenario building, financial plan development, financial plan application, and portfolio ...

NFP Corp

Associate, Advisor

Madison, WI

$60K - $70K/yr

This position is responsible for providing support to Advisors including data gathering, case design, scenario building, financial plan development, financial plan application, and portfolio ...

NFP Corp

Associate, Advisor

Madison, WI · On-site

$60K - $70K/yr

This position is responsible for providing support to Advisors including data gathering, case design, scenario building, financial plan development, financial plan application, and portfolio ...

Aon

Associate, Advisor

Madison, WI · On-site

$60K - $70K/yr

This position is responsible for providing support to Advisors including data gathering, case design, scenario building, financial plan development, financial plan application, and portfolio ...

Universities of Wisconsin

Enrollment Adviser

Madison, WI · On-site +1

$44K - $54K/yr

If you are currently employed at any of the Universities of Wisconsin, log in to Workday to apply through the internal application process. Position Title: Enrollment Adviser Job Category: Academic ...

Universities of Wisconsin

Enrollment Adviser

Madison, WI · On-site

$44K - $54K/yr

The EA represents OPLR to prospective students with the goal of attracting and advising a qualified student body to meet recruitment goals and guide prospective students through the application ...

Wisconsin

Enrollment Adviser

Madison, WI

$44K - $54K/yr

If you are currently employed at any of the Universities of Wisconsin, log in to Workday to apply through the internal application process. Position Title: Enrollment Adviser Job Category: Academic ...

The Park Bank

Mortgage Advisor

Madison, WI · On-site

As a Mortgage Advisor at Park Bank, you have a strong independent knowledge of mortgage products ... Initiate the application and initial disclosures for mortgage loans prospected * Hand off loan ...

Park Bank

Mortgage Advisor

Madison, WI · On-site

As a Mortgage Advisor at Park Bank, you have a strong independent knowledge of mortgage products ... Initiate the application and initial disclosures for mortgage loans prospected * Hand off loan ...

Fiserv, Inc.

Solutions Architecture - Sr Advisor

Milwaukee, WI · On-site

$134K - $135K/yr

Solutions Architecture - Sr Advisor EMPLOYER: Fiserv Solutions, LLC LOCATION: Milwaukee, WI (and ... Enhance application processes to accommodate Fiserv's roadmap product line and new products. Manage ...

Fute IT Inc

Application Specialist

Milwaukee, WI · On-site

As our Application Specialist , you will shape how customers apply modern foundation technologies ... Advise customers on: * Proper equipment operation * Job layouts and best practices * Production ...

FarWell

Advisor - Project Manager

Milwaukee, WI · On-site

ADVISOR - PROJECT MANAGEMENT Milwaukee, WI. / Hybrid FarWell Project Advisors, LLC has openings for ... Experience with software/application implementations or transformations are highly sought after.

FarWell

Advisor - Project Manager

Madison, WI · On-site

ADVISOR - PROJECT MANAGEMENT Madison or Milwaukee, WI. / Hybrid FarWell Project Advisors, LLC has ... Experience with software/application implementations or transformations are highly sought after.

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All JobsApplication Advisor JobsApplication Advisor Jobs in Wisconsin

Application Advisor information

What are some common challenges application advisors face when guiding applicants, and how can they be addressed?

Application Advisors often encounter challenges such as managing high volumes of inquiries, addressing diverse applicant backgrounds, and staying updated on evolving admission requirements. To overcome these, advisors typically employ strong organizational skills, leverage digital tools for tracking interactions, and participate in regular training sessions. Additionally, collaborating closely with admissions teams and other departments helps ensure consistent and accurate information is provided to all applicants.

What does an application advisor do?

An application advisor assists individuals with the application process for jobs, educational programs, or certifications. They provide guidance on required documents, eligibility criteria, and application procedures, often working in educational institutions, career centers, or recruitment settings. Strong communication skills and knowledge of application systems or platforms are essential for this role.

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

To thrive as an Application Advisor, you need a thorough understanding of application processes, program requirements, and academic advising principles, typically supported by a relevant bachelor's degree. Familiarity with student information systems, CRM platforms, and application management tools is commonly required. Exceptional interpersonal skills, active listening, and problem-solving abilities help build trust and guide applicants effectively. These skills ensure accurate guidance, improve applicant experiences, and support institutional enrollment goals.

What qualifications do you need to be an application advisor?

Application advisors typically need a high school diploma or equivalent, with many roles preferring a bachelor's degree in fields like business, communications, or related areas. Relevant skills include strong communication, customer service experience, and familiarity with the application process or software tools; certifications are not usually required but can be advantageous.

What is an application advisor?

An Application Advisor is a professional who guides individuals or organizations through the process of preparing, submitting, and following up on applications, such as for college, jobs, or grants. They provide expert advice on gathering necessary documentation, meeting deadlines, and enhancing the quality of applications. Application Advisors may also offer feedback on essays or personal statements and help applicants understand the criteria used by review committees. Their goal is to increase the applicant’s chances of success by making the application process more efficient and less stressful.
What are popular job titles related to Application Advisor jobs in Wisconsin? For Application Advisor jobs in Wisconsin, the most frequently searched job titles are:
What job categories do people searching Application Advisor jobs in Wisconsin look for? The top searched job categories for Application Advisor jobs in Wisconsin are:
What cities in Wisconsin are hiring for Application Advisor jobs? Cities in Wisconsin with the most Application Advisor job openings:
Application Advisor jobs near you

Associate, Advisor

NFP Corp

Madison, WI • On-site

$60K - $70K/yr

Full-time

Medical, Retirement, PTO

Re-posted 19 days ago

Job description

Posting Description
Who We Are:
Wealthspire is a leading wealth management, retirement advisory, and business management firm serving individuals, families, endowments, and institutions across the United States, Canada, and the United Kingdom. We provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services-empowering clients to navigate complexity with clarity and confidence.
With over 1,200 employees across more than 40 offices, we deliver insights and solutions backed by deep research, technology, and decades of expertise. Our collective businesses create a unified ecosystem designed to meet clients wherever they are in their financial journey. Wealthspire is redefining the future of financial solutions through collaboration, scale, and a steadfast commitment to putting people first-our clients, our colleagues, and our communities.
For more information, visit www.wealthspire.com. Wealthspire Advisors LLC, Fiducient Advisors LLC, Wealthspire Retirement, LLC, dba Wealthspire Retirement Advisory, and certain other affiliates are separately registered investment advisers.
Summary:
Our Advisor Associates works directly with Advisors to assist with the wealth management and financial planning needs of clients. This position is responsible for providing support to Advisors including data gathering, case design, scenario building, financial plan development, financial plan application, and portfolio implementation.
Responsibilities:
  • Provide support to Advisors in all areas of financial planning.
  • Initiate and field client calls on various items (e.g., strategy ideas, account specific questions, portfolio inquiries, etc.).
  • Create proposals for prospective clients.
  • Create and/or update financial plans for clients.
  • Prepare materials for client meetings; work with other internal teams to ensure client meetings are prepared for thoroughly and accurately.
  • Attend client meetings and manage/complete all meeting follow-up activities.
  • Liaise with client's attorneys and accountants as needed.
  • Monitor portfolios and maintain portfolio target allocations. Rebalance portfolios as needed
  • Assist with client data consolidation and maintenance as needed.
  • Assist with special projects as required.

Qualifications:
  • 0-4 years of relevant experience.
  • Completed or pursuing CFP®, CFA or JD.
  • Bachelors' degree or higher from an accredited university; major in financial planning, business, accounting, finance, economics, or law preferred
  • Continuously exhibits personal integrity and professional initiative.
  • Reliable, follows through on commitments, self-starter when it comes to new challenges.
  • Must be organized, detail-oriented and able to manage and prioritize tasks.
  • Demonstrates a commitment to accuracy by delivering high quality work.
  • Excellent written and verbal communication.
  • Collaborative and able to work effectively with others
  • Series 65 - or able to successfully complete within 90 days of employment.

Do you see yourself excelling in this position?
Don't hesitate to apply, even if you don't meet every qualification on the list. We recognize that career journeys are as unique as individuals themselves, and valuable skills can come in various forms. We're eager to learn about your unique talents and experiences.
What We Offer:
Wealthspire Advisors is proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others.
The base salary range for this position is $60,000 - $70,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
Wealthspire and You... Better Together!
Wealthspire is an inclusive Equal Employment Opportunity employer.
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#Wealthspire

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