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Associate Advisor Jobs in Wisconsin (NOW HIRING)

NFP

Associate, Advisor

Madison, WI · On-site

$60K - $70K/yr

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 ...

NFP

Associate, Advisor

Madison, WI

$60K - $70K/yr

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 ...

W3Global Inc.

Financial Advisor

Appleton, WI · Hybrid

$75K - $125K/yr

Job Title: Financial Advisor / Associate Advisor Job Type: Full-Time / Part-Time Work Authorization: Open Work Model: Hybrid / Remote Job Summary Our client is seeking a Financial Advisor or ...

Baird

Associate Financial Advisor

Milwaukee, WI · On-site

The Associate Financial Advisor role partners closely with advisors to help grow and service a strategic client base, with areas of focus that may include financial planning, portfolio construction ...

Choreo

Client Service Associate

Madison, WI · On-site

$14.50 - $20.25/hr

In this role you will work with Wealth Advisors, Associate Advisors, and Operations team members to ensure client service needs are met, providing a superior level of service and enhancing the client ...

Choreo

Client Service Associate

Madison, WI · On-site

$14.50 - $20.25/hr

In this role you will work with Wealth Advisors, Associate Advisors, and Operations team members to ensure client service needs are met, providing a superior level of service and enhancing the client ...

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All JobsAssociate Advisor JobsAssociate Advisor Jobs in Wisconsin

Associate Advisor information

See Wisconsin salary details

$12

$26

$45

How much do associate advisor jobs pay per hour?

As of Jun 26, 2026, the average hourly pay for associate advisor in Wisconsin is $26.18, according to ZipRecruiter salary data. Most workers in this role earn between $18.70 and $30.10 per hour, depending on experience, location, and employer.

What is the difference between Associate Advisor vs Financial Advisor?

AspectAssociate AdvisorFinancial Advisor
Required CredentialsTypically a bachelor's degree; may need licenses like Series 7 or 66Same as Associate Advisor, often with additional certifications like CFP
Work EnvironmentSupport role within financial firms, assisting senior advisorsClient-facing role providing personalized financial planning
Employer & Industry UsageUsed in financial services firms, banks, and advisory firmsUsed across similar firms, often with more client responsibility
Search & Comparison IntentCommonly compared for entry-level roles or career progressionViewed as a more senior or independent role

In summary, an Associate Advisor typically supports senior financial advisors and has similar credentials, but with less client responsibility. A Financial Advisor usually manages client relationships directly and offers comprehensive financial planning. Both roles are essential in the financial industry, with the Associate Advisor often serving as a stepping stone to becoming a Financial Advisor.

What are some common challenges Associate Advisors face when transitioning into client-facing responsibilities?

Associate Advisors often encounter challenges when moving into more client-facing roles, such as building trust with clients, navigating complex financial questions, and balancing administrative tasks with relationship management. Gaining confidence in presenting financial strategies and effectively communicating with diverse client personalities can take time. Many firms provide mentorship and ongoing training to help Associate Advisors develop these skills, and successful candidates proactively seek feedback and learning opportunities from senior advisors.

What is an Associate Advisor?

An Associate Advisor is an entry- to mid-level professional who assists senior financial advisors or planners in providing financial advice and services to clients. Their responsibilities often include preparing financial plans, conducting research, gathering client information, and supporting client meetings. Associate Advisors typically work toward building their own client base while gaining experience and professional certifications. This role is a common stepping stone to becoming a lead financial advisor or planner.

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

To thrive as an Associate Advisor, you need a solid understanding of financial planning, investment principles, and regulatory compliance, typically supported by a relevant degree and licenses such as Series 7 or 66. Familiarity with financial planning software, CRM systems, and portfolio management tools is essential. Strong interpersonal skills, active listening, and attention to detail help build trust with clients and support collaborative team environments. These skills and qualities are vital for delivering sound financial advice, ensuring compliance, and fostering lasting client relationships.
What are the most commonly searched types of Advisor jobs in Wisconsin? The most popular types of Advisor jobs in Wisconsin are:
What are popular job titles related to Associate Advisor jobs in Wisconsin? For Associate Advisor jobs in Wisconsin, the most frequently searched job titles are:
What job categories do people searching Associate Advisor jobs in Wisconsin look for? The top searched job categories for Associate Advisor jobs in Wisconsin are:
What cities in Wisconsin are hiring for Associate Advisor jobs? Cities in Wisconsin with the most Associate Advisor job openings:
Associate Advisor jobs near you

Associate Advisor - Evansville, WI

Advisor Talent Solutions

Evansville, WI • On-site

$68K - $86K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 7 days ago

Job description

Position: Associate Advisor
Firm: Retirement Income Strategies
Location: Evansville, WI
Overview:
Retirement Income Strategies located in Evansville, WI is seeking to add an Associate Advisor to our team! This growth-centered role is designed for motivated professionals eager to advance to Lead Advisor and beyond. As an Associate Advisor, you will have the invaluable opportunity to learn directly from the Lead Advisor and master our repeatable process, laying a strong foundation for your professional development within our firm.
What you’ll do:
  • Client Interaction: Prepare for client appointments, sit second chair in meetings, and manage post-appointment follow-up
  • Learning amp; Development: Master our unique process, language, and client service standards; become fluent in our proven approach
  • Collaboration: Work closely with Lead Advisor and team to solve client problems, add value, and build trust
  • Process Adherence: Follow our scalable, duplicatable processes to ensure consistency and quality throughout client interactions
  • Transition of Responsibilities: Progress from second to first chair in client meetings within 6-12 months, ultimately taking on your own group of clients as Lead Relationship Advisor
What We’re Looking For:
  • Bachelor's degree required
  • 1+ years’ of face-to-face client experience in financial services or related field
  • Life and Health insurance license
  • Series 65 securities license
  • CFP certification or willingness/ability to obtain within first year
  • Proven problem solver, self-starter, adaptable, attention to detail, committed team player
  • Skilled in building strong, trust-based relationships with clients by providing attentive, personalized service and guidance
  • Demonstrates strong integrity and a commitment to ethical conduct, especially when handling confidential client information and financial matters
What You’ll Get:
Pay amp; Perks:
  • $68,900 - $86,900/year based on experience + additional $5k (CFP licensed)
  • Maximum variable compensation up to $30k based on experience
  • Quarterly bonuses based on revenue of the firm and year end profit sharing
  • Health insurance (company paid)
  • Dental/Vision insurance
  • 401K
  • Unlimited PTO
  • Profit Sharing
  • Free Lunches
  • All-expense paid team trip for you and plus one!
  • Advancement opportunities
  • Community Involvement
Schedule:
  • In office: Monday – Friday, 8am-5pm
  • Some evenings required for client events
Presented by Advisor Talent Solutions
Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected, your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.
Learn more about our approach and services at advisortalentsolutions.com

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