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Associate Advisor Jobs in Wisconsin (NOW HIRING)

Drake & Associates

Financial Advisor

Waukesha, WI · On-site

Financial Advisor -- Guaranteed Appointments, No Prospecting Drake & Associates is a respected financial planning firm in Wisconsin committed to delivering outstanding client service through ...

Drake & Associates

Financial Advisor

Mequon, WI · On-site

Salary: $100,000 - $250,000 with uncapped earning potential Financial Advisor Guaranteed Appointments, No Prospecting Drake & Associates is a respected financial planning firm in Wisconsin committed ...

Drake & Associates

Financial Advisor

Waukesha, WI · On-site

Salary: $100,000 - $250,000 with uncapped earning potential Financial Advisor Guaranteed Appointments, No Prospecting Drake & Associates is a respected financial planning firm in Wisconsin committed ...

Drake and Associates

Financial Advisor

Mequon, WI · On-site

$100K - $250K/yr

Financial Advisor - Guaranteed Appointments, No Prospecting Drake & Associates is a respected financial planning firm in Wisconsin committed to delivering outstanding client service through ...

Drake and Associates

Financial Advisor

Waukesha, WI · On-site

$100K - $250K/yr

Financial Advisor - Guaranteed Appointments, No Prospecting Drake & Associates is a respected financial planning firm in Wisconsin committed to delivering outstanding client service through ...

Drake and Associates

Financial Advisor

Mequon, WI · On-site

Financial Advisor - Guaranteed Appointments, No Prospecting Drake & Associates is a respected financial planning firm in Wisconsin committed to delivering outstanding client service through ...

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Showing results 21-40

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 Aug 6, 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?

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
Infographic showing various Associate Advisor job openings in Wisconsin as of July 2026, with employment types broken down into 87% Full Time, 10% Part Time, and 3% Contract. Highlights an 89% Physical, 4% Hybrid, and 7% Remote job distribution, with an average salary of $54,446 per year, or $26.2 per hour.

Associate Financial Advisor - Wisconsin Heartland Associates

Thrivent

Stoughton, WI • On-site

$36K/yr

Full-time

Retirement

Re-posted 17 days ago

Thrivent rating

8.8

Company rating: 8.8 out of 10

Based on 20 frontline employees who took The Breakroom Quiz

Job description

Meaningful work. Rewarding career.
Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you'll make an impact in the lives of the people you serve, helping them build, grow and protect financial well-being through purpose-based advice, investments, insurance, banking and generosity.
Wisconsin Heartland Associates is an independent financial services practice of Thrivent in Stoughton, WI. We are growing and adding an Associate Financial Advisor to our team, which serves over 1,500 clients with a focus on holistic financial planning, investment management, risk management, and retirement planning. This is a full-time role that requires you to be in the office working with the team 5 days per week.
As an Associate Financial Advisor, you'll be a resource for our financial advisors and provide support to the clients of Wisconsin Heartland Associates including:
  • Handle sensitive communications with members/customers, which may include highly confidential information and effectively respond through verbal and written communications to ensure a high level of customer satisfaction
  • Counsel and advise prospective and current members/customers on suitable financial products and investment advisory services
  • Obtain member/customer financial and/or suitability information
  • Accepting and/or entering securities trade orders from customers, including unsolicited trade orders
  • Explain, discuss or interpret insurance coverage; analyze exposures or policies; provide recommendations
  • Assist financial representatives in the preparation and follow up for the member/customer meetings
  • Additional responsibilities may be assigned in accordance with licensure and business needs
  • Meet with prospects and/or current clients to review products and generate potential new business.

You will be employed/contracted by Wisconsin Heartland Associates
Desired Characteristics
Our culture and our people are special. We're looking for people who are - or want to become - part of the communities where clients live, work and worship. Our ideal candidate is:
  • Analytical thinker working on planning and organizing financial plans.
  • Customer Focused with interpersonal skills for clear communication.
  • Adaptable and flexible to work in a collaborative team environment.
  • Ambitious with Intellectual curiosity and drive.

Requirements
  • Securities (Series 7 and 66 or Series 7, 63 and 65) and resident state Life, Health and Annuities registration
  • Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable.
  • Must be securities registered/insurance licensed/appointed in all states in which the candidate will be doing support work for the sponsoring financial advisor. Must be willing to complete appropriate state training in order to sell Long Term Care if this is determined to be a part of the position or support needs on the sponsoring financial representative.
  • Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions
  • Ability to maintain integrity of sensitive/confidential information

External/Internal Dependencies
  • Must be able to work with all roles of the sponsoring financial advisor
  • Must be able to represent the organization in work with external clients
  • Must be able to cultivate and maintain relationships with outside organizations

Thrivent Investment Management is the sponsor for FINRA registration, and Thrivent Financial for Lutherans is the sponsor for insurance licensure.
Compensation and Benefits
  • Base salary of $36,000, along with a percentage of commissions from sales generated revenue.
  • 401(k)

About Thrivent
Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. For more than 100 years, Thrivent has been helping Christians build their financial futures and live more generous lives. Today, Thrivent is a not-for-profit, membership-owned Fortune 500 company with $194 billion in assets under management/advisement (as of 12/31/24). Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings. Ratings are based on Thrivent's financial strength and claims-paying ability, but do not apply to investment product performance.
To learn more about the privacy of your information, visit our workforce privacy policy at thrivent.com/privacy.
Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA's Broker Check for more information about our financial advisors.
Pay Transparency
Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants.
Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to human.resources@thrivent.com or call 800-847-4836 and request Human Resources.

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