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Associate Advisor Jobs in Wisconsin (NOW HIRING)

Baird

Financial Advisor in Training

Eau Claire, WI · On-site

Pass all required licensing (Series 7, 66, Life & Health) and train incoming Associate Financial Advisor/Client Specialist successors as applicable * Prepare for, attend, and shadow senior advisors ...

UMB Financial

Wealth Advisor

Milwaukee, WI

$57K - $90K/yr

As the Wealth Advisor , you will lead a highly integrated team-based approach working to ensure the ... UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) ...

UMB Financial Corporation

Wealth Advisor

Milwaukee, WI · On-site

$57K - $90K/yr

As the Wealth Advisor , you will lead a highly integrated team-based approach working to ensure the ... UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) ...

Johnson Financial Group

Financial Advisor

Racine, WI · On-site

This is a rare opportunity for a Financial Advisor to step into a lead advisor role within a bank ... Lead a team of associates, setting and exceeding performance goals while fostering teamwork and ...

Johnson Financial Group

Financial Advisor

Racine, WI

This is a rare opportunity for a Financial Advisor to step into a lead advisor role within a bank ... Lead a team of associates, setting and exceeding performance goals while fostering teamwork and ...

H&R Block

Block Advisors - Tax Advisor

Manawa, WI · On-site

... a Tax Advisor means you'll serve clients with diverse tax and business services needs year-round ... Circular 230 associates can provide audit representation * Grow your tax expertise Required ...

H&R Block

Block Advisors - Tax Advisor

Waupaca, WI · On-site

... a Tax Advisor means you'll serve clients with diverse tax and business services needs year-round ... Circular 230 associates can provide audit representation * Grow your tax expertise Required ...

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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
Admissions Advisor - Online Division

Admissions Advisor - Online Division

Herzing University

Milwaukee, WI • On-site

$19.33 - $26.16/hr

Full-time

Medical, Retirement, PTO

Posted 2 days ago

Job description

Current staff, faculty/adjunct at Herzing University, log into UKGand navigate to Menu > Myself>My Company > View Opportunities to apply using the internal application process. 

To participate in a remote work arrangement, employees must reside in the United States. No remote work arrangement will be considered for working from outside the United States.

Herzing University is accredited by the Higher Learning Commission. Our institution is a military/veteran friendly school and is recognized by U.S. News in 2025 for best online programs in various areas of study. Click to learn more about our accreditation

Position Overview
The Admissions Advisor is responsible for educating and attracting potential students to attend Herzing University Online Campus through inbound and outbound phone interactions. Provides information to prospective students on the advantages of attending Herzing University. Interviews prospective students to define program of interest, discuss scheduling, time commitment involved, etc. and ensures all aspects of the enrollment process are completed thoroughly and accurately.

A 40-hour per week schedule will be determined based on preference and business needs between the following hours of operation for Herzing's Online Division. Hybrid options may be available at one of the Herzing campus or office locations listed below.

  • Monday-Thurs 8am-8pm
  • Friday 8am-5pm
  • Sat 8am-4pm
  • Sun 10:30-7pm

Campus/Office Locations:

Akron, OHClarksville, TNMinneapolis, MNTampa, FLAtlanta, GAKenosha, WINashville, TN Birmingham, ALMadison, WINew Orleans, LA Brookfield, WIMilwaukee, WIOrlando, FL 

REQUIREMENTS: 

  • Associate Admissions Advisor:  
    • Associate's Degree or equivalent work experience
    • A minimum of six months as an associate admissions advisor or related work experience, preferably in admissions, higher education, customer service or sales 
  • Admissions Advisor:  
    • Bachelor’s Degree or equivalent work experience
    • A minimum of six months as an associate admissions advisor or related work experience, preferably in admissions, higher education, customer service or sales 

      The level a final candidate will be hired at will be dependent on qualifications and prior applicable experience. 

      COMPENSATION is determined based on the qualifications, experience, and circumstances of each hire. It is uncommon for new employees to start near the top of the salary range. We offer a comprehensive benefits package, including a tuition waiver and reimbursement program, health insurance, paid time off, and a retirement savings plan. The hourly pay range for this position is $19.33 to $26.16 (associate level) or $23.67 to $32.02 (advisor level). 

      PRIMARY DUTIES AND RESPONSIBILITIES

      • Responds to inquiries for information about Herzing University’s courses and programs through telephone, email, text, and chat.
      • Interviewing prospective students to determine their motivation for continuing their education, understanding their career goals and needs, and helping identify potential obstacles which could hinder their educational experience.
      • Helping prospective students identify the best educational program that matches their needs and goals, then sharing information about the benefits of what Herzing University offers.
      • Guiding prospective students through the admissions process, responding to their questions and concerns at each step in the process, ensuring students complete the necessary admissions requirements, and connecting students to support resources.
      • Generating inquiries through prospective students, current students, and the local community outreach/events.

      Herzing University is committed to providing an environment that is free from discrimination and is dedicated to fostering a culture and atmosphere of mutual respect.  It provides an inclusive and collegial community where individuals are valued, heard and empowered to contribute to the effectiveness of the institution.

      Applicants must be authorized to work for any employer in the U.S. We do not sponsor or take over sponsorship of an employment Visa at this time.

      It is the university’s practice to recruit and hire without discrimination because of skin color, gender, religion, LGBTQi2+ status, disability status, age, national origin, veteran status, or any other status protected by law. https://www.herzing.edu/about/diversity

      Herzing University prohibits sex-based discrimination in any education program or activity that it operates. Individuals may report concerns or questions to the Title IX Coordinator. The notice of nondiscrimination is located at https://www.herzing.edu/title-ix.

      Apply