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Associate Advisor Jobs in Milwaukee, WI (NOW HIRING)

Baird

AFAT Advisor Associate

Milwaukee, WI · On-site

Baird's Associate Financial Advice Team (AFAT) is a dedicated financial advisor team focused on delivering a full Wealth Management Experience to Baird Associates and their immediate families. The ...

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

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

$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

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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All JobsAssociate Advisor JobsAssociate Advisor Jobs in Milwaukee, WI

Associate Advisor information

See Milwaukee, WI salary details

$11

$25

$44

How much do associate advisor jobs pay per hour?

As of Aug 14, 2026, the average hourly pay for associate advisor in Milwaukee, WI is $25.53, according to ZipRecruiter salary data. Most workers in this role earn between $18.22 and $29.33 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 Milwaukee, WI?

The most popular types of Advisor jobs in Milwaukee, WI are:

What are popular job titles related to Associate Advisor jobs in Milwaukee, WI?

For Associate Advisor jobs in Milwaukee, WI, the most frequently searched job titles are:

What job categories do people searching Associate Advisor jobs in Milwaukee, WI look for?

The top searched job categories for Associate Advisor jobs in Milwaukee, WI are:

What cities near Milwaukee, WI are hiring for Associate Advisor jobs?

Cities near Milwaukee, WI with the most Associate Advisor job openings:

Associate Advisor jobs near you
Infographic showing various Associate Advisor job openings in Milwaukee, WI as of August 2026, with employment types broken down into 1% As Needed, 75% Full Time, 22% Part Time, 1% Temporary, and 1% Contract. Highlights an 90% Physical, 1% Hybrid, and 9% Remote job distribution, with an average salary of $53,099 per year, or $25.5 per hour.

AFAT Advisor Associate

Baird

Milwaukee, WI • On-site

Full-time

Retirement

Posted 21 days ago

Baird rating

8.5

Company rating: 8.5 out of 10

Based on 11 frontline employees who took The Breakroom Quiz

Job description

About the Role:
Baird's Associate Financial Advice Team (AFAT) is a dedicated financial advisor team focused on delivering a full Wealth Management Experience to Baird Associates and their immediate families. The team provides personalized guidance across a range of financial topics, including retirement planning, investment consulting, debt management, education funding, and firm-specific benefits.
AFAT Advisor Associates play a key role in building strong relationships and helping clients make informed decisions about their financial futures. In this client-facing role, you'll collaborate with team members and internal partners to create and deliver customized financial plans, lead educational conversations and identify investment solutions tailored to each client's goals. You'll also proactively engage with associates to build awareness and support the follow-up and implementation of planning opportunities. This is a unique opportunity to make a meaningful impact while working in a collaborative, service-driven environment.
The Impact You'll Make:
  • Operate within the team's client service and wealth management strategy to ensure high quality client service
  • Engage with associate clients and their immediate family by understanding their needs and providing education, financial planning and investment advice using our standard of care
  • Review, research and analyze data to create customized, annual financial plans for associate clients
  • Sit in on financial planning meetings with clients in partnership with other team members
  • Support financial education, such as debt management, 401k/retirement planning, Baird benefits and other associate offerings
  • Leverage planning results in partnership with other team members to identify the best investment solutions to implement
  • Assist with marketing efforts, such as educational resources, department presentations and communications to build awareness and engagement with Baird associates
  • Proactively reach out to associates to increase awareness and engagement and offer recommendations on how our team can add more value and how they can maximize Baird benefits
  • Support other team members with meeting prep, documentation, follow up and support the closing of opportunities identified to help associates meet their financial goals
  • Performs other duties and special projects as necessary
  • Directly supporting our associates in building strong financial futures
  • Supportive and collaborative team that values achieving great results for our clients and giving back to the communities where we live and work
  • Competitive benefits and a culture that cares about your well-being

What You'll Bring to Baird:
  • Minimum of one year of industry experience in a client facing role
  • Must hold SIE, Series 7/66 or Series 7/63/65 licenses
  • Committed to pursuing and achieving specialized professional designations (i.e., CFP, CPWA, CPA) or higher-level education equivalent within one year of assuming the role
  • Must have an undergraduate degree
  • Proven self-starter, highly motivated with the ability to work independently and within a team
  • Demonstrated ability to build trusted relationships and influence outcomes across diverse stakeholders
  • Ability to lead client conversations with professionalism, empathy and confidence
  • Great organizational skills with the ability to manage multiple priorities while maintaining attention to detail
  • Collaborative mindset with a commitment to supporting team goals, sharing best practices and fostering a positive culture
  • Excellent presentation skills and written communication skills

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