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Associate Advisor Jobs in Racine, WI (NOW HIRING)

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Associate Advisor information

See Racine, WI salary details

$11

$24

$42

How much do associate advisor jobs pay per hour?

As of Aug 11, 2026, the average hourly pay for associate advisor in Racine, WI is $24.32, according to ZipRecruiter salary data. Most workers in this role earn between $17.36 and $27.93 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 job categories do people searching Associate Advisor jobs in Racine, WI look for? The top searched job categories for Associate Advisor jobs in Racine, WI are:
What cities near Racine, WI are hiring for Associate Advisor jobs? Cities near Racine, WI with the most Associate Advisor job openings:
Infographic showing various Associate Advisor job openings in Racine, WI as of August 2026, with employment types broken down into 1% As Needed, 70% Full Time, 26% Part Time, 1% Temporary, and 2% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $50,580 per year, or $24.3 per hour.

Software Development Engineering - Advisor

Fiserv, Inc.

Milwaukee, WI • On-site

Full-time

Re-posted 28 days ago


Fiserv rating

7.7

Company rating: 7.7 out of 10

Based on 95 frontline employees who took The Breakroom Quiz

106th of 150 rated financial services


Job description

Calling all innovators - find your future at Fiserv.
We're Fiserv, a global leader in Fintech and payments, and we move money and information in a way that moves the world. We connect financial institutions, corporations, merchants and consumers to one another millions of times a day - quickly, reliably, and securely. Any time you swipe your credit card, pay through a mobile app, or withdraw money from the bank, we're involved. If you want to make an impact on a global scale, come make a difference at Fiserv.
Job Title
Software Development Engineering - Advisor
TITLE: Software Development Engineering - Advisor
EMPLOYER: Fiserv Solutions, LLC
LOCATION: Milwaukee, WI (and various unanticipated locations throughout the US subject to authorization from management)
DUTIES: Lead the design, development, and implementation of software applications to support Fiserv's business goals. Collaborate with cross-functional teams to gather requirements and translate them into technical specifications. Perform coding, testing, and debugging of applications to ensure optimal performance using Springboot microservices and React.JS. Maintain and improve existing codebases through performance enhancements and lead peer review processes. Mentor junior developers and provide technical guidance to enhance team capabilities.
REQUIREMENTS: Bachelor's degree in Computer Science, Computer Engineering, Computer Information Systems or a related field and 4 years in any job title involving software development experience. Prior experience must include: 4 years working in React.JS, Java, C, C#, and C++; 4 years working in Springboot microservices; 4 years working in AWS, Azure, GCP, and Kubernetes; 4 years working with CI/CD pipelines, DevOps, Kafka, Azure DB, and Oracle; 4 years of RESTful services development using JBoss or Weblogic; 4 years working with caching technology including Coherence and Redis; 4 years working with Agile methodologies; 4 years of code security scanning and vulnerability remediation; 2 years building financial applications using front-end and back-end technologies; 2 years of Full-Stack front-end and back-end development; and 1 year of Splunk and Dynatrace dashboard development.
TRAVEL: None
TO APPLY: Apply by selecting "Apply" on this page and following prompts to attach resume and submit.
JOB CODE: KG612
#P3M
It is unlawful to discriminate against a prospective employee due to the individual's status as a veteran.
Our commitment to Equal Opportunity:
Fiserv is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, gender, gender identity, sexual orientation, age, disability, protected veteran status, or any other category protected by law.
If you have a disability and require a reasonable accommodation in completing a job application or otherwise participating in the overall hiring process, please contact AskHR.US@fiserv.com. Please note our AskHR representatives do not have visibility to your application status. Current associates who require a workplace accommodation should refer to Fiserv's Disability Accommodation Policy for additional information.
Note to agencies:
Fiserv does not accept resume submissions from agencies outside of existing agreements. Please do not send resumes to Fiserv associates. Fiserv is not responsible for any fees associated with unsolicited resume submissions.
Warning about fake job posts:
Please be aware of fraudulent job postings that are not affiliated with Fiserv. Fraudulent job postings may be used by cyber criminals to target your personally identifiable information and/or to steal money or financial information. Any communications from a Fiserv representative will come from a legitimate Fiserv email address.

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