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Associate Client Advisor Jobs in Wisconsin (NOW HIRING)

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 ...

RBC

Client Associate

Green Bay, WI

Client Associate/Registered Client Associate Opportunity Embrace RBC Wealth Management's core ... Use your administrative and operational skills to help our advisors manage and grow their business.

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Associate Client Advisor information

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$12

$26

$45

How much do associate client advisor jobs pay per hour?

As of May 31, 2026, the average hourly pay for associate client 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 are the key skills and qualifications needed to thrive as an Associate Client Advisor, and why are they important?

To thrive as an Associate Client Advisor, you typically need a bachelor's degree in business or finance, strong analytical abilities, and a foundational understanding of wealth management principles. Familiarity with CRM systems, financial planning software, and regulatory compliance tools is often required. Excellent interpersonal skills, attention to detail, and effective communication set top performers apart in client interactions. These skills ensure high-quality client service, accurate financial advice, and the ability to build lasting client relationships in a competitive industry.

How does an Associate Client Advisor typically collaborate with senior advisors and other team members to support client relationships?

As an Associate Client Advisor, you will work closely with senior advisors, portfolio managers, and support staff to ensure seamless client service. Your role often involves preparing client meeting materials, conducting research, and following up on action items to support senior advisors in delivering tailored financial solutions. Collaboration is key, as you'll communicate regularly with various team members to coordinate client onboarding, resolve issues, and help implement investment strategies. This teamwork not only enhances client satisfaction but also provides valuable learning opportunities for your own professional growth.

What is an Associate Client Advisor?

An Associate Client Advisor is an entry- to mid-level professional who supports senior client advisors or relationship managers in financial institutions, such as banks or wealth management firms. Their main responsibilities include assisting with client account management, preparing presentations or reports, handling client inquiries, and ensuring high levels of customer satisfaction. They often serve as a liaison between clients and the organization, helping to address client needs and maintain positive relationships. This role is a stepping stone to more senior advisory positions and provides valuable experience in client management and financial services.

What is the difference between Associate Client Advisor vs Client Advisor?

AspectAssociate Client AdvisorClient Advisor
Required CredentialsTypically a bachelor's degree; some certifications like CFP may be preferredSame as Associate Client Advisor, often with more experience or certifications
Work EnvironmentEntry-level or junior role within financial services firmsMore senior position with increased client interaction and responsibilities
Employer & Industry UsageCommonly used in banking, wealth management, and financial advisory firmsUsed across similar financial sectors, often as a step up from Associate

The main difference between an Associate Client Advisor and a Client Advisor lies in experience and responsibility level. The Associate role is typically entry-level, focusing on supporting client service tasks, while the Client Advisor handles more direct client interactions and decision-making. Both roles require similar credentials, but the Client Advisor usually has more experience and a broader scope of responsibilities.

What cities in Wisconsin are hiring for Associate Client Advisor jobs? Cities in Wisconsin with the most Associate Client Advisor job openings:
Associate Client Advisor jobs near you

Registered Client Associate

Raymond James Financial, Inc.

Green Bay, WI • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 18 days ago

Job description

Job Description Summary
Families don't have to be people who live together or are related to one another. They are people who are there for each other, helping to plan together, and looking forward to sharing in each other's achievements.
At ZK Financial Group, we are seeking a Registered Client Associate to be part of our family. The ideal candidate has strong communication skills, experience working in the financial industry, and is detail oriented. Additionally, you must love dogs! (Yes, we said dogs; our office is dog friendly.)
Job Description
Essential Duties and Responsibilities
  • Service daily client inquiries over the phone and in-person, including scheduling meetings and greeting clients
  • Work both independently and within a dynamic team environment to provide administrative support to the financial advisors and branch office
  • Open new client accounts, process money movement, and research information as needed
  • Ensure client paperwork and documentation is accurate prior to submission and processing. Follow up to ensure accurate completion
  • Prepare letters, forms, and reports to assist with servicing existing clients and prospecting for new clients
  • Prepare various business summary reports and client-specific reporting as needed for review by the financial advisor
  • Create and maintain records and files utilizing Client Relationship Management (CRM) software
  • Actively engage in available training/cross-training and educational and/or professional development opportunities to remain current on industry policies and procedures
  • Performs other duties and responsibilities as assigned

Knowledge, Skills, and Abilities
Knowledge of
  • Company's working structure, policies, mission, and strategies
  • General office practices, procedures, and methods
  • Basic investment concepts, practices and procedures used in the securities industry
  • Financial markets, products and industry regulations

Skill in
  • Client Relationship Management (CRM) software
  • Microsoft Office
  • Effective communication (in-person, virtual, phone and mail)

Ability to
  • Operate standard office equipment and use required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases
  • Analyze and research account information
  • Organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment
  • Take initiative and proactively follow up on submitted items to ensure completion; resolve errors, questions or concerns
  • Handle stressful situations and provide a high level of customer service in a calm and professional manner
  • Analyze problems and establish solutions in a fast-paced environment
  • Use mathematics sufficient to process account and transaction information
  • Use appropriate interpersonal styles and communicate effectively
  • Work both independently and as part of a team
  • Provide a high level of customer service

Education and Licenses:
  • Bachelor's degree preferred
  • SIE, series 7 & 65/66 preferred, or willing to obtain in specified time period

Zuehlke Karcz Financial Group and its employees are independent contractors with respect to Raymond James, not employees of Raymond James. The term "Raymond James" includes, but is not limited to, Raymond James Financial Services, Inc. ("RJFS") and Raymond James Financial Services Advisors. Inc. ("RJFSA") as affiliates.
Education
Bachelor's
Work Experience
General Experience - 3 to 6 years
Certifications
Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)
Travel
Less than 25%
Workstyle
Resident
The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.
At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:
• Grow professionally and inspire others to do the same
• Work with and through others to achieve desired outcomes
• Make prompt, pragmatic choices and act with the client in mind
• Take ownership and hold themselves and others accountable for delivering results that matter
• Contribute to the continuous evolution of the firm
At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
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