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Associate Client Advisor Jobs in Wisconsin (NOW HIRING)

NFP Corp

Associate, Advisor

Madison, WI · On-site

$60K - $70K/yr

Our Advisor Associates works directly with Advisors to assist with the wealth management and ... Initiate and field client calls on various items (e.g., strategy ideas, account specific questions ...

NFP Corp

Associate, Advisor

Madison, WI

$60K - $70K/yr

Our Advisor Associates works directly with Advisors to assist with the wealth management and ... Initiate and field client calls on various items (e.g., strategy ideas, account specific questions ...

Royal Bank of Canada

Client Associate

Green Bay, WI · On-site

As a Client Associate/Registered Client Associate, become a trusted resource to our clients ... Use your administrative and operational skills to help our advisors manage and grow their business.

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Showing results 21-40

All JobsAssociate Client Advisor JobsAssociate Client Advisor Jobs in Wisconsin

Associate Client Advisor information

See Wisconsin salary details

$12

$26

$45

How much do associate client advisor jobs pay per hour?

As of Jul 24, 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 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.

How much does an associate client advisor make?

An associate client advisor typically earns between $45,000 and $65,000 annually, depending on experience, location, and the company. Entry-level positions may start lower, while experienced advisors or those with specialized skills can earn higher salaries and bonuses. Compensation often includes base salary plus performance-based incentives.

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.

Is a CSA job stressful?

A Customer Service Associate (CSA) role can be stressful due to handling customer inquiries, resolving issues, and meeting performance metrics. The level of stress varies depending on the work environment, workload, and individual skills in communication and problem-solving.

Is a client advisor a good career?

A client advisor is a professional who manages client relationships, often in financial or service industries, requiring strong communication and interpersonal skills. The role can offer opportunities for career growth, commissions, and industry certifications, but job satisfaction depends on individual preferences and work environment. It is generally considered a stable career path with potential for advancement.

What jobs pay 4000 a week without a degree?

An Associate Client Advisor role typically does not pay $4,000 a week without a degree; however, high-earning sales positions, such as financial or real estate sales agents, can reach that level through commissions and experience. These roles often require strong communication skills, industry knowledge, and sometimes licensing or certifications but not necessarily a formal degree.
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
Associate Financial Advisor

Associate Financial Advisor

Nicolet National Bank

Wausau, WI • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 18 days ago

Nicolet National Bank rating

8.4

Company rating: 8.4 out of 10

Based on 11 frontline employees who took The Breakroom Quiz

36th of 150 rated banks

Job description

At Nicolet National Bank, our culture is based on the principles of community banking, putting the needs of our customers at the forefront of our decision-making. Our Core Values drive everything we do, and we are committed to serving our customers with excellence. We believe that every job in our organization is critical to our success, and we are dedicated to creating a work environment where our employees feel valued, respected, and supported. With locations in Wisconsin, Michigan, Minnesota, Iowa, Colorado, and Florida we are proud to service our local communities and make a positive impact on the lives of our customers. At Nicolet National Bank, we believe that our people are our most valuable asset, and we are committed to investing in their growth and development.
The Associate Financial Advisor is responsible for managing existing client relationships and formulating and implementing advice. They are also expected to develop new client relationships and often work with, train, and supervise other staff in client service delivery.
As an Associate Financial Advisor, you will:
Analytical:
  • Work with Advisor to assist in preparing paperwork and documents for client meetings.
  • Attend client meetings and prepare summary of notes from meetings.
  • Analyze client information and prepare reports and presentations.
  • Enter information into financial planning software and prepare draft plans.
  • Analyze asset allocation and generate rebalancing trades.
  • Research products and product pricing and contact carriers for information.
  • Research investment managers and investment services and their pricing.
  • Create custom spreadsheets for analyzing purchase decisions or planning scenarios.

Client Service:
  • Manages CRM system (Salesforce) for Advisors and clients including entering meeting notes, performing account maintenance, entering trade cases, client management and accuracy of reports.
  • Researches and responds to client inquires, changes and account maintenance.
  • Handles requests for transfers of funds in and out of accounts.
  • Enters or updates cost basis information.
  • Fills out necessary forms for opening or maintaining accounts.
  • Interfaces with the broker-dealer or custodian to obtain information or account data and convey service requests.
  • Sets up and retrieves reports in the portfolio management system (e.g., Salesforce, Orion, Envestnet).
  • Assists in generating performance reports.
  • Maintains internal client file integrity.
  • Manages CRM system (Salesforce) for Advisors and clients including entering meeting notes, performing account maintenance, entering trade cases, client management and accuracy of reports.
  • Researches and responds to client inquires, changes and account maintenance.
  • Handles requests for transfers of funds in and out of accounts.
  • Enters or updates cost basis information.
  • Fills out necessary forms for opening or maintaining accounts.
  • Interfaces with the broker-dealer or custodian to obtain information or account data and convey service requests.
  • Sets up and retrieves reports in the portfolio management system (e.g., Salesforce, Orion, Envestnet).
  • Assists in generating performance reports.
  • Maintains internal client file integrity.

General:
  • Supports financial advisors with analysis, client service and technical assistance.
  • Learns technical skills to prepare to service clients independently as a Financial Advisor.
  • Engages in teamwork and teambuilding and integrates into the culture.
  • Upholds Nicolet's philosophy and policies by maintaining appropriate controls to ensure full compliance with applicable laws and regulations, thereby fulfilling legal responsibilities and enhancing the quality of Nicolet.
  • Understands the value of diversity within the workplace and to work successfully with others without regard to age, gender, race, sexual orientation, ethnicity, culture, religion, disability status, socioeconomic status or other non-job-related classification. A commitment to Nicolet's policies on equal employment opportunities and non-discrimination with a willingness to pursue efforts of inclusion and respect toward different perspectives.
  • Performs all other duties as assigned.

Qualifications:
  • Has earned an undergraduate degree in a related discipline such as Business, Accounting, Finance or Economics.
  • Completion of FINRA Securities Industries Essentials (SIE), insurance exam, and Series 65 and/or Series 7 and Series 66 within the first 90 days of employment.
  • 0-2 years of experience in the industry.
  • PC, phone system, general office equipment.
  • Demonstrates expert knowledge of Microsoft Office applications, especially Excel.
  • Strong verbal and written communication skills and strong interpersonal skills.
  • Ability to maintain strict confidentiality.
  • Must be a team player, self-motivated, adaptable, and capable of making decisions with limited direction.
  • Strong organizational, analytical and prioritizing skills.
  • High degree of accuracy and attention to detail.
  • Self-motivated and resourceful.
  • Ability to effectively promote Nicolet as an employer of choice.
  • Must possess a strong work ethic and be able to learn quickly in a fast-paced environment.
  • Strong knowledge of bank products to help with building a full financial relationship.
  • Ability to learn and adapt to new software applications.

Benefits:
  • Medical, Dental, Vision, & Life Insurance
  • 401(k) with a company match
  • PTO & 11 1/2 Paid Holidays

The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities and skills required for the position.
Equal Opportunity Employer/Veterans/Disabled

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