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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 ...

Baird

AFAT Advisor Associate

Milwaukee, WI · On-site

Baird's Associate Financial Advice Team (AFAT) is a dedicated financial advisor team focused on ... In this client-facing role, you'll collaborate with team members and internal partners to create ...

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.

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.

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 ...

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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 Aug 15, 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.

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.

Is an associate client advisor a good career?

An associate client advisor role is a entry-level position in financial services that offers opportunities to develop client management, sales, and financial analysis skills. It can lead to advanced roles such as client advisor or financial planner with experience and certifications like the Series 7 or Series 63. The career is suitable for individuals interested in finance, customer service, and building long-term client relationships.

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 are the most commonly searched types of Client Advisor jobs in Wisconsin?

The most popular types of Client Advisor jobs in Wisconsin are:

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, Advisor

NFP Corp

Madison, WI • On-site

$60K - $70K/yr

Full-time

Medical, Retirement, PTO

Re-posted 28 days ago

Job description

Posting Description
Who We Are:
Wealthspire is a leading wealth management, retirement advisory, and business management firm serving individuals, families, endowments, and institutions across the United States, Canada, and the United Kingdom. We provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services-empowering clients to navigate complexity with clarity and confidence.
With over 1,200 employees across more than 40 offices, we deliver insights and solutions backed by deep research, technology, and decades of expertise. Our collective businesses create a unified ecosystem designed to meet clients wherever they are in their financial journey. Wealthspire is redefining the future of financial solutions through collaboration, scale, and a steadfast commitment to putting people first-our clients, our colleagues, and our communities.
For more information, visit www.wealthspire.com. Wealthspire Advisors LLC, Fiducient Advisors LLC, Wealthspire Retirement, LLC, dba Wealthspire Retirement Advisory, and certain other affiliates are separately registered investment advisers.
Summary:
Our Advisor Associates works directly with Advisors to assist with the wealth management and financial planning needs of clients. This position is responsible for providing support to Advisors including data gathering, case design, scenario building, financial plan development, financial plan application, and portfolio implementation.
Responsibilities:
  • Provide support to Advisors in all areas of financial planning.
  • Initiate and field client calls on various items (e.g., strategy ideas, account specific questions, portfolio inquiries, etc.).
  • Create proposals for prospective clients.
  • Create and/or update financial plans for clients.
  • Prepare materials for client meetings; work with other internal teams to ensure client meetings are prepared for thoroughly and accurately.
  • Attend client meetings and manage/complete all meeting follow-up activities.
  • Liaise with client's attorneys and accountants as needed.
  • Monitor portfolios and maintain portfolio target allocations. Rebalance portfolios as needed
  • Assist with client data consolidation and maintenance as needed.
  • Assist with special projects as required.

Qualifications:
  • 0-4 years of relevant experience.
  • Completed or pursuing CFP®, CFA or JD.
  • Bachelors' degree or higher from an accredited university; major in financial planning, business, accounting, finance, economics, or law preferred
  • Continuously exhibits personal integrity and professional initiative.
  • Reliable, follows through on commitments, self-starter when it comes to new challenges.
  • Must be organized, detail-oriented and able to manage and prioritize tasks.
  • Demonstrates a commitment to accuracy by delivering high quality work.
  • Excellent written and verbal communication.
  • Collaborative and able to work effectively with others
  • Series 65 - or able to successfully complete within 90 days of employment.

Do you see yourself excelling in this position?
Don't hesitate to apply, even if you don't meet every qualification on the list. We recognize that career journeys are as unique as individuals themselves, and valuable skills can come in various forms. We're eager to learn about your unique talents and experiences.
What We Offer:
Wealthspire Advisors is proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others.
The base salary range for this position is $60,000 - $70,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
Wealthspire and You... Better Together!
Wealthspire is an inclusive Equal Employment Opportunity employer.
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