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Associate Client Advisor Jobs in Madison, WI (NOW HIRING)

UMB Financial

Wealth Advisor

Madison, WI · On-site

$81K - $120K/yr

Support resource to other wealth advisors on team, providing leverage to execute on client advice ... UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) ...

Lake Ridge Bank

Client Service Associate

Madison, WI · On-site

$14.50 - $20.25/hr

The Client Service Associate (Teller) provides extraordinary service to internal and external ... Act as a trusted advisor by consistently educating clients about Lake Ridge Bank products and ...

New

Lake Ridge Bank

Client Service Associate

Madison, WI · On-site

$14.50 - $20.25/hr

The Client Service Associate (Teller) provides extraordinary service to internal and external ... Act as a trusted advisor by consistently educating clients about Lake Ridge Bank products and ...

Lake Ridge Bank

Client Service Associate

Madison, WI · On-site

$14.50 - $20.25/hr

The Client Service Associate (Teller) provides extraordinary service to internal and external ... Act as a trusted advisor by consistently educating clients about Lake Ridge Bank products and ...

New

Help At Home

Intake Client Associate

Madison, WI · On-site

$21 - $24/hr

We're seeking a Intake Client Associate who is passionate about making a difference and driving ... Build and maintain robust relationships with key clients, acting as a trusted advisor. Understand ...

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All JobsAssociate Client Advisor JobsAssociate Client Advisor Jobs in Madison, WI

Associate Client Advisor information

See Madison, WI 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 Madison, WI is $26.14, according to ZipRecruiter salary data. Most workers in this role earn between $18.65 and $30.05 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 Madison, WI?

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

Associate Client Advisor jobs near you
Infographic showing various Associate Client Advisor job openings in Madison, WI as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 11% Part Time, and 6% Contract. Highlights an 75% Physical, 3% Hybrid, and 22% Remote job distribution, with an average salary of $54,361 per year, or $26.1 per hour.

Associate Financial Advisor - Stoughton, WI

Edward Jones Careers

Stoughton, WI

Full-time

Posted 25 days ago

Edward Jones rating

8.1

Company rating: 8.1 out of 10

Based on 256 frontline employees who took The Breakroom Quiz

61st of 150 rated financial services

Job description

There's power in partnership. It's how we work — and how we help our clients achieve financial fulfillment. Demand for human-delivered, personalized financial advice has never been greater — and right now, qualified financial advisors are in short supply. If you're a driven professional ready to build something meaningful, this is your moment to step into a career with real impact, firm-wide support and long-term growth potential. 
As an associate financial advisor at Edward Jones, you’ll work with the broader practice team — collaborating with one or more financial advisors and client support teammates — to deliver personalized financial strategies and exceptional client service. In partnership with the financial advisor, you’ll play a critical role in sourcing new clients, building and maintaining client relationships and contributing to the practice’s overall business outcomes. 
 
What you’ll do? 

  • Build and deepen client relationships by supporting discovery conversations, gathering key financial information, and helping advance personalized financial plans aligned with client goals and priorities 

  • Support comprehensive financial planning by preparing analysis, modeling scenarios, and helping align investments to client goals, life events, and long-term priorities 

  • Guide portfolio strategy and implementation by researching performance, allocation, and costs; preparing proposals; and supporting investment adjustments in alignment with suitability and firm guidance 

  • Partner with the financial advisor and practice team to deliver ongoing financial planning, including monitoring progress, preparing reviews, and adjusting strategies as client needs evolve 

  • Contribute to client and practice growth by supporting outreach, referrals, and community engagement that introduces clients to a relationship-based financial planning experience 

What Edward Jones employees say

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