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

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Block Advisors Tax Advisor

Madison, WI · On-site

Conduct in-depth client interviews to understand financial situations, life changes, and tax ... That same commitment to care extends to our associates. When you join us, you become part of a High ...

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 ...

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 ...

Park Bank

Mortgage Advisor

Madison, WI · On-site

... client relationships. You are passionate about getting people to their next, embodying Park Bank ... You can work closely with fellow associates to ensure exceptional customer service for all.

The Park Bank

Mortgage Advisor

Madison, WI · On-site

... client relationships. You are passionate about getting people to their next, embodying Park Bank ... You can work closely with fellow associates to ensure exceptional customer service for all.

Wertz & Associates

Tax Supervisor, CPA

Madison, WI · On-site

$95K - $125K/yr

The Opportunity As a Tax Supervisor, you'll serve as both a technical resource and client advisor ... If you're a Senior Tax Associate or current Tax Supervisor seeking greater advisory responsibility ...

Wertz & Associates

Tax Supervisor, CPA

Madison, WI · On-site

$95 - $125/hr

The Opportunity As a Tax Supervisor, you'll serve as both a technical resource and client advisor ... If you're a Senior Tax Associate or current Tax Supervisor seeking greater advisory responsibility ...

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Showing results 21-40

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 Sep 5, 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.

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 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.

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.

Is an associate client advisor a good career?

An associate client advisor role is a entry-level position in financial services that involves supporting senior advisors, managing client relationships, and developing sales skills. It can provide valuable experience and opportunities for advancement into more senior roles or specialized areas within finance. Success often depends on interpersonal skills, industry knowledge, and professional development efforts.

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, 78% Full Time, 15% Part Time, and 6% Contract. Highlights an 75% Physical, 4% Hybrid, and 21% Remote job distribution, with an average salary of $54,361 per year, or $26.1 per hour.

Wealth Management Client Associate

Claire Myers Consulting

Madison, WI • Hybrid

Full-time

Medical, Retirement, PTO

Posted 11 days ago

Key responsibilities

  • Support advisors with meeting preparation, analysis, and follow-up.

  • Learn the firm's financial planning, investment philosophy, and operational processes.

  • Prepare and update comprehensive financial plans.

Job description

Location: Madison, Wisconsin (Full-Time/Hybrid)

Compensation: Base salary + benefits



The Opportunity:


Our client is a growing independent wealth management firm looking for a Wealth Management Client Associate who is excited to build a long-term career in the industry.


You will work directly alongside two experienced CFP professionals who want to teach, mentor, and develop someone into an exceptional wealth management professional. The role will be primarily in-office while you're learning the business, with the opportunity for a hybrid schedule as you become established in the role.



Role Responsibilities (first 9-12 months):


  • Learn the business and build a strong technical foundation
  • Learn the firm's financial planning and investment philosophy
  • Become highly proficient in eMoney
  • Prepare and update comprehensive financial plans
  • Support advisors with meeting preparation, analysis, and follow-up
  • Learn the firm's technology, custodial, and operational processes
  • Cross-train in client service and operations
  • Complete your Series 7 and 66, if needed, with firm support
  • Begin or continue working toward your CFP designation



The goal is to understand how the entire client experience comes together before taking on significant client responsibility.


Role Trajectory:


  • Take ownership of more complex financial planning work
  • Participate more actively in client meetings
  • Lead planning engagements for emerging and next-generation clients
  • Build trusted relationships with existing clients
  • Help expand the firm's standalone financial planning offering
  • Earn your CFP designation with firm support



From there, your career path can evolve based on your strengths and interests. You may grow into a Wealth Advisor managing client relationships, or become a planning-focused CFP who plays an integral role in delivering sophisticated financial planning across the firm. Significant business development is not a requirement for success in this role.



Qualifications:


  • Experience in & a passion for wealth management, financial services, banking, investments, or a related field
  • A solid understanding of financial planning fundamentals
  • Strong analytical and problem-solving skills
  • Curiosity, initiative, and a desire to grow
  • The ability to take direction and then run with a project
  • A genuine interest in earning the CFP and building a career in wealth management
  • Experience with eMoney, Pershing, the SIE, Series 7, Series 66, or CFP coursework is a plus, but not required



Compensation & Benefits:


Compensation will be based on experience, licensing, and the level of responsibility you can take on from the beginning, with meaningful long-term earning potential as your role grows.



Benefits include:


  • Health insurance with approximately 90% of premiums paid by the firm
  • Safe Harbor 401(k) with a 4% employer match
  • 14 days of PTO plus paid holidays
  • Company-sponsored licensing and CFP support
  • Direct mentorship from experienced CFP professionals
  • Hybrid flexibility as you become established in the role



Why This Opportunity Is Different:


The firm's founders came through traditional advisor training programs where success was largely measured by how quickly you could produce. They want to offer someone a different path. You'll have the time to learn, strong mentorship, exposure to real financial planning, and the opportunity to grow into the role that best fits your strengths. They're not looking for someone who already knows everything. They're looking for someone who's hungry to learn, passionate about wealth management, and excited to grow with the firm.