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

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

... 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.

KOHLS

Part-Time Beauty Advisor - Sephora

Madison, WI · On-site

$15.55/hr

Build strong client loyalty and influence clients by identifying their needs and suggesting ... Maintaining adherence to company safety policies for the safety of all associates and customers

KOHLS

Part-Time Beauty Advisor - Sephora

Madison, WI · On-site

$15/hr

Build strong client loyalty and influence clients by identifying their needs and suggesting ... Maintaining adherence to company safety policies for the safety of all associates and customers

UMB Financial

Trust Sales Advisor

Madison, WI · On-site

$110K - $235K/yr

The UMB Private Wealth Trust Sales Advisor(PWTSA)is responsible forbuilding and managing client ... associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays ...

UMB Financial Corporation

Trust Sales Advisor

Madison, WI · On-site

$110K - $235K/yr

The UMB Private Wealth Trust Sales Advisor (PWTSA) is responsible for building and managing client ... associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays ...

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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.

Mortgage Advisor

Park Bank

Madison, WI • On-site

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 28 days ago

Job description

Job Type
Full-time
Description
Park Bank is seeking a driven and independent Mortgage Advisor to become a valuable member of our team. Join a stellar, top performing team and take our mortgage lending function to further levels and areas in Wisconsin in 2026. You'll thrive in a supportive, engaging environment as you help your fellow community find their first, next, or dream home. Park Bank is a community bank in the heart of Madison - if you're looking to shift your banking career to a truly community focused institution, and dive in long term, apply to connect with us today!
As a Mortgage Advisor at Park Bank, you have a strong independent knowledge of mortgage products and the ability to develop and maintain long-term client relationships. You are passionate about getting people to their next, embodying Park Bank's 'Let's Get to Next' culture as you connect with internal and external partners. You have a keen eye for the needs of current or prospective clients, and sense of who or where referral sources may lay. You are plugged into your community and enjoy having a philanthropic impact on people and organizations. You can work closely with fellow associates to ensure exceptional customer service for all.
Essential Functions & Duties
  • Occasionally attend networking industry functions such as trade shows, professional groups, etc.
  • Perform daily cold calling activities as prescribed by sales plan
  • Seek and work to uncover sales/partner development inside and outside of bank facilities
  • Perform level of sales activity that allows them to meet or exceed positions minimum goals
  • Communicate reliable status reports with clients and referral sources during normal work hours
  • Identify and match correct product to client situation and needs
  • Maintain an exemplary client experience
  • Respond to and manage internal (branch, management and executive) sales referrals
  • Initiate the application and initial disclosures for mortgage loans prospected
  • Hand off loan requests to business line partners
  • Coordinate a successful close
  • Maintain up-to-date knowledge of mortgage products, market trends, and regulatory changes
  • Other duties as assigned

Requirements
Required Education and Experience
  • High School Diploma or equivalent
  • Minimum 3-5 years related work experience; or equivalent combination of education and experience

Preferred Education and Experience
  • Associate's Degree in Business or Banking related field

Additional Eligibility Requirements
  • FACT Act and NMLS Certifiable
  • Bondable by Bank Insurance Carrier

Why Work for Park Bank?
  • Robust Benefit Package Including Medical, Dental, Vision, etc.
  • Four Different Benefit Packages to Choose What Fits Your Needs Best
  • 10 Paid Holidays (Including Your Birthday)
  • PTO That Increases Each Year of Service
  • Generous 401K Company Match
  • Wellness Reimbursement Program
  • Associate Resource Groups (ARGs)
  • Eligibility to participate in Bank-wide Bonus Program
  • And more!

  • Park Bank is a drug free workplace. All candidates selected for new employment with Park Bank will be required to submit to drug testing after a conditional offer of employment. Employment is contingent on the associate passing the drug test.
  • Credit, Criminal and Driving history will be reviewed when making final employment decisions consistent with applicable laws.
  • Park Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, and protected veteran status.
  • Park Bank is committed to providing individuals with disabilities with reasonable accommodations in its job application and hiring process. If you have difficulty using our online application system because of a disability, you may contact us at the following email address and phone number: humanresources@parkbank.com or 608.301.8674.
  • The Immigration Reform and Control Act of 1986 require employers to verify the employment status of each person hired.
  • Through UnitedHealthcare, UMR and HealthSCOPE Benefits is the published Machine-Readable Files on behalf of Park Bank. Please click to review: Transparency in Coverage

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