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

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

Janesville, WI · On-site

$13.70/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

Wertz & Associates

Accounting Supervisor

Madison, WI · On-site

$90 - $120/hr

The Opportunity As an Accounting Supervisor, you'll serve as both a team leader and client advisor, overseeing engagements while helping healthcare clients improve financial operations and achieve ...

New

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 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.

Senior Wealth Advisor, Wealth Management

Choreo

Madison, WI • On-site

Full-time

Re-posted yesterday

Job description

Our Madison, WI office is seeking an Associate Director, Wealth Management to assist clients, wealth advisors, and other team members in various roles to serve a client base consisting of high-net-worth families and business owners.  In this role, you will become familiar with multiple aspects of the wealth management practice, including operations, investment management, case development, the client service model, and new business acquisition.  

Primary Responsibilities: 

  • Serve on the client service team to assist in managing client relationships.
  • Involvement in client and prospect meetings as well as networking opportunities.
  • Develop competency with our eMoney financial planning software to assist in developing financial plans.
  • Responsible for preparing investment (portfolio) analysis and financial-related projects as needed.
  • Develop competency in our CRM, manage workflows and related documentation requirements.
  • Facilitate best practices and assist in monitoring and satisfying compliance requirements. 

Basic Qualifications: 

  • Undergraduate Degree, preferably in a business-related field
  • Minimum 7 years in the Wealth Management/Financial Services industry
  • Experience with Schwab Institutional, eMoney Advisor, Black Diamond, and other financial planning software tools, including CRM systems
  • Excellent verbal and written communication skills for working with prospects, clients, and team members
  • Ability to work efficiently, effectively, and independently to see projects through to conclusion
  • Excellent organizational skills with the ability to prioritize multiple tasks, projects, and assignments
  • Basic knowledge of income taxes and effects of portfolio transactions on income taxes
  • Active series 65 license; CFP highly preferred 

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