ZipRecruiter

Log In

1

Associate Financial Advisor Jobs in Wisconsin (NOW HIRING)

Johnson Financial Group

Financial Advisor

Rice Lake, WI · On-site

The Financial Advisor is responsible for growing and managing client relationships within the local ... Lead a team of associates, setting and exceeding performance goals while fostering teamwork and ...

Johnson Financial Group

Financial Advisor

Racine, WI · On-site

This is a rare opportunity for a Financial Advisor to step into a lead advisor role within a bank ... Lead a team of associates, setting and exceeding performance goals while fostering teamwork and ...

Drake and Associates

Lead Financial Advisor

Waukesha, WI · On-site

$100K - $250K/yr

Financial Advisor - Guaranteed Appointments, No Prospecting Drake & Associates is a respected financial planning firm in Waukesha, WI, committed to delivering outstanding client service through ...

WestPoint Financial Group

Financial Advisor

Madison, WI · On-site

$50K - $100K/yr

As a Financial Advisor, you will work directly with individuals, business people, and families to ... with associates Qualifications • Strong interpersonal skills • Market development and ...

NFP Corp

Associate, Advisor

Madison, WI · On-site

$60K - $70K/yr

Wealthspire is redefining the future of financial solutions through collaboration, scale, and a ... Our Advisor Associates works directly with Advisors to assist with the wealth management and ...

NFP Corp

Associate, Advisor

Madison, WI

$60K - $70K/yr

Wealthspire is redefining the future of financial solutions through collaboration, scale, and a ... Our Advisor Associates works directly with Advisors to assist with the wealth management and ...

Associatedbank

Virtual Financial Advisor

Green Bay, WI

$21.64 - $37.09/hr

Associate degree or equivalent combination of education and experience in Business, Finance ... Prior experience in a similar advisor or financial services sales role. * Experience educating ...

New

next page

Showing results 1-20

All JobsAssociate Financial Advisor JobsAssociate Financial Advisor Jobs in Wisconsin

Associate Financial Advisor information

See Wisconsin salary details

$38.9K

$67.8K

$113.6K

How much do associate financial advisor jobs pay per year?

As of Jul 16, 2026, the average yearly pay for associate financial advisor in Wisconsin is $67,785.00, according to ZipRecruiter salary data. Most workers in this role earn between $40,400.00 and $83,300.00 per year, depending on experience, location, and employer.

What does an Associate Financial Advisor do?

An Associate Financial Advisor supports senior financial advisors in providing investment and financial planning services to clients. Their responsibilities often include conducting research, preparing financial plans, assisting with client meetings, and managing client accounts. They may also help with administrative tasks and ensure compliance with financial regulations. This role is typically an entry-level position designed to help individuals gain experience and work toward becoming a full-fledged financial advisor.

What are the key skills and qualifications needed to thrive as an Associate Financial Advisor, and why are they important?

To thrive as an Associate Financial Advisor, you need a solid understanding of finance, investment strategies, and regulatory requirements, typically supported by a relevant degree and FINRA licenses such as Series 7 and 66. Familiarity with financial planning software, client relationship management (CRM) systems, and portfolio analysis tools is essential. Strong interpersonal skills, active listening, and ethical judgment help build client trust and foster long-term relationships. These competencies are crucial for providing sound financial advice, ensuring compliance, and supporting clients in achieving their financial goals.

What is the difference between Associate Financial Advisor vs Financial Advisor?

AspectAssociate Financial AdvisorFinancial Advisor
CertificationsSeries 7, Series 66, CFP (preferred)Series 7, Series 66, CFP (required)
Work EnvironmentSupport role, assisting senior advisors, client meetingsClient-facing, responsible for managing client portfolios
ResponsibilitiesResearch, preparing reports, supporting client serviceDeveloping financial plans, advising clients, making investment decisions

The main difference is that Associate Financial Advisors typically support senior advisors and focus on research and client support, while Financial Advisors directly manage client portfolios and provide comprehensive financial planning. Both roles often require similar certifications, but the level of client interaction and responsibility varies.

What are some typical challenges an Associate Financial Advisor may face when building their client base?

As an Associate Financial Advisor, one common challenge is establishing trust with potential clients, especially when you are early in your career and may not have an extensive track record. Prospecting and networking can require persistence, as building relationships and demonstrating value takes time. Additionally, navigating compliance requirements and staying updated on financial regulations can be demanding, but these are crucial for providing sound advice. Successful advisors often overcome these challenges by seeking mentorship, leveraging firm resources, and continuously improving their communication and technical skills.
What are the most commonly searched types of Financial Advisor jobs in Wisconsin? The most popular types of Financial Advisor jobs in Wisconsin are:
What are popular job titles related to Associate Financial Advisor jobs in Wisconsin? For Associate Financial Advisor jobs in Wisconsin, the most frequently searched job titles are:
What job categories do people searching Associate Financial Advisor jobs in Wisconsin look for? The top searched job categories for Associate Financial Advisor jobs in Wisconsin are:
What cities in Wisconsin are hiring for Associate Financial Advisor jobs? Cities in Wisconsin with the most Associate Financial Advisor job openings:
What are popular job titles related to Associate Financial Advisor jobs in WI? For Associate Financial Advisor jobs in WI, the most frequently searched job titles are:
Associate Financial Advisor jobs near you
Associate Wealth Advisor

Associate Wealth Advisor

Beacon Pointe Advisors LLC

Hudson, WI

$60K - $75K/yr

Full-time

Posted 22 days ago

Job description

Job Description

We are currently seeking qualified candidates to join Beacon Pointe Advisors as an Associate Wealth Advisor in our Hudson, WI office. The ideal candidate will be responsible for assisting in client advisory, investment management, and administrative aspects of client service. This individual will work directly in coordination with Senior Wealth Advisors and a talented team of wealth management professionals dedicated to servicing sophisticated, high net worth individuals and families.

Responsibilities

  • Providing a best-in-class service experience to a select group of clients, wealth advisors and internal associates. This entails frequent communication with clients and internal associates - both verbally and in writing
  • Serving as liaison to firm professionals and clients services associates in the research, review and execution of sensitive and/or high priority investment related tasks
  • Providing direct support to Senior Wealth Advisors in daily aspects of client service, advising, and financial planning
  • Assist with business development efforts
  • Coordinating timely investment process of new client accounts within internal guidelines
  • Responsibility for client data in various internal systems including the firm’s portfolio management database (Tamarac)
  • Developing in depth understanding of portfolio construction and risk management
  • Communicating with separate account managers regarding client service issues
  • Other duties as assigned
  • Additional duties may entail participation in team projects and assisting with initiatives designed to streamline firm policies and procedures.
  • Quarterly travel to Madison, WI as needed

Qualifications

  • Four-year college degree (Bachelor’s degree in Finance, Business or Economics preferred)
  • Professional Financial Designation (CFP®, CFA, or Series 65, or equivalent work experience) preferred
  • 1 - 2+ years of relevant experience working with high-net worth individuals a plus; preferably with a Registered Investment Advisor (RIA), investment management firm or broker/dealer
  • Excellent written and verbal communication skills
  • Strong organizational, analytical, and interpersonal skills
  • Ability to excel in a fast-paced, team environment
  • Proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Office 365, etc.)
  • Resonates with BP Values: Family Oriented, Ambitious, Collaborative, Entrepreneurial, Service

About Beacon Pointe Advisors

Beacon Pointe Advisors is one of the nation’s largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide. Beacon Pointe provides advisory services to a range of clients, including institutions (i.e., endowments, foundations), high-net-worth individuals, and families. Beacon Pointe has been recognized by various industry publications including Forbes, Financial Advisor Magazine, Barron’s, and more. For more information, please visit Awards Disclosures.

Apply