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

UMB Financial

Wealth Advisor

Madison, WI

$81K - $120K/yr

As a fiduciary, we deliver financial outcomes for our clients through team-based advice. We ... UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) ...

Choreo

Client Service Associate

Madison, WI · On-site

$14.50 - $20.25/hr

Client Service Associate Rockford, IL or Madison, WI Choreo is a wealth management firm built on an interconnected network of financial advisors with a shared vision servicing entrepreneurs, CPAs ...

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

Associate Financial Advisor information

See Madison, WI salary details

$38.8K

$67.7K

$113.4K

How much do associate financial advisor jobs pay per year?

As of Aug 7, 2026, the average yearly pay for associate financial advisor in Madison, WI is $67,680.00, according to ZipRecruiter salary data. Most workers in this role earn between $40,300.00 and $83,100.00 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 Madison, WI? The most popular types of Financial Advisor jobs in Madison, WI are:
What are popular job titles related to Associate Financial Advisor jobs in Madison, WI? For Associate Financial Advisor jobs in Madison, WI, the most frequently searched job titles are:
What job categories do people searching Associate Financial Advisor jobs in Madison, WI look for? The top searched job categories for Associate Financial Advisor jobs in Madison, WI are:
What cities near Madison, WI are hiring for Associate Financial Advisor jobs? Cities near Madison, WI with the most Associate Financial Advisor job openings:
Associate Financial Advisor jobs near you
Infographic showing various Associate Financial Advisor job openings in Madison, WI as of August 2026, with employment types broken down into 1% As Needed, 81% Full Time, 15% Part Time, and 3% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $67,680 per year, or $32.5 per hour.

Registered Branch Associate - Portage, WI

Edward Jones Careers

Portage, WI • On-site

Full-time

Re-posted 6 hours ago

Edward Jones rating

8.1

Company rating: 8.1 out of 10

Based on 255 frontline employees who took The Breakroom Quiz

58th of 150 rated financial services

Job description

Our Registered Branch Associates are an essential part of the client team, and we rely on their unique experiences, insights, and professional backgrounds.  We value different viewpoints to help achieve exceptional results and improve the lives of our clients.
Registered Branch Associates create capacity for the Financial Advisor by partnering together to serve existing clients at the direction of the Financial Advisor.  Registered Branch Associates support the branch process in order to provide a streamlined client experience, understand client' motivations and goals, and accelerate trust within the branch team.
We'll give you training and the support you need, providing:
  • Training which may include mentoring, job shadowing, coaching and branch office visits
  • A support network that extends beyond your branch office and includes headquarters assistance via phone, email and firm intranet resources

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