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

... financial solutions for clients. The PWTSA will ensure the delivery of the unparalleled customer ... associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays ...

Act as advisor, consultant, and first point of contact forclients exploring methods to optimize ... Significant financial statement and analysis knowledge (working capital cycle, cash flow ...

Associate, Client Service

Madison, WI ยท On-site

$50K - $58K/yr

The Client Service Associate supports advisor teams and clients through account operations ... Understand and comply with all financial regulations * Maintain high diligence in client privacy ...

Associate, Client Service

Madison, WI ยท On-site

$50K - $58K/yr

The Client Service Associate supports advisor teams and clients through account operations ... Understand and comply with all financial regulations * Maintain high diligence in client privacy ...

Associate, Client Service

Madison, WI ยท On-site

$50K - $58K/yr

The Client Service Associate supports advisor teams and clients through account operations ... Understand and comply with all financial regulations * Maintain high diligence in client privacy ...

Associate, Client Service

Madison, WI ยท On-site

$50K - $58K/yr

The Client Service Associate supports advisor teams and clients through account operations ... Understand and comply with all financial regulations * Maintain high diligence in client privacy ...

Associate, Client Service

Madison, WI ยท On-site

$50K - $58K/yr

The Client Service Associate supports advisor teams and clients through account operations ... Understand and comply with all financial regulations * Maintain high diligence in client privacy ...

Trust Sales Advisor

Madison, WI ยท On-site

$110K - $235K/yr

... financial solutions for clients. The PWTSA will ensure the delivery of the unparalleled customer ... associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays ...

Sales Advisor - Sony

Madison, WI ยท On-site

$18 - $20/hr

Secure your financial future! * Paid time off: Take a break and recharge! What you will do: * Share ... Delight store associates and customers with dazzling demos to showcase Sony's innovative technology

Sales Advisor - Sony

Madison, WI ยท On-site

$18 - $20/hr

Secure your financial future! * Paid time off: Take a break and recharge! What you will do: * Share ... Delight store associates and customers with dazzling demos to showcase Sony's innovative technology

Showing results 41-60

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 8, 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:
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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:
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.

CIB, Structured Finance Associate

Banco Santander SA

Madison, WI โ€ข On-site

$175 - $225/hr

Other

Posted 3 days ago

New


Job description

## CIB, Structured Finance Associate - DigitalApplylocations: Madison Ave Corpposted on: Posted Todayjob requisition id: Req1587868CIB, Structured Finance Associate - DigitalCountry: United States of America**It Starts Here:**Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of this journey and together, we are driving a customer-centric transformation that values bold thinking, innovation, and the courage to challenge whatโ€™s possible. This is more than a strategic shift. Itโ€™s a chance for driven professionals to grow, learn, and make a real difference.If you are interested in exploring the possibilities **We Want to Talk to You!****The Difference You Make:**Structured Finance specializes in originating, advising, and structuring financing for specific large-scale, long-term projects for corporate and government clients. Projects can include energy exploration, production and transmission, Infrastructure, Digital Infrastructure, and Real Estate.Within Structured Finance, the Digital Infrastructure business is responsible for data centers, fiber networks, wireless infrastructure, power generation, and other AI related assets financing transactions. The CIB, Structured Finance Associate - Digital in the Digital Infrastructure business will be a member of deal teams leading the origination, execution and distribution/syndication of financing transactions that meet Santanderโ€™s profitability and risk targets and support the firmโ€™s strategic objectives:* preparation of marketing materials and proposals* calling on clients, making presentations* structuring transactions, research, analysis of existing or potential transactions and/or industries* negotiating mandates* reviewing legal documents and negotiating transactions with clients, analyzing various risks and preparing credit applications and the development of cash flow models* Participates in transaction due diligence* Researching and analyzing industries and market data* Participating in strategic planning and business management for the Digital Infrastructure business**What You Bring:** To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.* Bachelor's Degree or equivalent work experience in Finance, Business, Accounting, Engineering, or Economics or equivalent work experience* 3+ years of relevant professional work experience* Between 1-3+ years of experience in commercial banking or finance industry with strong credit analysis experience. Exposure in digital/AI infrastructure, real estate, renewable or infrastructure debt or equity transactions is preferred but not required depending on credit analysis or prior project finance experience. Significant experience in the analysis and structuring of highly complex transactions, including project-oriented energy financings* Must have exposure to analyzing and negotiating transaction documents* Must have detailed direct experience of modelling and execution project financing transactions* Ability to influence and drive complex initiatives and manage logistics with internal stakeholders* Strong credit and risk analysis skills* Ability to travel as required* Strong analytical / problem solving skills* Strong relationship management and negotiation skills* Excellent written and verbal communications skills* Superior organizational and time management skills with the ability to efficiently work on several priorities at a time* Ability to work in a fast-paced environment with little supervision* Proficiency in Microsoft office products - Word, Excel and Outlook.**Qualifications:*** 3 Years Business Development, Product Specialist Management, or related experience. - Required.* Demonstrated successful execution of syndicated loan transactions.* Intellectually product savvy, energetic, and self motivated with strong initiative to achieve sales goals.* Proficiency in Microsoft office products - Word, Excel and Outlook.* Ability to influence and drive complex initiatives and manage logistics with internal stakeholders.* Ability to analyze/understand leading technologies and companies.* Ability to travel within assigned territory as required.* Strong analytical / problem solving skills.* Strong relationship management and negotiation skills.* Expert presentation and public speaking skills.* Ability to work independently.**Certifications:*** No Certifications listed for this job.**It Would Be Nice For You To Have:*** Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education.**Work Authorization & Sponsorship:*** Applicants must be legally authorized to work in the United States on a full-time basis without requiring employer sponsorship to commence employment.**What Else You Need To Know:*** The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location.**What Else You Need To Know:**The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location.**Base Pay Range:**Minimum:$175,000.00 USDMaximum:$225,000.00 USD**We Value Your Impact:**Your contribution matters and itโ€™s recognized. You can expect a fair and competitive rewards package that reflects the impact you create and the value you deliver. We know rewards go beyond numbers. Offering more than just a paycheck our benefits are designed to support you, your family and your well-being, now and into the future. Santander Benefits - 2026 Santander OnGoing/NH eGuide (foleon.com) **Risk Culture:**We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management.**EEO Statement:**At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander 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, genetics, disability, age, veteran status or any other characteristic protected by law. **Working Conditions:**Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required. **Employer Rights:**This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason.**What** **To Do Next****:**If this sounds like a role you are interested in, then please apply.We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at TAOps@santander.us to discuss your needs. #J-18808-Ljbffr