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Associate Financial Advisor Jobs in Pewaukee, WI

Associatedbank

Virtual Financial Advisor

Milwaukee, WI · On-site

$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 ...

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

Associate Financial Advisor information

See Pewaukee, WI salary details

$37.7K

$65.7K

$110.1K

How much do associate financial advisor jobs pay per year?

As of Sep 2, 2026, the average yearly pay for associate financial advisor in Pewaukee, WI is $65,716.00, according to ZipRecruiter salary data. Most workers in this role earn between $39,100.00 and $80,700.00 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 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 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 the most commonly searched types of Financial Advisor jobs in Pewaukee, WI?

The most popular types of Financial Advisor jobs in Pewaukee, WI are:

What are popular job titles related to Associate Financial Advisor jobs in Pewaukee, WI?

For Associate Financial Advisor jobs in Pewaukee, WI, the most frequently searched job titles are:

What job categories do people searching Associate Financial Advisor jobs in Pewaukee, WI look for?

The top searched job categories for Associate Financial Advisor jobs in Pewaukee, WI are:

What cities near Pewaukee, WI are hiring for Associate Financial Advisor jobs?

Cities near Pewaukee, WI with the most Associate Financial Advisor job openings:

Associate Financial Advisor jobs near you
Infographic showing various Associate Financial Advisor job openings in Pewaukee, WI as of August 2026, with employment types broken down into 83% Full Time, 15% Part Time, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $65,716 per year, or $31.6 per hour.

Financial Advisor

DBHW Wealth Partners

South Milwaukee, WI • On-site

Full-time

PTO

Re-posted 21 days ago

Job description

About DBHW Wealth Partners
DBHW Wealth Partners is a leading investment management, financial, and tax planning firm dedicated to providing exceptional financial direction for those who dedicate their lives to educating and serving the public. Our mission is to provide supporting, trusting and ongoing relationships with our clients. We aim to offer knowledgeable advice through our experience. Acting as a guide for our clients, we strive to bring them through all the ups and downs of life. This mission is driven by the idea that our relationship with them is full circle, and we help them take advantage of their greatest opportunities and pursue their financial goals with confidence.
Meet Our Team: https://www.dbhwwealthpartners.com/our-team
Join Our Team!
This is an exciting opportunity for a driven Financial Advisor to join a growing firm that truly stands apart. We uniquely combine comprehensive wealth management with proactive tax planning, allowing advisors to deliver more integrated, high-value solutions to clients. With a strong, experienced support staff handling operations and planning support, our advisors can focus on building relationships, growing their practice, and making a meaningful impact for clients.
Job Summary:
The Financial Advisor is responsible for building trusted relationships with clients and providing comprehensive financial guidance to help them achieve their short- and long-term financial goals. This role involves assessing clients' financial situations, developing personalized strategies, and offering ongoing advice related to investments, retirement planning, insurance, tax-efficient strategies, and wealth management. The Financial Advisor serves as a key resource, delivering ethical, compliant, and client-focused recommendations while maintaining a high standard of professionalism and confidentiality.
Duties/Responsibilities:
  • Carries out planning, analysis, investment and other decisions that affect client relationships
  • Prepares and updates financial plans, working with clients to obtain the necessary information and ensuring that it is accurately entered into the firm's financial planning systems
  • Works with Managing Directors to discuss, review and finalize financial planning assumptions and design decisions
  • Works with clients to obtain information and prepare risk profiles and investment policy statements
  • Coordinates the transfer of client assets to the firm during new client onboarding, working closely with the Operations Group
  • Develops asset allocation strategies and works independently or with the Investment Group to implement
  • Rebalances portfolios as directed by the Investment Committee
  • Participates in all client meetings and adds value to meetings by delivering presentations, facilitating discussions and preparing information
  • Creates custom worksheets and analyses where needed to answer client questions or research investment opportunities
  • Researches new investment products and vendors
  • Facilitates the adoption of new technology by client service teams and trains others as necessary
  • Frequently supervises and trains entry-level positions and the Operations Group
  • Advises clients on appropriate financial products in the context of their plans

Required Skills/Abilities:
Financial Advisors are expected to have expertise in the following skill areas:
  • Financial planning and financial advice
  • Client service
  • Compliance process
  • Project/time management
  • Client and internal communications
  • Relationship management
  • Networking
  • Business development
  • Management and leadership
  • Coaching and mentorship

Education, Experience, and Licensing:
  • Associate's degree preferred.
  • Series 63, 65, and 66 certifications are preferred.
  • Series 7 certification preferred.
  • Certified Financial Planner (CFP) certification preferred.

Physical Requirements:
  • Prolonged periods sitting or standing at a desk and working on a computer.
  • This position is an in-office position.

Benefits
As a full-time team member of the firm, you will be eligible to participate in several firm sponsored benefits. In addition, you will be entitled to accrue paid time off - starting at 120 hours each calendar year.
We also close our office for 7 holidays, and have a floating holiday available for use as well.

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