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Associate Financial Advisor Jobs in Stevens Point, WI

Acrisure

Associate Client Advisor

Stevens Point, WI

We're seeking a high-performing Associate Client Advisor to drive new business, deepen client ... Financial Wellness: Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible ...

H&R Block

Tax Associate

Wisconsin Rapids, WI · On-site

$59K - $79K/yr

About the Role As a seasonal Tax Associate at H&R Block, you'll begin a career in tax and client ... Experience in a client-facing or consultative role, such as financial advising, insurance, retail ...

Acrisure

Associate Surety Client Advisor

Stevens Point, WI

$15.25 - $20.50/hr

We'reseekingahigh-performing AssociateClient Advisor to drive new business, deepen client ... Financial Wellness: Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible ...

Portage County, WI

Finance Manager

Stevens Point, WI · On-site

$73K/yr

Compiles financial and other data for use in preparation of routine or specials reports as needed ... Associate degree in accounting, or related field required. * Grant administration experience ...

Wisconsin

OCSD Associate Director

Stevens Point, WI · On-site

$70K - $75K/yr

... of financial, administrative, and staffing resources and alignment with the strategic plan ... Experience advising and/or mentoring students, with a demonstrated commitment to fostering student ...

Best Buy

Delivery Assistant

Plover, WI

$14.75 - $18.25/hr

Internally, this role is known as Delivery Support Associate. What you'll do * Perform basic ... Provide a seamless client experience by advising on product placement and giving recommendations ...

Best Buy

Delivery Assistant

Plover, WI

$14.75 - $18.25/hr

Internally, this role is known as Delivery Support Associate. What you'll do * Perform basic ... Provide a seamless client experience by advising on product placement and giving recommendations ...

Best Buy

Delivery Assistant

Plover, WI · On-site

$15 - $20.22/hr

Internally, this role is known as Delivery Support Associate. What you'll do * Perform basic ... Provide a seamless client experience by advising on product placement and giving recommendations ...

Alera Group

Personal Lines Account Manager

Stevens Point, WI · On-site

$43K - $59K/yr

Serve as a trusted advisor to personal lines clients by managing and servicing an existing book of ... Associate's degree in business, marketing, or a related field, or equivalent combination of ...

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All JobsAssociate Financial Advisor JobsAssociate Financial Advisor Jobs in Stevens Point, WI

Associate Financial Advisor information

See Stevens Point, WI salary details

$37.4K

$65.2K

$109.2K

How much do associate financial advisor jobs pay per year?

As of Aug 16, 2026, the average yearly pay for associate financial advisor in Stevens Point, WI is $65,215.00, according to ZipRecruiter salary data. Most workers in this role earn between $38,800.00 and $80,100.00 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 Stevens Point, WI?

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

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

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

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

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

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

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

Associate Financial Advisor jobs near you
Infographic showing various Associate Financial Advisor job openings in Stevens Point, WI as of August 2026, with employment types broken down into 1% As Needed, 80% Full Time, 17% Part Time, and 2% Contract. Highlights an 89% Physical, 4% Hybrid, and 7% Remote job distribution, with an average salary of $65,215 per year, or $31.4 per hour.

Associate Wealth Advisor - Financial Planning Center - Various Locations

Cliftonlarsonallen

Stevens Point, WI • On-site

Full-time

Medical, Dental, Vision, Retirement

Re-posted yesterday

CliftonLarsonAllen rating

6.7

Company rating: 6.7 out of 10

Based on 28 frontline employees who took The Breakroom Quiz

20th of 22 rated bookkeepers and accountants

Job description

CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you.

CLA is dedicated to building a culture that invites different beliefs and perspectives to the table, so we can truly know and help our clients, communities, and each other.

About the role:

CLA is looking to hire 4 total Associate Wealth Advisors with a start date of June 1st in the following locations:

Milwaukee, WI

Eau Claire, WI

Stevens Point, WI

Summary:

This role provides centralized financial planning support to advisors across the firm. You will deliver centralized planning expertise to Wealth Advisors and Senior Wealth Advisors, turning complex data into clear, actionable plans. With a focus on plan construction, analysis, and ongoing optimization, you collaborate closely with local advisory teams to deliver consistent, high-quality, and scalable planning solutions that reflect firmwide standards and best practices-and make a real difference for clients.

This role reports functionally within the Financial Planning Center. Associates work closely with Principals, Directors, Senior Wealth Advisors, Wealth Advisors, and Associate Wealth Advisors. Primary collaboration is internal and advisor-facing, with direct client interaction increasing over time.

Essential Job Functions:
Financial Planning: Build powerful, end-to-end financial plans that drive real client decisions. Use firm-approved tools to craft integrated strategies across retirement, cash flow, insurance, estate, tax, and investments. Turn complexity into clarity through advanced modeling, scenario analysis, and stress testing. Partner directly with Wealth Advisors and Senior Wealth Advisors to deliver
timely, high-impact planning solutions that elevate client conversations and outcomes-while
maintaining the highest standards of accuracy and compliance.
Investments/Insurance: Analyze investment and insurance information to support smart, goal-aligned recommendations within each client's total financial plan. Assist Wealth Advisors in evaluating strategy design, portfolio oversight, and long-term progress. Track trends, synthesize data, and help shape planning strategies that keep clients confidently moving toward their goals.
Internal Advisor Support: Partner with Wealth Advisors to solve complex planning challenges, anticipate servicing needs, and prepare polished financial plans for client meetings. Sharpen plan presentation skills and help elevate advisor-client discussions. Drive innovation within the Financial Planning Center by identifying ways to improve efficiency, accuracy, and scalability.
Leverage modern planning software and emerging technology to streamline workflows and maximize impact.

Minimum Required Experience, Education, and Certifications

Experience

None required
1 year experience preferred

Education: Bachelor's degree in Accounting, Finance, or a related field.

Bachelor's degree is required. Combination of relevant experience, education, and training may
be accepted in lieu of degree.
Bachelor's degree in Accounting, Finance or a related field is preferred.

Certifications/Licenses: FINRA Series 65 or 66 Required.

Series 65 certification required (New hires will have 180 days to obtain this certification. If they do not obtain the certification in that timeframe and/or they fail after their third attempt, their employment will be terminated.)

#LI-MU1


Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
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Wellness at CLA

To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more.


To view a complete list of benefits, click here.


What CliftonLarsonAllen employees say

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About CliftonLarsonAllen

Sourced by ZipRecruiter

CliftonLarsonAllen (CLA) is a leading professional services company based in Minneapolis, MN, US. CLA operates in the accounting industry and offers a broad range of products and services such as wealth advisory, outsourcing, audit, tax, and consulting services. The company was founded in 1953 with a merger between two firms, Clifton Gunderson and LarsonAllen, in 2012. Working in accordance with their mission to create opportunities for clients, people, and communities, they have established a presence across the US, serving privately held businesses, non-profits, and governmental entities. Recognized for their contributions, CLA has received accolades such as the Innovative Firm of the Year award.

Industry

Accounting services

Company size

5,001 - 10,000 Employees

Headquarters location

Minneapolis, MN, US

Year founded

2012

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