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Associate Financial Advisor Jobs in Stevens Point, WI

Alera Group

Personal Lines Account Manager

Stevens Point, WI

$43K - $59K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

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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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 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 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.

Personal Lines Account Manager

Alera Group

Stevens Point, WI

$43K - $59K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 23 days ago

Alera Group rating

8.0

Company rating: 8.0 out of 10

Based on 30 frontline employees who took The Breakroom Quiz

164th of 308 rated insurance

Job description

OVERVIEW
Personal Lines Account Manager – Property & Casualty

Hybrid - Stevens Point preferred, Onalaska or Wausau 

At Alera Group, our Property & Casualty team helps businesses protect their assets, manage risk, and plan confidently for the future. We are seeking a Personal Lines Account Manager to provide responsive, accurate support to commercial insurance clients. This role partners closely with Producers and Account Managers to service accounts, process policy changes, coordinate renewals, and deliver a consistently positive client experience.

About Alera Group
Alera Group was founded in 2017 and has grown to become the 14th largest broker of U.S. business. We are passionate about our clients’ success in the areas of Employee Benefits, Property and Casualty Insurance, and Financial Services. With a network of offices nationwide, our commitment to collaboration allows us to offer national resources combined with local service.

This role is a balance between client service and new business sales. The PL Account Manager stewards an existing personal lines book of business and has the opportunity to grow the book by focusing on new business. The AM focuses on building relationships and protecting families in the community. 
Why Alera Group

  • Meaningful Impact: Help clients and employees navigate benefits programs that drive retention, engagement, and satisfaction

  • Growth & Learning: Opportunities to deepen your expertise and gain exposure to a variety of clients and industries

  • Collaborative Culture: Work in a team-oriented environment that values accountability, partnership, and the principles of The Collaborative Way


RESPONSIBILITIES
What You’ll Do / Your ImpactClient Partnership & Risk Strategy
  • Serve as a trusted advisor to personal lines clients by managing and servicing an existing book of business
  • Review policies with clients to identify coverage gaps and recommend appropriate enhancements, including increased limits or additional lines
  • Build and maintain strong client relationships through proactive communication, responsiveness, and follow-through
  • Submit and support claims with carriers, assisting clients through escalated claim issues as needed
  • Contribute to client retention and growth through referrals, cross-selling, and prospecting efforts
Operational Excellence
  • Initiate and follow up on client, carrier, and internal requests to resolve issues, process changes, and issue new or renewal policies
  • Prepare, monitor, and maintain policy documentation including renewals, applications, certificates, endorsements, cancellations, and claims
  • Maintain accurate records and suspense for follow-up actions within the agency management system
  • Ensure compliance, accuracy, and timeliness in all client and carrier documentation
  • Maintain product supply inventory for the branch office, as applicable
Strategic Contribution
  • Operate independently without an assigned producer while collaborating with internal teams and carrier partners
  • Support new business production through prospecting, referrals, cross selling, centers of influence, and community relationship-building
  • Participate in meetings, training sessions, and educational activities to stay current on industry trends, products, and regulations
  • Assist with special projects and administrative support as requested

QUALIFICATIONS
What You BringRequired
  • Experience in personal lines insurance client service or account management
  • Working knowledge of insurance policies, forms, terminology, and coverage structures
  • Strong written and verbal communication skills with the ability to build rapport and explain coverage clearly
  • Proficiency with Microsoft Word, Excel, Outlook, and internet-based systems
  • Ability to manage multiple priorities, meet deadlines, and work independently with attention to detail
Preferred
  • Associate’s degree in business, marketing, or a related field, or equivalent combination of education and experience
  • Two to three years of insurance agency and/or sales experience
  • Experience with Applied EPIC or similar agency management systems
  • Active state Property & Casualty insurance license
  • Professional designations such as CISR or CIC
Core Competencies
  • Client-first mindset with a focus on long-term relationships
  • Detail-oriented with strong organizational skills
  • Accountability and reliability
  • Collaborative and professional approach
  • Problem-solving and proactive service orientation

ADDITIONAL INFORMATION

Benefits:
Alera Group offers comprehensive benefits including medical, dental, vision, life and disability coverage, 401(k), generous PTO, and more.

Work Model:
This role is Hybrid

Professional Development – Alera Group Academy

At Alera Group, growth isn’t left to chance. Through Alera Group Academy, we provide structured development opportunities designed to help you expand your expertise and build a meaningful career.

You’ll have access to:

  • Role-specific learning paths

  • Leadership development programs

  • Technical and compliance training

  • Industry certifications and continuing education support

  • Peer learning and knowledge-sharing communities

Whether you’re deepening technical expertise or preparing for leadership, we’re invested in helping you grow.

Licensure & Certifications 

This position may require:

  • Active State Life & Health License

  • Ongoing continuing education to maintain active status

We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status, or any other protected class.

Alera Group is committed to protecting your privacy. Please review our Privacy Policy to understand what personal information we may collect and use as part of your application process.

#LI-KL1

#LI-In-Hybrid


Location Type
Hybrid - 3 or more days in office - Office UKG Work locationQualifications:
What You BringRequired
  • Experience in personal lines insurance client service or account management
  • Working knowledge of insurance policies, forms, terminology, and coverage structures
  • Strong written and verbal communication skills with the ability to build rapport and explain coverage clearly
  • Proficiency with Microsoft Word, Excel, Outlook, and internet-based systems
  • Ability to manage multiple priorities, meet deadlines, and work independently with attention to detail
Preferred
  • Associate’s degree in business, marketing, or a related field, or equivalent combination of education and experience
  • Two to three years of insurance agency and/or sales experience
  • Experience with Applied EPIC or similar agency management systems
  • Active state Property & Casualty insurance license
  • Professional designations such as CISR or CIC
Core Competencies
  • Client-first mindset with a focus on long-term relationships
  • Detail-oriented with strong organizational skills
  • Accountability and reliability
  • Collaborative and professional approach
  • Problem-solving and proactive service orientation
Education:UNAVAILABLEEmployment Type: FULL_TIME

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