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Associate Financial Consultant Jobs in Wisconsin

SSB002 SOUTHSTATE BANK, NATIONAL ASSOCIATION

WI · On-site

$90 - $130/hr

Provide support to the financial consultants' assigned bank territory in the growth, development ... customer contact associates to find appropriate customers and introduce them. * Engaging in ...

Baird

AFAT Advisor Associate

Milwaukee, WI · On-site

Baird's Associate Financial Advice Team (AFAT) is a dedicated financial advisor team focused on ... of financial topics, including retirement planning, investment consulting, debt management ...

BDO International Limited

WI · On-site

$90 - $120/hr

Jouw rol Als Managing Associate Financial Services Regulatory Compliance: * Bouw je de nieuwe ... Samenwerking met multidisciplinaire teams van BDO (fiscaal, financieel, consulting) en toegang tot ...

BDO Legal

WI · On-site

$120 - $150/hr

Jouw rol Als Managing Associate Financial Services Regulatory Compliance: * Bouw je de nieuwe ... Samenwerking met multidisciplinaire teams van BDO (fiscaal, financieel, consulting) en toegang tot ...

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Showing results 1-20

All JobsAssociate Financial Consultant JobsAssociate Financial Consultant Jobs in Wisconsin

Associate Financial Consultant information

See Wisconsin salary details

$45.9K

$104.8K

$175.6K

How much do associate financial consultant jobs pay per year?

As of Aug 26, 2026, the average yearly pay for associate financial consultant in Wisconsin is $104,848.00, according to ZipRecruiter salary data. Most workers in this role earn between $79,700.00 and $126,200.00 per year, depending on experience, location, and employer.

What are some typical challenges faced by an associate financial consultant in their first year on the job?

In their first year, Associate Financial Consultants often face challenges such as building a client base, understanding complex financial products, and adapting to a fast-paced, goal-oriented environment. They must quickly develop strong communication skills to explain financial concepts clearly to clients and foster trust. Additionally, balancing client service with ongoing training and compliance requirements can be demanding, but these experiences are essential for long-term career growth in financial consulting.

What are the key skills and qualifications needed to thrive as an associate financial consultant, and why are they important?

To thrive as an Associate Financial Consultant, you need a solid understanding of financial planning, investment strategies, and regulatory compliance, often supported by a bachelor’s degree in finance or a related field. Familiarity with financial planning software, CRM tools, and certifications such as the Series 7 or Series 66 licenses are typically required. Strong interpersonal skills, attention to detail, and the ability to explain complex financial concepts clearly help build trust with clients. These skills and qualifications are crucial for delivering sound financial advice, ensuring regulatory compliance, and developing long-term client relationships.

What is the difference between Associate Financial Consultant vs Financial Advisor?

AspectAssociate Financial ConsultantFinancial Advisor
CredentialsTypically requires a bachelor's degree; certifications like Series 7 or 66 are commonOften requires similar certifications; may hold CFP or CFA designations
Work EnvironmentEntry-level role in financial firms, supporting senior staffClient-facing role providing personalized financial planning
Employer & Industry UsageUsed in investment firms, banks, and financial services companiesCommon across independent practices, banks, and advisory firms

The main difference is that Associate Financial Consultants typically support senior staff and focus on research and analysis, while Financial Advisors directly manage client relationships and provide tailored financial planning. Both roles require relevant certifications and work in similar environments, but their responsibilities and client interaction levels differ.

What does an associate financial consultant do?

An associate financial consultant assists clients with financial planning, investment strategies, and portfolio management under the supervision of senior consultants. They analyze financial data, prepare reports, and use financial tools to help clients achieve their financial goals, often requiring relevant certifications and strong analytical skills.

What are the most commonly searched types of Financial Consultant jobs in Wisconsin?

The most popular types of Financial Consultant jobs in Wisconsin are:

What are popular job titles related to Associate Financial Consultant jobs in Wisconsin?

For Associate Financial Consultant jobs in Wisconsin, the most frequently searched job titles are:

What job categories do people searching Associate Financial Consultant jobs in Wisconsin look for?

The top searched job categories for Associate Financial Consultant jobs in Wisconsin are:

What cities in Wisconsin are hiring for Associate Financial Consultant jobs?

Cities in Wisconsin with the most Associate Financial Consultant job openings:

Associate Financial Consultant jobs near you
Infographic showing various Associate Financial Consultant job openings in Wisconsin as of August 2026, with employment types broken down into 84% Full Time, 14% Part Time, and 2% Contract. Highlights an 86% Physical, 2% Hybrid, and 12% Remote job distribution, with an average salary of $104,848 per year, or $50.4 per hour.

Associate Financial Consultant - Johnson Financial Group

Kenosha, WI • On-site

LPL Financial
Finance and Insurance • 1 - 5K employees

7.2

Company rating: 7.2 out of 10

Based on 74 frontline employees who took The Breakroom Quiz

129th of 151 rated financial services

People enjoy working here

Good employer

Paid breaks

Learn more about LPL Financialexternal

$65K - $100K/yr

Full-time

Re-posted 6 days ago

Job description

Your career path should lead to real opportunity

LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at Johnson Financial Group in Kenosha would allow you to join the Investment Program at Johnson Financial Group as a Financial Advisor associated with LPL Financial. Under this model Financial Advisors are not employees of LPL Financial.

The Investment Program at Johnson Financial Group supports the local community with a complete menu of financial services. You will join a team that is dedicated to helping clients in every stage of their financial life.

This exciting position will allow you to grow your career and business, helping the people and families that look to Johnson Financial Group for financial solutions. This position will offer:

  • The ability to service an existing book of business upon hire
  • The ability to build a strong client base with the Bank's exceptional referral system
  • Several branch territories with significant deposit base, which includes current clients who need an advisor to support their financial goals
  • The opportunity to find new clients via the bank's client base
  • The opportunity to create client solutions without proprietary products
  • The ability to grow your business with LPL's combination of tools, technology, and support
  • The benefit of LPL's experience helping financial institutions grow and maximize their investment programs
  • The opportunity to capitalize on the bank's reputation and community standing

As an advisor associated with LPL Financial, you benefit from our commitment to take care of you so you can take care of your clients. Your partnership includes:

  • Access to our proprietary technology and a suite of customized services
  • An open architecture platform with access to thousands of investment products from leading third-party product sponsors
  • Resources and expertise across the firm to help you create client solutions
  • The freedom to create solutions specific to your client's goals

Whatever your vision of success, we're with you every step of the way.

Requirements:

  • Series 7 and 66 (63/65) required
  • Insurance license required
  • Three or more years of investment sales experience

Apply online at:By submitting an application, you are not applying for employment with LPL Financial. Employment is with Johnson Financial Group, however, in accordance with regulatory requirements, LPL Financial would hold your securities/insurance licenses.

***REQUIRED DISCLOSURE(S)

These investment products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Johnson Financial Group.

Tracking # 1-05026674


Pay Range:$65,000-$100,000


The salary range is dependent on a number of factors, including the applicant's skill, experience, and work location. This position is also eligible to earn sales incentive compensation.

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