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Client Facing Finance Jobs in Wisconsin (NOW HIRING)

Johnson Financial Group

Financial Advisor

Racine, WI · On-site

Bachelor's or advanced degree in finance, accounting, economics, business management, or a related field preferred with a minimum of 2 years' client-facing financial industry experience in business ...

Johnson Financial Group

Financial Advisor

Hayward, WI · On-site

Bachelor's or advanced degree in finance, accounting, economics, business management, or a related field preferred with a minimum of 2 years' client-facing financial industry experience in business ...

Johnson Financial Group

Financial Advisor

Rice Lake, WI · On-site

Bachelor's or advanced degree in finance, accounting, economics, business management, or a related field preferred with a minimum of 2 years' client-facing financial industry experience in business ...

Johnson Financial Group

Financial Advisor

Racine, WI · On-site

Bachelor's or advanced degree in finance, accounting, economics, business management, or a related field preferred with a minimum of 2 years' client-facing financial industry experience in business ...

JMG Financial Group

Financial Advisor - WI

Madison, WI · On-site

$100K - $150K/yr

The Financial Advisor must have knowledge in all areas of comprehensive financial planning and at least 5 years of client facing experience. Advisors assess and manage the financial needs of ...

W3Global Inc.

Financial Advisor

Appleton, WI · Hybrid

$75K - $125K/yr

Bachelor's degree in Finance, Business, Economics, or related field * Experience in financial ... Client-facing presentation skills * Entrepreneurial and growth-oriented mindset Ideal Candidate

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Client Facing Finance information

See Wisconsin salary details

$52K

$70.3K

$98.9K

How much do client facing finance jobs pay per year?

As of Aug 19, 2026, the average yearly pay for client facing finance in Wisconsin is $70,316.00, according to ZipRecruiter salary data. Most workers in this role earn between $60,600.00 and $75,200.00 per year, depending on experience, location, and employer.

What is a client facing finance?

A Client Facing Finance job involves working directly with clients to provide financial advice, investment strategies, or banking solutions. Professionals in this role may work in wealth management, corporate finance, or financial consulting, helping clients make informed financial decisions. Strong communication and relationship-building skills are essential, as the role requires explaining complex financial concepts in a clear and effective manner. The position can exist in banks, investment firms, or financial services companies, supporting individuals or businesses in managing their financial goals.

What types of clients and industries do client facing finance professionals typically work with?

Client Facing Finance professionals often serve a diverse range of clients, including individuals, small businesses, corporations, or institutional investors, depending on the employer and focus of the firm. They may work across industries such as banking, wealth management, corporate finance, insurance, or consulting. This variety provides valuable exposure to different financial needs and challenges, allowing professionals to develop specialized expertise and robust networks. The opportunity to work with multiple client types can also enhance your problem-solving skills and support career advancement into more senior advisory or relationship management roles.

What are the key skills and qualifications needed to thrive in client facing finance, and why are they important?

To thrive in a Client Facing Finance role, you need a solid understanding of financial principles, analytical thinking, and typically a bachelor's degree in finance, accounting, or a related field. Familiarity with financial modeling tools, CRM software, and relevant certifications such as CFA or CPA are highly valued. Exceptional communication, active listening, and relationship-building skills are essential for understanding and addressing client needs effectively. These competencies are crucial for providing tailored financial solutions, building trust, and ensuring long-term client satisfaction in a dynamic environment.

What are some client facing finance jobs?

Client facing finance jobs include roles such as financial advisor, relationship manager, client services associate, and private banker. These positions involve direct interaction with clients to provide financial advice, manage accounts, or offer investment services, often requiring strong communication skills and relevant certifications like the CFA or CFP.

What is an example of a client facing finance job?

A client facing finance job involves direct interaction with clients to provide financial advice, manage accounts, or offer investment services. Examples include financial advisors, relationship managers, and client service associates, who often use tools like CRM software and require strong communication skills.

What are the most commonly searched types of Client Facing Finance jobs in Wisconsin?

The most popular types of Client Facing Finance jobs in Wisconsin are:

What are popular job titles related to Client Facing Finance jobs in Wisconsin?

For Client Facing Finance jobs in Wisconsin, the most frequently searched job titles are:

What job categories do people searching Client Facing Finance jobs in Wisconsin look for?

The top searched job categories for Client Facing Finance jobs in Wisconsin are:

Client Facing Finance jobs near you
Infographic showing various Client Facing Finance job openings in Wisconsin as of August 2026, with employment types broken down into 1% As Needed, 84% Full Time, 10% Part Time, and 5% Contract. Highlights an 70% Physical, 4% Hybrid, and 26% Remote job distribution, with an average salary of $70,316 per year, or $33.8 per hour.

Financial Programs Specialist - Wisconsin

All Financial Freedom

Madison, WI • On-site, Remote

$30K - $55K/yr

Part-time

Re-posted 6 days ago

Job description

Our organization is expanding and seeking a Financial Services Specialist to support client-facing financial education initiatives nationwide.
This role supports a professional, structured environment focused on delivering financial education through virtual engagement. The position is well suited for individuals who value accountability, consistency, and long-term career growth.
Position Overview
This position centers on financial education delivery and client understanding. The role supports individuals and families by explaining foundational financial concepts and supporting long-term planning initiatives in a professional and ethical manner.
Key Responsibilities
  • Conduct virtual financial education sessions
  • Communicate financial concepts clearly and accurately
  • Support individuals through structured learning frameworks
  • Maintain documentation and compliance standards
  • Participate in ongoing education and training

Required Qualifications
  • Strong verbal and written communication skills
  • Professional demeanor and attention to detail
  • Comfort working remotely and independently
  • Licensing eligibility

Compensation & Benefits
  • Performance-based compensation
  • Remote, flexible work environment
  • Training and licensing support

Career Path
Growth into education leadership, training, or management roles.

Apply