Financial Advisor
Hayward, WI · On-site
The Financial Advisor is responsible for growing and managing client relationships within the local market, with a focus on securities, mutual funds, annuities, and other licensed products. This role ...
Financial Advisor
Hayward, WI · On-site
The Financial Advisor is responsible for growing and managing client relationships within the local market, with a focus on securities, mutual funds, annuities, and other licensed products. This role ...
Financial Advisor
Racine, WI · On-site
This is a rare opportunity for a Financial Advisor to step into a lead advisor role within a bank environment and inherit an established, well-developed book of business. For the right person, this ...
Financial Advisor
Racine, WI · On-site
This is a rare opportunity for a Financial Advisor to step into a lead advisor role within a bank environment and inherit an established, well-developed book of business. For the right person, this ...
Financial Advisor
Rice Lake, WI · On-site
The Financial Advisor is responsible for growing and managing client relationships within the local market, with a focus on securities, mutual funds, annuities, and other licensed products. This role ...
Financial Advisor
Rice Lake, WI · On-site
The Financial Advisor is responsible for growing and managing client relationships within the local market, with a focus on securities, mutual funds, annuities, and other licensed products. This role ...
Financial Advisor
Elm Grove, WI · On-site
$61 - $250/hr
Financial Advisor Opportunity Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial ...
Financial Advisor
Elm Grove, WI · On-site
$61 - $250/hr
Financial Advisor Opportunity Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial ...
Financial Advisor
Oregon, WI · On-site
$90 - $110/hr
Manage client relationships and assist senior advisors with management of complex clients to the WEG planning-based standard of identity* Facilitate the financial planning process* Discover a ...
Financial Advisor
Oregon, WI · On-site
$90 - $110/hr
Manage client relationships and assist senior advisors with management of complex clients to the WEG planning-based standard of identity* Facilitate the financial planning process* Discover a ...
Financial Advisor
Madison, WI · On-site
$50K - $100K/yr
As a Financial Advisor, you will work directly with individuals, business people, and families to help them navigate through and secure their financial future. At WestPoint Financial Group, you will ...
Financial Advisor
Madison, WI · On-site
$50K - $100K/yr
As a Financial Advisor, you will work directly with individuals, business people, and families to help them navigate through and secure their financial future. At WestPoint Financial Group, you will ...
Financial Advisor
Appleton, WI · On-site
$137K - $250K/yr
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...
Financial Advisor
Appleton, WI · On-site
$137K - $250K/yr
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...
Financial Advisor
Oshkosh, WI · On-site
$137K - $250K/yr
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...
Financial Advisor
Oshkosh, WI · On-site
$137K - $250K/yr
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...
Financial Advisor
Oshkosh, WI · On-site
$137K - $250K/yr
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...
Financial Advisor
Oshkosh, WI · On-site
$137K - $250K/yr
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...
Financial Advisor
Wausau, WI · On-site
$137K - $250K/yr
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...
Financial Advisor
Wausau, WI · On-site
$137K - $250K/yr
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...
Financial Advisor
Middleton, WI · On-site
$137K - $250K/yr
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...
Financial Advisor
Middleton, WI · On-site
$137K - $250K/yr
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...
Financial Advisor
Milwaukee, WI · On-site
$137K - $250K/yr
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...
Financial Advisor
Milwaukee, WI · On-site
$137K - $250K/yr
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...
Financial Advisor
Wauwatosa, WI · On-site
$61K - $250K/yr
Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to ...
Financial Advisor
Wauwatosa, WI · On-site
$61K - $250K/yr
Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to ...
Financial Advisor
Elm Grove, WI · On-site
$137K - $250K/yr
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...
Financial Advisor
Elm Grove, WI · On-site
$137K - $250K/yr
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...
Financial Advisor
Elm Grove, WI · On-site
$61 - $250/hr
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...
Financial Advisor
Elm Grove, WI · On-site
$61 - $250/hr
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...
Financial Advisor
Wausau, WI · On-site
$137K - $250K/yr
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...
Financial Advisor
Wausau, WI · On-site
$137K - $250K/yr
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...
Financial Advisor
Appleton, WI · On-site
$137K - $250K/yr
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...
Financial Advisor
Appleton, WI · On-site
$137K - $250K/yr
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...
Financial Advisor
$137K - $250K/yr
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...
Financial Advisor
$137K - $250K/yr
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...
Financial Advisor
Middleton, WI · On-site
$137K - $250K/yr
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...
Financial Advisor
Middleton, WI · On-site
$137K - $250K/yr
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...
Financial Advisor
Middleton, WI · On-site
$137K - $250K/yr
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...
Financial Advisor
Middleton, WI · On-site
$137K - $250K/yr
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...
Financial Advisor Assistant information
See Wisconsin salary details
$28.8K - $34.5K
9% of jobs
$34.5K - $40.2K
14% of jobs
$41.4K is the 25th percentile. Wages below this are outliers.
$40.2K - $46K
13% of jobs
The median wage is $51.7K / yr.
$46K - $51.7K
15% of jobs
$51.7K - $57.4K
14% of jobs
$62.1K is the 75th percentile. Wages above this are outliers.
$57.4K - $63.2K
14% of jobs
$63.2K - $68.9K
10% of jobs
$68.9K - $74.6K
6% of jobs
$74.6K - $80.4K
3% of jobs
$80.4K - $86.1K
2% of jobs
$86.1K - $91.9K
1% of jobs
$28.8K
$54.8K
$91.9K
How much do financial advisor assistant jobs pay per year?
As of Sep 6, 2026, the average yearly pay for financial advisor assistant in Wisconsin is $54,752.00, according to ZipRecruiter salary data. Most workers in this role earn between $41,400.00 and $63,600.00 per year, depending on experience, location, and employer.
What are the primary responsibilities of a financial advisor assistant during client meetings and follow-ups?
As a Financial Advisor Assistant, you'll play a key role in preparing materials for client meetings, such as account summaries and investment reports. During meetings, you may take notes, assist with documentation, and ensure any client questions or requests are recorded accurately. Afterward, responsibilities often include following up with clients, processing paperwork, updating records, and coordinating with internal teams to ensure all actions are completed promptly. This support allows the financial advisor to focus on strategic planning and client relationships, while you help maintain a seamless client experience.
What are the key skills and qualifications needed to thrive as a financial advisor assistant, and why are they important?
To thrive as a Financial Advisor Assistant, you need a solid understanding of finance, attention to detail, and often an associate's or bachelor's degree in business or a related field. Familiarity with financial planning software, CRM systems, and sometimes FINRA Series 6 or 7 certification is typical. Strong organizational, communication, and client service skills help you excel in supporting both advisors and clients. These competencies ensure efficient administrative support, compliance, and a seamless experience for clients in a fast-paced financial environment.
What is the difference between Financial Advisor Assistant vs Financial Planner Assistant?
| Aspect | Financial Advisor Assistant | Financial Planner Assistant |
|---|---|---|
| Certifications | Typically requires FINRA Series 6 or 7, and possibly Series 65 or 66 | Similar certifications, often the same licensing requirements |
| Work Environment | Supports financial advisors in client meetings, administrative tasks, and research | Assists financial planners with planning, client communication, and documentation |
| Employer & Industry Usage | Used by financial advisory firms, banks, and wealth management companies | Commonly found in financial planning firms and advisory practices |
Both roles support financial professionals and often require similar certifications and work environments. The main difference lies in the specific focus: Financial Advisor Assistants typically support advisors in client management, while Financial Planner Assistants focus more on the planning process. Both positions are essential in the financial services industry and often overlap in duties.
Is 30 too old to become a financial advisor assistant?
There is no age limit to becoming a financial advisor assistant, and individuals of various ages can enter the role. Relevant skills include strong communication, organization, and familiarity with financial tools, and some employers value diverse experience backgrounds. Age should not be a barrier if you meet the job requirements and have the necessary skills.
What does a financial advisor assistant do?
A financial advisor assistant supports financial advisors by preparing client documents, scheduling meetings, and managing administrative tasks. They may also help with data entry, research, and maintaining client records, often using financial planning software. Strong organizational skills and knowledge of financial products are important for this role.
What are the most commonly searched types of Financial Advisor jobs in Wisconsin?
The most popular types of Financial Advisor jobs in Wisconsin are:
What are popular job titles related to Financial Advisor Assistant jobs in Wisconsin?
For Financial Advisor Assistant jobs in Wisconsin, the most frequently searched job titles are:
What job categories do people searching Financial Advisor Assistant jobs in Wisconsin look for?
The top searched job categories for Financial Advisor Assistant jobs in Wisconsin are:
What cities in Wisconsin are hiring for Financial Advisor Assistant jobs?
Cities in Wisconsin with the most Financial Advisor Assistant job openings:
What are popular job titles related to Financial Advisor Assistant jobs in WI?
For Financial Advisor Assistant jobs in WI, the most frequently searched job titles are:
Johnson Financial Group rating
8.8
Based on 5 frontline employees who took The Breakroom Quiz
Job description
Overview
With deep roots in Wisconsin and commitment to community values, Johnson Financial Group is known for helping clients navigate both banking and wealth needs with a relationship-driven, local approach. This opportunity offers the chance to join a respected institution where licensed advisors are supported by a collaborative team across lines of business and key support areas, creating strong referral opportunities and a more connected client experience. It also offers a unique opportunity to succeed an advisor with 30 years of experience. The retiring advisor being available over the next two years to support warm hand-offs, client continuity, and long-term success for the next advisor.
The Financial Advisor is responsible for growing and managing client relationships within the local market, with a focus on securities, mutual funds, annuities, and other licensed products. This role actively develops new business by identifying opportunities with clients and prospects, while also deepening existing relationships through thoughtful cross-selling of bank and company products and services.
Key Responsibilities
Required Experience
Come as you are.
Our culture embraces diversity, equity, & inclusion; one where everyone feels valued and heard. For more information on JFG's culture and diversity efforts, including our employee resource groups, please visit the Diversity section of our career website.
With deep roots in Wisconsin and commitment to community values, Johnson Financial Group is known for helping clients navigate both banking and wealth needs with a relationship-driven, local approach. This opportunity offers the chance to join a respected institution where licensed advisors are supported by a collaborative team across lines of business and key support areas, creating strong referral opportunities and a more connected client experience. It also offers a unique opportunity to succeed an advisor with 30 years of experience. The retiring advisor being available over the next two years to support warm hand-offs, client continuity, and long-term success for the next advisor.
The Financial Advisor is responsible for growing and managing client relationships within the local market, with a focus on securities, mutual funds, annuities, and other licensed products. This role actively develops new business by identifying opportunities with clients and prospects, while also deepening existing relationships through thoughtful cross-selling of bank and company products and services.
Key Responsibilities
- Develop and implement a personal business plan to drive new client acquisition, referrals, portfolio penetration, and retention, resulting in consistent portfolio growth.
- Achieve significant growth in assets under management and revenue for a profitable book of business.
- Proactively review client portfolios to ensure proper segmentation and transition to appropriate resources.
- Deliver a distinctive client experience by leveraging our value proposition and referring clients to wealth, mortgage, insurance, private banking, and commercial banking services.
- Demonstrate strong knowledge of all business offerings, financial industry topics, and financial planning concepts to address client objectives through a purposeful discovery process.
- Collaborate with JFG Business Partners to match prospect needs with suitable solutions, resulting in new business and deeper relationships.
- Lead a team of associates, setting and exceeding performance goals while fostering teamwork and mutual respect.
Required Experience
- 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 development; relevant work experience may substitute for education.
- Demonstrated analytical, problem-solving, strategic, and tactical implementation skills in financial settings.
- Developed networking abilities and a strong grasp of group dynamics, including experience with Centers of Influence.
- Solid understanding of finance and economics, plus focus on industry trends and proactive adoption of products and technology to serve clients effectively.
- Series 7, 63 or 66 required (or obtained within 6 months); must also secure all state-required insurance licenses.
Come as you are.
Our culture embraces diversity, equity, & inclusion; one where everyone feels valued and heard. For more information on JFG's culture and diversity efforts, including our employee resource groups, please visit the Diversity section of our career website.
What Johnson Financial Group employees say
Pay
Hours and flexibility
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