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
Milwaukee, WI · On-site
$61K - $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
$61K - $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
$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
Milwaukee, 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
Whitefish Bay, 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
Whitefish Bay, 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
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
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
$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
$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 ...
Voya Financial Advisors ® , Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Financial Professional to join our team in the ...
Voya Financial Advisors ® , Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Financial Professional to join our team in the ...
Voya Financial Advisors ® , Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Financial Professional to join our team in the ...
Voya Financial Advisors ® , Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Financial Professional to join our team in the ...
Financial Advisor
Milwaukee, WI · On-site
$61K - $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
$61K - $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
$61K - $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
$61K - $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
Milwaukee, WI · On-site
$61K - $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
$61K - $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
Whitefish Bay, WI · On-site
$61K - $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
Whitefish Bay, WI · On-site
$61K - $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
$61K - $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
$61K - $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
$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
Wauwatosa, WI · On-site
$61K - $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
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 information
See Racine, WI salary details
$33.8K - $43K
3% of jobs
$43K - $52.2K
3% of jobs
$52.2K - $61.4K
10% of jobs
$61.4K - $70.6K
9% of jobs
$70.8K is the 25th percentile. Wages below this are outliers.
$70.6K - $79.8K
11% of jobs
$79.8K - $89K
8% of jobs
The median wage is $95K / yr.
$89K - $98.2K
11% of jobs
$98.2K - $107.4K
10% of jobs
$107.4K - $116.6K
10% of jobs
$118.9K is the 75th percentile. Wages above this are outliers.
$116.6K - $125.8K
8% of jobs
$125.8K - $135K
19% of jobs
$33.8K
$95.8K
$135K
How much do financial advisor jobs pay per year?
As of Aug 7, 2026, the average yearly pay for financial advisor in Racine, WI is $95,769.00, according to ZipRecruiter salary data. Most workers in this role earn between $70,300.00 and $122,800.00 per year, depending on experience, location, and employer.
How do financial advisors typically build and maintain client relationships in their day-to-day work?
Financial Advisors spend a significant portion of their time meeting with clients to understand their financial goals, risk tolerance, and investment preferences. Building trust is crucial, so advisors regularly communicate with clients through updates, portfolio reviews, and proactive outreach regarding market changes or new opportunities. They also collaborate with other financial professionals, such as accountants and estate planners, to provide comprehensive advice. Consistent client engagement and personalized service are key to maintaining long-term relationships and growing a successful advisory practice.
What qualifications do you need to be a financial advisor?
To become a financial advisor, individuals typically need a bachelor's degree in finance, economics, or a related field. Professional certifications such as the Series 7 and Series 66 licenses are often required, along with strong interpersonal and analytical skills. Continuing education and licensing vary by region and employer requirements.
What does a financial advisor do?
Financial advisors manage clients’ financial goals, such as how much money is needed to save for retirement, paying off debt or mortgage loans, and saving for college or buying a vacation home. An advisor also helps with future planning to grow wealth and advise clients on the best route for investing.
What are the key skills and qualifications needed to thrive as a financial advisor, and why are they important?
To thrive as a Financial Advisor, you need strong analytical skills, financial planning knowledge, and usually a bachelor's degree in finance or a related field. Familiarity with financial planning software, CRM systems, and certifications like CFP (Certified Financial Planner) are highly valued. Excellent interpersonal skills, trustworthiness, and effective communication help build client relationships and convey complex information clearly. These skills are crucial for delivering sound financial advice and earning client trust in a competitive industry.
Do financial advisors make good money?
Financial advisors typically earn a combination of salary and commissions, with median annual incomes around $89,000, though earnings can vary widely based on experience, client base, and location. Successful advisors who build a strong client portfolio and obtain certifications like the CFP often have higher earning potential. Compensation may also include bonuses and incentives based on performance.
What is the difference between Financial Advisor vs Financial Planner?
| Aspect | Financial Advisor | Financial Planner |
|---|---|---|
| Certifications | CFP, CFA, ChFC | CFP, ChFC, CPA |
| Work Environment | Financial firms, banks, independent | Consulting firms, independent, or firms |
| Primary Focus | Investment advice, portfolio management | Comprehensive financial planning, estate, retirement |
| Industry Usage | Commonly used in finance and investment sectors | Used across finance, insurance, and planning services |
While both Financial Advisors and Financial Planners assist clients with financial goals, Financial Advisors often focus more on investment management and portfolio advice, whereas Financial Planners provide comprehensive financial planning including retirement, estate, and tax strategies. The roles overlap, but the emphasis and certifications may differ slightly depending on the specific services offered.
What is the work for a financial advisor?
A financial advisor helps clients manage their finances by providing investment advice, financial planning, and risk management strategies. They analyze clients' financial situations, recommend suitable products, and often hold certifications such as CFP or CFA. The role typically involves meeting with clients, researching financial markets, and using financial planning tools to achieve clients' financial goals.
Is a financial advisor worth it as a job?
A financial advisor is a professional who helps clients manage their finances, investments, and retirement planning, often requiring certifications like the CFP. The job can be rewarding with a high earning potential, especially for those with strong interpersonal skills and financial knowledge, but it also involves client management and ongoing education. Its worth depends on personal interest in finance and the ability to build a client base.
More about Financial Advisor jobs
What job categories do people searching Financial Advisor jobs in Racine, WI look for? The top searched job categories for Financial Advisor jobs in Racine, WI are:
What cities near Racine, WI are hiring for Financial Advisor jobs? Cities near Racine, WI with the most Financial Advisor job openings:
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 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.
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 is more than a traditional advisor opening, it's a chance to build on an existing foundation of client relationships while partnering closely with professionals across banking, wealth, and internal support teams. The team-based approach creates meaningful referral flow, strong collaboration across lines of business, and the infrastructure needed to help advisors grow and serve clients at a high level. If you're looking for an opportunity with built-in momentum and real long-term upside, we'd love to talk with you.
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 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.
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 is more than a traditional advisor opening, it's a chance to build on an existing foundation of client relationships while partnering closely with professionals across banking, wealth, and internal support teams. The team-based approach creates meaningful referral flow, strong collaboration across lines of business, and the infrastructure needed to help advisors grow and serve clients at a high level. If you're looking for an opportunity with built-in momentum and real long-term upside, we'd love to talk with you.
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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