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Investment Advisor Associate Jobs in Milwaukee, WI

Baird

CRT Advisor Associate

Milwaukee, WI · On-site

The CRT Advisor Associate will be working with Baird clients to ensure investments remain suitable and servicing their account(s). Additionally, the CRT Advisor Associate will be partnering with the ...

Robert W Baird & Co

CRT Advisor Associate

Milwaukee, WI · On-site

The CRT Advisor Associate will be working with Baird clients to ensure investments remain suitable and servicing their account(s). Additionally, the CRT Advisor Associate will be partnering with the ...

Baird

AFAT Advisor Associate

Milwaukee, WI · On-site

Baird's Associate Financial Advice Team (AFAT) is a dedicated financial advisor team focused on ... Leverage planning results in partnership with other team members to identify the best investment ...

Baird

Investment Products Consultant

Milwaukee, WI · On-site

The Investment Products Consultant is responsible for partnering with Financial Advisors, Branch Associates, Portfolio Managers, and other Key Partners seeking information on mutual funds and ETFs ...

Baird

Associate Financial Advisor

Milwaukee, WI · On-site

Take the planning results and identify the best investment solutions to implement the plan in ... the Associate Financial Advisor role * Must hold SIE, Series 7/66 or Series 7/63/65 licenses

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Investment Advisor Associate information

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$37.9K

$66.2K

$110.8K

How much do investment advisor associate jobs pay per year?

As of Aug 31, 2026, the average yearly pay for investment advisor associate in Milwaukee, WI is $66,166.00, according to ZipRecruiter salary data. Most workers in this role earn between $39,400.00 and $81,300.00 per year, depending on experience, location, and employer.

What is an investment advisor associate?

Investment Advisor Associates are financial professionals who support investment advisors or financial advisors in managing client portfolios, conducting research, and providing financial planning services. They often help with preparing reports, communicating with clients, and implementing investment strategies under the supervision of a senior advisor. This role is typically an entry- to mid-level position and can serve as a stepping stone to becoming a fully licensed investment advisor. Investment Advisor Associates may also assist in client onboarding, compliance, and administrative duties. Their goal is to help clients achieve their financial objectives while gaining experience in the wealth management industry.

How does an investment advisor associate typically collaborate with senior advisors and clients?

Investment Advisor Associates often work closely with senior advisors by preparing client presentations, conducting market research, and assisting in the development of tailored investment strategies. They frequently participate in client meetings, helping to address client questions and support relationship management. This collaborative environment provides valuable exposure to client-facing responsibilities and mentorship from experienced advisors, enabling associates to build their skills and advance within the firm.

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

To thrive as an Investment Advisor Associate, you need a solid understanding of financial markets, investment strategies, and regulatory compliance, often supported by a bachelor’s degree in finance or a related field. Familiarity with portfolio management software, financial planning tools, and relevant certifications such as the Series 7 or Series 66 licenses is typically required. Strong interpersonal skills, attention to detail, and effective communication help build client trust and support team collaboration. These competencies are crucial for delivering sound financial advice, maintaining compliance, and fostering long-term client relationships.

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

AspectInvestment Advisor AssociateFinancial Advisor
CredentialsSeries 7, 66, or 65 licenses; relevant FINRA certificationsSeries 7, 66, or 65 licenses; CFP or other certifications often preferred
Work EnvironmentSupport role within investment firms, assisting advisors and clientsClient-facing role providing personalized financial planning and investment advice
Employer & Industry UsageFinancial services firms, investment advisory firmsIndependent or firm-based financial planning practices, banks, wealth management

While both roles require similar licenses and work within the financial industry, Investment Advisor Associates primarily support senior advisors and handle administrative tasks, whereas Financial Advisors directly engage with clients to develop personalized financial plans and investment strategies.

How much do investment advisor associates get paid?

Investment advisor associates typically earn a median annual salary of around $60,000 to $80,000, with higher earnings possible based on experience, location, and performance. Entry-level positions may start lower, while experienced associates or those with certifications like the Series 7 or 66 can earn more, often supplemented by bonuses and commissions.

What are the most commonly searched types of Investment Advisor jobs in Milwaukee, WI?

The most popular types of Investment Advisor jobs in Milwaukee, WI are:

What are popular job titles related to Investment Advisor Associate jobs in Milwaukee, WI?

For Investment Advisor Associate jobs in Milwaukee, WI, the most frequently searched job titles are:

What job categories do people searching Investment Advisor Associate jobs in Milwaukee, WI look for?

The top searched job categories for Investment Advisor Associate jobs in Milwaukee, WI are:

What cities near Milwaukee, WI are hiring for Investment Advisor Associate jobs?

Cities near Milwaukee, WI with the most Investment Advisor Associate job openings:

Investment Advisor Associate jobs near you
Infographic showing various Investment Advisor Associate job openings in Milwaukee, WI as of August 2026, with employment types broken down into 1% As Needed, 71% Full Time, 25% Part Time, 1% Temporary, and 2% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $66,166 per year, or $31.8 per hour.

CRT Advisor Associate

Baird

Milwaukee, WI • On-site

Full-time

Posted 7 days ago

Baird rating

8.5

Company rating: 8.5 out of 10

Based on 11 frontline employees who took The Breakroom Quiz

Job description

About the Role:
Baird's Client Resource Team is a dedicated team designed to service clients that no longer fit the field's Financial Advisor and team practice objectives, allowing existing Financial Advisor teams more time and resources to service target clients. The team's objectives are to increase profitability through achieving specific client account resolutions and focus on a core of asset allocation products. The team operates under a culture that promotes teamwork and communication.
The CRT Advisor Associate will be working with Baird clients to ensure investments remain suitable and servicing their account(s). Additionally, the CRT Advisor Associate will be partnering with the Baird PWM Wealth Centers and coordinating with other PWM Wealth Center associates to identify strategic opportunities in Baird's branch network.
The Impact You'll Make:
  • Partners with Wealth Centers and Wealth Solutions to develop goals that align with PWM's Strategic Priorities
  • Works in partnership with Wealth Centers to drive strategic priorities for various markets and branches
  • Operate within the team's client service and wealth management strategy to ensure high quality client service
  • Engage the client, frame the discussion, and convey the team mission to better position the Advisor for additional business opportunities
  • Deliver the financial plan to clients in partnership with the Financial Advisor/Team
  • Provide or lead financial education, such as long-term planning, social security/Medicare, tax return reviews utilizing our team of experts
  • Take the planning results and identify the best investment solutions to implement the plan in partnership with the Financial Advisor/Team
  • Research relevant news articles related to the topic's covered in a client's plan to share with them as an added touch point
  • Document, follow up, and support the closing of opportunities identified from the financial planning process
  • Serve as a Team specialist for queries on financial planning topics and consult with the Financial Advisors/Team on specific client scenarios
  • Monitor and track client revenues related to financial planning work to ensure sales opportunities are maximized
  • Performs other duties and special projects as necessary

What You'll Bring to Baird:
  • Must have an undergraduate degree
  • Must hold SIE, Series 7/66 or Series 7/63/65 licenses
  • Minimum of two years of investment experience in a client facing role preferred
  • Excellent presentation skills, strong interpersonal and written communication skills
  • Proven self-starter, highly motivated, with the ability to work with a team

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