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Private Client Advisor Jobs in Wisconsin (NOW HIRING)

Nicolet National Bank

Private Client Specialist

Wausau, WI · On-site

$18.25 - $24/hr

Follow through on all client and private client advisor requests. * Develop meaningful relationships with private clients, prospective clients, private client advisors, internal partners, operations ...

Aumni

WI · On-site

$70 - $100/hr

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients ...

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Private Client Advisor information

See Wisconsin salary details

$11.1K

$60.6K

$66.1K

How much do private client advisor jobs pay per year?

As of Sep 4, 2026, the average yearly pay for private client advisor in Wisconsin is $60,607.00, according to ZipRecruiter salary data. Most workers in this role earn between $47,900.00 and $65,100.00 per year, depending on experience, location, and employer.

What is a private client advisor?

A private client advisor is a financial professional who works directly with clients on behalf of a banking institution or investment firm. As a private client advisor, your job duties include identifying strategies and services beneficial to clients’ wealth management, managing complex portfolios of assets, and ensuring that all financial dealings are done within legal and regulatory frameworks. A career as a private client advisor requires you have some qualifications and post-secondary education, generally a bachelor’s degree in business, finance, or a related field, as well as several years of experience working in a financial institution, preferably in an advisory capacity. Strong interpersonal and communication skills are a must, as forming a strong working relationship with clients is necessary for building large client networks.

What is a private client advisor?

A Private Client Advisor is a financial professional who provides personalized investment, banking, and wealth management services to high-net-worth individuals or families. They assess clients’ financial goals, create tailored strategies, and offer advice on topics like investments, estate planning, and tax efficiency. Private Client Advisors typically work for banks, wealth management firms, or investment companies, building lasting relationships with clients to help grow and protect their assets. Their role combines financial expertise with a high level of customer service to address the unique needs of affluent clients.

What are the key skills and qualifications needed to thrive as a private client advisor, and why are they important?

To thrive as a Private Client Advisor, you need in-depth financial knowledge, wealth management experience, and typically a bachelor's degree in finance or a related field, along with relevant licenses such as Series 7 and 66. Familiarity with financial planning software, portfolio management tools, and CRM systems is expected. Exceptional interpersonal skills, discretion, and the ability to build trust with high-net-worth clients set top performers apart. These capabilities are crucial for delivering personalized financial advice, fostering long-term client relationships, and ensuring regulatory compliance.

How does a private client advisor typically collaborate with other financial professionals within a firm?

Private Client Advisors often work closely with a team of specialists, including portfolio managers, tax advisors, trust officers, and estate planners to deliver comprehensive wealth management solutions. Regular collaboration involves coordinating investment strategies, discussing client objectives, and ensuring a unified approach to complex financial needs. Effective communication and teamwork are essential, as advisors must integrate input from various experts to provide personalized recommendations and seamless client experiences.

What is the difference between Private Client Advisor vs Financial Advisor?

AspectPrivate Client AdvisorFinancial Advisor
CredentialsCFP, CFA, or similar certifications often preferredCFP, CFA, or similar certifications often preferred
Work EnvironmentPrivate banks, wealth management firms, high-net-worth client settingsFinancial planning firms, banks, independent practices
Employer & IndustryWealth management, private banking, luxury financial servicesFinancial services, investment firms, banks
Search & Comparison IntentHigh-net-worth client services, personalized wealth managementGeneral financial planning, investment advice

Private Client Advisors focus on personalized wealth management for high-net-worth clients within private banking or wealth management firms. Financial Advisors serve a broader client base, providing investment and financial planning advice across various settings. While both roles require similar certifications and work in the financial industry, Private Client Advisors typically work with more affluent clients in exclusive environments.

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The top searched job categories for Private Client Advisor jobs in Wisconsin are:

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Private Client Advisor jobs near you
Infographic showing various Private Client Advisor job openings in Wisconsin as of August 2026, with employment types broken down into 86% Full Time, 10% Part Time, and 4% Contract. Highlights an 62% Physical, 3% Hybrid, and 35% Remote job distribution, with an average salary of $60,607 per year, or $29.1 per hour.

Private Client Specialist

Nicolet National Bank

Wausau, WI • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 10 days ago

Nicolet National Bank rating

8.1

Company rating: 8.1 out of 10

Based on 12 frontline employees who took The Breakroom Quiz

66th of 174 rated banks

Job description

At Nicolet National Bank, our culture is based on the principles of community banking, putting the needs of our customers at the forefront of our decision-making. Our Core Values drive everything we do, and we are committed to serving our customers with excellence. We believe that every job in our organization is critical to our success, and we are dedicated to creating a work environment where our employees feel valued, respected, and supported. With locations in Wisconsin, Michigan, Minnesota, Iowa, and Florida we are proud to service our local communities and make a positive impact on the lives of our customers. At Nicolet National Bank, we believe that our people are our most valuable asset, and we are committed to investing in their growth and development.
The Private Client Specialist is responsible for delivering superior service to Private clients and assisting Private Client Advisors.
As a Private Client Specialist, you will:
  • Provide outstanding customer service by:
    • Maintaining an understanding of all Nicolet Bank services and products.
    • Answering all calls, text messages and emails in a prompt manner.
    • Follow through on all client and private client advisor requests.
  • Develop meaningful relationships with private clients, prospective clients, private client advisors, internal partners, operations, and underwriting.
  • Primary contact for daily maintenance of accounts and acts as back up to the Private Client Advisor for loan closings for well-established client relationships.
  • Opens and maintains new personal and business accounts including but not limited to checking, savings, certificates of deposit, health savings accounts and individual retirement accounts.
  • Orders Debit cards, checks and foreign currency.
  • Work with wires team for client request for domestic and international wires and ensuring it is completed accurately, safely and promptly as needed.
  • Understands proper account titling to ensure no disruption to client estate plans.
  • Enters mortgage and consumer loan applications, conducts credit checks and collection of all underwriting documentation.
  • Assist clients with managing risk associated with their accounts to help prevent unauthorized activity and fraud exposure.
  • Review and monitor loan renewals, CD renewals, rate exceptions on deposit accounts and CDs.
  • Attend department meetings, trainings and continue to develop knowledge of Private Client policies, procedures, products and customer base.
  • Assist in coordinating customer events and outings.
  • Provide ongoing client service to contribute to overall department goals of retention and growth.
  • Assist with all compliance and regulatory requirements to help mitigate risk to the bank and client accounts.
  • Uphold Nicolet’s philosophy and policies by maintaining appropriate controls to ensure full compliance with applicable laws and regulations, thereby fulfilling legal responsibilities and enhancing the quality of services provided by Nicolet.
  • Understand and communicate the value of diversity within the workplace and to work successfully with others without regard to age, gender, race, sexual orientation, ethnicity, culture, religion, disability status, socioeconomic status or other non-job-related classification, including a commitment to Nicolet’s policies on equal employment opportunities and non-discrimination with a willingness to pursue efforts of inclusion and respect toward different perspectives.
  • Performs all other duties as assigned.
Qualifications:
  • 1-3 years in banking, finance or investment environment required
  • High School diploma or equivalent required
  • Associate degree or Bachelor’s degree in Business, Finance, or similar program preferred
  • Exceptional Customer Service skills
  • Ability to multi-task and prioritize work
  • Ability to work well under pressure and respond appropriately to challenging customer situations
  • Must be self-motivated and capable of making decisions with limited direction
  • Strong organizational skills
  • Knowledge of bank products and ability to cross sell when appropriate
  • High degree of accuracy and attention to detail
  • Ability to maintain strict confidentiality
Benefits:
  • Medical, Dental, Vision, amp; Life Insurance
  • 401(k) with a company match
  • PTO amp; 11 1/2 Paid Holidays

The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities and skills required for the position.
Equal Opportunity Employer/Veterans/Disabled

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