ZipRecruiter

Log In

1

Private Client Associate Jobs in Wisconsin (NOW HIRING)

Sorren, Inc.

Tax Senior Manager

Madison, WI

... private client services. At Sorren, we believe that success is a shared journey. Our culture ... senior associates through goal-setting, feedback, and performance reviews, with a focus on ...

New

Sorren

Tax Senior Manager

Madison, WI · On-site

... private client services. At Sorren, we believe that success is a shared journey. Our culture ... senior associates through goal-setting, feedback, and performance reviews, with a focus on ...

New

Sorren, Inc.

Tax Senior Manager

Madison, WI · On-site

... private client services. At Sorren, we believe that success is a shared journey. Our culture ... senior associates through goal-setting, feedback, and performance reviews, with a focus on ...

New

UMB Financial

Wealth Advisor

Milwaukee, WI · On-site

$57K - $90K/yr

The Private Wealth Management team serves to manage, protect and grow. As a fiduciary, we deliver ... Support resource to other wealth advisors on team, providing leverage to execute on client advice ...

UMB Financial Corporation

Wealth Advisor

Milwaukee, WI · On-site

$57K - $90K/yr

The Private Wealth Management team serves to manage, protect and grow. As a fiduciary, we deliver ... Support resource to other wealth advisors on team, providing leverage to execute on client advice ...

Baird

Client Specialist

Milwaukee, WI · On-site

Team of associates passionate about achieving great results for clients and give back to the ... Private Wealth Management technology platforms * Excellent verbal and written communication skills ...

WHR Global

Relocation Associate

Pewaukee, WI · On-site

... client's relocation policy. Negotiates conflicts in resolving transferee or service issues using independent judgment and discretion. Relocation Associates support both private and government ...

Deloitte

Tax Senior - Private Wealth

Milwaukee, WI · On-site

$80K - $99K/yr

... assist in client meetings on compliance and consulting projects related to tax planning ... Learn more about Deloitte Private Wealth Tax Services. Learn more about Deloitte Business Tax ...

Robert W Baird & Co

Client Specialist

Milwaukee, WI · On-site

Team of associates passionate about achieving great results for clients and give back to the ... Private Wealth Management technology platforms * Excellent verbal and written communication skills ...

Robert W Baird & Co

Client Specialist

Milwaukee, WI

Team of associates passionate about achieving great results for clients and give back to the ... Private Wealth Management technology platforms * Excellent verbal and written communication skills ...

Morgan Dar

Associate Dentist

Watertown, WI · On-site

$225K/yr

... our client, a well-established private dental practice group in Wisconsin, seeking two General ... Associates in this role have historically earned approximately $225,000+ annually after bonuses.

next page

Showing results 1-20

All JobsPrivate Client Associate JobsPrivate Client Associate Jobs in Wisconsin

Private Client Associate information

What is the role of a client associate?

A private client associate supports financial advisors by managing client accounts, preparing documentation, and assisting with client communications. They often handle administrative tasks, ensure compliance, and use financial software to maintain client records, requiring strong organizational and communication skills.

How much do private client investment associates make?

Private Client Associates typically earn between $60,000 and $120,000 annually, depending on experience, location, and firm size. Compensation may also include bonuses and benefits, especially in financial services environments that value client management and investment knowledge.

What is a CSA at Morgan Stanley's salary?

A Client Service Associate (CSA) at Morgan Stanley typically earns a base salary ranging from $50,000 to $70,000 annually, depending on experience and location. Additional compensation may include bonuses and benefits, with opportunities for advancement in client service and financial knowledge.

How does a Private Client Associate typically collaborate with financial advisors and other team members to serve clients?

Private Client Associates work closely with financial advisors, portfolio managers, and client service teams to ensure a seamless client experience. They often act as a primary point of contact for high-net-worth clients, handling account administration, preparing meeting materials, and responding to client inquiries. Collaboration is key, as they coordinate with other specialists to address complex client needs, such as investment planning or trust services. This team-oriented environment fosters professional development and provides exposure to multiple aspects of wealth management.

What is a Private Client Associate?

A Private Client Associate is a financial professional who works closely with high-net-worth individuals or families to manage their investment portfolios, provide personalized financial advice, and support their overall wealth management needs. They typically assist private client advisors or relationship managers by preparing client presentations, conducting research, and handling account administration. The role requires strong communication, organizational, and analytical skills, as well as a solid understanding of financial markets and products. Private Client Associates play a key role in ensuring clients receive tailored services and a high level of attention.

What are the key skills and qualifications needed to thrive as a Private Client Associate, and why are they important?

To thrive as a Private Client Associate, you need a solid background in finance, investment principles, and client relationship management, typically supported by a bachelor's degree in finance or a related field. Familiarity with portfolio management software, CRM systems, and relevant certifications such as FINRA Series 7 or 66 is highly valuable. Exceptional interpersonal skills, discretion, and attention to detail help build trust and deliver personalized service to high-net-worth clients. These competencies are crucial for maintaining client satisfaction, ensuring compliance, and supporting the firm's reputation and growth.

What does a private client associate do?

A private client associate supports wealth management teams by managing client accounts, preparing financial documents, and assisting with investment transactions. They often communicate with clients, coordinate with advisors, and use financial software to ensure smooth service delivery.
What are popular job titles related to Private Client Associate jobs in Wisconsin? For Private Client Associate jobs in Wisconsin, the most frequently searched job titles are:
What job categories do people searching Private Client Associate jobs in Wisconsin look for? The top searched job categories for Private Client Associate jobs in Wisconsin are:
Private Client Associate jobs near you
Sales Executive - Commercial Lines

Sales Executive - Commercial Lines

World Insurance Associates LLC

Stoughton, WI • On-site

$80K - $200K/yr

Full-time

Retirement

Re-posted 2 days ago

World Insurance Associates rating

7.8

Company rating: 7.8 out of 10

Based on 19 frontline employees who took The Breakroom Quiz

168th of 281 rated insurance

Job description

World Insurance Associates ("World") is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals. Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions.
Insurance Sales Producer - Commercial Lines Client Advisor
Position Overview
World's Client Advisors bring risk management solutions to businesses and individuals. Your primary focus is identifying, prospecting, cultivating, and closing new commercial clients (small, medium, large) leveraging World's unique niche. While your focus is selling commercial lines risk solutions, you also are empowered to help clients with personal lines insurance, employee benefits, 401(k) and related retirement solutions, and payroll and human resources outsourcing solutions. World's investments in a broad range of solutions means you can prospect any company of any size to provide value to your client. Imagine the potential.
Primary Responsibilities
  • Identify, prospect, and cultivate new business, with a focus on commercial accounts
  • Engage in all sales and marketing tactics (with extensive corporate marketing support) to move prospects through your funnel to closing
  • Track all sales activities in HubSpot and leverage HubSpot to its fullest potential
  • Utilize World's broad platform to bring risk management solutions to individuals and business owners. At World, you will have access to resources to help any client solve any challenge, including traditional commercial lines insurance, high net worth / private client, employee benefits, human capital and payroll outsourcing, and retirement financial services.

Qualifications
  • Must have proven experience with a range of insurance solutions to bring value to clients
  • Must be willing to become each client's trusted risk management advisor and bring the entire World platform to each client (P&C, Employee Benefits, Retirement Plans, Wholesale, and Payroll and Human Resources outsourcing services)
  • Must maintain all relevant insurance licenses from the first day of employment to be positioned to manage an existing book of business
  • It is meaningful, but not mandatory, if you have:
    • Sold commercial insurance for a top broker. Based on your experience, World will enhance your expertise through the company's training program;
    • Used an insurance agency management software platform, like AMS360 and Epic, and have experience with a sales CRM (World uses HubSpot); and
    • Built and presented client "pitch decks" / presentations.

Compensation
As a World Insurance Client Advisor, your compensation is tied to your effort and your performance. We offer a base salary plus commissions as well as a full suite of employee benefits, including a 401(k) match that is immediately fully vested. The base salary range for this role is $80,000 to $200,000+. The base salary depends on your experience and your ability to drive revenue. Your base salary grows as your book of business grows, with tremendous potential to significantly exceed the top of this range.
Equal Employment Workforce and Workplace
World celebrates and supports differences amongst its employees. World knows employing a team rich in diverse thoughts, experiences, and opinions allows World's employees and World's work environments to flourish. World is honored to be an equal opportunity workplace, dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, World makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of World's business.
TO EXECUTIVE SEARCH FIRMS AND STAFFING AGENCIES:
World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World's property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World's Human Resources Talent Department.
#LI-CM1

What World Insurance Associates employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Apply