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Professional Advisor Jobs in Wisconsin (NOW HIRING)

Wisconsin

Advisor

Menomonie, WI · On-site

$47K/yr

Advisor Job Category: Academic Staff Employment Type: Terminal (Fixed Term) Job Profile: Retention ... Professional/Personal experience or knowledge of overcoming barriers similar to project ...

Universities of Wisconsin

Advisor

Menomonie, WI · On-site

$47K/yr

Advisor Job Category: Academic Staff Employment Type: Terminal (Fixed Term) Job Profile: Retention ... Professional/Personal experience or knowledge of overcoming barriers similar to project ...

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Professional Advisor information

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How much do professional advisor jobs pay per hour?

As of Aug 17, 2026, the average hourly pay for professional advisor in Wisconsin is $19.09, according to ZipRecruiter salary data. Most workers in this role earn between $18.17 and $19.42 per hour, depending on experience, location, and employer.

What is a professional advisor?

Professional advisors are experts who provide guidance, support, and recommendations in specific fields such as finance, education, law, or business. They use their specialized knowledge to help individuals or organizations make informed decisions, solve problems, and achieve goals. Their role often involves analyzing situations, developing strategies, and ensuring clients understand their options and obligations.

How does a professional advisor typically collaborate with clients and other specialists to provide comprehensive guidance?

Professional Advisors often work closely with clients to understand their unique needs and objectives, whether in finance, education, or career development. Collaboration with other specialists—such as accountants, lawyers, or subject-matter experts—is common to ensure clients receive well-rounded advice. Regular meetings, both one-on-one and in team settings, are typical, and Advisors must be skilled at translating complex information into actionable plans. This collaborative approach not only enhances the quality of service but also helps Advisors build a strong professional network.

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

To thrive as a Professional Advisor, you need expertise in your advisory field, strong analytical abilities, and relevant educational credentials—often a bachelor’s or master’s degree in a related discipline. Familiarity with industry-specific software (such as CRM systems), data analysis tools, and, in some cases, professional certifications like CFP or CFA is typically required. Exceptional interpersonal skills, active listening, and the ability to build trust help advisors connect with clients and tailor effective solutions. These competencies ensure advisors provide credible, personalized guidance that effectively addresses client needs and fosters long-term relationships.

What is the difference between Professional Advisor vs Financial Advisor?

AspectProfessional AdvisorFinancial Advisor
Required CredentialsVaries by industry, often includes certifications like CPA, CFP, or industry-specific licensesTypically requires CFP, Series 7, or other financial planning licenses
Work EnvironmentConsulting firms, corporate settings, or independent practiceFinancial institutions, banks, or independent practice
Employer & Industry UsageUsed across various industries including finance, consulting, and corporate sectorsPrimarily in finance and investment sectors
Common Search & Comparison IntentUnderstanding roles, credentials, and services offeredSeeking financial planning, investment advice, or wealth management

The main difference between a Professional Advisor and a Financial Advisor lies in their industry focus and credentials. Professional Advisors often have industry-specific certifications and work across various sectors, while Financial Advisors specialize in financial planning and investment management. Both roles require relevant licenses and serve clients by providing expert advice, but their scope and industry context differ.

Do you need a degree to be a professional advisor?

A degree is not always required to become a professional advisor, but many employers prefer candidates with a relevant bachelor's degree or higher in fields such as finance, law, or counseling. Relevant certifications, experience, and strong interpersonal skills can also be important for success in this role.

What degree do you need to be a professional advisor?

A professional advisor typically needs at least a bachelor's degree in a relevant field such as business, finance, law, or counseling. Advanced roles may require a master's degree or professional certifications, depending on the industry and specific responsibilities.

What are the most commonly searched types of Advisor jobs in Wisconsin?

The most popular types of Advisor jobs in Wisconsin are:

What cities in Wisconsin are hiring for Professional Advisor jobs?

Cities in Wisconsin with the most Professional Advisor job openings:

Professional Advisor jobs near you

Associate Advisor - Evansville, WI

Advisor Talent Solutions

Evansville, WI • On-site

$68K - $86K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 1 hour ago

Job description

Position: Associate Advisor
Firm: Retirement Income Strategies
Location: Evansville, WI
Overview:
Retirement Income Strategies located in Evansville, WI is seeking to add an Associate Advisor to our team! This growth-centered role is designed for motivated professionals eager to advance to Lead Advisor and beyond. As an Associate Advisor, you will have the invaluable opportunity to learn directly from the Lead Advisor and master our repeatable process, laying a strong foundation for your professional development within our firm.
What you’ll do:
  • Client Interaction: Prepare for client appointments, sit second chair in meetings, and manage post-appointment follow-up
  • Learning amp; Development: Master our unique process, language, and client service standards; become fluent in our proven approach
  • Collaboration: Work closely with Lead Advisor and team to solve client problems, add value, and build trust
  • Process Adherence: Follow our scalable, duplicatable processes to ensure consistency and quality throughout client interactions
  • Transition of Responsibilities: Progress from second to first chair in client meetings within 6-12 months, ultimately taking on your own group of clients as Lead Relationship Advisor
What We’re Looking For:
  • Bachelor's degree required
  • 1+ years’ of face-to-face client experience in financial services or related field
  • Life and Health insurance license
  • Series 65 securities license
  • CFP certification or willingness/ability to obtain within first year
  • Proven problem solver, self-starter, adaptable, attention to detail, committed team player
  • Skilled in building strong, trust-based relationships with clients by providing attentive, personalized service and guidance
  • Demonstrates strong integrity and a commitment to ethical conduct, especially when handling confidential client information and financial matters
What You’ll Get:
Pay amp; Perks:
  • $68,900 - $86,900/year based on experience + additional $5k (CFP licensed)
  • Maximum variable compensation up to $30k based on experience
  • Quarterly bonuses based on revenue of the firm and year end profit sharing
  • Health insurance (company paid)
  • Dental/Vision insurance
  • 401K
  • Unlimited PTO
  • Profit Sharing
  • Free Lunches
  • All-expense paid team trip for you and plus one!
  • Advancement opportunities
  • Community Involvement
Schedule:
  • In office: Monday – Friday, 8am-5pm
  • Some evenings required for client events
Presented by Advisor Talent Solutions
Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected, your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.
Learn more about our approach and services at advisortalentsolutions.com

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