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Registered Client Associate Jobs in Oshkosh, WI (NOW HIRING)

Thrivent

Market Developer

Appleton, WI · On-site

... other sales associates. This role will foster a culture of excellence, compliance, and client ... State securities registered and insurance licensed and appointed in all states that comprise the ...

Thrivent Financial

Market Developer

Appleton, WI

... other sales associates. This role will foster a culture of excellence, compliance, and client ... State securities registered and insurance licensed and appointed in all states that comprise the ...

US Foods, Inc.

Delivery Driver

Omro, WI · On-site

$34.04 - $36.04/hr

Professionally perform customer service responsibilities to enhance our client experience * Perform ... Opportunities in our company abound for skilled, forward-thinking associates. Great drivers are ...

US Foods, Inc.

Delivery Driver

Butte Des Morts, WI · On-site

$34.04 - $36.04/hr

Professionally perform customer service responsibilities to enhance our client experience * Perform ... Opportunities in our company abound for skilled, forward-thinking associates. Great drivers are ...

US Foods, Inc.

Delivery Driver

Potter, WI · On-site

$34.04 - $36.04/hr

Professionally perform customer service responsibilities to enhance our client experience * Perform ... Opportunities in our company abound for skilled, forward-thinking associates. Great drivers are ...

US Foods, Inc.

Delivery Driver

New London, WI · On-site

$34.04 - $36.04/hr

Professionally perform customer service responsibilities to enhance our client experience * Perform ... Opportunities in our company abound for skilled, forward-thinking associates. Great drivers are ...

US Foods, Inc.

Delivery Driver

Brillion, WI · On-site

$34.04 - $36.04/hr

Professionally perform customer service responsibilities to enhance our client experience * Perform ... Opportunities in our company abound for skilled, forward-thinking associates. Great drivers are ...

US Foods, Inc.

Delivery Driver

Shiocton, WI · On-site

$34.04 - $36.04/hr

Professionally perform customer service responsibilities to enhance our client experience * Perform ... Opportunities in our company abound for skilled, forward-thinking associates. Great drivers are ...

US Foods, Inc.

Delivery Driver

Forest Junction, WI · On-site

$34.04 - $36.04/hr

Professionally perform customer service responsibilities to enhance our client experience * Perform ... Opportunities in our company abound for skilled, forward-thinking associates. Great drivers are ...

US Foods, Inc.

Delivery Driver

Eldorado, WI · On-site

$34.04 - $36.04/hr

Professionally perform customer service responsibilities to enhance our client experience * Perform ... Opportunities in our company abound for skilled, forward-thinking associates. Great drivers are ...

US Foods, Inc.

Delivery Driver

Oshkosh, WI · On-site

$34.04 - $36.04/hr

Professionally perform customer service responsibilities to enhance our client experience * Perform ... Opportunities in our company abound for skilled, forward-thinking associates. Great drivers are ...

US Foods, Inc.

Delivery Driver

Weyauwega, WI · On-site

$34.04 - $36.04/hr

Professionally perform customer service responsibilities to enhance our client experience * Perform ... Opportunities in our company abound for skilled, forward-thinking associates. Great drivers are ...

US Foods, Inc.

Delivery Driver

Pickett, WI · On-site

$34.04 - $36.04/hr

Professionally perform customer service responsibilities to enhance our client experience * Perform ... Opportunities in our company abound for skilled, forward-thinking associates. Great drivers are ...

US Foods, Inc.

Delivery Driver

Wild Rose, WI · On-site

$34.04 - $36.04/hr

Professionally perform customer service responsibilities to enhance our client experience * Perform ... Opportunities in our company abound for skilled, forward-thinking associates. Great drivers are ...

US Foods, Inc.

Delivery Driver

Weyauwega, WI · On-site

$34.04 - $36.04/hr

Professionally perform customer service responsibilities to enhance our client experience * Perform ... Opportunities in our company abound for skilled, forward-thinking associates. Great drivers are ...

US Foods, Inc.

Delivery Driver

Fond Du Lac, WI · On-site

$34.04 - $36.04/hr

Professionally perform customer service responsibilities to enhance our client experience * Perform ... Opportunities in our company abound for skilled, forward-thinking associates. Great drivers are ...

US Foods, Inc.

Delivery Driver

Neenah, WI · On-site

$34.04 - $36.04/hr

Professionally perform customer service responsibilities to enhance our client experience * Perform ... Opportunities in our company abound for skilled, forward-thinking associates. Great drivers are ...

US Foods, Inc.

Delivery Driver

Chilton, WI · On-site

$34.04 - $36.04/hr

Professionally perform customer service responsibilities to enhance our client experience * Perform ... Opportunities in our company abound for skilled, forward-thinking associates. Great drivers are ...

US Foods, Inc.

Delivery Driver

Appleton, WI · On-site

$34.04 - $36.04/hr

Professionally perform customer service responsibilities to enhance our client experience * Perform ... Opportunities in our company abound for skilled, forward-thinking associates. Great drivers are ...

US Foods, Inc.

Delivery Driver

Oshkosh, WI · On-site

$34.04 - $36.04/hr

Professionally perform customer service responsibilities to enhance our client experience * Perform ... Opportunities in our company abound for skilled, forward-thinking associates. Great drivers are ...

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Showing results 21-40

All JobsRegistered Client Associate JobsRegistered Client Associate Jobs in Oshkosh, WI

Registered Client Associate information

See Oshkosh, WI salary details

$22K

$56.4K

$81.7K

How much do registered client associate jobs pay per year?

As of Aug 20, 2026, the average yearly pay for registered client associate in Oshkosh, WI is $56,374.00, according to ZipRecruiter salary data. Most workers in this role earn between $37,700.00 and $71,900.00 per year, depending on experience, location, and employer.

What is a registered client associate?

A registered client associate works for a bank or similar financial institution to acquire and retain new customers. As a client associate, your job duties revolve around interacting with clients to ensure their satisfaction. This includes setting up their accounts and sharing progress with an associate or financial advisor. You play a crucial role in client service for these accounts, letting those with more robust wealth management backgrounds handle the investment aspect. In some positions, registered client associates may also provide sales support, assist in social media marketing efforts, and educate clients on new account services.

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

To thrive as a Registered Client Associate, you need strong financial knowledge, attention to detail, and a FINRA Series 7 and 63/66 license. Familiarity with CRM systems, financial planning software, and trading platforms is typically required. Exceptional communication, problem-solving, and organizational skills help build client trust and support the advisory team. These competencies are crucial for delivering high-quality client service, ensuring compliance, and supporting the smooth operation of financial practices.

How does a registered client associate collaborate with financial advisors and other team members on a daily basis?

As a Registered Client Associate, you will work closely with financial advisors to support client account management, process transactions, and prepare documentation for meetings. You’ll often serve as the primary point of contact for clients, addressing their inquiries and ensuring a high level of service. Collaboration with other team members, such as operations staff and compliance officers, is also common to ensure that all client activities adhere to regulatory standards and firm policies. Effective communication and multitasking are key, as you’ll juggle administrative duties alongside direct client interactions.

What does a registered client associate do?

A registered client associate supports financial advisors by handling client communications, processing transactions, and maintaining account information. They often hold securities licenses and use financial software to assist with client service and compliance tasks.
More about Registered Client Associate jobs

What job categories do people searching Registered Client Associate jobs in Oshkosh, WI look for?

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What cities near Oshkosh, WI are hiring for Registered Client Associate jobs?

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Registered Client Associate jobs near you
Infographic showing various Registered Client Associate job openings in Oshkosh, WI as of August 2026, with employment types broken down into 1% As Needed, 78% Full Time, 14% Part Time, and 7% Contract. Highlights an 86% Physical, 4% Hybrid, and 10% Remote job distribution, with an average salary of $56,374 per year, or $27.1 per hour.

Market Developer

Thrivent

Appleton, WI • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 25 days ago

Thrivent rating

8.8

Company rating: 8.8 out of 10

Based on 20 frontline employees who took The Breakroom Quiz

Job description

The Market Developer is responsible for providing sales mentorship, practice guidance, and joint field work to increase productivity and total sales for advisors and other sales roles in the area. They serve as the primary support person for new advisors within their first year and offer supplementary support throughout their first four years. The Market Developer ensures that clients receive purpose-based advice by providing training, case consultation, and mentorship, working side-by-side with new advisors and other sales associates. This role will foster a culture of excellence, compliance, and client-centric service, ensuring that advisors are equipped with the knowledge, skills, and resources needed to succeed. It is critical in retaining financial advisors and sales roles by helping them get off to a productive start in their new careers.
DUTIES & RESPONSIBILITIES:
Launch New Financial Advisors into Teams:
  • Conduct high levels of joint fieldwork as scheduled by new financial advisors to observe and offer feedback. Provide support for case preparation, consultation, and delivery.

  • Demonstrate, model and coach on the use of Salesforce, MoneyGuidePro, Thrivent Planning Platform and other Thrivent advice tools during the sales process.

  • Serve as the main point of contact for financial advisors as they develop their sales goals and help analyze gaps and opportunities to grow.

  • Help financial advisors to develop/execute marketing plans that leverage relationships within their natural market, referrals, and communities.

  • Advise financial advisors as to what activities will enable them to achieve their sales goals.

  • Serve as an extension of the field training team to enable the development and execution of advisor training deliverables.

Foster Growth within Existing Teams:
  • Support existing practices to launch client facing sales roles directly on to their team.

  • Create an onboarding approach to fit the development path within the team.

  • Communicate consistently with the existing team and leadership on strengths and development gaps.

  • Work closely with the team to connect support and core training needs to deliver purpose-based advice.

Collaborate with Others:
  • Work with market and area leadership to support referrals for talent.

  • Directly influence market and area plans to drive total sales growth.

  • Inform and communicate with leadership team regarding financial advisor progress toward development and sales goals.

  • Facilitate connections with experienced financial advisors to provide additional joint field work and support.

  • Leverage matrix partners to stay informed of best practices or changes that directly impact new financial advisor launch.

Market Leadership:
  • Work with the Community Engagement team to execute financial advisor growth plans.

  • Execute a plan to develop quality talent by spending focused time understanding the development needs of the advisors, staying up to date on processes and systems and working closely with matrix partners for support.

  • Conduct selection interviews and assess candidates as needed in support of the market director.

  • Create followership by demonstrating enthusiasm for the career and for Thrivent and by caring about the success of others.

QUALIFICATIONS & SKILLS:
Required:
  • Four-year college degree strongly preferred.

  • Demonstrated track record of solid sales results (i.e. L/H/A, investments, etc.) and alignment to providing clients wholistic, purpose-based advice.

  • Experience in leading groups, specifically in presenting and facilitating to drive understanding of concepts and practices that lead to new financial advisor success.

  • Professional designation or history of significant progress toward achievement preferred.

  • Experience in using the Thrivent Financial Advice Process, Salesforce and other Thrivent tools and systems and ability and willingness to model, promote and demonstrate usage of tools as needed.

  • Ability to utilize technology effectively to coach and train new financial advisors.

  • Will and skill to commit to joint field work expectations.

  • Licensing:

  • FINRA Series 7, 63/65 or 66 required or obtained within 90 days.

  • State insurance licensed and appointed in life, health and variable lines of authority or attained within 90 days.

  • State securities registered and insurance licensed and appointed in all states that comprise the market or are aligned to specific financial advisors that are assigned.

  • Satisfactory background check and clean compliance record.

  • Flexibility to travel within the region (may include overnight), up to 50%, and conduct business during evening hours.

  • Must have own vehicle to use for business purposes.

  • Demonstrated track record of satisfactory performance.

Pay Transparency
Thrivent's long-term growth depends on attracting, rewarding, and retaining people who are committed to helping others thrive with purpose. We accomplish this by offering a wide variety of market competitive compensation programs to attract, reward, and retain top talent. Compensation for this role is a combination of base, bonus, and incentives. The applicable total compensation range for this full-time role is $104,000 - $130,000, which is dependent upon performance and factors in various geographic regions. The base pay actually offered will be determined by a variety of factors including, but not limited to, location, relevant experience, skills, and knowledge, business needs, market demand, and other factors Thrivent deems important.
Thrivent is unique in our commitment to helping people to be wise with money and live balanced and generous lives. That extends to our benefits.
The following benefits may be offered: various bonuses (including, for example, annual or long-term incentives); medical, dental, and vision insurance; health savings account; flexible spending account; 401k; pension; life and accidental death and dismemberment insurance; disability insurance; supplemental protection insurance; 20 days of Paid Time Off each year; Sick and Safe Time; 10 paid company holidays; Volunteer Time Off; paid parental leave; EAP; well-being benefits, and other employee benefits. Eligibility for receipt of these benefits is subject to the applicable plan/policy documents. Thrivent's plans/policies are subject to change at any time at Thrivent's discretion.
Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants.
Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to human.resources@thrivent.com or call 800-847-4836 and request Human Resources.

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