Financial Advisor
Kenosha, WI · On-site
May manage FA Sales Assistant, Registered Assistant and/or Administrative Assistant. * Execution of our comprehensive sales process which includes successful prospecting, planning and gaining new ...
Financial Advisor
Kenosha, WI · On-site
May manage FA Sales Assistant, Registered Assistant and/or Administrative Assistant. * Execution of our comprehensive sales process which includes successful prospecting, planning and gaining new ...
Financial Advisor
Kenosha, WI · On-site
May manage FA Sales Assistant, Registered Assistant and/or Administrative Assistant. * Execution of our comprehensive sales process which includes successful prospecting, planning and gaining new ...
Financial Advisor
Kenosha, WI · On-site
May manage FA Sales Assistant, Registered Assistant and/or Administrative Assistant. * Execution of our comprehensive sales process which includes successful prospecting, planning and gaining new ...
Assistant Clinic Director - RN
Kenosha, WI · On-site
$30 - $36/hr
Assistant Clinic Director - Kenosha Clinic $30-$36/hour + Sales Incentive Bonuses & Tips | Part-Time | Leadership Track Reports To: Clinic Director Are you a passionate RN ready to step into ...
Assistant Clinic Director - RN
Kenosha, WI · On-site
$30 - $36/hr
Assistant Clinic Director - Kenosha Clinic $30-$36/hour + Sales Incentive Bonuses & Tips | Part-Time | Leadership Track Reports To: Clinic Director Are you a passionate RN ready to step into ...
Assistant Clinic Director - RN
Kenosha, WI · On-site
$30 - $36/hr
Assistant Clinic Director - Kenosha Clinic $30-$36/hour + Sales Incentive Bonuses & Tips | Part-Time | Leadership Track Reports To: Clinic Director Are you a passionate RN ready to step into ...
Quick apply
Assistant Clinic Director - RN
Kenosha, WI · On-site
$30 - $36/hr
Assistant Clinic Director - Kenosha Clinic $30-$36/hour + Sales Incentive Bonuses & Tips | Part-Time | Leadership Track Reports To: Clinic Director Are you a passionate RN ready to step into ...
Assistant Clinic Director - RN
Brookfield, WI · On-site
$30 - $36/hr
Assistant Clinic Director (Brookfield-Milwaukee Clinics) - Multiple Openings $30-$36/hour + Sales ... Clinic Director Are you a passionate RN ready to step into leadership, drive proactive wellness ...
Quick apply
Assistant Clinic Director - RN
Brookfield, WI · On-site
$30 - $36/hr
Assistant Clinic Director (Brookfield-Milwaukee Clinics) - Multiple Openings $30-$36/hour + Sales ... Clinic Director Are you a passionate RN ready to step into leadership, drive proactive wellness ...
Assistant Clinic Director - RN
Brookfield, WI · On-site
$30 - $36/hr
Assistant Clinic Director (Brookfield-Milwaukee Clinics) - Multiple Openings $30-$36/hour + Sales ... Clinic Director Are you a passionate RN ready to step into leadership, drive proactive wellness ...
Assistant Clinic Director - RN
Brookfield, WI · On-site
$30 - $36/hr
Assistant Clinic Director (Brookfield-Milwaukee Clinics) - Multiple Openings $30-$36/hour + Sales ... Clinic Director Are you a passionate RN ready to step into leadership, drive proactive wellness ...
Sales Lead
Greendale, WI · On-site
JOB SUMMARY To assist store management with basic store operations, developing associates, and ... registered domestic/civil union partner status, gender identity and/or expression, or any other ...
Sales Lead
Greendale, WI · On-site
JOB SUMMARY To assist store management with basic store operations, developing associates, and ... registered domestic/civil union partner status, gender identity and/or expression, or any other ...
JOB SUMMARY To assist store management with basic store operations, developing associates, and ... registered domestic/civil union partner status, gender identity and/or expression, or any other ...
JOB SUMMARY To assist store management with basic store operations, developing associates, and ... registered domestic/civil union partner status, gender identity and/or expression, or any other ...
JOB SUMMARY To assist store management with basic store operations, developing associates, and ... registered domestic/civil union partner status, gender identity and/or expression, or any other ...
JOB SUMMARY To assist store management with basic store operations, developing associates, and ... registered domestic/civil union partner status, gender identity and/or expression, or any other ...
JOB SUMMARY To assist store management with basic store operations, developing associates, and ... registered domestic/civil union partner status, gender identity and/or expression, or any other ...
JOB SUMMARY To assist store management with basic store operations, developing associates, and ... registered domestic/civil union partner status, gender identity and/or expression, or any other ...
JOB SUMMARY To assist store management with basic store operations, developing associates, and ... registered domestic/civil union partner status, gender identity and/or expression, or any other ...
JOB SUMMARY To assist store management with basic store operations, developing associates, and ... registered domestic/civil union partner status, gender identity and/or expression, or any other ...
Sales Lead
Madison, WI · On-site
JOB SUMMARY To assist store management with basic store operations, developing associates, and ... registered domestic/civil union partner status, gender identity and/or expression, or any other ...
Sales Lead
Madison, WI · On-site
JOB SUMMARY To assist store management with basic store operations, developing associates, and ... registered domestic/civil union partner status, gender identity and/or expression, or any other ...
Sales Lead
Green Bay, WI · On-site
JOB SUMMARY To assist store management with basic store operations, developing associates, and ... registered domestic/civil union partner status, gender identity and/or expression, or any other ...
Sales Lead
Green Bay, WI · On-site
JOB SUMMARY To assist store management with basic store operations, developing associates, and ... registered domestic/civil union partner status, gender identity and/or expression, or any other ...
JOB SUMMARY To assist store management with basic store operations, developing associates, and ... registered domestic/civil union partner status, gender identity and/or expression, or any other ...
JOB SUMMARY To assist store management with basic store operations, developing associates, and ... registered domestic/civil union partner status, gender identity and/or expression, or any other ...
Sales Lead
Madison, WI · On-site
JOB SUMMARY To assist store management with basic store operations, developing associates, and ... registered domestic/civil union partner status, gender identity and/or expression, or any other ...
Sales Lead
Madison, WI · On-site
JOB SUMMARY To assist store management with basic store operations, developing associates, and ... registered domestic/civil union partner status, gender identity and/or expression, or any other ...
Sales Lead
Glendale, WI · On-site
JOB SUMMARY To assist store management with basic store operations, developing associates, and ... registered domestic/civil union partner status, gender identity and/or expression, or any other ...
Sales Lead
Glendale, WI · On-site
JOB SUMMARY To assist store management with basic store operations, developing associates, and ... registered domestic/civil union partner status, gender identity and/or expression, or any other ...
JOB SUMMARY To assist store management with basic store operations, developing associates, and ... registered domestic/civil union partner status, gender identity and/or expression, or any other ...
JOB SUMMARY To assist store management with basic store operations, developing associates, and ... registered domestic/civil union partner status, gender identity and/or expression, or any other ...
JOB SUMMARY To assist store management with basic store operations, developing associates, and ... registered domestic/civil union partner status, gender identity and/or expression, or any other ...
JOB SUMMARY To assist store management with basic store operations, developing associates, and ... registered domestic/civil union partner status, gender identity and/or expression, or any other ...
JOB SUMMARY To assist store management with basic store operations, developing associates, and ... registered domestic/civil union partner status, gender identity and/or expression, or any other ...
JOB SUMMARY To assist store management with basic store operations, developing associates, and ... registered domestic/civil union partner status, gender identity and/or expression, or any other ...
Sales Lead
Pleasant Prairie, WI · On-site
JOB SUMMARY To assist store management with basic store operations, developing associates, and ... registered domestic/civil union partner status, gender identity and/or expression, or any other ...
Sales Lead
Pleasant Prairie, WI · On-site
JOB SUMMARY To assist store management with basic store operations, developing associates, and ... registered domestic/civil union partner status, gender identity and/or expression, or any other ...
Registered Sales Assistant information
See Wisconsin salary details
$60.1K - $63.2K
12% of jobs
$63.2K - $66.3K
11% of jobs
$68.4K is the 25th percentile. Wages below this are outliers.
$66.3K - $69.4K
4% of jobs
$69.4K - $72.5K
4% of jobs
$72.5K - $75.7K
7% of jobs
The median wage is $78.4K / yr.
$75.7K - $78.8K
14% of jobs
$78.8K - $81.9K
14% of jobs
$84.8K is the 75th percentile. Wages above this are outliers.
$81.9K - $85K
11% of jobs
$85K - $88.1K
12% of jobs
$88.1K - $91.3K
9% of jobs
$91.3K - $94.4K
3% of jobs
$60.1K
$77.8K
$94.4K
How much do registered sales assistant jobs pay per year?
As of May 28, 2026, the average yearly pay for registered sales assistant in Wisconsin is $77,821.00, according to ZipRecruiter salary data. Most workers in this role earn between $69,100.00 and $85,800.00 per year, depending on experience, location, and employer.
What is a Registered Sales Assistant job?
A Registered Sales Assistant supports financial advisors by handling administrative tasks, client inquiries, and investment-related transactions. They are typically licensed with FINRA registrations, such as the Series 7 and Series 63, allowing them to discuss certain investment products. Their duties often include processing trades, preparing client documents, maintaining compliance standards, and providing customer service. This role is crucial in ensuring smooth operations within a financial advisory or brokerage firm.
What are the key skills and qualifications needed to thrive in the Registered Sales Assistant position, and why are they important?
To thrive as a Registered Sales Assistant, you need strong financial product knowledge, attention to detail, and typically a securities or brokerage license such as the Series 7 or Series 63. Familiarity with CRM platforms, portfolio management software, and compliance tracking systems is often expected. Excellent communication, organizational, and customer service skills help you build trust and effectively support clients and sales teams. These abilities ensure compliance, superior client experiences, and efficient support for financial advisors in a highly regulated environment.
What does a typical day look like for a Registered Sales Assistant in a financial services firm?
A typical day as a Registered Sales Assistant involves handling client inquiries, processing trade orders, preparing account documentation, and assisting financial advisors with research and presentations. You will frequently use industry-specific software to track transactions, update client portfolios, and ensure all activities comply with regulatory standards. Collaboration with advisors, clients, and back-office personnel is common, making communication and multitasking essential. This role offers a dynamic environment where you can deepen your expertise in finance while supporting the success of both clients and your team.
More about Registered Sales Assistant jobs
What are popular job titles related to Registered Sales Assistant jobs in Wisconsin? For Registered Sales Assistant jobs in Wisconsin, the most frequently searched job titles are:
What job categories do people searching Registered Sales Assistant jobs in Wisconsin look for? The top searched job categories for Registered Sales Assistant jobs in Wisconsin are:
What cities in Wisconsin are hiring for Registered Sales Assistant jobs? Cities in Wisconsin with the most Registered Sales Assistant job openings:
Johnson Financial Group rating
8.8
Based on 5 frontline employees who took The Breakroom Quiz
Job description
Overview
The Financial Advisor is responsible for development of new business in the securities, mutual fund, annuities, and licensed product area. The Financial Advisor is also responsible for management of existing business in the local markets. Actively solicits clients and prospects for business opportunities including cross selling of all bank and company products.
Key Responsibilities
Required Experience
Equal Opportunity Employer of Minorities, Females, Protected Veterans, and Individuals with Disabilities
Come as you are.
Our culture embraces diversity, equity, & inclusion; one where everyone feels valued and heard. For more information on JFG's culture and diversity efforts, including our employee resource groups, please visit the Diversity section of our career website.
The Financial Advisor is responsible for development of new business in the securities, mutual fund, annuities, and licensed product area. The Financial Advisor is also responsible for management of existing business in the local markets. Actively solicits clients and prospects for business opportunities including cross selling of all bank and company products.
Key Responsibilities
- Development and execution of an individual business plan to achieve new client acquisition, business line referrals and product/business line penetration inside portfolios; achievement of retention objectives; and consistent portfolio growth.
- Responsible for significant growth in assets under management and revenue growth resulting in a profitable book of business.
- Proactively review current book to ensure proper client segmentation and transition to appropriate resources.
- Deliver a distinctive client experience that leverages our unique value proposition through the referral of wealth, mortgage, insurance, private banking and commercial banking.
- Ability to articulate and conversant in all aspects of our business offerings as well as financial industry topics/trends and financial planning topics.
- Understand client's financial objectives through consistent purposeful discovery process by integrating financial planning concepts and process.
- Match prospect needs with JFG Business Partners to provide solutions resulting in closed new business and expanding depth of relationship.
- May manage FA Sales Assistant, Registered Assistant and/or Administrative Assistant.
- Execution of our comprehensive sales process which includes successful prospecting, planning and gaining new business.
- Knowledge of full portfolio of JFG products and services; actively cross-sells full breadth and depth of products. Responsible for meeting or exceeding sales, cross-sales and referral goals.
- Manage a team of associates to meet and exceed performance expectations; monitor and hold staff accountable for their performance and their actions.
- Create and sustain an environment which supports teamwork and mutual respect.
Required Experience
- Bachelors or advanced degree in finance, accounting, economics, business management or relevant area of study preferred, work experience may be considered in lieu of education.
- Minimum of 2 years experience in the financial industry in a client facing business development role.
- Financial experience must include demonstrated analytical, problem solving, strategic and tactical thinking/implementation skills
- Developed networking skills, comprehensive understanding of group dynamics and working with Centers of Influence.
- Solid understanding of finance and economic principles.
- Must be focused on industry and competitive trends and exhibit a proactive approach to product and technology needs to remain relevant to our clients.
- Series 7, 63 or 66 required or must be obtained within 6 months
- All state required Insurance licenses.
Equal Opportunity Employer of Minorities, Females, Protected Veterans, and Individuals with Disabilities
Come as you are.
Our culture embraces diversity, equity, & inclusion; one where everyone feels valued and heard. For more information on JFG's culture and diversity efforts, including our employee resource groups, please visit the Diversity section of our career website.