ZipRecruiter

Log In

1

Senior Advisor Jobs in Appleton, WI (NOW HIRING)

W3Global Inc.

Financial Advisor

Appleton, WI · Hybrid

$75K - $125K/yr

Financial Advisor / Associate Advisor Job Type: Full-Time / Part-Time Work Authorization: Open Work ... Senior-Level Interview Process * Initial screening * Client interview * Final discussion with ...

NFP Corp

SVP, Advisor

Appleton, WI · On-site

$204K - $347K/yr

Wealthspire Advisors is in search of a Wealth Advisor . This position entails collaborating with other members of the team to serve the wealth management and financial planning needs of our high net ...

Aon

SVP, Advisor

Appleton, WI · On-site

$204K - $347K/yr

Wealthspire Advisors is in search of a Wealth Advisor . This position entails collaborating with other members of the team to serve the wealth management and financial planning needs of our high net ...

NFP Corp

SVP, Advisor

Appleton, WI

$204K - $347K/yr

Wealthspire Advisors is in search of a Wealth Advisor . This position entails collaborating with other members of the team to serve the wealth management and financial planning needs of our high net ...

NFP Corp

SVP, Advisor

Appleton, WI · On-site

$204K - $347K/yr

Wealthspire Advisors is in search of a Wealth Advisor . This position entails collaborating with other members of the team to serve the wealth management and financial planning needs of our high net ...

AON PLC

SVP, Advisor

Appleton, WI · On-site

$204 - $348/hr

Wealthspire Advisors is in search of a Wealth Advisor . This position entails collaborating with other members of the team to serve the wealth management and financial planning needs of our high net ...

US Venture, Inc.

Sr. Financial Planning Analyst

Appleton, WI · On-site

$83K - $103K/yr

Advise and mentor junior analysts, providing guidance and support. * Build and maintain complex ... senior leaders * Leverage AI-powered tools and technologies (e.g., Copilot, automation platforms ...

Donohue & Associates

Senior Civil Engineer

Appleton, WI · On-site

$80 - $100/hr

As a Senior Civil Engineer, you will be leading and executing civil projects throughout the Midwest ... In addition, you will provide a key role as mentor and advisor to Donohue civil engineering staff ...

next page

Showing results 1-20

All JobsAdvisor JobsSenior Advisor JobsSenior Advisor Jobs in Appleton, WI

Senior Advisor information

See Appleton, WI salary details

$48.8K

$134.7K

How much do senior advisor jobs pay per year?

As of Sep 6, 2026, the average yearly pay for senior advisor in Appleton, WI is $127,225.00, according to ZipRecruiter salary data. Most workers in this role earn between $133,200.00 and $133,700.00 per year, depending on experience, location, and employer.

What is a senior advisor?

A Senior Advisor is an experienced professional who provides high-level guidance, strategic advice, and expertise to organizations, executives, or teams. They often have years of specialized experience in their field and help shape key decisions, solve complex problems, and mentor other staff. Senior Advisors may work in a variety of industries, including business, government, or non-profits, and their role can be either internal or as an external consultant. Their input is valued for its depth of knowledge, broad perspective, and ability to drive effective outcomes.

How does a senior advisor typically collaborate with executive leadership and cross-functional teams?

Senior Advisors are often called upon to provide strategic guidance and insights directly to executive leadership, while also working closely with cross-functional teams to implement organizational initiatives. They facilitate communication between departments, synthesize complex information, and ensure that recommendations align with overall business objectives. This role requires strong interpersonal skills, as Senior Advisors must build trust and foster consensus among stakeholders with diverse perspectives. Regular meetings, strategic planning sessions, and ad-hoc consultations are common aspects of their collaborative work.

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

To thrive as a Senior Advisor, you need deep expertise in your field, strong analytical abilities, and often an advanced degree or relevant professional experience. Familiarity with project management tools, data analysis software, and industry-specific platforms is typically expected. Exceptional communication, strategic thinking, and leadership skills help you build trust and guide high-level decision-making. These capabilities are crucial for delivering valuable insights, influencing stakeholders, and driving organizational success.

What is the difference between Senior Advisor vs Consultant?

AspectSenior AdvisorConsultant
Required CredentialsAdvanced degrees, industry certifications often preferredRelevant degrees, certifications vary by specialization
Work EnvironmentStrategic roles within organizations, often in advisory capacitiesProject-based, external or internal client work
Employer & Industry UsageCommon in corporate, government, and non-profit sectors for high-level adviceWidely used across industries for expert project support
Search & Comparison IntentUnderstanding senior-level advisory roles and responsibilitiesClarifying consulting roles and scope of work

The main difference between a Senior Advisor and a Consultant lies in their roles and engagement scope. Senior Advisors typically provide strategic guidance within organizations, often holding long-term or high-level responsibilities. Consultants usually work on specific projects, offering expert advice for a limited period. Both roles require relevant credentials, but Senior Advisors often have more extensive experience and industry knowledge, focusing on strategic impact rather than just project execution.

How do senior advisors get paid?

Senior advisors are typically paid through a combination of base salary, performance bonuses, and sometimes equity or profit-sharing arrangements. Compensation varies based on industry, experience, and the organization, and may include benefits such as health insurance and retirement plans.

How do you become a senior advisor?

To become a senior advisor, individuals typically need extensive experience in their field, often 5-10 years, along with demonstrated expertise and leadership skills. Relevant education, certifications, and a strong professional network can also support advancement to this role, which often involves strategic planning and advisory responsibilities.

What does a senior advisor do?

A senior advisor provides expert guidance and strategic advice to organizations or clients on specific issues or projects. They analyze complex problems, develop solutions, and often collaborate with leadership to support decision-making, utilizing their experience and specialized knowledge. Senior advisors may also oversee project implementation and ensure alignment with organizational goals.

What are the most commonly searched types of Advisor jobs in Appleton, WI?

The most popular types of Advisor jobs in Appleton, WI are:

What are popular job titles related to Senior Advisor jobs in Appleton, WI?

For Senior Advisor jobs in Appleton, WI, the most frequently searched job titles are:

What job categories do people searching Senior Advisor jobs in Appleton, WI look for?

The top searched job categories for Senior Advisor jobs in Appleton, WI are:

What cities near Appleton, WI are hiring for Senior Advisor jobs?

Cities near Appleton, WI with the most Senior Advisor job openings:

Senior Advisor jobs near you
Infographic showing various Senior Advisor job openings in Appleton, WI as of August 2026, with employment types broken down into 94% Full Time, and 6% Contract. Highlights an 100% In-person job distribution, with an average salary of $127,225 per year, or $61.2 per hour.

Regional Director of Trust and Advisory Services

Associated Bank

Green Bay, WI • On-site

Full-time

Retirement, PTO

Re-posted 2 days ago

Key responsibilities

  • Lead and develop teams of trust and advisory professionals, providing coaching, direction, and performance management

  • Maintain and actively manage a portfolio of client relationships, delivering trust, advisory, and financial planning solutions

  • Drive disciplined execution of business development strategies, including client acquisition, relationship deepening, and referral generation

Associated Bank rating

8.1

Company rating: 8.1 out of 10

Based on 41 frontline employees who took The Breakroom Quiz

67th of 175 rated banks

Job description

At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the right place for you.
Associated Bank requires you to directly represent yourself and your own experiences during the recruiting and hiring process. Associated Bank conducts a thorough background check on all new hires.
The Regional Director of Trust and Advisory Services is a senior leader responsible for executing the growth, performance, and client engagement strategy for the Personal Trust advisory business within an assigned region. This role leads teams of Trust Relationship Managers, Trust Officers, and Wealth Advisors, with accountability for revenue growth, client retention, and relationship expansion across local markets. In addition to leading the regional team, the Regional Director maintains and actively manages a portfolio of client relationships, serving as a senior advisor and contributor to business development outcomes. This player-coach role balances personal production with team leadership to drive overall regional performance. Working in partnership with the Senior Director, the Regional Director translates business strategy into disciplined execution, reinforces sales and relationship management practices, and drives consistent performance across teams. This role actively engages in the market to strengthen client and referral partner relationships, while developing talent and ensuring alignment with enterprise standards and risk expectations.
What you'll do:
Regional Business Performance
  • Own regional performance with accountability for revenue growth, client retention, and relationship expansion within assigned markets
  • Execute business strategies, sales management routines, and performance expectations established by senior leadership
  • Monitor key performance indicators (e.g., revenue, pipeline, client retention, productivity) and drive actions to improve results

Sales Execution & Business Development
  • Drive disciplined execution of business development strategies, including client acquisition, relationship deepening, and referral generation
  • Reinforce expectations for pipeline management, prospecting activity, and conversion effectiveness across teams
  • Personally contribute to regional growth through active participation in key client and prospect opportunities

Client Portfolio Management (Player-Coach)
  • Maintain and actively manage a portfolio of client relationships, delivering trust, advisory, and financial planning solutions
  • Serve as a senior advisor to clients and centers of influence, contributing directly to revenue generation and relationship growth
  • Balance personal production responsibilities with team leadership to drive overall regional performance

People Leadership & Team Effectiveness
  • Lead and develop teams of trust and advisory professionals, providing coaching, direction, and performance management
  • Build a high-performing culture focused on accountability, client experience, and growth outcomes
  • Support talent planning, succession development, and onboarding aligned to business needs

Market Presence & Client Engagement
  • Maintain an active presence in the market, building relationships with key clients, centers of influence, and referral partners
  • Strengthen local market positioning by identifying growth opportunities and supporting go-to-market execution
  • Model effective relationship management and client engagement behaviors

Cross-Functional Partnership
  • Partner with private banking, investment management, wealth planning, and fiduciary teams to deliver coordinated client solutions
  • Ensure alignment between advisory, sales, and support teams to enhance client experience and drive growth

Risk & Compliance Leadership
  • Ensure adherence to fiduciary responsibilities, regulatory requirements, and enterprise risk standards in all client and business activities
  • Reinforce compliant behaviors and sound risk management practices across teams

What you'll bring:
Required:
  • Bachelor's Degree or equivalent combination of education and experience Business, Finance, Accounting or related field
  • 12+ years progressive experience in trust, wealth management, private banking, fiduciary services, or related advisory businesses, including experience in business development and client relationship management
  • 10+ years demonstrated success leading teams and driving performance across defined markets or client segments. Experience leading through frontline managers or senior individual contributors within a regional or multi-market structure.
  • 10+ years proven ability to execute business strategies, manage sales pipelines, and deliver measurable growth outcomes.
  • 10+ years strong client relationship and business development skills, with ability to engage centers of influence and referral partners.

Licenses and certifications-Preferred.
  • CTFA-Certified Trust and Financial Advisor
  • CFP-Certified Financial Planner

We welcome and encourage applications from all qualified parties, including but not limited to people returning to the workforce, people with disabilities, those without a college degree, and veterans or those with military experience.
In addition to core traditional benefits, we take pride in offering benefits for every stage of life.
  • Retirement savings including both 401(k) and Pension plans.
  • Paid time off to volunteer in your community.
  • Opportunities to connect with others through our diversity-focused Colleague Resource Groups.
  • Competitive salaries with professional development and advancement opportunities.
  • Bonus benefits including well-being programs and incentives, parental leave, an employee stock purchase plan, military benefits and much more.
  • Personal banking, loan, investment and insurance benefits.

Associated Bank serves more than 120 communities throughout Wisconsin, Illinois, Minnesota, and Missouri and we consider our colleagues critical to our continued success. See why our colleagues continually vote us a best place to work in the Midwest. Join our community on Facebook, LinkedIn and X.
Compliance Statement
Associated Bank is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.
Fully complies with all applicable enterprise policies and procedures. Acts in compliance with all applicable laws and regulations as outlined in training materials, including but not limited to Bank Secrecy Act. Responsible for reporting suspicious activity to Financial Intelligence. Responsible to report all customer complaints as prescribed and procedure violations to management or HR.
Responsible to report ethical concerns as needed to Associated Bank's anonymous Ethics Hotline.
Associated Bank provides additional assistance throughout the application, interview and hiring process. Please contact leavesandaccommodations@associatedbank.com if you need an accommodation at any time during the process.
Associated Banc-Corp participates in the E-Verify Program. E-Verify Notice English or Spanish. Know Your Right to Work English or Spanish.
Associated Bank is Pay Transparency compliant.
The pay range represents anticipated base pay for this role. Actual pay may vary based on factors including, but not limited to, work location, skills, experience, education, and qualifications for the role.
For certain positions, total compensation may also include incentive, commission, or bonus opportunities not reflected in the posted base pay range.
$164,290.00 - $281,640.00 per year

What Associated Bank employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Apply