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Senior Client Advisor Jobs in Wisconsin (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 ...

Pwc

Guidewire Technical Lead, Senior Manager

Milwaukee, WI · On-site

$124K - $280K/yr

These individuals analyse client needs, implement software solutions, and provide training and ... Growing as a strategic advisor, you leverage your influence, expertise, and network to deliver ...

Baird

Financial Advisor in Training

Eau Claire, WI · On-site

Prepare for, attend, and shadow senior advisors in client meetings and calls; take meeting notes and complete all follow-up tasks. * Memorialize and support the team service model and Standard of ...

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Senior Client Advisor information

See Wisconsin salary details

$14

$27

$52

How much do senior client advisor jobs pay per hour?

As of Sep 2, 2026, the average hourly pay for senior client advisor in Wisconsin is $27.23, according to ZipRecruiter salary data. Most workers in this role earn between $18.99 and $34.18 per hour, depending on experience, location, and employer.

What is a senior client advisor?

A Senior Client Advisor is a professional who provides expert guidance and support to clients, often in sectors like finance, luxury retail, or consulting. Their role involves understanding client needs, offering tailored solutions, and building long-term relationships. Senior Client Advisors typically have extensive experience and deep knowledge of their industry, allowing them to handle complex client requests and deliver high-level service. They may also mentor junior staff and contribute to business growth through client acquisition and retention.

What are the key skills and qualifications needed to thrive as a senior client advisor?

To thrive as a Senior Client Advisor, you need a deep understanding of client relationship management, sales strategies, and product expertise, usually backed by experience in client-facing roles and relevant industry knowledge. Familiarity with CRM platforms, sales analytics tools, and, in some sectors, certifications like FINRA Series 7 or 66 are typical requirements. Exceptional interpersonal skills, active listening, and problem-solving abilities help build trust and deliver tailored solutions. These competencies are crucial for maintaining long-term client relationships, driving business growth, and ensuring client satisfaction in competitive markets.

How does a senior client advisor typically collaborate with internal teams to address complex client needs?

Senior Client Advisors frequently work cross-functionally, partnering with product specialists, risk managers, and operations teams to deliver comprehensive solutions for clients. This collaboration ensures that client strategies are aligned with the latest market insights and organizational capabilities. Advisors often act as liaisons, facilitating communication and ensuring that all parties are aligned on objectives and deliverables. Building strong internal relationships is key to efficiently resolving complex client requests and driving client satisfaction.

What is the difference between Senior Client Advisor vs Client Advisor?

AspectSenior Client AdvisorClient Advisor
CredentialsRelevant certifications, experience in financial advisingEntry to mid-level certifications, basic industry knowledge
Work EnvironmentHigh-net-worth client interactions, complex financial solutionsClient onboarding, routine account management
Employer & Industry UsageFinancial services, wealth management firmsBanking, investment firms, financial institutions

The main difference is experience and scope. Senior Client Advisors handle complex client portfolios and high-net-worth individuals, requiring advanced certifications and industry experience. Client Advisors typically focus on onboarding and managing standard accounts. The senior role involves more strategic advising, while the client role is more operational.

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

The most popular types of Client Advisor jobs in Wisconsin are:

What are popular job titles related to Senior Client Advisor jobs in Wisconsin?

For Senior Client Advisor jobs in Wisconsin, the most frequently searched job titles are:

What job categories do people searching Senior Client Advisor jobs in Wisconsin look for?

The top searched job categories for Senior Client Advisor jobs in Wisconsin are:

What cities in Wisconsin are hiring for Senior Client Advisor jobs?

Cities in Wisconsin with the most Senior Client Advisor job openings:

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

Senior Client Advisor jobs near you
Infographic showing various Senior Client Advisor job openings in Wisconsin as of August 2026, with employment types broken down into 1% As Needed, 78% Full Time, 15% Part Time, and 6% Contract. Highlights an 87% Physical, 4% Hybrid, and 9% Remote job distribution, with an average salary of $56,647 per year, or $27.2 per hour.

Senior Tax Advisor (HNW)

Solid Rock Recruiting LLC

Milwaukee, WI • On-site

$120K - $150K/yr

Other

This job post has expired 1 day ago. Applications are no longer accepted.

Job description

Job Description
Job Description
Senior Tax Advisor – Fully Remote

$120,000–$150,000 Base + Bonus | 50-Hour Busy Seasons | Advisory Focus

If you're an experienced tax professional who enjoys working directly with clients but is tired of spending every busy season buried in compliance work, this opportunity is worth a conversation.

We're partnering confidentially with a growing finance firm that has built its tax practice differently. Located in the Midwest.

A dedicated preparation team handles much of the compliance work, allowing senior professionals to focus on tax strategy, planning, and client relationships.

Why Consider This Role?
  • Fully remote
  • $120,000–$150,000 base salary, depending on experience
  • Quarterly profit-sharing bonus
  • Busy seasons designed around approximately 50 hours per week
  • True advisory role rather than compliance management
  • Established portfolio of approximately 50–60 client relationships
  • CPE, licensing, and advanced tax training covered
What You'll Do

You'll serve as the primary tax advisor to business owners and high-net-worth clients, helping them make smarter tax and financial decisions throughout the year.

Responsibilities include:

  • Proactive tax planning and strategy
  • Multi-year projections and scenario modeling
  • Entity structure and owner compensation planning
  • Retirement, real estate, and equipment-related tax strategies
  • Multi-state tax considerations
  • Business acquisitions and ownership transitions
  • Leading client meetings and coordinating strategy implementation
  • Mentoring developing tax professionals
Who We're Looking For
  • 5–10+ years of public accounting tax experience
  • CPA/EA required
  • Strong experience with closely held businesses and/or HNW clients
  • Comfortable owning client relationships and leading advisory conversations
  • Professional-services experience is highly desirable

This is an excellent fit for someone who wants to stay in public accounting while moving away from the traditional 70-hour, compliance-heavy busy season model.

Interested?

Confidential inquiries encouraged.
If you’re open to exploring growth-oriented public accounting opportunities, apply below or connect directly for a confidential conversation.

joey@solidrockrecruiting.com
(605) 601-4597

Apply