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Senior Client 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

With a strong foundation of client relationships, acquisitions, and growth potential, we are in the ... Summary: Wealthspire Advisors is in search of a Wealth Advisor . This position entails ...

Aon

SVP, Advisor

Appleton, WI · On-site

$204K - $347K/yr

With a strong foundation of client relationships, acquisitions, and growth potential, we are in the ... Summary: Wealthspire Advisors is in search of a Wealth Advisor . This position entails ...

NFP Corp

SVP, Advisor

Appleton, WI

$204K - $347K/yr

With a strong foundation of client relationships, acquisitions, and growth potential, we are in the ... Summary: Wealthspire Advisors is in search of a Wealth Advisor . This position entails ...

NFP Corp

SVP, Advisor

Appleton, WI · On-site

$204K - $347K/yr

With a strong foundation of client relationships, acquisitions, and growth potential, we are in the ... Summary: Wealthspire Advisors is in search of a Wealth Advisor . This position entails ...

Foth

Project Director

Green Bay, WI · Remote

$155K - $200K/yr

This role leads complex, multi discipline capital projects while serving as a trusted advisor to ... Serve as the senior client interface for major capital programs, leading scope definition ...

Foth

Project Director

Green Bay, WI · On-site +1

$155K - $200K/yr

This role leads complex, multi discipline capital projects while serving as a trusted advisor to ... Serve as the senior client interface for major capital programs, leading scope definition ...

Bakertilly

Tax Senior Manager

Appleton, WI

If yes, consider joining Baker Tilly (BT) as a Tax Senior Manager! This is a great opportunity to ... Be a valued tax business advisor, lead client relationships on day to day tax matters with various ...

Bakertilly

Tax Senior Manager

Appleton, WI

If yes, consider joining Baker Tilly (BT) as a Tax Senior Manager! This is a great opportunity to ... Be a valued tax business advisor, lead client relationships on day to day tax matters with various ...

Grant Thornton

Audit Senior Associate

Appleton, WI · On-site

$79K - $97K/yr

As an Audit Senior Associate, you'll listen to learn about your client's operations, processes ... Grant Thornton Advisors LLC (not a licensed CPA firm), which exclusively provides non-attest ...

Grant Thornton

Audit Senior Associate

Appleton, WI · On-site

$79K - $97K/yr

As an Audit Senior Associate, you'll listen to learn about your client's operations, processes ... Grant Thornton Advisors LLC (not a licensed CPA firm), which exclusively provides non-attest ...

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Senior Client Advisor information

See Appleton, WI salary details

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How much do senior client advisor jobs pay per hour?

As of Aug 10, 2026, the average hourly pay for senior client advisor in Appleton, WI is $25.69, according to ZipRecruiter salary data. Most workers in this role earn between $17.93 and $32.26 per hour, depending on experience, location, and employer.

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 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.

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 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 job categories do people searching Senior Client Advisor jobs in Appleton, WI look for? The top searched job categories for Senior Client Advisor jobs in Appleton, WI are:
What cities near Appleton, WI are hiring for Senior Client Advisor jobs? Cities near Appleton, WI with the most Senior Client Advisor job openings:
Senior Client Advisor jobs near you
Infographic showing various Senior Client Advisor job openings in Appleton, WI as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 12% Part Time, and 5% Contract. Highlights an 79% Physical, 3% Hybrid, and 18% Remote job distribution, with an average salary of $53,435 per year, or $25.7 per hour.

Financial Advisor

W3Global Inc.

Appleton, WI • Hybrid

$75K - $125K/yr

Full-time, Part-time

Re-posted 3 days ago

Job description

Job Title: Financial Advisor / Associate Advisor
Job Type: Full-Time / Part-Time
Work Authorization: Open
Work Model: Hybrid / Remote

Job Summary

Our client is seeking a Financial Advisor or Associate Advisor to join a growing wealth management and financial planning practice. The ideal candidate should possess strong relationship-building abilities, financial planning knowledge, and a client-first mindset. This role offers long-term career growth for professionals interested in advisory services, retirement planning, investment management, and wealth strategies.

Key Responsibilities

  • Manage and develop client relationships

  • Conduct financial planning and investment reviews

  • Provide guidance on retirement, tax, insurance, and estate planning strategies

  • Lead client meetings and present financial recommendations

  • Support business development through referrals and networking

  • Collaborate with internal leadership and advisory teams

  • Maintain compliance with financial industry regulations

Required Qualifications

  • Bachelor's degree in Finance, Business, Economics, or related field

  • Experience in financial planning, wealth management, or advisory services

  • Strong communication and interpersonal skills

  • Self-motivated with business development mindset

  • Active Series 7 and Series 66 preferred

  • Series 6 candidates with upgrade plan may be considered

  • Insurance licenses preferred or willingness to obtain

Preferred Skills

  • Experience managing client relationships

  • Knowledge of retirement and investment planning

  • Understanding of tax-efficient wealth strategies

  • Client-facing presentation skills

  • Entrepreneurial and growth-oriented mindset

Ideal Candidate

  • Relationship-driven advisor

  • Interested in long-term career growth

  • Comfortable building and managing a client portfolio

  • Planning-first approach rather than transactional sales

  • Strong organizational and follow-through skills

Industry

Financial Services / Wealth Management / Financial Planning

Experience Level

Mid-Level to Senior-Level

Interview Process

  • Initial screening

  • Client interview

  • Final discussion with leadership

Notes

  • Candidates with an existing client base are highly preferred

  • Licensing support and long-term growth opportunities available

W3Global logo

About W3Global

Sourced by ZipRecruiter

W3Global has been delivering staffing solutions for nearly two decades; we know which recruiting strategies work best. Our expert team is committed to developing a customized solution to fit your company’s unique needs. As a W3Global client, you’ll also receive personalized assistance from a seasoned team of staffing specialists. We are committed to providing both technical support and industry expertise to simplify the hiring process. We know that your time matters. W3Global will help you streamline the hiring process, getting it done and getting it right.

Industry

Recruiting and staffing services

Company size

501 - 1,000 Employees

Headquarters location

Frisco, TX, US

Year founded

2006

View All W3Global Jobs