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Senior Client Advisor Jobs in Madison, WI (NOW HIRING)

UMB Financial

Wealth Advisor

Madison, WI · On-site

$81K - $120K/yr

The Sr. Wealth Advisor works closely with the Financial Planner, Private Banker, Portfolio Manager, Trust Advisor and Service Administrator to build the wealth strategy that aligns with the client ...

Wertz & Associates

Accounting Supervisor

Madison, WI · On-site

$90 - $120/hr

The Opportunity As an Accounting Supervisor, you'll serve as both a team leader and client advisor ... If you're a Senior Accountant or Accounting Supervisor seeking healthcare industry exposure ...

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Wertz & Associates

Senior Tax Manager, CPA

Madison, WI · On-site

$160 - $220/hr

Senior Tax Manager, CPA Tax Leadership | Client Advisory | Business Development | Great Place to ... Key Responsibilities Tax Advisory & Client Consulting * Serve as a trusted advisor to business ...

Wertz & Associates

Senior Tax Manager, CPA

Madison, WI · On-site

$160K - $220K/yr

Senior Tax Manager, CPA Tax Leadership | Client Advisory | Business Development | Great Place to ... Key Responsibilities Tax Advisory & Client Consulting * Serve as a trusted advisor to business ...

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Senior Client Advisor information

See Madison, WI salary details

$14

$27

$52

How much do senior client advisor jobs pay per hour?

As of Sep 5, 2026, the average hourly pay for senior client advisor in Madison, WI is $27.62, according to ZipRecruiter salary data. Most workers in this role earn between $19.28 and $34.66 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 Madison, WI?

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

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

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

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

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

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

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

Senior Client Advisor jobs near you
Infographic showing various Senior Client Advisor job openings in Madison, WI as of August 2026, with employment types broken down into 1% As Needed, 81% Full Time, 12% Part Time, and 6% Contract. Highlights an 78% Physical, 3% Hybrid, and 19% Remote job distribution, with an average salary of $57,443 per year, or $27.6 per hour.

Client Accounting Services Department Manager

Careers - MBE CPAs

Fort Atkinson, WI • On-site, Remote

Full-time

Re-posted 20 days ago

Key responsibilities

  • Lead the strategy, structure, and growth of the Client Accounting Services practice.

  • Oversee client advisory engagements and serve as a trusted advisor to key clients.

  • Build scalable workflows, service standards, and best practices across the CAS department.

Job description

What's the Role?

The Client Accounting Services Department Manager is a senior leadership role responsible for building, leading, and scaling the firm's CAS practice. This position plays a critical role in evolving the firm from traditional bookkeeping services into a true client advisory-focused CAS model.

This is a unique opportunity for an experienced CAS leader to build the practice from the ground up, establish scalable processes, lead a high-performing team, and partner closely with firm leadership to drive long-term growth and innovation.

This role may be based in any of our 19 MBE office locations, filled as a hybrid opportunity, or filled as a remote position, depending on experience.

To help us get to know you better and your interest in the role, please submit both a cover letter and your resume with your application.

What Will I Do?

  • Lead the strategy, structure, and growth of the CAS practice.
  • Oversee client advisory engagements and serve as a trusted advisor to key clients.
  • Build scalable workflows, service standards, and best practices across the CAS department.
  • Lead, mentor, and develop CAS managers, supervisors, and team members.
  • Partner with firm leadership on pricing, service offerings, and growth initiatives.
  • Ensure high-quality service delivery, compliance, and operational efficiency.

What Experience and Skills Do I Need to Be Successful?

Required Qualifications

  • 10+ years of experience in accounting and Client Accounting Services.
  • 5+ years in a leadership or senior management role within CAS or outsourced accounting.
  • Proven experience building, scaling, or transforming a CAS or bookkeeping practice.
  • Strong knowledge of accounting standards, payroll, and outsourced accounting services.
  • Experience leading teams and managing multiple client engagements.

Key Skills

  • Strategic and entrepreneurial leadership mindset.
  • Strong client advisory and relationship management skills.
  • Ability to build processes, teams, and scalable service models.
  • Comfort driving change and innovation within a growing firm.
  • CPA or similar professional certification preferred.

Why Join This Opportunity?

  • Build a CAS practice from the ground up with firm leadership support.
  • High-impact leadership role with visibility and influence.
  • Entrepreneurial firm culture that values innovation and growth.
  • Opportunity to shape services, processes, and team structure.
  • Long-term career growth and upward mobility within the firm.

Work Schedule & Travel

  • Full-time position.
  • Periodic travel required (approximately 6–8 times per year).
  • Role may be based in one of our offices, hybrid, or remote, depending on experience.

How Do I Apply?

Apply with your resume through our ATS. Qualified candidates will be contacted for next steps in the interview process. Candidates may also reach out to our Lead Recruiter, Brock Kazda, on LinkedIn.

About the Firm

MBE CPAs provides accounting, tax, and advisory services through an expanding affiliate group. With 19 office locations across Wisconsin, Arizona, Nebraska, and Colorado, the firm is committed to helping clients succeed while offering meaningful career growth opportunities for its team members.

Apply