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

Phenom People

Client Service Associate

Waukesha, WI · On-site

$14.50 - $20/hr

Senior Client Service Associate Senior Client Service Associates help shape the future of service ... Partner with Financial Advisor(s) in developing a business plan and delivering against a client ...

ECG Resources, Inc.

Client Service Representative

Racine, WI · On-site

$15 - $20.50/hr

Senior Client Representative As a member of the client service team, the Senior Client ... Working with internal and external resources and advisors, provide seamless delivery of exceptional ...

ECG Resources

Client Service Representative

Racine, WI · On-site

$15 - $20.50/hr

Senior Client Representative As a member of the client service team, the Senior Client ... Working with internal and external resources and advisors, provide seamless delivery of exceptional ...

ECG Resources

Client Service Representative

Racine, WI

$15 - $20.50/hr

Senior Client Representative As a member of the client service team, the Senior Client ... Working with internal and external resources and advisors, provide seamless delivery of exceptional ...

ECG Resources

Client Service Representative

Racine, WI

$15 - $20.50/hr

Senior Client Representative As a member of the client service team, the Senior Client ... Working with internal and external resources and advisors, provide seamless delivery of exceptional ...

Home Instead

Client Care Advisor

Cedarburg, WI · On-site

About Us Join We Care Senior Care, a proud Home Instead franchise, where our mission is to help ... The Client Care Advisor plays a vital role in ensuring that every client receives personalized ...

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Senior Client Advisor information

See Milwaukee, WI salary details

$13

$26

$50

How much do senior client advisor jobs pay per hour?

As of Sep 7, 2026, the average hourly pay for senior client advisor in Milwaukee, WI is $26.49, according to ZipRecruiter salary data. Most workers in this role earn between $18.46 and $33.27 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 job categories do people searching Senior Client Advisor jobs in Milwaukee, WI look for?

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

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

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

Senior Client Advisor jobs near you
Infographic showing various Senior Client Advisor job openings in Milwaukee, 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 79% Physical, 3% Hybrid, and 18% Remote job distribution, with an average salary of $55,106 per year, or $26.5 per hour.

Senior Private Client Advisor

Marsh McLennan

Delafield, WI • Hybrid

$66K - $123K/yr

Full-time

Medical, Retirement

Re-posted 2 days ago

Job description

Company:Marsh McLennan AgencyDescription:


Senior Private Client Advisor

Our not-so-secret sauce.

Award-winning, inclusive, Top Workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people. The industry's brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can make your mark as a Senior Client Advisor at MMA.

Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world's leading professional services firm, Marsh McLennan (NYSE: MRSH).

A day in the life.

As our Senior Private Client Advisor on the Private Client Services team, you'll be diving deep into client exposures and loss experiences to understand their current coverages. Your goal is to recommend the right products and services that fit their needs perfectly. You'll also be presenting clients with accurate market data, helping them navigate complex risks with informed advice. Proactive service is key here. You'll be anticipating client needs and addressing their questions-whether in person, over the phone, or via email. Gathering information about their risk management needs and financial loss tolerance will allow you to propose tailored solutions that effectively manage their risks. When it comes to renewals, you'll create and present proposals to existing clients and conduct annual Client Advisory reviews to keep them engaged and informed. Your success will be measured by client retention, so delivering exceptional service is crucial. Plus, you'll be looking to grow the business through referrals and expanding client programs. Negotiation skills will come into play as you work with multiple insurance carriers to secure comprehensive coverage options for your clients, all while ensuring compliance with industry laws and regulations.

Our future colleague.

We'd love to meet you if your professional track record includes these skills:

  • 3 plus years' personal lines insurance experience with High-Net-Worth clientele
  • Property & Casualty (P&C) License
  • Client service orientation with balance on managing expectations.
  • Ability to travel for client and company meetings as needed

These additional qualifications are a plus, but not required to apply:

  • Bachelor's degree
  • Professional designations a plus, e.g., CPCU, CIC, CPRIA, etc.
  • Previous experience relationships with luxury carriers, such as AIG, Chubb, PURE

We know there are excellent candidates who might not check all of these boxes. Don't be shy. If you're close, we'd be very interested in meeting you.

Valuable benefits.

We value and respect the impact our colleagues make every day both inside and outside of work. Our culture promotes colleague well-being through robust benefits programs and resources, professional and personal development opportunities, and fulfillment through meaningful work.

Some benefits included in this role are:

  • Generous time off, including personal and volunteering
  • Tuition reimbursement and professional development opportunities
  • Hybrid work
  • Charitable contribution match programs
  • Stock purchase opportunities

To learn more about a career at MMA, check us out our website or flip through recruiting brochure.

Follow us on social media to meet our colleagues and see what makes us tick:

  • Instagram
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  • LinkedIn

Who you are is who we are.

We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams.

Marsh McLennan and its affiliates are EOEMinority/Female/Disability/Vet/SexualOrientation/Gender Identity employers.

#LI-hybrid

LI-PCS

The applicable base salary range for this role is $66,000 to $123,100.The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.

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