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Senior Financial 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 ...

Baird

Financial Advisor in Training

Eau Claire, WI · On-site

Begin your journey to becoming a Financial Advisor in Baird's Financial Advisor Training Program-a ... Prepare for, attend, and shadow senior advisors in client meetings and calls; take meeting notes ...

US Venture, Inc.

Sr. Financial Planning Analyst

Appleton, WI · On-site

$83K - $103K/yr

POSITION SUMMARY The Senior Financial Analyst is responsible for starting to handle complex tasks ... Advise and mentor junior analysts, providing guidance and support. * Build and maintain complex ...

Versiti, Inc.

Senior Finance Analyst

Milwaukee, WI

$84K - $104K/yr

The Senior Financial Analyst - Financial Planning & Analysis is responsible for several key ... Serves as a trusted advisor and strategic partner with executives and leadership teams of assigned ...

Versiti, Inc.

Senior Finance Analyst

Milwaukee, WI · On-site

$84K - $104K/yr

The Senior Financial Analyst - Financial Planning & Analysis is responsible for several key ... Serves as a trusted advisor and strategic partner with executives and leadership teams of assigned ...

Versiti, Inc.

Senior Finance Analyst

Milwaukee, WI · On-site

$84K - $104K/yr

The Senior Financial Analyst - Financial Planning & Analysis is responsible for several key ... Serves as a trusted advisor and strategic partner with executives and leadership teams of assigned ...

DLF

Senior Financial Analyst

La Crosse, WI · On-site

$79K - $98K/yr

Conduct variance analysis and provide actionable commentary for senior management. * Develop ... Act as trusted advisor to commercial leaders, translating financial insights into strategic ...

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All JobsFinancial Advisor JobsSenior Financial Advisor JobsSenior Financial Advisor Jobs in Wisconsin

Senior Financial Advisor information

See Wisconsin salary details

$70.2K

$134.4K

$212K

How much do senior financial advisor jobs pay per year?

As of Aug 26, 2026, the average yearly pay for senior financial advisor in Wisconsin is $134,407.00, according to ZipRecruiter salary data. Most workers in this role earn between $113,000.00 and $148,900.00 per year, depending on experience, location, and employer.

What does a senior financial advisor do?

A Senior Financial Advisor provides advanced financial planning and investment advice to clients, often focusing on wealth management, retirement planning, tax strategies, and estate planning. They analyze clients' financial situations, develop personalized financial plans, and help manage investment portfolios. Senior Financial Advisors typically have extensive experience in the financial industry and may supervise junior advisors. Their goal is to help clients achieve long-term financial security and meet their financial goals.

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

To thrive as a Senior Financial Advisor, you need strong analytical abilities, deep knowledge of investment strategies, and a relevant degree or certification such as CFP or CFA. Expertise with financial planning software, portfolio management systems, and CRM tools is typically required. Outstanding interpersonal skills, ethical judgment, and the ability to communicate complex financial concepts clearly help set top advisors apart. These competencies are crucial for building client trust, delivering tailored financial solutions, and ensuring long-term client satisfaction and retention.

How does a senior financial advisor typically collaborate with other departments within a financial institution?

Senior Financial Advisors often work closely with departments such as investment management, compliance, and client services to provide comprehensive solutions for their clients. This collaboration ensures that client portfolios are managed effectively, regulatory requirements are met, and client inquiries are addressed promptly. Advisors may participate in regular meetings with portfolio managers, compliance officers, and other specialists to review client strategies and stay updated on new financial products or regulations. This team-based approach allows Senior Financial Advisors to deliver holistic and personalized advice to their clients.

What is the difference between Senior Financial Advisor vs Financial Planner?

AspectSenior Financial AdvisorFinancial Planner
CredentialsCFP, CFA, or CFP designation often preferredCFP certification common, sometimes other certifications
Work EnvironmentAdvises high-net-worth clients, often in private firms or banksWorks with a broad client base, including individuals and families
Industry UsageUsed in wealth management and private bankingUsed across financial services, including independent advising

While both roles involve financial planning and advising clients, Senior Financial Advisors typically serve high-net-worth clients with advanced credentials and a focus on wealth management. Financial Planners often work with a wider range of clients, providing comprehensive financial plans. The roles overlap but differ mainly in client profile and scope of services.

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

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

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

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

Senior Financial Advisor jobs near you
Infographic showing various Senior Financial Advisor job openings in Wisconsin as of August 2026, with employment types broken down into 84% Full Time, 14% Part Time, and 2% Contract. Highlights an 86% Physical, 2% Hybrid, and 12% Remote job distribution, with an average salary of $134,407 per year, or $64.6 per hour.

Financial Advisor

W3Global Inc.

Appleton, WI • Hybrid

$75K - $125K/yr

Full-time, Part-time

Re-posted 19 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