Client Advisor Jobs in Wisconsin
Client Advisor jobs in Wisconsin are consistently active, with demand concentrated in financial services, wealth management, and insurance across Milwaukee, Madison, and Green Bay. Major employers with a durable Wisconsin presence include Northwestern Mutual, Johnson Financial Group, and Associated Bank, all of which hire client advisors at both associate and senior levels. The most sought-after specialties in the state are private banking, personal financial planning, and commercial relationship management. Scan the live roles below and apply to whichever ones fit.
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Join the winning team at First Business Bank as the Client Advisor!
Launch Your Wealth Management Career with an Established Client Base
First Business Bank is a Top Workplaces USA company, learn more here.
At the heart of First Business Bank, we believe success comes down to putting people first. Our people are our priority — they embody ambition, experience, and client focus. The result is extremely engaged employees who provide unmatched client satisfaction. With comprehensive total rewards to support our team members, a commitment to valuing each other’s differences, and a focus on improving our communities, we are confident you’ll find the experience is your advantage. We’re delighted you’re considering joining us!
Work Model: This role is an onsite position at our Madison, WI location.
First Business Bank is seeking a Client Advisor to join our Private Wealth team. This is an excellent opportunity for a motivated financial professional with 1-3 years of experience who is looking to grow their advisory career while working with an existing portfolio of clients.
Unlike many advisor roles that require you to build a business from the ground up, you'll be provided with a book of business and client opportunities to help accelerate relationship development and asset growth. You'll focus on deepening client relationships, delivering financial guidance, and expanding existing investment relationships through proactive outreach and financial planning conversations.
POSITION OVERVIEW:
- Manage and develop relationships with an existing portfolio of Emerging Wealth clients.
- Conduct financial reviews and help clients achieve goals related to investing, retirement, education planning, and wealth accumulation.
- Proactively contact clients and prospects within an established book of business to uncover opportunities and grow assets under management.
- Recommend investment, advisory, retirement, and insurance solutions aligned with client objectives.
- Partner closely with bankers and Private Wealth team members to provide comprehensive financial solutions.
- Generate additional business through referrals, networking, and community involvement.
- Maintain compliance with regulatory requirements and firm policies.
POSITION REQUIREMENTS:
- 1-3 years of experience in financial services, wealth management, banking, brokerage, or investment advisory.
- Active FINRA Series 6 and Series 66 licenses required.
- Strong relationship-building and client service skills.
- Comfortable making outbound calls and conducting client outreach.
- Interest in financial planning, investments, and wealth management.
- Ability to identify opportunities and grow existing client relationships.
- Excellent communication and organizational skills.
Join the winning team at First Business Bank as the Client Advisor!
Launch Your Wealth Management Career with an Established Client Base
First Business Bank is a Top Workplaces USA company, learn more here.
At the heart of First Business Bank, we believe success comes down to putting people first. Our people are our priority — they embody ambition, experience, and client focus. The result is extremely engaged employees who provide unmatched client satisfaction. With comprehensive total rewards to support our team members, a commitment to valuing each other’s differences, and a focus on improving our communities, we are confident you’ll find the experience is your advantage. We’re delighted you’re considering joining us!
Work Model: This role is an onsite position at our Madison, WI location.
First Business Bank is seeking a Client Advisor to join our Private Wealth team. This is an excellent opportunity for a motivated financial professional with 1-3 years of experience who is looking to grow their advisory career while working with an existing portfolio of clients.
Unlike many advisor roles that require you to build a business from the ground up, you'll be provided with a book of business and client opportunities to help accelerate relationship development and asset growth. You'll focus on deepening client relationships, delivering financial guidance, and expanding existing investment relationships through proactive outreach and financial planning conversations.
POSITION OVERVIEW:
- Manage and develop relationships with an existing portfolio of Emerging Wealth clients.
- Conduct financial reviews and help clients achieve goals related to investing, retirement, education planning, and wealth accumulation.
- Proactively contact clients and prospects within an established book of business to uncover opportunities and grow assets under management.
- Recommend investment, advisory, retirement, and insurance solutions aligned with client objectives.
- Partner closely with bankers and Private Wealth team members to provide comprehensive financial solutions.
- Generate additional business through referrals, networking, and community involvement.
- Maintain compliance with regulatory requirements and firm policies.
POSITION REQUIREMENTS:
- 1-3 years of experience in financial services, wealth management, banking, brokerage, or investment advisory.
- Active FINRA Series 6 and Series 66 licenses required.
- Strong relationship-building and client service skills.
- Comfortable making outbound calls and conducting client outreach.
- Interest in financial planning, investments, and wealth management.
- Ability to identify opportunities and grow existing client relationships.
- Excellent communication and organizational skills.
See All 31 Client Advisor Jobs in Wisconsin
Find roles in Wisconsin that match your experience and apply in just a few clicks.
Find Client Advisor JobsClient Advisor Jobs by City in Wisconsin
Where Wisconsin roles are concentrated, by current openings.
Client Advisor Job Market in Wisconsin
A snapshot from current Wisconsin openings, updated as new roles post.
Who's Hiring
- JPMorganChase22
- Expert Institute2
- International Sports Management2
- Compeer Financial1
- Drake & Associates1
Top Industries Hiring
- Fintech
- Banking & Financial Services
- Investment & Asset Management
- Insurance
What Wisconsin Employers Look For
The qualifications that appear most often in client advisor jobs across Wisconsin.
- Active Wisconsin insurance license or FINRA Series 7 and 66 registrations where required
- Bachelor's degree in finance, business, economics, or a related field
- Two or more years of client-facing experience in financial services or banking
- Demonstrated ability to manage and grow a book of client relationships
- Proficiency with CRM platforms such as Salesforce or Microsoft Dynamics
- Strong verbal communication skills and comfort presenting financial solutions to clients
Client Advisor Jobs in Wisconsin: Frequently Asked Questions
How do you become a client advisor in Wisconsin?
Most client advisor roles in Wisconsin require a bachelor's degree in finance, business, or economics combined with role-specific licensing. If the position involves securities, you will need FINRA Series 7 and Series 66 registrations. Roles involving insurance products require a Wisconsin insurance producer license, issued through the Wisconsin Office of the Commissioner of Insurance after passing the relevant state exam. Employers in banking and wealth management typically sponsor new hires through the licensing process during onboarding.
Which companies hire client advisors in Wisconsin?
Employers hiring client advisors in Wisconsin right now include JPMorganChase, Expert Institute, and International Sports Management, based on current listings on Migrate Mate as of September 2026. Wisconsin's deep concentration of financial services headquarters and regional bank branches means openings appear across the state, not only in the largest cities.
Which Wisconsin cities have the most client advisor jobs?
Milwaukee, Madison, and Neenah account for the largest share of client advisor openings in Wisconsin. Milwaukee drives the highest volume as the state's financial services hub, home to major wealth management firms and insurance headquarters, while Madison's mix of university-connected financial institutions and state government employees sustains steady demand, and Green Bay's growing commercial banking sector anchors opportunities in the northeast.
Are there remote client advisor jobs in Wisconsin?
Yes, but they're less common than in purely analytical roles because client advisor work is relationship-driven and often requires in-person meetings. About 20% of client advisor openings tied to Wisconsin are remote or hybrid as of September 2026, reflecting a partial shift since the pandemic. The portions of the role most likely to be conducted remotely are portfolio review calls, onboarding consultations, and administrative follow-up rather than initial client acquisition.
How can I get hired as a client advisor in Wisconsin with little or no experience?
The most realistic entry path is a financial services associate or client service representative role at one of Wisconsin's large banks or insurance firms, which function as structured pipelines into full advisor positions. Northwestern Mutual's Milwaukee headquarters runs a well-known financial representative development program that accepts candidates without prior industry experience. Johnson Financial Group and Associated Bank both post rotational or associate relationship banker programs suited to new graduates. Building toward a Wisconsin insurance producer license before applying gives candidates a measurable edge over unlicensed applicants.
Where can I find and apply to client advisor jobs in Wisconsin?
You can find and apply to client advisor jobs in Wisconsin on Migrate Mate, which lists current Wisconsin openings. Search the roles available, identify the ones that match your background and preferred location, and apply directly through each listing.
See All 31 Client Advisor Jobs in Wisconsin
Find roles in Wisconsin that match your experience and apply in just a few clicks.
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