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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Showing 5 of 21+ Client Advisor jobs
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
- Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
- Build a book of business and deliver personalized investment solutions to the firm's by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
- Demonstrate a deep understanding of financial markets and sound business judgement
- Exhibit unwavering integrity that points toward doing right by clients at every opportunity
- Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
- Provide a holistic view of the firm's clients' needs and financial coaching beyond investments
- Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
- At least 2 years in a Financial Advisor role or equivalent financial services experience
- Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
- Demonstrated ability and commitment to goals-based planning and advice
- A valid and active Series 7
- A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
- A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
- Certified Financial Planning (CFP®) certification is preferred
- Bachelor's degree preferred
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
- Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
- Build a book of business and deliver personalized investment solutions to the firm's by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
- Demonstrate a deep understanding of financial markets and sound business judgement
- Exhibit unwavering integrity that points toward doing right by clients at every opportunity
- Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
- Provide a holistic view of the firm's clients' needs and financial coaching beyond investments
- Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
- At least 2 years in a Financial Advisor role or equivalent financial services experience
- Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
- Demonstrated ability and commitment to goals-based planning and advice
- A valid and active Series 7
- A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
- A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
- Certified Financial Planning (CFP®) certification is preferred
- Bachelor's degree preferred
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
See All 21 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
- JPMorganChase14
- WWBIC1
- Expert Institute1
- 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, WWBIC, and Expert Institute, based on current listings on Migrate Mate as of August 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, Neenah, and Appleton 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 21% of client advisor openings tied to Wisconsin are remote or hybrid as of August 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 21 Client Advisor Jobs in Wisconsin
Find roles in Wisconsin that match your experience and apply in just a few clicks.
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