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 27+ Client Advisor jobs
Requisition #: 21012
Functional Area: Client Service
Employment Type: Full-Time
Work Options: In Office at Location Specified Above #LI-Onsite
Work Hours: 8:00am-4:30pm
Position Summary
Build Relationships. Solve Problems. Make a Difference.
At J. J. Keller, we're looking for a Client Success Advisor who is passionate about helping people, building lasting relationships, and providing exceptional service.
If you enjoy being a trusted resource for clients, solving challenges, and working in a collaborative environment that is far removed from a traditional call center, this could be the opportunity you've been looking for.
For more than 70 years, J. J. Keller has been helping organizations create safer workplaces and navigate complex regulatory requirements. Today, more than 90% of Fortune 1000 companies trust our expertise and solutions. As our business continues to grow, we're looking for talented professionals who want to grow with us.
In this role, you'll serve as the primary point of contact for an assigned portfolio of clients, partnering with them to navigate compliance requirements, optimize their programs, and achieve their business goals. You'll build meaningful relationships, provide expert guidance, and make a tangible impact every day.
Why You'll Love Working Here
Our Neenah, Wisconsin headquarters offers a welcoming, employee-focused environment designed to support your success and well-being.
Perks & Benefits Include:
- Casual, jean-friendly dress code every day
- Onsite café serving breakfast, lunch, and grab-and-go options
- Free access to our Fitness Center and Yoga Studio
- Complimentary online fitness membership
- Access to our onsite Wellness Center, including select no-cost prescriptions
- Beautiful campus walking trail surrounding the property
- Modern collaboration spaces designed for teamwork and innovation
What You'll Do
Serve as a Trusted Client Advisor
- Build strong, long-term relationships with assigned clients
- Act as the primary contact for client questions, needs, and ongoing support
- Educate clients on regulatory requirements, industry best practices, and service expectations
- Deliver proactive guidance that helps clients remain compliant and successful
Drive Client Success
- Monitor client programs and service requirements to ensure successful outcomes
- Identify opportunities for process improvements and program enhancements
- Analyze compliance trends and recommend solutions that support safety and operational goals
- Maintain strict confidentiality and security of sensitive client information
Collaborate Across the Organization
- Partner with internal experts to address complex client needs
- Support onboarding and implementation activities for new clients
- Stay informed on applicable regulations and industry developments
- Share knowledge and work collaboratively to deliver an exceptional client experience
What Makes You Successful
Required Qualifications:
- 2+ years of professional office experience
- Strong customer service, client relations, or account management skills
- Excellent verbal and written communication abilities
- Strong organizational, analytical, and problem-solving skills
- Proficiency with Microsoft Word and intermediate Excel skills
Preferred Qualifications
- Experience supporting clients in a professional services, consulting, or compliance-focused environment
- Post-secondary education in business or a related field
- Familiarity with J. J. Keller services
- Knowledge of FMCSA/FMCSR regulations
- Experience interpreting regulations and communicating complex information in a clear, practical manner
Why Join J. J. Keller
This is more than a customer service role. It's an opportunity to become a trusted advisor, develop expertise in a specialized industry, and make a meaningful difference for clients across the country. If you're looking for a career that combines relationship building, problem solving, continuous learning, and purpose-driven work, we'd love to hear from you.
Join a company that invests in its people, values collaboration, and helps organizations create safer workplaces every day.
Physical Requirements
Work is performed primarily in a standard office environment. Work involves operation of personal computer equipment for extended periods of time. Occasional travel to customer sites and/or industry and training events may also be required, depending on assignment.
We Protect People & The Businesses They Run™
Every associate at J. J. Keller makes a difference by creating safer, more respectful workplaces. Whether serving our customers directly with expertise in safety and regulatory compliance or supporting the business with specialized skills, together we contribute to better workplaces for people across North America.
If you experience system-related issues or need assistance with the online application, please call (920) 720-7700.
J. J. Keller & Associates, Inc. is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state or local protected class.
Nearest Major Market: Oshkosh
Nearest Secondary Market: Appleton
Job Segment: Consulting, Compliance, Call Center, Social Media, Yoga, Technology, Legal, Customer Service, Hospitality, Marketing
Requisition #: 21012
Functional Area: Client Service
Employment Type: Full-Time
Work Options: In Office at Location Specified Above #LI-Onsite
Work Hours: 8:00am-4:30pm
Position Summary
Build Relationships. Solve Problems. Make a Difference.
At J. J. Keller, we're looking for a Client Success Advisor who is passionate about helping people, building lasting relationships, and providing exceptional service.
If you enjoy being a trusted resource for clients, solving challenges, and working in a collaborative environment that is far removed from a traditional call center, this could be the opportunity you've been looking for.
For more than 70 years, J. J. Keller has been helping organizations create safer workplaces and navigate complex regulatory requirements. Today, more than 90% of Fortune 1000 companies trust our expertise and solutions. As our business continues to grow, we're looking for talented professionals who want to grow with us.
In this role, you'll serve as the primary point of contact for an assigned portfolio of clients, partnering with them to navigate compliance requirements, optimize their programs, and achieve their business goals. You'll build meaningful relationships, provide expert guidance, and make a tangible impact every day.
Why You'll Love Working Here
Our Neenah, Wisconsin headquarters offers a welcoming, employee-focused environment designed to support your success and well-being.
Perks & Benefits Include:
- Casual, jean-friendly dress code every day
- Onsite café serving breakfast, lunch, and grab-and-go options
- Free access to our Fitness Center and Yoga Studio
- Complimentary online fitness membership
- Access to our onsite Wellness Center, including select no-cost prescriptions
- Beautiful campus walking trail surrounding the property
- Modern collaboration spaces designed for teamwork and innovation
What You'll Do
Serve as a Trusted Client Advisor
- Build strong, long-term relationships with assigned clients
- Act as the primary contact for client questions, needs, and ongoing support
- Educate clients on regulatory requirements, industry best practices, and service expectations
- Deliver proactive guidance that helps clients remain compliant and successful
Drive Client Success
- Monitor client programs and service requirements to ensure successful outcomes
- Identify opportunities for process improvements and program enhancements
- Analyze compliance trends and recommend solutions that support safety and operational goals
- Maintain strict confidentiality and security of sensitive client information
Collaborate Across the Organization
- Partner with internal experts to address complex client needs
- Support onboarding and implementation activities for new clients
- Stay informed on applicable regulations and industry developments
- Share knowledge and work collaboratively to deliver an exceptional client experience
What Makes You Successful
Required Qualifications:
- 2+ years of professional office experience
- Strong customer service, client relations, or account management skills
- Excellent verbal and written communication abilities
- Strong organizational, analytical, and problem-solving skills
- Proficiency with Microsoft Word and intermediate Excel skills
Preferred Qualifications
- Experience supporting clients in a professional services, consulting, or compliance-focused environment
- Post-secondary education in business or a related field
- Familiarity with J. J. Keller services
- Knowledge of FMCSA/FMCSR regulations
- Experience interpreting regulations and communicating complex information in a clear, practical manner
Why Join J. J. Keller
This is more than a customer service role. It's an opportunity to become a trusted advisor, develop expertise in a specialized industry, and make a meaningful difference for clients across the country. If you're looking for a career that combines relationship building, problem solving, continuous learning, and purpose-driven work, we'd love to hear from you.
Join a company that invests in its people, values collaboration, and helps organizations create safer workplaces every day.
Physical Requirements
Work is performed primarily in a standard office environment. Work involves operation of personal computer equipment for extended periods of time. Occasional travel to customer sites and/or industry and training events may also be required, depending on assignment.
We Protect People & The Businesses They Run™
Every associate at J. J. Keller makes a difference by creating safer, more respectful workplaces. Whether serving our customers directly with expertise in safety and regulatory compliance or supporting the business with specialized skills, together we contribute to better workplaces for people across North America.
If you experience system-related issues or need assistance with the online application, please call (920) 720-7700.
J. J. Keller & Associates, Inc. is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state or local protected class.
Nearest Major Market: Oshkosh
Nearest Secondary Market: Appleton
Job Segment: Consulting, Compliance, Call Center, Social Media, Yoga, Technology, Legal, Customer Service, Hospitality, Marketing
See All 27 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
- JPMorganChase20
- WWBIC1
- Marsh Agency1
- Oakwood Village1
- Drake & Associates1
Top Industries Hiring
- Fintech
- Banking & Financial Services
- Investment & Asset Management
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 Marsh Agency, based on current listings on Migrate Mate as of November 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?
Neenah, Racine, and Madison 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 17% of client advisor openings tied to Wisconsin are remote or hybrid as of November 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 27 Client Advisor Jobs in Wisconsin
Find roles in Wisconsin that match your experience and apply in just a few clicks.
Find Client Advisor Jobs