Financial Advisor Jobs in Wisconsin
Financial Advisor jobs in Wisconsin are concentrated in Milwaukee, Madison, and Green Bay, where firms like Northwestern Mutual, Baird, and Fidelity Investments maintain active hiring operations at every level from associate advisor to senior wealth manager. Demand is strongest in retirement planning, investment management, and employee benefits advising, driven by Wisconsin's large manufacturing workforce, public-sector employee base, and growing high-net-worth client segment. The market is consistently active, with openings for both early-career candidates and experienced advisors who hold industry credentials. Find a role that fits below and apply directly.
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Showing 5 of 37+ Financial Advisor jobs
ROLE DESCRIPTION
After surviving a stroke, I have found purpose and fulfillment in helping clients prepare to retire and enjoy their own lives while protecting their family. Now, I'm looking to continue and pass that purpose and fulfillment on as we build a team of Financial Advisors. This is a full-time hybrid role for a Financial Advisor located in Milwaukee, WI, with some work-from-home flexibility. The Financial Advisor will be responsible for providing comprehensive financial planning services. This includes retirement planning, investment management, and making financial recommendations. On a day-to-day basis, the role involves meeting with clients to assess their financial needs, developing tailored financial plans, and providing advice on financial products and strategies. Your work will help clients achieve their goals and focus on what matters most in their lives.
QUALIFICATIONS
- Strong morals and ethics
- Excellent communication and relationship-building skills
- Proven ability to work independently and as part of a team
- Bachelor's degree preferred
- Strong desire to positively impact others
COMPANY DESCRIPTION
Northwestern Mutual has been dedicated to helping families and businesses achieve financial security for over 160 years. With a personalized and holistic approach, we offer a range of services including insurance and investments to help clients make the most of life. Our advisors, supported by leading insights, technology, and digital-first experiences, are committed to guiding clients towards financial success. Managing over $265 billion in assets and trusted by more than 4.5 million people, we provide life, disability income, and long-term care insurance, annuities, brokerage services, and wealth management solutions. Our headquarters is in Milwaukee, WI, and we champion diversity and growth in our financial workforce nationwide.
JOB TYPE
Full-time
PAY
$60,000.00 - $160,000.00 per year
BENEFITS
- Dental insurance
- Health insurance
- Life insurance
- Professional development assistance
- Retirement plan
- Tuition reimbursement
- Vision insurance
WORK LOCATION
Hybrid remote in Milwaukee, WI 53224
ROLE DESCRIPTION
After surviving a stroke, I have found purpose and fulfillment in helping clients prepare to retire and enjoy their own lives while protecting their family. Now, I'm looking to continue and pass that purpose and fulfillment on as we build a team of Financial Advisors. This is a full-time hybrid role for a Financial Advisor located in Milwaukee, WI, with some work-from-home flexibility. The Financial Advisor will be responsible for providing comprehensive financial planning services. This includes retirement planning, investment management, and making financial recommendations. On a day-to-day basis, the role involves meeting with clients to assess their financial needs, developing tailored financial plans, and providing advice on financial products and strategies. Your work will help clients achieve their goals and focus on what matters most in their lives.
QUALIFICATIONS
- Strong morals and ethics
- Excellent communication and relationship-building skills
- Proven ability to work independently and as part of a team
- Bachelor's degree preferred
- Strong desire to positively impact others
COMPANY DESCRIPTION
Northwestern Mutual has been dedicated to helping families and businesses achieve financial security for over 160 years. With a personalized and holistic approach, we offer a range of services including insurance and investments to help clients make the most of life. Our advisors, supported by leading insights, technology, and digital-first experiences, are committed to guiding clients towards financial success. Managing over $265 billion in assets and trusted by more than 4.5 million people, we provide life, disability income, and long-term care insurance, annuities, brokerage services, and wealth management solutions. Our headquarters is in Milwaukee, WI, and we champion diversity and growth in our financial workforce nationwide.
JOB TYPE
Full-time
PAY
$60,000.00 - $160,000.00 per year
BENEFITS
- Dental insurance
- Health insurance
- Life insurance
- Professional development assistance
- Retirement plan
- Tuition reimbursement
- Vision insurance
WORK LOCATION
Hybrid remote in Milwaukee, WI 53224
See All 37 Financial Advisor Jobs in Wisconsin
Find roles in Wisconsin that match your experience and apply in just a few clicks.
Find Financial Advisor JobsFinancial Advisor Jobs by City in Wisconsin
Where Wisconsin roles are concentrated, by current openings.
Financial Advisor Job Market in Wisconsin
A snapshot from current Wisconsin openings, updated as new roles post.
Who's Hiring
Top Industries Hiring
- Banking & Financial Services
- Insurance
- Education
- Science & Research
- Investment & Asset Management
What Wisconsin Employers Look For
The qualifications that appear most often in financial advisor jobs across Wisconsin.
- Active FINRA Series 7 and Series 66 (or Series 63 and 65) registrations required
- Wisconsin-issued insurance license for life, health, or variable products
- Bachelor's degree in finance, economics, business, or a related field
- One to five years of client-facing financial advising or wealth management experience
- CFP designation preferred or actively in progress for most mid-level and senior roles
- Demonstrated ability to build and manage a client book using CRM platforms
Financial Advisor Jobs in Wisconsin: Frequently Asked Questions
How do you become a financial advisor in Wisconsin?
To become a financial advisor in Wisconsin, you need to pass the FINRA Series 7 and Series 66 exams and register with a FINRA-member broker-dealer. Wisconsin's Division of Securities oversees investment adviser registration in the state. Most employers also require a bachelor's degree in a business-related field. Advisors who sell insurance products must hold a Wisconsin-issued life and health insurance license through the Office of the Commissioner of Insurance.
Which companies hire financial advisors in Wisconsin?
Companies currently hiring financial advisors in Wisconsin include Northwestern Mutual, Retirable, and Drake & Associates, per current listings on Migrate Mate as of November 2026. Wisconsin's deep roots in insurance and financial services, anchored by Milwaukee-headquartered firms like Northwestern Mutual and Baird, mean the state consistently produces more financial advisor openings than its population might suggest.
Which Wisconsin cities have the most financial advisor jobs?
The cities with the most financial advisor openings in Wisconsin are Milwaukee, Green Bay, and Waukesha. Milwaukee leads because it is home to several major financial services headquarters, while Madison's concentration of state government employees, university staff, and growing tech sector generates steady demand for retirement and investment advisors, and smaller metros like Green Bay attract openings tied to regional banks and insurance carriers serving northeastern Wisconsin.
Are there remote financial advisor jobs in Wisconsin?
Yes, though they are less common than in purely desk-based fields, since client relationship-building often favors in-person meetings. About 14% of financial advisor openings tied to Wisconsin are remote or hybrid as of November 2026, and those roles tend to be in financial planning support, paraplanning, or portfolio analysis rather than direct client-facing advisory positions.
How can I get hired as a financial advisor in Wisconsin with little or no experience?
The most realistic entry path is applying to associate financial advisor or financial planning associate programs at large Wisconsin firms. Northwestern Mutual's Milwaukee headquarters and Baird's training programs regularly onboard candidates without prior advising experience and provide study support for FINRA licensing. Starting as a client service associate or operations associate at a regional bank or credit union, such as Associated Bank or Summit Credit Union, is another common route that builds client exposure before moving into an advisory role. Completing the first stage of the CFP coursework before applying gives candidates a measurable edge.
Where can I find and apply to financial advisor jobs in Wisconsin?
You can find and apply to financial advisor jobs in Wisconsin on Migrate Mate, which lists current Wisconsin openings from employers across the state. Find roles that match your credentials and experience level and apply directly to the ones that fit.
See All 37 Financial Advisor Jobs in Wisconsin
Find roles in Wisconsin that match your experience and apply in just a few clicks.
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