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93 client advisor jobs at 31 companies in Wisconsin

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Client Services Advisor
Neenah, Wisconsin, United States
OnsiteFull Time
J. J. Keller
J. J. Keller: Provides regulatory compliance and workplace safety solutions to businesses.
2+ YOE2+ years office experience, client services experience preferred; post-secondary business education preferred; proficiency in Microsoft Word and intermediate Excel; strong communication, problem-solving, and regulatory knowledge.
Microsoft Word, Microsoft Excel
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2mo
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Audi Client Advisor
Milwaukee, Wisconsin, United States
OnsiteFull Time
International Autos Group
International Autos Group: Family-owned automotive dealership group operating multiple retail locations.
Motivated, customer-focused auto sales role; strong communication and negotiation skills; valid driver’s license.
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2mo
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Hyundai Client Advisor
West Allis, Wisconsin, United States
OnsiteFull Time
International Autos Group
International Autos Group: Operates a network of multi-brand automotive dealerships and service centers.
Experience in sales or customer service preferred; strong communication and negotiation skills; valid driver's license with clean driving record.
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2mo
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Hyundai Client Advisor
West Allis, Wisconsin, United States
OnsiteFull Time
International Autos Group
International Autos Group: Operates a network of automotive dealerships selling and servicing vehicles.
Previous sales experience preferred; strong communication and negotiation; self-motivated; professional appearance; valid driver's license.
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3w
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Legal Client Advisor - Upcoming Opportunities
Milwaukee, Wisconsin, United States
HybridFull Time
Expert Institute
Expert Institute: Provides an expert witness platform and AI-driven litigation tools.
1+ YOEBachelor's preferred, minimum 1 year client or customer service experience, strong analytical and communication skills, attention to detail, ability to work independently in a fast-paced environment; legal/research experience preferred.
Expert iQ
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1mo
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Sr. Client Accounting Advisor
Fond du Lac, Wisconsin, United States
$52k-$74k/yr HybridFull Time
Compeer Financial
Compeer Financial: Provides financial services and crop insurance to agricultural producers.
5+ YOE5+ years progressive accounting experience, GAAP knowledge, client-facing skills, bookkeeping/payroll/financial reporting experience, associate's degree or equivalent, Microsoft Office and accounting software proficiency, experience mentoring staff.
Microsoft Office
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5d
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J.P. Morgan Wealth Management - Private Client Advisor - Racine, WI
Racine, Wisconsin, United States
OnsiteFull Time
JPMorgan Chase
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
2+ YOE2+ years financial advisor or equivalent experience; demonstrated client acquisition and relationship management; Series 7 and Series 66 (or 63/65) required; life/health/long-term-care insurance license required; CFP preferred.
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1mo
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Work From Home - Client Benefits Advisor
De Pere, Wisconsin, United States
RemoteFull Time
AO Garcia Agency
AO Garcia Agency: Sells life and supplemental health insurance to working families.
Remote client-facing advisory role guiding and educating interested clients; requires a competitive, self-starting, coachable individual able to conduct video interviews and work without guaranteed hourly pay.
Zoom
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2mo
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Alfa Maserati Client Advisor
West Allis, Wisconsin, United States
OnsiteFull Time
International Autos Group
International Autos Group: Family-owned automotive dealership group selling and servicing multiple brands.
Experience in automotive sales preferred; strong communication; self-motivated; valid driver’s license; clean driving record.
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1mo
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Associate, Client Service
Madison, Wisconsin, United States
$50k-$58k/yr OnsiteFull Time
Wealthspire
Wealthspire: Provides integrated wealth management and financial advisory services.
Support advisor teams with account onboarding, custodial account maintenance, asset movements, client communication; bachelor’s in finance/economics preferred; CRM and Microsoft Office proficiency; strong organization and client focus.
Microsoft Office Suite, CRM, custodial platforms
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2w
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Financial Advisory - Client Relationship Specialist
Sheboygan, Wisconsin, United States
OnsiteFull Time
Kestra Holdings
Kestra Holdings: Provides wealth management platforms and business infrastructure to advisors.
Provide client service and operational support for onboarding, account administration, and advisor collaboration; bachelor\u0002s preferred; experience in wealth management or client service preferred.
custodial platforms, CRM systems, portfolio management software, Microsoft Office Suite
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2w
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Financial Advisor - Marshfield
Marshfield, Wisconsin, United States
OnsiteFull Time
MBE Wealth
MBE Wealth: Providing comprehensive financial planning and investment advisory services.
Bachelor's degree in finance/business, Series 65 or 66 licensure, experience as a financial advisor, proficiency with Microsoft Word, Excel, Outlook and CRM, strong communication and client skills.
Microsoft Word, Microsoft Excel, Microsoft Outlook, CRM
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2mo
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Financial Advisor - Client Relationship Focus
Waukesha, Wisconsin, United States
$100k-$200k/yr OnsiteFull Time
Drake & Associates
Drake & Associates: Financial firm providing comprehensive retirement planning and wealth management services.
2+ YOETwo+ years in financial services; Series 65 or Series 66 with 7, plus Life and Health licenses; strong organizational and communication skills; Salesforce experience preferred.
Salesforce
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2w
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Financial Advisory - Client Relationship Specialist
Sheboygan, Wisconsin, United States
OnsiteFull Time
Kestra Holdings
Kestra Holdings: Provides wealth management platforms and technology for independent financial professionals.
Provide client service and operational support for onboarding, account administration, and advisor collaboration; strong communication, analytical skills, and familiarity with custodial platforms and CRM systems; bachelor\u0002s preferred.
custodial platforms, CRM, portfolio management software, Microsoft Office Suite
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1mo
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Financial Advisor
Rice Lake, Wisconsin, United States
OnsiteFull Time
Johnson Financial Group
Johnson Financial Group: Provider of banking, wealth management, and insurance solutions.
2+ YOE2+ years client-facing financial experience preferred; Series 7 and 63 or 66 required (or within 6 months); state insurance licenses required; bachelor's or advanced degree preferred; strong analytical, networking, and client-development skills.
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1w
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Client Service Administrator - Gateway Associates
Germantown or Wisconsin
$60k-$70k/yr HybridFull Time
Thrivent
Thrivent: Provides financial advice, insurance, and investments to member-owners.
Series 7/66 and state life & health licensing, experience supporting financial advisors, strong communication and attention to detail, Microsoft Office, Salesforce, DocuSign proficiency.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Salesforce, DocuSign
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3w
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Associate Advisor
Middleton, Wisconsin, United States
$65k-$85k/yr HybridFull Time
Savant Wealth Management
Savant Wealth Management: Independent fiduciary firm providing comprehensive wealth management and planning.
Entry-level advisory role pursuing CFP®, ability to obtain Series 65 within 6 months, bachelor's degree background preferred, strong analytical, communication, and client service skills, clean U4, willingness to sign non-compete.
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2mo
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Financial Advisor - WI
Pewaukee, Wisconsin, United States
HybridFull Time
JMG Financial Group
JMG Financial Group: Independent, fee-based wealth management firm serving executives and high net worth individuals
5+ YOEFive+ years client-facing financial planning experience; CFP required; CFA and/or CPA acceptable; strong knowledge of finance, taxes, investments, estate planning; proficient with Microsoft Office.
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2w
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Wealth Advisor, Director
Wausau, Wisconsin, United States
$92k-$171k/yr OnsiteFull Time
BMO
BMOTSX: BMO: Provides personal and commercial banking, investment, and wealth services.
7+ YOE7+ years relevant experience, post-secondary degree or equivalent, experience with HNW/UHNW clients, broad wealth management and product knowledge, strong business development and relationship management skills.
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1mo
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Senior Claims Advisor
Hartland, Wisconsin, United States
OnsiteFull Time
Vizance
Vizance: Provides insurance brokerage, risk management, and employee benefit solutions.
4+ YOEActive or obtainable Property & Casualty license, 4+ years claims experience in commercial P&C, AIC/CPCU preferred, Mod Master report proficiency, strong client advocacy and leadership skills.
Mod Master
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