Top 222 Senior client advisor Jobs in Brookfield, Wi

Senior Financial Advisor
Retirable —Milwaukee, WI
- $95,000 - $115,000 a year
- Full-time
- Hybrid work
- Spanish
- Mid-level
- Office
- Paid training
- Health insurance
Quick Apply
2d
Financial Advisor
Retirable —Milwaukee, WI
- $75,000 - $95,000 a year
- Full-time
- Hybrid work
- Background check
- Spanish
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
11d
Senior Outside B2B Sales Executive
Wholesale Payments —Wisconsin
- $93,489 - $223,999 a year
- Full-time
- Remote
- Business development
- Fair chance
- Senior level
- Paid training
- Health savings account
Quick Apply
Sr. Director Records Management, Transparency and Choice, and Privacy Incidents
Northwestern Mutual —Milwaukee, WI
- $160,000 - $276,000 a year
- Full-time
- Hybrid work
- Computer Science
- 5 years
- Finance
- Flexible schedule
Accounting Manager - Client Advisory Services (CAS)
Everforth, Cybercoders —Milwaukee, WI
- $115,000 - $145,000 a year
- Full-time
- Hybrid work
- Management
- CPA
- Finance
- Paid holidays
- Health insurance
4d
Pharmaceutical Project Manager
Johnson Controls —Milwaukee, WI
- $130,000 - $165,000 a year
- Full-time
- Construction site
- 5 years
- Laboratory experience
- Paid holidays
- Health insurance
Quick Apply
3d
RN Field Case Manager I
CorVel Corporation —Waukesha, WI
- $62,306 - $93,123 a year
- Full-time
- Nursing
- RN License
- Computer literacy
- Health savings account
- Disability insurance
Quick Apply
12d
Strategy & Operations Consultant
Advocate Aurora Health —Milwaukee, WI
- $38.20 - $57.30 an hour
- Full-time
- Hybrid work
- Writing skills
- Mid-level
- Office
12d
Senior Compliance Specialist
First Business Bank —Brookfield, WI
- Full-time
- 7 years
- Bachelor's degree
- Experience equivalent to degree accepted
13d
Strategy & Operations Consultant
Atrium Health —Milwaukee, WI
- $38.20 - $57.30 an hour
- Full-time
- Hybrid work
- Microsoft Excel
- Office
- 3 years
- Paid parental leave
- Disability insurance
8d
Senior Specialist, Product Management
BetaNXT Inc —Brookfield, WI
- $125,000 a year
- Full-time
- Remote
- Microsoft Excel
- 8 years
- Analysis skills
- Paid time off
Quick Apply
9d
Senior Data Engineer
SysLogic, Inc. —Brookfield, WI
- $100,000 - $150,000 a year
- Full-time
- Remote
- SQL
- Travel
- Mentoring
- AD&D insurance
- Disability insurance
Quick Apply
Senior Director – Talent Management
Cielo —Wauwatosa, WI
- Full-time
- Remote
- 8 years
- High school diploma or GED
- Bachelor's degree
- Opportunities for advancement
Quick Apply
9d
Senior Specialist, Business Analysis
BetaNXT Inc —Brookfield, WI
- Full-time
- Remote
- 5 years
- Finance
- SQL
Quick Apply
Part-Time Manager of People
Mueller Communications LLC —Milwaukee, WI
- Part-time
- Mid-level
- Office
- Bachelor's degree
- Profit sharing
- Health insurance
Account Manager Lead, Client Success (CSM)
FIS Global —Brown Deer, WI
- Full-time
- 5 years
- Pass drug screening
- Analysis skills
Client Specialist
Robert W. Baird —Oconomowoc, WI
- Microsoft Excel
- Mid-level
- Office
HR Operations Specialist
Robert W. Baird —Milwaukee, WI
- Hybrid work
- Microsoft Excel
- Office
- Continuous improvement
10d
Director of Marketing
Lucida Tax and Accounting Solutions —Brookfield, WI
- Full-time
- 7 years
- Marketing
- Office
Quick Apply
11d
Wealth Advisor
UMB Financial Corporation —Milwaukee, WI
- $81,864 - $120,406 a year
- Email
- Microsoft Excel
- Mid-level
- Office
- Paid holidays
- Health insurance

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senior client advisor jobs near brookfield, wi

Senior Financial Advisor

Retirable
Milwaukee, WI

Quick Apply

Job Details

Full-time
$95,000 - $115,000 a year
2 days ago

Benefits

Paid training
Health insurance
Dental insurance
401(k)
Paid time off
Parental leave
Vision insurance
401(k) matching
Professional development assistance
Life insurance

Qualifications

Deal closing
Objection handling (sales technique)
Financial sales
Account management
Closing sales leads

Full Job Description

Senior Financial Advisor

Milwaukee, WI · Hybrid (3 days in-office) · $95,000 – $115,000

Who We Are

Retirable is a mission-driven fintech headquartered in New York with a growing advisor hub in Milwaukee that helps everyday Americans retire with financial confidence. Through professional retirement advice, wealth management, and banking, we’re the bridge between where Americans are today and the confident, well-funded retirement they deserve.

The problem is staggering: 12,000 Americans retire each day and less than a quarter have ever seen a financial planning professional. That’s millions of hardworking Americans aged 55+ heading toward retirement underfunded, underprepared, and unnecessarily stressed.

At Retirable, we’re tearing down the traditional barriers to world class retirement advice. We’re a fee-based fiduciary RIA, which means our advisors are paid to give the right advice, not to hit product quotas. We craft personalized retirement roadmaps that put clients first.

The Opportunity

You will join as a senior, experienced member of our new Milwaukee office. As a leader on the team, you'll bring seasoned client-facing judgment to the group, model best practices for newer advisors, and help instill our values in the growing Midwest hub. This role sits on the front lines, helping clients and prospects navigate the transition into a retirement with peace of mind.

As a Senior Financial Advisor, you’ll:

Conduct financial planning consultations with warm inbound prospects who’ve requested a consultation.
Build personalized retirement plans covering Social Security, withdrawal strategy, tax efficiency, and longevity risk.
Guide new clients through onboarding and account funding.
Maintain ongoing relationships with the clients you onboard, conducting reviews and adjusting plans as life changes.
Partner with product, marketing, and operations to surface what you’re hearing from clients.

What We’re Looking For

We’re looking for a fiduciary advisor with genuine sales ability, someone who can build trust quickly, understand clients needs, and motivate them to take control of their financial lives.

What you bring

3 to 5 years client-facing financial planning experience.
You can close. You can guide a discovery call to a clear recommendation, handle objections honestly, and convert qualified prospects into long-term clients without high-pressure tactics.
You see the fiduciary standard as the only framework under which retirement advice makes sense.
You’re genuinely interested in retirement planning as a domain: Social Security claiming, sequence-of-returns risk, Roth conversions, Medicare interactions.
You’re comfortable in a role that’s still being built. Processes will change, tools will evolve, and you’ll have direct input into both.
Schedule: Monday–Friday, 9am–6pm CST, with 2 Saturdays per month in place of a weekday. Less time chasing, more time advising.

Nice to Have

Experience in the senior market or with retirement-stage clients.
Series 65, Series 7 and Series 66, or CFP.
Prior experience informally mentoring or supporting less experienced advisors.
Bilingual (Spanish).

Why Join Retirable

Work that compounds. Every client you bring on is someone who would otherwise retire without professional advice.
A real path forward. Early advisors grow into senior advisor, team lead, and specialist roles as the firm scales. We promote from within and invest in the credentials (CFP, ChFC, RICP) that get you there.
Tools that respect your time. Our internal platform handles plan generation, account opening, and ongoing client tracking so you spend your day in conversations, not spreadsheets and CRM workflows.
Mentorship from leaders who’ve scaled fintech advisor teams from zero.
Compensation: $75,000–$95,000 base plus quarterly performance bonus, with OTE of $95,000–$115,000. Early advisors also receive an equity grant.
Full benefits: 401(k) with match, medical/dental/vision, generous PTO, parental leave, and a CE/licensing budget that covers continuing education and license renewals.

Retirable is an equal opportunity employer. We value inclusion and do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status or disability status.

Pay: $95,000.00 - $115,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Health insurance
Life insurance
Paid time off
Paid training
Professional development assistance

Work Location: Hybrid remote in Milwaukee, WI 53204

Quick Apply

Refine Your Search

senior client advisor jobs in brookfield, wi

Senior Financial Advisor

Financial Advisor

Senior Outside B2B Sales Executive

Sr. Director Records Management, Transparency and Choice, and Privacy Incidents

Accounting Manager - Client Advisory Services (CAS)

Pharmaceutical Project Manager

RN Field Case Manager I

Strategy & Operations Consultant

Senior Compliance Specialist

Strategy & Operations Consultant

Senior Specialist, Product Management

Senior Data Engineer

Senior Director – Talent Management

Senior Specialist, Business Analysis

Part-Time Manager of People

Account Manager Lead, Client Success (CSM)

Client Specialist

HR Operations Specialist

Director of Marketing

Wealth Advisor

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