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Associate Wealth Manager Jobs in Wisconsin (NOW HIRING)

KerberRose S.C.

Associate ParaPlanner

Appleton, WI · On-site

As a Associate Paraplanner , you will play a vital role in supporting our internal team, managing ... This position provides a unique opportunity to explore the Wealth Management industry from behind ...

RBC

Client Associate

Green Bay, WI · On-site

Client Associate/Registered Client Associate Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a ...

Wealth Enhancement Group

Receptionist

Milwaukee, WI · On-site

$42K - $63K/yr

About Wealth Enhancement Wealth Enhancement is an independent wealth management firm with an ... Associates and serve as the first contact with clients, vendors, and prospects as they call or ...

Baird

AFAT Advisor Associate

Milwaukee, WI · On-site

Baird's Associate Financial Advice Team (AFAT) is a dedicated financial advisor team focused on delivering a full Wealth Management Experience to Baird Associates and their immediate families. The ...

Royal Bank of Canada

Client Associate

Green Bay, WI · On-site

Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate ...

Royal Bank of Canada

Client Associate

Green Bay, WI · On-site

Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate ...

Robert Half

Client Services Associate

Mequon, WI · On-site

$55K - $65K/yr

Robert Half is working with a investment and wealth management client in the recruiting for a Client Service Associate to support their existing business. This role will serve as a key point of ...

NFP Corp

Associate, Advisor

Madison, WI · On-site

$60K - $70K/yr

Wealthspire is a leading wealth management, retirement advisory, and business management firm ... Our Advisor Associates works directly with Advisors to assist with the wealth management and ...

NFP Corp

Associate, Advisor

Madison, WI · On-site

$60K - $70K/yr

Wealthspire is a leading wealth management, retirement advisory, and business management firm ... Our Advisor Associates works directly with Advisors to assist with the wealth management and ...

Aon

Associate, Advisor

Madison, WI · On-site

$60K - $70K/yr

Wealthspire is a leading wealth management, retirement advisory, and business management firm ... Our Advisor Associates works directly with Advisors to assist with the wealth management and ...

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All JobsAssociate Wealth JobsAssociate Wealth Manager JobsAssociate Wealth Manager Jobs in Wisconsin

Associate Wealth Manager information

See Wisconsin salary details

$12

$25

$50

How much do associate wealth manager jobs pay per hour?

As of Aug 11, 2026, the average hourly pay for associate wealth manager in Wisconsin is $25.65, according to ZipRecruiter salary data. Most workers in this role earn between $17.45 and $30.10 per hour, depending on experience, location, and employer.

What are some common challenges faced by associate wealth managers when building client relationships?

Associate Wealth Managers often face the challenge of establishing trust and credibility with clients early in their careers. Clients may be hesitant to share sensitive financial information or commit to long-term planning until they feel confident in your expertise. Balancing client expectations with realistic financial strategies and staying updated on market changes are also key hurdles. Building strong communication skills, demonstrating reliability, and collaborating with senior advisors can help overcome these challenges and foster lasting client relationships.

What are the key skills and qualifications needed to thrive as an associate wealth manager?

To thrive as an Associate Wealth Manager, you need a solid background in finance, investment principles, and financial planning, typically supported by a relevant degree and often a CFP or similar certification. Familiarity with portfolio management software, CRM systems, and financial analysis tools is essential for daily operations. Strong interpersonal skills, active listening, and attention to detail distinguish top performers in client relationship management. These abilities ensure accurate, compliant financial advice and foster long-term client trust and satisfaction.

What is the difference between Associate Wealth Manager vs Financial Advisor?

AspectAssociate Wealth ManagerFinancial Advisor
CertificationsSeries 7, Series 66, CFP (preferred)Series 7, Series 66, CFP (preferred)
Work EnvironmentSupport team, assisting senior managers, client meetingsClient-facing, providing financial planning and investment advice
Employer & Industry UsageWealth management firms, banks, financial institutionsIndependent firms, banks, financial planning companies

Associate Wealth Managers typically support senior staff and handle client accounts under supervision, focusing on administrative and preparatory tasks. Financial Advisors directly engage with clients, offering personalized financial planning and investment advice. While both roles require similar certifications and work in the wealth management industry, their responsibilities and client interaction levels differ significantly.

How much does an associate wealth manager earn?

An associate wealth manager typically earns between $50,000 and $80,000 annually, with higher salaries possible based on experience, certifications, and performance. Entry-level positions may start lower, while experienced associates or those with professional credentials can earn more, often supplemented by bonuses and commissions.

What does an associate wealth manager do?

An associate wealth manager supports senior wealth managers by assisting with client portfolios, conducting research, preparing financial plans, and managing client relationships. They often use financial planning tools and may pursue certifications like the CFP to enhance their skills. Their role involves analyzing financial data and providing recommendations to help clients achieve their financial goals.
What are popular job titles related to Associate Wealth Manager jobs in Wisconsin? For Associate Wealth Manager jobs in Wisconsin, the most frequently searched job titles are:
What job categories do people searching Associate Wealth Manager jobs in Wisconsin look for? The top searched job categories for Associate Wealth Manager jobs in Wisconsin are:
What cities in Wisconsin are hiring for Associate Wealth Manager jobs? Cities in Wisconsin with the most Associate Wealth Manager job openings:
Associate Wealth Manager jobs near you
Infographic showing various Associate Wealth Manager job openings in Wisconsin as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 15% Part Time, and 1% Contract. Highlights an 93% Physical, 3% Hybrid, and 4% Remote job distribution, with an average salary of $53,357 per year, or $25.7 per hour.

Associate ParaPlanner

KerberRose S.C.

Appleton, WI • On-site

Full-time

Re-posted 14 days ago

Job description

Location: Appleton, WI (Onsite)
Candidates must reside within a reasonable commuting distance.
Join a dynamic and generationally diverse team of professionals committed to serving clients with the highest standards of ethics and professionalism. As a Associate Paraplanner, you will play a vital role in supporting our internal team, managing schedules, coordinating tasks, and contributing to relationship development. This position provides a unique opportunity to explore the Wealth Management industry from behind the scenes and build a strong foundation for a rewarding career in financial planning.
Key Responsibilities:
  • Draft and update financial plans with oversight from Financial Planner.
  • Collaborate with wealth advisors to understand client needs.
  • Refine proficiency in financial planning software.
  • Maintain basic knowledge of KRW model portfolios, investment philosophy, benchmarks, and strategy.
  • Work with Client Service Team on routine/simple client requests.
  • Provide limited support to onboard new clients.
  • Assist with organizing and updating Advyzon, RightCapital, and client folders.
  • Assist with tax season efforts.
  • Train and mentor interns.

Requirements
  • Prior experience in financial planning is desirable but not required; this is an entry-level role with strong career development potential. Preference will be given to candidates currently enrolled in or who have completed financial planning education leading to professional certification (e.g., CFP® or CPA/PFS).
  • Exceptional written and verbal communication skills.
  • Self-motivated and productive, with the ability to work both independently and as part of a team.
  • Strong attention to detail and the ability to anticipate and meet client needs.
  • Excellent project management skills, with the ability to handle and prioritize multiple tasks effectively.
  • Proficiency in Microsoft Office Suite.

Culture and Core Values:KerberRose Wealth Management offers a fun, supportive atmosphere of professionalism marked by a personal touch. We believe in creating an environment which encourages and supports professional and personal development. Our core values drive our culture:
  • Honesty
  • Integrity
  • Respect
  • Balanced Life
  • Community Oriented

Our team members are our most valuable assets, which is why KerberRose Wealth Management team members are given frequent opportunities for achievement and recognition.

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