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Associate Wealth Manager Jobs in Mequon, WI (NOW HIRING)

US Bank

Associate Wealth Market Leader

Milwaukee, WI · On-site

$118K - $144K/yr

Functions in management role within Investment Sales. Directs assigned market's sales efforts and the compliance/administrative duties regarding the sale of investment services through U.S. Bancorp ...

UMB Financial

Wealth Advisor

Milwaukee, WI

$81K - $120K/yr

The Private Wealth Management team serves to manage, protect and grow. As a fiduciary, we deliver ... UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) ...

U.S. Bank

Associate Wealth Market Leader

Milwaukee, WI · On-site

$118K - $144K/yr

Functions in management role within Investment Sales. Directs assigned market's sales efforts and the compliance/administrative duties regarding the sale of investment services through U.S. Bancorp ...

UMB Financial Corporation

Wealth Advisor

Milwaukee, WI · On-site

$81K - $120K/yr

The Private Wealth Management team serves to manage, protect and grow. As a fiduciary, we deliver ... UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) ...

UBS

Client Associate

Brookfield, WI · On-site

About us UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking ...

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Associate Wealth Manager information

See Mequon, WI salary details

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How much do associate wealth manager jobs pay per hour?

As of Aug 23, 2026, the average hourly pay for associate wealth manager in Mequon, WI is $22.56, according to ZipRecruiter salary data. Most workers in this role earn between $15.38 and $26.44 per hour, depending on experience, location, and employer.

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 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 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 with experience, certifications, and in certain regions. Compensation may also include bonuses and commissions based on client performance and sales targets.

What does an associate wealth manager do?

An associate wealth manager supports senior wealth managers by assisting with client portfolios, financial planning, and investment strategies. They often conduct research, prepare reports, and communicate with clients, requiring knowledge of financial products and tools like CRM software. This role typically involves ongoing learning and certification, such as the CFP designation.

What job categories do people searching Associate Wealth Manager jobs in Mequon, WI look for?

The top searched job categories for Associate Wealth Manager jobs in Mequon, WI are:

What cities near Mequon, WI are hiring for Associate Wealth Manager jobs?

Cities near Mequon, WI with the most Associate Wealth Manager job openings:

Associate Wealth Manager jobs near you
Infographic showing various Associate Wealth Manager job openings in Mequon, WI as of August 2026, with employment types broken down into 84% Full Time, 15% Part Time, and 1% Contract. Highlights an 81% Physical, 2% Hybrid, and 17% Remote job distribution, with an average salary of $46,935 per year, or $22.6 per hour.

Associate Wealth Manager - Whitefish Bay

Annex Wealth Management

Whitefish Bay, WI • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 2 days ago

Job description

Associate Wealth Manager (Path to Wealth Manager)
Annex Wealth Management - Know the Difference
Join Our Growing Team at our Whitefish Bay location!
Are you in search of an employer that prioritizes a positive culture and encourages outstanding teamwork? 'Know the Difference' applies to our employees too. We are a proud seven-time recipient of the Milwaukee Journal Sentinel's Top Workplaces Award. Our employees list our vibrant culture and engaged teams as two of our best features!
Annex Wealth Management is a privately held, full-service registered investment advisor acting as a fiduciary for individuals, families, and businesses. Our team approach means our clients consistently interact with a group of experienced professionals boasting key credentials, certifications, and achievements in investment, tax, insurance, estate planning, and more.
Communication and Education are key to Annex Wealth Management's growth. Check us out on YouTube, our multiple podcasts, "Money Talk" on WTMJ; "The Investment Show" on WISN; and "The Annex Wealth Management Show" on WHBY and WFSX.
At Annex Wealth Management, our values aren't just words - they guide how we work every day:
  • Knowledge
  • Accountability
  • Integrity
  • Courage
  • Respect
  • Ownership

Does this resonate with you? We're looking for positive, talented individuals who naturally embody these principles in their work and interactions. If you're ready to join a culture where these values are the foundation of everything you do, we'd love to hear from you.
About the Role
Unlock your future in wealth management: The Associate Wealth Manager role is your direct pipeline to potentially becoming a Wealth Manager at our firm!
The purpose of the Associate Wealth Manager is to ensure seamless delivery of high-quality financial advisory services by supporting Wealth Managers and enhancing the overall client experience. This role is responsible for preparing client materials, attending meetings, coordinating across departments, and maintaining accurate records-all without any business development or sales responsibilities. The Associate Wealth Manager will embody professionalism, a client-first mindset, and strong collaboration skills to help execute strategic financial plans and maintain operational excellence. In this dynamic position, the Associate Wealth Manager will build foundational experience in advisory processes, client relationships, and operations-gaining valuable skills that support long-term professional growth.
Key Responsibilities
  • Accurate & Timely Client Meeting Preparation: Ensure all financial data, reports, and supporting materials are organized and prepared before scheduled client meetings.
  • In-Meeting Support & Documentation: Attend client meetings alongside the Wealth Manager, capture accurate notes, and track follow-up tasks for implementation.
  • Client Request Management: Respond to client inquiries and requests promptly while maintaining a high level of service and accuracy.
  • Portfolio Review Support: Assist in ongoing portfolio reviews and strategy alignment to support long-term client goals.
  • Cross-Functional Collaboration: Work alongside financial planning, investment, and tax teams to deliver integrated advisory services to clients. Actively communicating with the Investment team to effectively manage financial accounts and meet client needs.
  • Compliance & Record Maintenance: Maintain accurate, up-to-date client files in accordance with regulatory standards and internal processes.
  • Advisory Implementation Coordination: Facilitate the timely execution of financial recommendations and action items by coordinating with appropriate internal teams.
  • Proactive Client Engagement: Conduct comprehensive meeting preparation, including pre-call planning and data management for financial planning input. Execute post-meeting follow-ups both internally and with clients and conduct proactive client outreach.
  • Annex Event Engagement: Support Annex events annually through active attendance and participant follow-up.

Requirements
What You'll Need to Succeed
  • Education and Certifications: Bachelor's degree in Finance, Business, Economics, or related field. Series 65 or equivalent within 6 mos. (Working towards CFP).
  • Experience: 2+ years in financial services, wealth management, or client advisory support roles.
  • Financial Planning & Investment Knowledge: Familiarity with financial planning strategies, portfolio management principles, and investment fundamentals.
  • Client-Focused Communication: Excellent communication skills and a client-first mindset, especially in high-touch service environments.
  • Organizational Excellence: Proven ability to manage multiple priorities and deliver timely, accurate results in a fast-paced advisory setting.
  • Team-Based Collaboration: Comfortable working cross-functionally with internal experts to support client strategy and execution.
  • Technology Proficiency: Skilled in CRM platforms, wealth management tools, and financial reporting software.

Comprehensive Benefits
We deeply value your leadership, talent, time, and commitment. In return, we offer a total rewards package designed to recognize and appreciate your contributions.
This includes a comprehensive suite of:
  • Benefits: Our benefits package includes medical, dental, and vision insurance, as well as a 401(k) plan to help you secure your financial future
  • Life & Disability Insurance
  • Paid Time Off (PTO)
  • 401(k) Retirement Plan: Build your future with our 401(k) plan and employer contribution
  • Company Events: We believe in celebrating wins and creating connections - whether it's through get togethers, our Annual Picnic, or company milestones
  • Opportunities for professional growth and development
  • Summer hours

We are committed to providing an environment where you can thrive and achieve your full potential.
Equal Employment Opportunity: Annex Wealth Management is an equal opportunity employer. We are committed to providing a work environment free from discrimination and harassment. All employment decisions are based on qualifications, merit, and business needs. We do not discriminate based on race, color, religion, national origin, sex, age, disability, genetic information, or any other protected status. We encourage applicants of all backgrounds to apply.

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