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Etf Jobs in Wisconsin (NOW HIRING)

Osaic

WI · On-site

Introduce and support advisors on product offerings - MF/ETF models, customized SMA models, tax services, and private client solutions. * Review and analyze regional reports to prioritize prospects ...

Bank of Montreal

Financial Advisor

Sauk City, WI · On-site

Determines client needs and provides solutions though the sales of managed products and services (e.g. mutual funds, mutual fund wrap accounts, ETF wrap accounts, insurance, annuities, retirement ...

BMO Capital Markets

Financial Advisor

Monona, WI · On-site

Determines client needs and provides solutions though the sales of managed products and services (e.g. mutual funds, mutual fund wrap accounts, ETF wrap accounts, insurance, annuities, retirement ...

Bank of Montreal

Financial Advisor

Monona, WI · On-site

Determines client needs and provides solutions though the sales of managed products and services (e.g. mutual funds, mutual fund wrap accounts, ETF wrap accounts, insurance, annuities, retirement ...

BMO Capital Markets

Financial Advisor

Sauk City, WI · On-site

Determines client needs and provides solutions though the sales of managed products and services (e.g. mutual funds, mutual fund wrap accounts, ETF wrap accounts, insurance, annuities, retirement ...

BMO Capital Markets

Financial Advisor

Burlington, WI · On-site

Determines client needs and provides solutions though the sales of managed products and services (e.g. mutual funds, mutual fund wrap accounts, ETF wrap accounts, insurance, annuities, retirement ...

Bank of Montreal

Financial Advisor

Burlington, WI · On-site

$65 - $140/hr

Determines client needs and provides solutions through the sales of managed products and services (e.g. mutual funds, mutual fund wrap accounts, ETF wrap accounts, insurance, annuities, retirement ...

New

Douglas County (WI)

Jailer - Douglas County

Superior, WI · On-site

$24.85 - $28.85/hr

Refer to www.etf.wi.gov for further detail County-paid Life Insurance Policy - coverage equivalent to annual salary - affordable Supplemental, Additional, and Spousal/Dependent coverage available at ...

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Etf information

See Wisconsin salary details

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$58

How much do etf jobs pay per hour?

As of Sep 6, 2026, the average hourly pay for etf in Wisconsin is $30.87, according to ZipRecruiter salary data. Most workers in this role earn between $23.03 and $31.06 per hour, depending on experience, location, and employer.

What is an ETF?

An ETF job typically involves managing, analyzing, or trading exchange-traded funds (ETFs). Professionals in this field may work as portfolio managers, analysts, traders, or financial advisors, focusing on ETF strategy, market trends, and investment performance. They help clients or institutions make informed decisions regarding ETF investments and often use data analysis and financial modeling. Depending on the role, they may also be involved in regulatory compliance, risk management, or sales of ETF products.

What does an ETF analyst or specialist do?

ETF Analysts or Specialists are commonly responsible for monitoring ETF performance, researching market trends, producing analytical reports, and supporting asset allocation decisions. They frequently interact with portfolio managers, traders, and compliance teams to ensure that investment strategies align with regulatory and organizational objectives. Tasks might also include preparing client presentations, responding to client inquiries, and maintaining up-to-date knowledge of ETF products and market developments. This collaborative and analytical role provides valuable exposure to dynamic market activities and offers strong opportunities for career advancement within investment management.

What are the key skills and qualifications needed to thrive in the ETF position?

To thrive in an ETF Analyst or ETF Specialist role, you need strong analytical abilities, a background in finance or economics, and proficiency in portfolio management principles. Familiarity with financial data terminals like Bloomberg, Morningstar Direct, and portfolio management software, as well as relevant certifications such as CFA or FINRA licenses, are highly valued. Attention to detail, effective communication skills, and the ability to work well in collaborative environments are key soft skills for success. These competencies are crucial for accurately analyzing exchange-traded fund performance, supporting decision-making, and facilitating teamwork in a dynamic financial industry.

What are popular job titles related to Etf jobs in Wisconsin?

For Etf jobs in Wisconsin, the most frequently searched job titles are:

What job categories do people searching Etf jobs in Wisconsin look for?

The top searched job categories for Etf jobs in Wisconsin are:

What cities in Wisconsin are hiring for Etf jobs?

Cities in Wisconsin with the most Etf job openings:

Etf jobs near you
Infographic showing various Etf job openings in Wisconsin as of August 2026, with employment types broken down into 1% Internship, 94% Full Time, 4% Part Time, and 1% Contract. Highlights an 76% Physical, 15% Hybrid, and 9% Remote job distribution, with an average salary of $64,203 per year, or $30.9 per hour.

Vice President, Regional Advisory Consultant South (Town of Texas)

Osaic

WI • On-site

Full-time

Re-posted 4 days ago

Key responsibilities

  • Educate and promote the benefits of fee‑based business, facilitate adoption of the firm's advisory technology, and help advisors grow their overall advisory businesses.

  • Execute a virtual regional strategy focused on managing top opportunities, maintaining a sales pipeline, and working with internal teams on sales strategy.

  • Drive interactions and events with advisors, deliver content, partner with investment management companies, and support advisors on product offerings.

Osaic rating

8.1

Company rating: 8.1 out of 10

Based on 12 frontline employees who took The Breakroom Quiz

Job description

Wealth Management Sales Opportunity in Financial Services Vice President, Regional Advisory Consultant

Location(s): TX, NM, AZ, UT, CO, KS, MO, OK, AR, LA

Role Type: Full time

The VP, Regional Advisory Consultant will be responsible for driving sales strategy and financial planning adoption for a defined region of advisors. This role combines internal and field-based sales strategy, requiring face‑to‑face interactions focused on driving adoption of the firm’s advisory platform (the Wealth Management Platform). The VP, Regional Advisory Consultant reports to the VP, Advisory Consulting.

Responsibilities
  • Educate and promote the benefits of fee‑based business, facilitate adoption of the firm’s advisory technology, introduce appropriate investment managers based on the client’s needs, and help advisors grow their overall advisory businesses.
  • Execute a virtual regional strategy focused on managing the region’s top opportunities and maintaining a fluid sales pipeline; work closely with an internal counterpart to manage sales strategy.
  • Drive impactful interactions and events – invite the right advisors, create and deliver content, manage follow‑up. Partner with investment management companies to deliver collateral, share leads, and co‑present on content.
  • Introduce and support advisors on product offerings – MF/ETF models, customized SMA models, tax services, and private client solutions.
  • Review and analyze regional reports to prioritize prospects; partner with internal consultant on converting leads into opportunities.
  • Utilize key reports and data to establish goals and opportunities for advisors.
  • Schedule individual 1:1 and regional meetings for your region.
  • Engage with Marketing, Product, Platform, and Research teams to share content, collateral, and strategy.
  • Log interactions in the firm’s CRM system.
Education Requirements
  • Master’s degree preferred; bachelor’s degree in Economics, Finance, Business, or related subjects required.
Basic Requirements
  • Series 7 required.
  • Ability to travel 50‑75% of the time.
  • 5+ years in a similar role.
  • Driven and goal‑oriented with an enthusiastic sales‑focused personality.
  • Extensive knowledge of advisory platforms, wealth‑management concepts, investment strategies.
  • Ability to introduce complex subject matter in a clear, articulate fashion.
  • Ability to work independently with strong organization and time‑management skills.
  • Deep experience working directly with financial advisors.
  • Familiarity with a client‑relationship management program.
Preferred Requirements
  • CFP or CIMA certification.
Equal Opportunity Employer

Osaic is an equal opportunity employer. We celebrate diversity in our workplace and hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality, family or marital status, physical, mental, and developmental abilities, genetic information, race, religion, sexual orientation, skin color, class, education, behavioral styles, political affiliation, or any other characteristic protected by law.

Eligibility

Applicants must have valid U.S. work authorization now and for the future that does not require visa sponsorship.

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What Osaic employees say

Pay

Benefits

Hours and flexibility

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About Osaic

Sourced by ZipRecruiter

Industry

Finance and insurance

Company size

1,001 - 5,000 Employees

Headquarters location

Phoenix, AZ, US

Year founded

2016

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