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Part Time Wealth Management Jobs in Wisconsin (NOW HIRING)

Baird

Part-Time Client Specialist

Sheboygan, WI · On-site

Your work will directly contribute to the success of Baird's Private Wealth Management business ... This is a Part-Time role working 22.5 hours a week. Check out this video to learn more about the ...

Robert W Baird & Co

Part-Time Client Specialist

Sheboygan, WI · On-site

$17 - $22.50/hr

Your work will directly contribute to the success of Baird's Private Wealth Management business ... This is a Part-Time role working 22.5 hours a week. Check out this video to learn more about the ...

W3Global Inc.

Financial Advisor

Appleton, WI · Hybrid

$75K - $125K/yr

... Part-Time Work Authorization: Open Work Model: Hybrid / Remote Job Summary Our client is seeking a Financial Advisor or Associate Advisor to join a growing wealth management and financial planning ...

Bank Five Nine

Universal Banker

Oconomowoc, WI · On-site

$18 - $22.50/hr

This position is part time (19 hours a week) Do you have what it takes? You'll need to ... Refer customers to internal business partners (i.e. cash management, mortgage, and wealth ...

Dollartree

Part-time Assistant Manager

Sheboygan, WI · On-site

Store management experience in retail, grocery, or drug store environment is preferred * Must be ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Dollar Tree

Part-time Assistant Manager

Sheboygan, WI · On-site

Store management experience in retail, grocery, or drug store environment is preferred * Must be ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

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All JobsWealth Management JobsPart Time Wealth Management JobsPart Time Wealth Management Jobs in Wisconsin

Part Time Wealth Management information

What is part-time wealth management?

Part-time wealth management refers to working in the financial advisory and planning sector on a part-time basis, rather than full-time. Professionals in this role help clients manage their assets, plan for retirement, and achieve financial goals, but may work reduced hours or fewer days per week. This arrangement can suit individuals seeking work-life balance or those transitioning into or out of full-time roles. Key responsibilities may include portfolio reviews, investment advice, and client meetings, all tailored to fit a part-time schedule.

What are the typical responsibilities and team dynamics for a part-time wealth management role?

In a part-time wealth management position, you can expect to assist with client portfolio reviews, prepare financial reports, and support senior advisors with client communications. You’ll often collaborate closely with other advisors, analysts, and administrative staff to ensure clients’ needs are met efficiently. While your hours may be limited, strong communication and organizational skills are vital, as you’ll be responsible for managing multiple tasks and ensuring accuracy in financial documentation. The fast-paced environment offers valuable exposure to financial planning and can serve as a stepping stone for full-time advancement within the firm.

What are the key skills and qualifications needed to thrive as a part-time wealth management professional?

To excel in part-time wealth management, you need a solid understanding of financial planning, investment strategies, and relevant regulations, often supported by a finance degree or professional certifications like CFP or CFA. Familiarity with portfolio management software, financial analysis tools, and CRM systems is typically required. Exceptional interpersonal skills, discretion, and the ability to communicate complex financial concepts clearly help build client trust and loyalty. These competencies are crucial for effectively managing client assets, ensuring compliance, and fostering long-term relationships in a competitive industry.

What is the difference between Part Time Wealth Management vs Part Time Financial Advisor?

AspectPart Time Wealth ManagementPart Time Financial Advisor
CredentialsCertifications like CFP, CFA often preferredSimilar certifications, often CFP or Series 7/66
Work EnvironmentFinancial firms, banks, or independentFinancial firms, banks, or independent
Industry UsageCommon in wealth management firms and private banksUsed across financial planning and advisory firms
Search IntentSeeking part-time roles in wealth managementLooking for part-time financial advisory positions

Part Time Wealth Management and Part Time Financial Advisor roles often overlap in credentials and work environment. Both involve providing financial guidance, typically require similar certifications, and are found in similar settings. The main difference lies in the focus: wealth management emphasizes managing high-net-worth clients' assets, while financial advising covers broader financial planning services. Understanding these distinctions helps job seekers target the right roles in the financial industry.

How many hours a week is part time wealth management?

Part-time wealth management roles typically require working fewer than 30 hours per week, often around 20 hours or less, depending on the employer and specific position. These roles may involve flexible schedules and may require certifications such as the Series 7 or 66, but hours are generally less than full-time positions which usually involve 35-40 hours weekly.

Is it hard to get a job in part time wealth management?

Part time wealth management roles can be competitive and often require relevant financial knowledge, customer service skills, and sometimes certifications like the Series 7 or 66. Success depends on experience, networking, and demonstrating strong interpersonal and analytical abilities, but entry-level positions may be more accessible for those with related backgrounds.

What are the most commonly searched types of Wealth Management jobs in Wisconsin?

The most popular types of Wealth Management jobs in Wisconsin are:

What are popular job titles related to Part Time Wealth Management jobs in Wisconsin?

For Part Time Wealth Management jobs in Wisconsin, the most frequently searched job titles are:

What job categories do people searching Part Time Wealth Management jobs in Wisconsin look for?

The top searched job categories for Part Time Wealth Management jobs in Wisconsin are:

Part Time Wealth Management jobs near you
Infographic showing various Part Time Wealth Management job openings in Wisconsin as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 14% Part Time, and 2% Contract. Highlights an 82% Physical, 2% Hybrid, and 16% Remote job distribution.

Part-Time Client Specialist

Baird

Sheboygan, WI • On-site

Part-time

Posted 6 days ago

Baird rating

8.5

Company rating: 8.5 out of 10

Based on 11 frontline employees who took The Breakroom Quiz

Job description

About the Role:
As a Client Specialist at Baird, you'll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. You'll be at the heart of the client experience-coordinating onboarding, managing communications, supporting account operations, and helping organize impactful client events. Your work will directly contribute to the success of Baird's Private Wealth Management business, where true wealth management means understanding each client's unique vision and tailoring solutions to help them succeed. This is a Part-Time role working 22.5 hours a week.
Check out this video to learn more about the day in the life of our Client Assistants and Client Specialists!
The Impact You'll Make:
  • Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird and establishing an ongoing communication/client service plan
  • Gain knowledge of and leverage partnership with Baird's Corporate Resource Groups to provide the best wealth management solutions to clients
  • Answers all incoming phone calls and handles as appropriate. Manages client needs where possible and advises Financial Advisor of action taken
  • May schedule client appointments and/or conference room for appointments
  • Assemble/generate materials including paperwork and reports for client meetings
  • Understand and ensure business adherence with firm and financial industry regulatory policies
  • May manage FA and Team's social media presence (website, LinkedIn, X, etc.)
  • Maintain Client Relationship Management (CRM) system for Financial Advisor(s), as well as leverage the platform to manage the client relationship through mailings, reporting, e-mail tracking, and more, with the goal of implementing well-defined client service models
  • May organize and coordinate seminars and client events at the direction of Financial Advisor(s). Develops client lists, designs material and seminar/meeting content, coordinates PowerPoint presentations and follows through with client contact
  • Seek ways to enhance FA(s) business effectiveness and marketability
  • Initiates and completes all transactions required to fully service client accounts i.e. paperwork, correspondence, client request fulfillment and special projects as needed
  • May enter security orders including stocks, bonds, fixed income, options, annuities and other investment vehicle orders per Financial Advisors' instructions or upon client's verbal direction
  • May also provide back-up to other teams and the branch when necessary, as well as perform other duties and special projects as necessary
  • Proactively review investment opportunities on a daily basis & notify Financial Advisor(s) to take action on those opportunities with the goal of driving the Financial Advisors' business. Specifically, this may include funds available/money line, maturing securities, reorg items, and previous days' activities

What You'll Bring to Baird:
  • 2+ years of prior industry and/or administrative work experience
  • Must have Active Securities Industry Essentials (SIE) Exam, Series 7, and Series 66 or Series 63 and Series 65 licenses or be willing to study and obtain within 18 months of hire. Training and resources to be provided and paid for by Baird. If not fully licensed, title will be Client Assistant
  • Proficient in Microsoft Office suite (Word, Excel, PowerPoint) with the ability to learn and effectively navigate Baird's Private Wealth Management technology platforms
  • Excellent verbal and written communication skills; ability to adeptly exchange ideas and information
  • Detail oriented with an emphasis on accuracy
  • Strong organizational skills consistent ability to prioritize workflow of team to achieve specific goals in a timely manner
  • Understands compliance regulations and correspondence policies. Maintains client confidentiality in all situations
  • Good analytical and critical problem-solving skills
  • Bachelor's degree preferred, not required

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