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Private Banking Associate Jobs in Wisconsin (NOW HIRING)

UMB Financial

Trust Sales Advisor

Madison, WI · On-site

$110K - $235K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

... private banking, retirement planning). * Youhave the ability toidentifyand find solutions for ... associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays ...

Johnson Financial Group

Financial Advisor

Hayward, WI · On-site

... private banking, and commercial banking services. * Demonstrate strong knowledge of all business ... Lead a team of associates, setting and exceeding performance goals while fostering teamwork and ...

UMB Financial Corporation

Trust Sales Advisor

Madison, WI · On-site

$110K - $235K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

... private banking, retirement planning). * You have the ability to identify and find solutions for ... associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays ...

UMB Financial

Trust Officer Sr

Milwaukee, WI · On-site

$117K - $173K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

... and Bank products and services (i.e., investments, insurance, brokerage, private banking ... UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) ...

UMB Financial

Trust Officer Sr

Milwaukee, WI · On-site

$91K - $196K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

... and Bank products and services (i.e., investments, insurance, brokerage, private banking ... associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays ...

UMB Financial

Trust Officer

Milwaukee, WI

$81K - $120K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

... and Bank products and services (i.e., investments, insurance, brokerage, private banking ... UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) ...

Texas Capital Bank

WI · On-site

$100 - $130/hr

... private wealth, institutional asset management, and investment banking services. * Work closely ... Mentor Analysts and Associates, providing guidance on technical skills, client management, and ...

US Bank

Financial & Regulatory Reporting Associate

Milwaukee, WI · On-site

$60K - $71K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make ... private equity funds and closed-end registered products. Individuals calculate net asset value(s ...

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Showing results 21-40

All JobsPrivate Banking Associate JobsPrivate Banking Associate Jobs in Wisconsin

Private Banking Associate information

See Wisconsin salary details

$27.3K

$142.5K

$313.4K

How much do private banking associate jobs pay per year?

As of Aug 17, 2026, the average yearly pay for private banking associate in Wisconsin is $142,530.00, according to ZipRecruiter salary data. Most workers in this role earn between $42,400.00 and $214,500.00 per year, depending on experience, location, and employer.

What does a private banking associate do?

A Private Banking Associate supports relationship managers and bankers in providing financial services to high-net-worth clients. Their responsibilities often include assisting with client onboarding, preparing account documentation, coordinating transactions, and ensuring compliance with banking regulations. They also help with research and analysis to support investment recommendations and maintain strong client relationships. The role requires excellent communication, attention to detail, and a strong understanding of financial products and services.

What are some common challenges private banking associates face when managing client relationships?

Private Banking Associates often encounter the challenge of balancing the diverse financial needs and expectations of high-net-worth clients while maintaining compliance with regulatory requirements. Building trust and providing personalized solutions requires strong communication and attention to detail, especially as clients may demand quick responses and tailored advice. Additionally, Associates must stay updated on market trends and investment products to support senior bankers and deliver value. Navigating these demands in a fast-paced, client-focused environment is key to success and professional growth in this role.

What are the key skills and qualifications needed to thrive as a private banking associate, and why are they important?

To thrive as a Private Banking Associate, you need a strong background in finance or economics, excellent analytical abilities, and typically a bachelor's degree in a related field. Familiarity with financial planning software, CRM systems, and certifications such as FINRA Series 7 or 63 are often required. Exceptional interpersonal skills, discretion, and attention to detail help build lasting client relationships and trust. These skills are crucial for effectively managing high-net-worth clients' portfolios and delivering personalized financial solutions.

What is the difference between Private Banking Associate vs Wealth Management Associate?

AspectPrivate Banking AssociateWealth Management Associate
Required CredentialsTypically a bachelor's degree; some roles prefer FINRA licensesSimilar credentials; often required to have FINRA licenses
Work EnvironmentPrivate banking divisions of banks, working closely with high-net-worth clientsWealth management firms or bank divisions, serving a broad client base including high-net-worth individuals
Employer & Industry UsageBanking institutions, private banksFinancial advisory firms, banks, wealth management companies
Common Search & Comparison IntentYesYes

Both roles involve working with high-net-worth clients and require similar educational backgrounds and licenses. However, Private Banking Associates typically focus on personalized banking services within private banks, while Wealth Management Associates often provide broader investment and financial planning advice across various firms. The roles are closely related, with overlapping responsibilities and work environments.

What are popular job titles related to Private Banking Associate jobs in Wisconsin?

For Private Banking Associate jobs in Wisconsin, the most frequently searched job titles are:

What job categories do people searching Private Banking Associate jobs in Wisconsin look for?

The top searched job categories for Private Banking Associate jobs in Wisconsin are:

What cities in Wisconsin are hiring for Private Banking Associate jobs?

Cities in Wisconsin with the most Private Banking Associate job openings:

Private Banking Associate jobs near you
Infographic showing various Private Banking Associate job openings in Wisconsin as of August 2026, with employment types broken down into 1% As Needed, 70% Full Time, 27% Part Time, 1% Temporary, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $142,530 per year, or $68.5 per hour.

Trust Sales Advisor

UMB Financial

Madison, WI • On-site

$110K - $235K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 23 days ago

Job description

The UMB Private Wealth Trust Sales Advisor(PWTSA)is responsible forbuilding and managing client relationships with Private Wealth's ultra-high net worth Trust market segment.The PWTSA will grow and service an existing book of clients including many of PWM's high-profile and more complex client relationships,in particularthose requiring complex trust administration.

This role willidentifyopportunities in the ultra-high net worth market segment to develop centers-of-influence (both internal and external) as resources and develop networks with other lines of business to provide financial solutions for clients. The PWTSA will ensure the delivery of the unparalleled customer experience (TUCE) to our mosthighly-complexand high-value client's Trust and Investment Management accounts.

Howyou'llspend your time:

  • You will source and develop high-net-worth client relationships through networking, referrals, and targeted outreach.
  • You will steer administration of Client's wealth and trust accounts by beingtrustedpartner.
  • You will lead high performance service delivery to clients by coordinating team delivering services.
  • You will manage and expand high-profile client relationships.
  • You will provide proactive solution-oriented planning for clients and coordination of wealth strategy planning goals andobjectives.
  • You will lead a proactive, high-touch communication plan for all clients.
  • You will provide wealthmanagementsubject matterexpertise.
  • You willparticipatein and attend meetings and functions as assigned.
  • You will create and lead presentations to external and internal COIs on estate planning techniques for ultra-high-net-worth individuals.
  • You will serve as the primary driver of new trust relationships for the market.
  • You will coordinate and assign the team members of new trustrelationshipstransitioning those accounts to those team members.
  • Other duties as assigned.

We'reexcited to talk to you if...

  • YoupossessaBachelor'sdegree.
  • You have10+ years' experience in wealth management for HNW and UHNW clients, or combination of education and experience that provides an equivalent background.
  • You have experience in Complex Trust Administration.
  • You understandBusiness Development & COI Development.
  • YoupossessLeadership Skills.
  • You havea high levelof emotional intelligence.
  • Youdemonstrateexcellent communication and presentation skills.
  • You are an expert on wealth management issues pertinent to UHNW families.
  • Youhave goodrelationship management skills.
  • You have the ability to address client concerns and needs.
  • You demonstrate understanding of investment strategiesutilizedby UHNW clients.
  • Youdemonstrateunderstanding oftaxchallenges of UHNW clients.
  • You show familiarity with wealth management products and estate planning solutions, including trusts and administration, member and manager managed LLCs and Limited Partnerships, and asset management.
  • Youdemonstrateextensive knowledge of Trust and Bank products and services (i.e., investments, insurance, brokerage, private banking, retirement planning).
  • Youhave the ability toidentifyand find solutions for unique assets of UHNW clientincluding,commercial properties, LLCs, oil and gas, alternative energy,ranchand farm properties.

Bonus pointsif...

  • You have one or more of the following credentials: MBA, CFA, CFP, CPA, CTFA, or JD.
  • You have supervisory or team leadership experience.
  • You have5+ years indemonstratedsales position.
  • You are active in community and professional organizations; considered a leader in the community.
  • You have experience drafting complex estate plans for ultra-high-net-worth individuals.

Work Environment

Hybrid. Travel as needed.

Supervision/Management: No direct management responsibilities

*This person could office in IL, IA, MN or WI .*

Compensation Range:

$110,250.00 - $235,810.00

The posted compensation range on this listing represents UMB's standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In addition, this range does not encompass the full earning potential for this role. Please see the description of benefits included with this job posting for additional information

UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary.

Are you ready to be part of something more?
You're more than a means to an end-a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard.

UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to talentacquisition@umb.com to let us know the nature of your request.

If you are a California resident, please visit our Privacy Notice for California Job Candidates to understand how we collect and use your personal information when you apply for employment with UMB.

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