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Private Client Associate Jobs in Wisconsin (NOW HIRING)

NFP Corp

Associate, Client Service

Madison, WI

$50K - $58K/yr

The Client Service Associate supports advisor teams and clients through account operations ... and private investment subscription documents * Coordinate offboarding client notifications and ...

NFP Corp

Associate, Client Service

Madison, WI · On-site

$50K - $58K/yr

The Client Service Associate supports advisor teams and clients through account operations ... and private investment subscription documents * Coordinate offboarding client notifications and ...

Morgan Stanley

Private Banker

Milwaukee, WI · On-site

Partner with the Associate Private Banker(s) to provide FA and their client(s), Private Banking products/solutions, distribution and service support * Act as the subject matter expert for FA, Branch ...

Morgan Stanley

Private Banker

Milwaukee, WI

Partner with the Associate Private Banker(s) to provide FA and their client(s), Private Banking products/solutions, distribution and service support * Act as the subject matter expert for FA, Branch ...

Sorren, Inc.

Tax Senior Associate

Madison, WI · On-site

$82K - $101K/yr

... private client services. At Sorren, we believe that success is a shared journey. Our culture ... returns Review associates' and interns' tax returns, providing constructive feedback to ensure ...

Sorren, Inc.

Tax Senior Associate

Madison, WI · On-site

$82K - $101K/yr

... private client services. At Sorren, we believe that success is a shared journey. Our culture ... returns Review associates' and interns' tax returns, providing constructive feedback to ensure ...

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Private Client Associate information

What is the role of a client associate?

A private client associate supports financial advisors by managing client accounts, preparing documentation, and assisting with client communications. They often handle administrative tasks, ensure compliance, and use financial software to maintain client records, requiring strong organizational and communication skills.

How much do private client investment associates make?

Private Client Associates typically earn between $60,000 and $120,000 annually, depending on experience, location, and firm size. Compensation may also include bonuses and benefits, especially in financial services environments that value client management and investment knowledge.

What is a CSA at Morgan Stanley's salary?

A Client Service Associate (CSA) at Morgan Stanley typically earns a base salary ranging from $50,000 to $70,000 annually, depending on experience and location. Additional compensation may include bonuses and benefits, with opportunities for advancement in client service and financial knowledge.

How does a Private Client Associate typically collaborate with financial advisors and other team members to serve clients?

Private Client Associates work closely with financial advisors, portfolio managers, and client service teams to ensure a seamless client experience. They often act as a primary point of contact for high-net-worth clients, handling account administration, preparing meeting materials, and responding to client inquiries. Collaboration is key, as they coordinate with other specialists to address complex client needs, such as investment planning or trust services. This team-oriented environment fosters professional development and provides exposure to multiple aspects of wealth management.

What is a Private Client Associate?

A Private Client Associate is a financial professional who works closely with high-net-worth individuals or families to manage their investment portfolios, provide personalized financial advice, and support their overall wealth management needs. They typically assist private client advisors or relationship managers by preparing client presentations, conducting research, and handling account administration. The role requires strong communication, organizational, and analytical skills, as well as a solid understanding of financial markets and products. Private Client Associates play a key role in ensuring clients receive tailored services and a high level of attention.

What are the key skills and qualifications needed to thrive as a Private Client Associate, and why are they important?

To thrive as a Private Client Associate, you need a solid background in finance, investment principles, and client relationship management, typically supported by a bachelor's degree in finance or a related field. Familiarity with portfolio management software, CRM systems, and relevant certifications such as FINRA Series 7 or 66 is highly valuable. Exceptional interpersonal skills, discretion, and attention to detail help build trust and deliver personalized service to high-net-worth clients. These competencies are crucial for maintaining client satisfaction, ensuring compliance, and supporting the firm's reputation and growth.

What does a private client associate do?

A private client associate supports wealth management teams by managing client accounts, preparing financial documents, and assisting with investment transactions. They often communicate with clients, coordinate with advisors, and use financial software to ensure smooth service delivery.
What are popular job titles related to Private Client Associate jobs in Wisconsin? For Private Client Associate jobs in Wisconsin, the most frequently searched job titles are:
What job categories do people searching Private Client Associate jobs in Wisconsin look for? The top searched job categories for Private Client Associate jobs in Wisconsin are:
Private Client Associate jobs near you
Senior Wealth Manager - Private Client Team

Senior Wealth Manager - Private Client Team

Annex Wealth Management

Brookfield, WI • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 6 days ago

Job description

Are you craving a seat where your high-net-worth experience is put to its highest use?
Senior Wealth Manager - Annex Private Client
Do you have experience guiding sophisticated clients through complex financial decisions, delivering advanced planning, and serving as a trusted partner to high-net-worth and ultra-high-net-worth families? Maybe you've supported or helped shape a Private Client or UHNW offering before and are looking for a seat where your expertise directly influences client outcomes. Perhaps you thrive in an environment where collaboration, planning excellence, and long-term relationships drive every decision.
The Senior Wealth Manager, Private Client is a relationship-centered, strategically minded professional who elevates how Annex serves high- and ultra-high-net-worth households. This role blends deep client engagement with advanced planning leadership, ensuring every client receives personalized, sophisticated, and proactive guidance aligned with their goals, values, and long-term vision.
As a senior member of the Private Client team, you will support Annex's mission for delivering exceptional fiduciary care, mentor emerging advisors, and contribute to the continued refinement of our Private Client experience.
What You'll Do
  • Exceptional Client Advisory & Service: Provide high-touch, relationship-driven service as the primary Wealth Manager for existing high-net-worth households, ensuring a seamless and elevated Private Client experience.
  • Strategic Client Relationship Management: Maintain active management of an approved range of HNW households, ensuring sustained loyalty through proactive financial needs management, strategic planning solutions, and anticipatory guidance tailored to complex financial lives.
  • Market Insights & Financial Strategy Development: Stay up to date on market trends, advanced financial strategies, and regulatory changes to provide informed, sophisticated recommendations that support the unique needs of high-net-worth clients.
  • Mentorship & Team Development: Actively mentor Associate Wealth Managers to enhance prospecting, relationship-building, and conversion strategies, modeling the standards expected within a Private Client/HNW environment.
  • Cross-Functional Collaboration & Process Optimization: Partner with internal teams to enhance financial planning, portfolio management, compliance workflows, and the overall Private Client experience. Lead all client needs through seamless collaboration with Associate Wealth Managers and appropriate internal staff.

Requirements
What You'll Need to Succeed
  • Education: Bachelor's degree from an accredited college or university required. Advanced designations such as CFP, CFA, MBA or JD are strongly preferred.
  • Experience: Minimum of 15 years of demonstrated success in wealth management or financial advisory roles working with high net worth or ultra-high net worth clients, and in a leadership or management position leading high-performing teams.
  • Leadership Skills: Proven ability to lead, mentor, and motivate a team of financial wealth managers.
  • Client-Centric Approach: Strong commitment to client service excellence and fiduciary responsibility.
  • Business Acumen: Demonstrated success in client relationship management and service delivery.
  • Communication Skills: Excellent interpersonal and communication skills, with the ability to build strong relationships with clients, wealth managers, and internal partners.
  • Regulatory Knowledge: In-depth understanding of regulatory requirements and compliance in the financial services industry.
  • Emotional Intelligence: Deep empathy for client needs and expectations, while designing thoughtful interactions that feel proactive, personal and in the "Annex Way."
  • Lifelong Learner: Ongoing pursuit of industry and professional education to contribute to better team management and coaching, and client delivery and financial concepts and application.
  • Technology Proficiency: Proficiency in financial planning software (eMoney), CRM systems, and other relevant technology platforms.

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 we do, we'd love to hear from you.
Annex Wealth Management - Know the Difference
Join Our Growing Team at our Headquarters in Brookfield, WI! (On-site gym)!
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 advisory and wealth management firm 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.
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:
  • Medical, Dental, and Vision Insurance
  • 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
  • Parental Leave
  • Opportunities for professional growth and development
  • Holiday & Summer hours
  • Casual Fridays

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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