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Private Client Associate Jobs in Wisconsin (NOW HIRING)

Deloitte

Tax Senior - Private Wealth

Milwaukee, WI · On-site

$80.30K - $99.50K/yr

... client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of transactions to the client. The Team At Deloitte Tax LLP, our Private Wealth ...

Morgan Dar

Associate Dentist

Watertown, WI

$225K/yr

... our client, a well-established private dental practice group in Wisconsin, seeking two General ... Associates in this role have historically earned approximately $225,000+ annually after bonuses.

New

Raybrexdentalrecruiting

Associate Dentist

Green Bay, WI

$160K - $210K/yr

Raybrex Dental Recruiting Raybrex Dental Recruiting is seeking a highly skilled and motivated Associate Dentist to join our private practice client. This is a full-time, permanent position with ...

DEWITT LLP

Associate Attorney

Madison, WI

The ideal candidate is a motivated attorney who thrives in a collaborative, client-focused ... Eagerness to be exposure to private equity, ESOPs, or international transactions * Business-minded ...

W3Global Inc.

Associate Veterinarian

Hortonville, WI

$100K - $130K/yr

Small Animal Private Practice Compensation & Benefits Salary: * $100,000 - $130,000 based on ... Maintain high-quality patient care and client communication Caseload: * Approximately 12-18 ...

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$26.5K

$47.6K

$86.7K

How much do private client associate jobs pay per year?

As of May 29, 2026, the average yearly pay for private client associate in Wisconsin is $47,565.00, according to ZipRecruiter salary data. Most workers in this role earn between $32,872.00 and $60,266.00 per year, depending on experience, location, and employer.

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.

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 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
Tax Senior - Private Wealth

Tax Senior - Private Wealth

Deloitte

Milwaukee, WI • On-site

$80.30K - $99.50K/yr

Other

Posted 9 days ago

Deloitte rating

8.1

Company rating: 8.1 out of 10

Based on 86 frontline employees who took The Breakroom Quiz

59th of 138 rated financial services

Job description

Are you a leader and strategic thinker with extensive first-hand knowledge across multiple areas of taxation? Do you excel at delivering compliance and consulting services to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns, while providing solutions to complex tax issues? Do you not only know what AGI & DNI are but actually get excited about them? If you answered "Yes!" to these questions, we need to talk about a career with Deloitte's growing Private Wealth practice!

Recruiting for this role ends on May 31, 2026.

What You'll Do

As a Tax Senior in our Private Wealth Tax practice, you will perform high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers and tax returns, as well prepare for and assist in client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of transactions to the client.

The Team

At Deloitte Tax LLP, our Private Wealth team focuses on the specialized needs of the ultra-affluent, including families with multigenerational wealth, entrepreneurs, family offices, and closely-held business owners. We provide comprehensive, independent, and objective wealth transfer planning advice, and help clients make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable giving during their lifetime and through estate planning. Learn more about Deloitte Private Wealth Tax Services.

Qualifications


Required:

  • Ability to perform job responsibilities within a hybrid work model that requires US Tax professionals to co-locate in person 2 - 3 days per week
  • 3+ years' experience providing tax planning services or preparing and reviewing client work papers and income tax returns
  • Limited immigration sponsorship may be available
  • Bachelor's degree in accounting, finance, or other business-related field
  • Experience reviewing trust documents
  • Excellent technology (i.e., Microsoft Excel and compliance software), research, and writing skills
  • Ability to travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve
  • One of the following active accreditations obtained, in process, or willing and able to obtain:
    • Licensed CPA in state of practice/primary office if eligible to sit for the CPA
    • If not CPA eligible:
      • Licensed attorney
      • Enrolled Agent
      • Certifications:
        • Chartered Financial Advisor (CFA)
        • Certified Financial Planner (CFP)

Preferred

  • Advanced degree such as MST, JD, or LLM
  • Prior Big 4 experience
  • Strong communication, interpersonal, and organizational skills
  • Strong analytical and communication skills; and able to articulate conclusions, planning opportunities, and risks identified through research projects
The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $66,570 to $151,580.

You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.

Information for applicants with a need for accommodation: 

https://www2.deloitte.com/us/en/pages/careers/articles/join-deloitte-assistance-for-disabled-applicants.html

btstax
Qualifications:

Are you a leader and strategic thinker with extensive first-hand knowledge across multiple areas of taxation? Do you excel at delivering compliance and consulting services to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns, while providing solutions to complex tax issues? Do you not only know what AGI & DNI are but actually get excited about them? If you answered "Yes!" to these questions, we need to talk about a career with Deloitte's growing Private Wealth practice!

Recruiting for this role ends on May 31, 2026.

What You'll Do

As a Tax Senior in our Private Wealth Tax practice, you will perform high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers and tax returns, as well prepare for and assist in client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of transactions to the client.

The Team

At Deloitte Tax LLP, our Private Wealth team focuses on the specialized needs of the ultra-affluent, including families with multigenerational wealth, entrepreneurs, family offices, and closely-held business owners. We provide comprehensive, independent, and objective wealth transfer planning advice, and help clients make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable giving during their lifetime and through estate planning. Learn more about Deloitte Private Wealth Tax Services.

Qualifications


Required:

  • Ability to perform job responsibilities within a hybrid work model that requires US Tax professionals to co-locate in person 2 - 3 days per week
  • 3+ years' experience providing tax planning services or preparing and reviewing client work papers and income tax returns
  • Limited immigration sponsorship may be available
  • Bachelor's degree in accounting, finance, or other business-related field
  • Experience reviewing trust documents
  • Excellent technology (i.e., Microsoft Excel and compliance software), research, and writing skills
  • Ability to travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve
  • One of the following active accreditations obtained, in process, or willing and able to obtain:
    • Licensed CPA in state of practice/primary office if eligible to sit for the CPA
    • If not CPA eligible:
      • Licensed attorney
      • Enrolled Agent
      • Certifications:
        • Chartered Financial Advisor (CFA)
        • Certified Financial Planner (CFP)

Preferred

  • Advanced degree such as MST, JD, or LLM
  • Prior Big 4 experience
  • Strong communication, interpersonal, and organizational skills
  • Strong analytical and communication skills; and able to articulate conclusions, planning opportunities, and risks identified through research projects
The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $66,570 to $151,580.

You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.

Information for applicants with a need for accommodation: 

https://www2.deloitte.com/us/en/pages/careers/articles/join-deloitte-assistance-for-disabled-applicants.html

btstax
Education:Bachelor's DegreeEmployment Type:

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