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Wealth Advisor Assistant Jobs in Wisconsin (NOW HIRING)

Sikich

Lead Wealth Advisor

Brookfield, WI · On-site

$131K - $161K/yr

Lead Wealth Advisor (Milwaukee, WI - Hybrid) What to expect when you join Sikich Team members at ... guidance. * Assist the Team with on-boarding new clients. * Develop or leverage specialized ...

Sikich

Lead Wealth Advisor

Brookfield, WI · On-site

$131K - $161K/yr

Description Lead Wealth Advisor (Milwaukee, WI - Hybrid) What to expect when you join Sikich Team ... guidance. * Assist the Team with on-boarding new clients. * Develop or leverage specialized ...

Sikich

Lead Wealth Advisor

Brookfield, WI · On-site

Lead Wealth Advisor (Milwaukee, WI - Hybrid) What to expect when you join Sikich Team members at ... guidance. * Assist the Team with on-boarding new clients. * Develop or leverage specialized ...

Aon

SVP, Advisor

Appleton, WI · On-site

$204K - $347K/yr

We are a newly independent wealth management firm, with approximately $500 million in revenue ... ). * Assist with the development of client financial plans using financial planning software and ...

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Wealth Advisor Assistant information

See Wisconsin salary details

$28.8K

$54.8K

$91.9K

How much do wealth advisor assistant jobs pay per year?

As of Aug 28, 2026, the average yearly pay for wealth advisor assistant in Wisconsin is $54,752.00, according to ZipRecruiter salary data. Most workers in this role earn between $41,400.00 and $63,600.00 per year, depending on experience, location, and employer.

What is a wealth advisor assistant?

Wealth Advisor Assistants are professionals who support wealth advisors or financial planners in delivering financial services to clients. Their responsibilities typically include administrative tasks, preparing client documents, scheduling meetings, conducting research, and helping with client communications. They play a vital role in ensuring that the wealth management process runs smoothly and efficiently, allowing wealth advisors to focus more on client relationships and strategic planning. Wealth Advisor Assistants often possess strong organizational skills, attention to detail, and a basic understanding of financial concepts.

What are the day-to-day responsibilities of a wealth advisor assistant?

Wealth Advisor Assistants typically handle a variety of tasks including preparing client meeting materials, managing account paperwork, scheduling appointments, and responding to client inquiries. They play a crucial role in maintaining accurate records, processing transactions, and ensuring compliance with industry regulations. By managing these administrative and operational tasks, they free up Wealth Advisors to focus more on client relationships and financial planning. Additionally, assistants often collaborate closely with advisors and other support staff, fostering a team-oriented environment.

What skills and qualifications are needed to thrive as a wealth advisor assistant?

To thrive as a Wealth Advisor Assistant, you need strong organizational skills, attention to detail, and a solid understanding of financial products and services, often supported by a degree in finance or a related field. Familiarity with CRM systems, portfolio management software, and financial planning tools is typically required, along with FINRA Series 7 or 66 certifications in some firms. Exceptional communication, discretion, and client service skills help build trust and facilitate smooth interactions with clients and advisors. These skills are essential for ensuring accurate account management, effective client support, and maintaining the professional reputation of the advisory team.

What is the difference between Wealth Advisor Assistant vs Financial Advisor Assistant?

AspectWealth Advisor AssistantFinancial Advisor Assistant
CertificationsTypically requires FINRA Series 7 or 66, CFP certification preferredSimilar certifications, often the same as Wealth Advisor Assistant
Work EnvironmentSupports wealth management teams, high-net-worth client focusSupports financial planners, broad client base
Industry UsageCommon in private banking and wealth management firmsUsed across financial planning and investment firms
Job ResponsibilitiesAssists with portfolio management, client communication, and researchSupports financial planning, client meetings, and documentation

Both roles involve supporting financial professionals, but Wealth Advisor Assistants typically focus on high-net-worth clients and wealth management tasks, while Financial Advisor Assistants may work with a broader client base. The certifications and work environment are quite similar, making these roles closely related in the financial industry.

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

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

What cities in Wisconsin are hiring for Wealth Advisor Assistant jobs?

Cities in Wisconsin with the most Wealth Advisor Assistant job openings:

Wealth Advisor Assistant jobs near you
Infographic showing various Wealth Advisor Assistant job openings in Wisconsin as of August 2026, with employment types broken down into 91% Full Time, and 9% Part Time. Highlights an 85% In-person, and 15% Hybrid job distribution, with an average salary of $54,752 per year, or $26.3 per hour.

Senior Wealth Advisor, Wealth Management

Madison, WI

Choreo
Finance and Insurance • 51 - 200 employees
Learn more about Choreoexternal

Full-time

Re-posted 23 days ago

Job description

Our Madison, WI office is seeking an Associate Director, Wealth Management to assist clients, wealth advisors, and other team members in various roles to serve a client base consisting of high-net-worth families and business owners.  In this role, you will become familiar with multiple aspects of the wealth management practice, including operations, investment management, case development, the client service model, and new business acquisition.  

Primary Responsibilities: 

  • Serve on the client service team to assist in managing client relationships.
  • Involvement in client and prospect meetings as well as networking opportunities.
  • Develop competency with our eMoney financial planning software to assist in developing financial plans.
  • Responsible for preparing investment (portfolio) analysis and financial-related projects as needed.
  • Develop competency in our CRM, manage workflows and related documentation requirements.
  • Facilitate best practices and assist in monitoring and satisfying compliance requirements. 

Basic Qualifications: 

  • Undergraduate Degree, preferably in a business-related field
  • Minimum 7 years in the Wealth Management/Financial Services industry
  • Experience with Schwab Institutional, eMoney Advisor, Black Diamond, and other financial planning software tools, including CRM systems
  • Excellent verbal and written communication skills for working with prospects, clients, and team members
  • Ability to work efficiently, effectively, and independently to see projects through to conclusion
  • Excellent organizational skills with the ability to prioritize multiple tasks, projects, and assignments
  • Basic knowledge of income taxes and effects of portfolio transactions on income taxes
  • Active series 65 license; CFP highly preferred 

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