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Wealth Advisor Associate Jobs in Wisconsin (NOW HIRING)

UMB Financial

Wealth Advisor

Milwaukee, WI

$81K - $120K/yr

As the Wealth Advisor , you will lead a highly integrated team-based approach working to ensure the ... UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) ...

UMB Financial

Wealth Advisor

Madison, WI

$81K - $120K/yr

As the Wealth Advisor , you will lead a highly integrated team-based approach working to ensure the ... UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) ...

UMB Financial Corporation

Wealth Advisor

Milwaukee, WI · On-site

$81K - $120K/yr

As the Wealth Advisor , you will lead a highly integrated team-based approach working to ensure the ... UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) ...

Baird

AFAT Advisor Associate

Milwaukee, WI · On-site

Baird's Associate Financial Advice Team (AFAT) is a dedicated financial advisor team focused on delivering a full Wealth Management Experience to Baird Associates and their immediate families. The ...

W3Global Inc.

Financial Advisor

Appleton, WI · Hybrid

$75K - $125K/yr

Hybrid / Remote Job Summary Our client is seeking a Financial Advisor or Associate Advisor to join a growing wealth management and financial planning practice. The ideal candidate should possess ...

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All JobsWealth Advisor Associate JobsWealth Advisor Associate Jobs in Wisconsin

Wealth Advisor Associate information

See Wisconsin salary details

$38.9K

$67.8K

$113.6K

How much do wealth advisor associate jobs pay per year?

As of Jul 28, 2026, the average yearly pay for wealth advisor associate in Wisconsin is $67,785.00, according to ZipRecruiter salary data. Most workers in this role earn between $40,400.00 and $83,300.00 per year, depending on experience, location, and employer.

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

To thrive as a Wealth Advisor Associate, you need a solid understanding of financial planning, investment strategies, and regulatory compliance, often supported by a bachelor's degree in finance or a related field. Familiarity with financial planning software (like eMoney or MoneyGuidePro), CRM systems, and, in some cases, certifications such as Series 7 or 66 licenses are typically required. Strong interpersonal skills, active listening, and the ability to build trust with clients help you stand out in this role. These skills and qualities are essential for effectively managing client portfolios, fostering long-term relationships, and ensuring tailored financial advice.

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

AspectWealth Advisor AssociateFinancial Advisor
CredentialsSeries 7, 66, or 65 licenses; bachelor's degree often preferredSeries 7, 66, or 65 licenses; CFP certification beneficial
Work EnvironmentSupport team in financial firms, assisting senior advisorsClient-facing roles, providing personalized financial planning
Employer & IndustryFinancial services firms, banks, wealth management companiesIndependent or firm-based, financial planning and investment firms

Wealth Advisor Associates typically support senior advisors and focus on client service and administrative tasks, while Financial Advisors directly manage client portfolios and provide comprehensive financial planning. Both roles require similar licenses and often work within the same industry, but their responsibilities and client interaction levels differ.

What are the typical career advancement paths for a Wealth Advisor Associate?

As a Wealth Advisor Associate, you typically begin by supporting senior advisors with client relationship management, financial planning, and investment research. Over time, you may develop your own client portfolio and take on more direct advisory responsibilities. With experience and strong performance, you can progress to roles such as Wealth Advisor, Senior Wealth Advisor, or even team leadership positions. Many firms offer mentorship and training programs to help associates gain industry certifications and advance their careers.

What is a Wealth Advisor Associate?

A Wealth Advisor Associate is a financial professional who supports senior wealth advisors in managing client relationships and developing financial strategies. They assist with tasks such as preparing financial plans, conducting market research, and helping clients with account management. Wealth Advisor Associates often serve as a point of contact for clients and may help with investment recommendations under the supervision of licensed advisors. This role is typically an entry-level or early-career position in wealth management, with opportunities for growth and advancement.
What are the most commonly searched types of Wealth Advisor jobs in Wisconsin? The most popular types of Wealth Advisor jobs in Wisconsin are:
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What job categories do people searching Wealth Advisor Associate jobs in Wisconsin look for? The top searched job categories for Wealth Advisor Associate jobs in Wisconsin are:
What cities in Wisconsin are hiring for Wealth Advisor Associate jobs? Cities in Wisconsin with the most Wealth Advisor Associate job openings:
Wealth Advisor Associate jobs near you
Infographic showing various Wealth Advisor Associate job openings in Wisconsin as of July 2026, with employment types broken down into 87% Full Time, 10% Part Time, and 3% Contract. Highlights an 89% Physical, 4% Hybrid, and 7% Remote job distribution, with an average salary of $67,785 per year, or $32.6 per hour.
Associate Wealth Advisor

Associate Wealth Advisor

Beacon Pointe Advisors LLC

Hudson, WI

$60K - $75K/yr

Full-time

Posted 4 days ago

Job description

Job Description

We are currently seeking qualified candidates to join Beacon Pointe Advisors as an Associate Wealth Advisor in our Hudson, WI office. The ideal candidate will be responsible for assisting in client advisory, investment management, and administrative aspects of client service. This individual will work directly in coordination with Senior Wealth Advisors and a talented team of wealth management professionals dedicated to servicing sophisticated, high net worth individuals and families.

Responsibilities

  • Providing a best-in-class service experience to a select group of clients, wealth advisors and internal associates. This entails frequent communication with clients and internal associates - both verbally and in writing
  • Serving as liaison to firm professionals and clients services associates in the research, review and execution of sensitive and/or high priority investment related tasks
  • Providing direct support to Senior Wealth Advisors in daily aspects of client service, advising, and financial planning
  • Assist with business development efforts
  • Coordinating timely investment process of new client accounts within internal guidelines
  • Responsibility for client data in various internal systems including the firm’s portfolio management database (Tamarac)
  • Developing in depth understanding of portfolio construction and risk management
  • Communicating with separate account managers regarding client service issues
  • Other duties as assigned
  • Additional duties may entail participation in team projects and assisting with initiatives designed to streamline firm policies and procedures.
  • Quarterly travel to Madison, WI as needed

Qualifications

  • Four-year college degree (Bachelor’s degree in Finance, Business or Economics preferred)
  • Professional Financial Designation (CFP®, CFA, or Series 65, or equivalent work experience) preferred
  • 1 - 2+ years of relevant experience working with high-net worth individuals a plus; preferably with a Registered Investment Advisor (RIA), investment management firm or broker/dealer
  • Excellent written and verbal communication skills
  • Strong organizational, analytical, and interpersonal skills
  • Ability to excel in a fast-paced, team environment
  • Proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Office 365, etc.)
  • Resonates with BP Values: Family Oriented, Ambitious, Collaborative, Entrepreneurial, Service

About Beacon Pointe Advisors

Beacon Pointe Advisors is one of the nation’s largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide. Beacon Pointe provides advisory services to a range of clients, including institutions (i.e., endowments, foundations), high-net-worth individuals, and families. Beacon Pointe has been recognized by various industry publications including Forbes, Financial Advisor Magazine, Barron’s, and more. For more information, please visit Awards Disclosures.

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