ZipRecruiter

Log In

1

Wealth Advisor Jobs in Wisconsin (NOW HIRING)

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 client's priorities are at the center of every action. The Sr. Wealth Advisor works closely with ...

UMB Financial

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 client's priorities are at the center of every action. The Sr. Wealth Advisor works closely with ...

UMB Financial

Wealth Advisor

Madison, WI · On-site

$81K - $120K/yr

As the Wealth Advisor , you will lead a highly integrated team-based approach working to ensure the client's priorities are at the center of every action. The Sr. Wealth Advisor works closely with ...

Old National Bank

Private Wealth Advisor II

Milwaukee, WI · On-site

  • Medical

  • Dental

  • Vision

  • Retirement

Private Wealth Advisor II Job Locations US-WI-Milwaukee Category/Function Trust/Wealth Management Position Type Regular Full-Time Requisition ID 2024-14694 Workplace Type On Site Overview Old ...

Choreo

Senior Wealth Advisor, Wealth Management

Madison, WI · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

Choreo is a wealth management firm built on an interconnected network of financial advisors with a shared vision servicing entrepreneurs, CPAs, and individuals with a forward-thinking approach to ...

Sikich

Lead Wealth Advisor

Brookfield, WI · On-site

$131K - $161K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Lead Wealth Advisor (Milwaukee, WI - Hybrid) What to expect when you join Sikich Team members at Sikich have a lot in common while also being part of a rich and varied group of contributors, creating ...

Sikich

Lead Wealth Advisor

Brookfield, WI · On-site

$131K - $161K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Description Lead Wealth Advisor (Milwaukee, WI - Hybrid) What to expect when you join Sikich Team members at Sikich have a lot in common while also being part of a rich and varied group of ...

Sikich

Lead Wealth Advisor

Brookfield, WI · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Lead Wealth Advisor ( Milwaukee, WI - Hybrid) What to expect when you join Sikich Team members at Sikich have a lot in common while also being part of a rich and varied group of contributors ...

Old National Bank

Private Wealth Advisor II

Milwaukee, WI · On-site

  • Medical

  • Dental

  • Vision

  • Retirement

Wealth Advisors work as part of a Team of specialists within the Wealth Group, and are responsible for engaging other specialists, including Private Bankers, Trust Officers, Fixed Income Team, RPS ...

Old National Bank

Private Wealth Advisor II

Milwaukee, WI · On-site

  • Medical

  • Dental

  • Vision

  • Retirement

Wealth Advisors work as part of a Team of specialists within the Wealth Group, and are responsible for engaging other specialists, including Private Bankers, Trust Officers, Fixed Income Team, RPS ...

U.S. Bank

PWM Private Wealth Advisor

Madison, WI · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Our teams advise clients holistically on wealth and estate planning, investments, banking, credit, insurance, charitable giving, and fiduciary administration. In addition, PWM has specialized ...

next page

Showing results 1-20

All JobsWealth Advisor JobsWealth Advisor Jobs in Wisconsin

Wealth Advisor information

See Wisconsin salary details

$47.4K

$104K

$149.9K

How much do wealth advisor jobs pay per year?

As of Aug 17, 2026, the average yearly pay for wealth advisor in Wisconsin is $104,044.00, according to ZipRecruiter salary data. Most workers in this role earn between $84,300.00 and $124,700.00 per year, depending on experience, location, and employer.

What qualifications do you need to be a wealth advisor?

To become a wealth advisor, candidates typically need a bachelor's degree in finance, economics, or a related field. Professional certifications such as the Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) are highly valued and often required by employers. Strong analytical skills, knowledge of financial planning tools, and compliance with industry regulations are also important.

What is the difference between Wealth Advisor vs Financial Planner?

AspectWealth AdvisorFinancial Planner
CertificationsCFP, CFA, or similarCFP, ChFC, or similar
Work EnvironmentPrivate banks, wealth management firms, independent practiceIndependent, advisory firms, or financial planning firms
Primary FocusManaging high-net-worth clients' investments and assetsComprehensive financial planning including retirement, estate, and tax strategies
Client InteractionInvestment management and personalized wealth strategiesHolistic financial advice covering all financial aspects

While both Wealth Advisors and Financial Planners provide financial guidance, Wealth Advisors primarily focus on investment management and wealth preservation for high-net-worth clients. Financial Planners offer broader financial planning services, including retirement, estate, and tax planning. The roles often overlap, but the main distinction lies in the scope of services and client focus.

What are some common challenges wealth advisors face when building and maintaining client relationships?

Wealth Advisors often encounter challenges such as understanding diverse client goals, managing expectations during market volatility, and establishing trust with new clients. Regular communication and personalized financial planning are key to overcoming these hurdles. Additionally, staying up-to-date with regulatory changes and investment products helps advisors provide relevant advice and maintain long-term client satisfaction.

What are the key skills and qualifications needed to thrive as a wealth advisor, and why are they important?

To thrive as a Wealth Advisor, you need a solid understanding of financial planning, investment strategies, and regulatory compliance, typically supported by a bachelor's degree in finance or a related field. Familiarity with financial analysis software, portfolio management tools, and certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst) is highly beneficial. Exceptional interpersonal skills, trustworthiness, and strong communication abilities set top advisors apart. These skills are crucial for building client relationships, providing tailored financial solutions, and ensuring long-term client satisfaction and retention.

What do you do as a wealth advisor?

A wealth advisor helps clients manage their financial assets by providing investment advice, estate planning, and financial strategies. They analyze clients' financial situations, develop personalized plans, and often hold certifications such as CFP or CFA to ensure expertise. The role involves regular client meetings and staying informed about market trends and financial products.

How much does a wealth advisor earn?

A wealth advisor's average annual salary typically ranges from $70,000 to $150,000, depending on experience, location, and client base. Many advisors also earn commissions or bonuses based on assets under management and performance.

What is a wealth advisor?

A wealth advisor is a financial professional who provides comprehensive advice on managing and growing an individual’s or family’s wealth. They offer services such as investment management, estate planning, tax strategies, retirement planning, and risk management. Wealth advisors typically work with high-net-worth clients to create personalized financial plans tailored to their unique goals and needs. Their role often involves coordinating with other financial specialists, such as accountants and attorneys, to deliver holistic financial guidance.

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 are popular job titles related to Wealth Advisor jobs in Wisconsin?

For Wealth Advisor jobs in Wisconsin, the most frequently searched job titles are:

What job categories do people searching Wealth Advisor jobs in Wisconsin look for?

The top searched job categories for Wealth Advisor jobs in Wisconsin are:

What are popular job titles related to Wealth Advisor jobs in WI?

For Wealth Advisor jobs in WI, the most frequently searched job titles are:

Wealth Advisor jobs near you
Infographic showing various Wealth Advisor job openings in Wisconsin as of August 2026, with employment types broken down into 87% Full Time, 11% Part Time, and 2% Contract. Highlights an 85% Physical, 5% Hybrid, and 10% Remote job distribution, with an average salary of $104,044 per year, or $50 per hour.

Wealth Advisor

UMB Financial Corporation

Milwaukee, WI • On-site

$81K - $120K/yr

Full-time

Re-posted 7 days ago

Job description

The Private Wealth Management team serves to manage, protect and grow. As a fiduciary, we deliver financial outcomes for our clients through team-based advice. We collaborate on holistic and personalized financial plans that turn goals into reality and provides peace of mind. This is one of the many reasons why our clients trust us. We get to know them - we know who they are, what is important to them and why. At UMB Private Wealth Management, your story is our focus.
As the Wealth Advisor, you will lead a highly integrated team-based approach working to ensure the client's priorities are at the center of every action. The Sr. Wealth Advisor works closely with the Financial Planner, Private Banker, Portfolio Manager, Trust Advisor and Service Administrator to build the wealth strategy that aligns with the client's objectives. This role is hybrid (Tues/Wed/Thur on-site).
How you'll spend your time:
  • Deliver financial advice to a limited number of clients.
  • Support resource to other wealth advisors on team, providing leverage to execute on client advice strategies.
  • Support the delivery of comprehensive advice and customized wealth management services to clients within the practice.
  • Develop a deep understanding of the financial planning process with clients.
  • Deliver wealth, financial planning, insurance, investment, and estate planning advice to clients, as assigned.
  • Partner with Private Banking team to deliver clients lending, credit, and banking advice.
  • Proactively understand and act upon trends, attrition risks, and opportunities with clients and prospects.
  • Adopt new platforms and technologies to drive operational efficiency and enhance the client experience.
  • Ensure all minimum standards of care are met across all client relationships assigned.
  • Other duties as assigned.

We're excited to talk to you if:
  • You possess a bachelor's degree in relevant field or combination of education and experience that provides and equivalent background.
  • Must have, or possess ability to obtain, the Series 65 registration within 120 days of employment
  • You are systems thinking and complex problem solving.
  • You are highly organized and can effectively multi-task.
  • You are a professional communicator with interpersonal skills.
  • You excel at written communication and presentation skills.
  • You have a high level of emotional intelligence which allow you the ability to read situations accurately and be empathic.
  • You are a culture carrier and great teammate.
  • You are proficient in the Microsoft Office Suite (Word, Excel, PowerPoint, SharePoint).

Bonus points if:
  • You have applicable experience within financial services.
  • You are effective in personal networking.
  • You possess sales skills with acumen to close new business.
  • You have experience with financial planning.
  • You have proficiency in Salesforce CRM software, and familiarity in other front office software used by wealth advisors such as eMoney client portal and financial planning software.
  • You demonstrate proficiency in UMB custody and clearing platforms such as SEI and Fidelity Wealthscape.
  • You have working knowledge of Workday, Peoplesoft, Archer, Skillport and Hyperion.
This position was posted on 07/15/2026. The application deadline for this position is 45 days from the posting date unless filled earlier.
Compensation Range:
$81,864 - $120,406
The posted compensation range on this listing represents UMB's good faith and reasonable estimate based on its budget and what it expects to be the starting pay for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. 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.
#LI-CH1

Apply