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Wealth Assistant Jobs in Madison, WI (NOW HIRING)

Wealth Enhancement Group

Financial Advisor

Oregon, WI · On-site

$90 - $110/hr

Wealth Enhancement may use artificial intelligence (AI) tools to assist in the initial screening of resumes. All AI-supported evaluations are reviewed by our recruitment team to ensure accuracy and ...

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Wealth Enhancement Group, LLC

Financial Advisor

Oregon, WI · On-site

$90 - $110/hr

Manage client relationships and assist senior advisors with management of complex clients to the ... Participate in Wealth Enhancement Group trainings, educational events, coaching programs, and ...

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Road Ranger LLC

1st Assistant Manager

Cottage Grove, WI · On-site

$16 - $18/hr

... their health and wealth, such as: * Health, Dental, & Vision Insurance * Weekly Pay * Bonus ... The First Assistant Manager, in the absence of the General Manager, will be responsible for the ...

Road Ranger LLC

1st Assistant Manager

Cottage Grove, WI · On-site

$16 - $18/hr

... their health and wealth, such as: * Health, Dental, & Vision Insurance * Weekly Pay * Bonus ... The First Assistant Manager, in the absence of the General Manager, will be responsible for the ...

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See Madison, WI salary details

$9

$29

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How much do wealth assistant jobs pay per hour?

As of Sep 2, 2026, the average hourly pay for wealth assistant in Madison, WI is $29.09, according to ZipRecruiter salary data. Most workers in this role earn between $16.57 and $34.08 per hour, depending on experience, location, and employer.

What is a wealth assistant?

A Wealth Assistant supports financial advisors or wealth managers in managing client accounts, financial planning, and administrative tasks. They help with investment research, preparing reports, and ensuring clients receive excellent service. This role requires strong organizational and communication skills, as well as a solid understanding of financial principles. Wealth Assistants play a key role in maintaining client relationships and ensuring smooth day-to-day operations in a financial advisory or wealth management firm.

What does a wealth assistant do?

A typical day for a Wealth Assistant involves supporting wealth advisors by preparing client reports, handling account documentation, scheduling meetings, and responding to client inquiries. Wealth Assistants collaborate closely with both advisors and clients, often acting as a liaison to ensure smooth communication and efficient service delivery. They may also assist with portfolio updates, client onboarding, and maintaining compliance records. This role requires frequent teamwork with internal staff as well as direct communication with clients, making relationship management and organizational skills particularly important. As a Wealth Assistant, you'll play a crucial part in ensuring a positive client experience and the smooth operation of the wealth management team.

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

To thrive as a Wealth Assistant, you need a strong grasp of financial principles, account management, and client service, often supported by a degree in finance, business, or a related field. Familiarity with financial planning software, portfolio management systems, and relevant certifications such as the Series 65 or Certified Financial Planner (CFP) is advantageous. Attention to detail, discretion, organizational skills, and proactive communication help candidates excel in this client-facing support role. Mastery of these skills ensures efficient support for wealth managers, accurate handling of client assets, and the ability to build lasting client relationships.

What are the most commonly searched types of Wealth jobs in Madison, WI?

The most popular types of Wealth jobs in Madison, WI are:

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

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Wealth Assistant jobs near you
Infographic showing various Wealth Assistant job openings in Madison, WI as of August 2026, with employment types broken down into 100% Full Time. Highlights an 50% In-person, and 50% Hybrid job distribution, with an average salary of $60,512 per year, or $29.1 per hour.

Senior Wealth Advisor, Wealth Management

Choreo

Madison, WI • On-site

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted 27 days ago

Job description

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 financial planning to translate wealth into fulfillment. With over 200 employees and 40+ locations across the country, we are here to serve our clients beyond what is expected.
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

Employee Benefits
At Choreo, we provide a holistic, total reward offering to empower our teams in their professional and personal lives. We seek to provide employees with benefits that place an emphasis on health, happiness, and financial security. Here is what we offer:
  • Competitive salary and bonus plan
  • Competitive medical, dental, and vision plans
  • Basic life and disability coverage
  • 401(k) matching program
  • Financial support for approved designations and courses
  • Technical, leadership, sales training opportunities
  • Unlimited, discretionary time off
  • Paid parental leave

Choreo is an equal opportunity employer. We are committed to fostering, cultivating, and preserving a culture of diversity, equity, and inclusion.

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