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Wealth Associate Jobs in Wisconsin (NOW HIRING)

UMB Financial

Wealth Advisor

Milwaukee, WI

$81K - $120K/yr

The Private Wealth Management team serves to manage, protect and grow. As a fiduciary, we deliver ... 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

The Private Wealth Management team serves to manage, protect and grow. As a fiduciary, we deliver ... 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

The Private Wealth Management team serves to manage, protect and grow. As a fiduciary, we deliver ... UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) ...

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$33

How much do wealth associate jobs pay per hour?

As of Aug 25, 2026, the average hourly pay for wealth associate in Wisconsin is $20.05, according to ZipRecruiter salary data. Most workers in this role earn between $15.05 and $20.87 per hour, depending on experience, location, and employer.

What does a wealth associate do?

A Wealth Associate supports financial advisors and wealth management teams in serving clients' investment and financial planning needs. Their responsibilities often include preparing client reports, assisting with account administration, researching investment options, and ensuring compliance with regulatory requirements. Wealth Associates also help facilitate client communications and may participate in developing financial strategies under the guidance of senior advisors. They play a critical role in delivering high-quality service and enhancing the client experience within wealth management firms.

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

To thrive as a Wealth Associate, you need a solid understanding of financial products, investment strategies, and regulatory compliance, often supported by a degree in finance or economics and relevant certifications such as FINRA Series 7 and 66. Proficiency in portfolio management software, CRM systems, and financial planning tools is typically required. Strong interpersonal skills, attention to detail, and a client-focused mindset distinguish top performers in this role. These skills and qualities are essential for building trust, managing client portfolios effectively, and ensuring compliance in a highly regulated industry.

What are the typical growth opportunities for a wealth associate within a financial advisory firm?

Wealth Associates often start by supporting senior advisors with client management, financial planning, and administrative tasks. As they gain experience and demonstrate strong client relationship skills, they may progress to roles such as Associate Wealth Advisor or Wealth Advisor, eventually managing their own client portfolios. Many firms also offer structured training, mentorship, and licensing support to help Wealth Associates advance. Career growth is typically linked to developing technical expertise, building trust with clients, and contributing to the firm's overall success.

What is the difference between Wealth Associate vs Financial Advisor?

AspectWealth AssociateFinancial Advisor
CredentialsTypically requires a bachelor's degree; certifications like Series 7 or 66 are commonOften requires a bachelor's degree; certifications such as CFP, Series 7, or 66 are standard
Work EnvironmentWorks in financial firms, supporting senior staff and client service teamsWorks directly with clients to provide financial planning and investment advice
Employer & Industry UsageUsed by wealth management firms, banks, and financial institutionsUsed across independent firms, banks, and advisory practices

While both roles involve finance and client interaction, a Wealth Associate typically supports senior staff and handles administrative tasks, whereas a Financial Advisor works directly with clients to develop personalized financial plans and investment strategies.

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

The most popular types of Wealth jobs in Wisconsin are:

Wealth Associate jobs near you
Infographic showing various Wealth Associate job openings in Wisconsin as of August 2026, with employment types broken down into 1% As Needed, 72% Full Time, 25% Part Time, 1% Temporary, and 1% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $41,713 per year, or $20.1 per hour.

Wealth Associate Relationship Manager

Milwaukee, WI • On-site

Johnson Financial Group

8.8

Company rating: 8.8 out of 10

Based on 5 frontline employees who took The Breakroom Quiz

Good employer

Learn more about Johnson Financial Groupexternal

Full-time

Re-posted 11 days ago

Job description

Overview
Are you a paraplanner, wealth assistant or client service professional ready to take the next step toward becoming a Wealth Advisor? Johnson Financial Group is looking for a Wealth Associate Relationship Manager to join our Wealth team in a developmental, transitional role designed to build your advisory skills.
At JFG, you'll be part of a privately owned, Wisconsin-based financial services company with a long-term mindset, strong community roots and a culture that values relationships, development and doing what is right for clients. This is a great opportunity for someone with at least two years of wealth support, paraplanning or similar experience who wants hands-on exposure, mentorship and a clear path toward an advisory career.
What You'll Do:
  • Partner closely with Wealth Advisors and Relationship Managers to learn the business, support client relationships and prepare for long-term growth into an advisory role.
  • Shadow and participate in client meetings, prospect conversations, planning discussions and relationship reviews.
  • Actively participate in business development efforts, including client acquisition strategies, prospect follow-up and relationship-building with centers of influence.
  • Support financial planning work, including reviewing, preparing and updating client-based plans, financial and estate planning primers, estate planning attorney searches, goal reviews and planning-related follow-up.
  • Build relationships with internal business partners across banking, lending, trust, estate planning and investments to better support clients and expand your professional network.
  • Assist Client Service Specialists with client service activities, client calls and service-related requests while learning the full client service process.
  • Attend to special client needs, including cash requirements and reserves, tax planning and distribution analysis.
  • Develop a strong understanding of JFG products, services, processes and risk management expectations while building confidence as a future Wealth Advisor.

What We're Looking For:
  • Bachelor's degree with two or more years of experience working with affluent clientele; a combination of relevant education and experience will be considered.
  • Commitment to pursuing CFP designation.
  • Strong communication, organization, follow-through and relationship-building skills.
  • Foundational knowledge of financial planning, investments and wealth management concepts.
  • Series 65 required or ability to obtain within six months.

Come as you are.
Our culture embraces diversity, equity, & inclusion; one where everyone feels valued and heard. For more information on JFG's culture and diversity efforts, including our employee resource groups, please visit the Diversity section of our career website.

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