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Wealth Associate Jobs in Sheboygan, WI (NOW HIRING)

Family Dollar

Customer Service Associate I

Kiel, WI · On-site

$14.75 - $20.50/hr

Customer Service Associate We're seeking a Customer Service Associate to join our team and deliver ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Dollar Tree

Customer Service Associate I

Plymouth, WI · On-site

$14.50 - $20/hr

We're seeking a Customer Service Associate to join our team and deliver a great shopping experience ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Dollar Tree

Customer Service Associate I

Manitowoc, WI · On-site

$14 - $19.25/hr

We're seeking a Customer Service Associate to join our team and deliver a great shopping experience ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Dollartree

Customer Service Associate I

Sheboygan, WI · On-site

$14.50 - $20/hr

We're seeking a Customer Service Associate to join our team and deliver a great shopping experience ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Dollartree

Customer Service Associate I

Sheboygan, WI · On-site

$14.50 - $20/hr

We're seeking a Customer Service Associate to join our team and deliver a great shopping experience ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Dollar Tree

Customer Service Associate I

Port Washington, WI · On-site

$13.75 - $19/hr

We're seeking a Customer Service Associate to join our team and deliver a great shopping experience ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Dollartree

Customer Service Associate I

Port Washington, WI · On-site

$13.75 - $19/hr

We're seeking a Customer Service Associate to join our team and deliver a great shopping experience ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Dollar Tree

Customer Service Associate I

Manitowoc, WI · On-site

$14 - $19.25/hr

We're seeking a Customer Service Associate to join our team and deliver a great shopping experience ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Dollartree

Customer Service Associate I

Manitowoc, WI

$14 - $19.25/hr

We're seeking a Customer Service Associate to join our team and deliver a great shopping experience ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Dollartree

Customer Service Associate I

Sheboygan Falls, WI · On-site

$15 - $20.75/hr

We're seeking a Customer Service Associate to join our team and deliver a great shopping experience ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Dollartree

Customer Service Associate I

Manitowoc, WI

$14 - $19.25/hr

We're seeking a Customer Service Associate to join our team and deliver a great shopping experience ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Dollartree

Customer Service Associate I

Plymouth, WI · On-site

$14.50 - $20/hr

We're seeking a Customer Service Associate to join our team and deliver a great shopping experience ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Dollar Tree

Customer Service Associate I

Manitowoc, WI · On-site

$14 - $19.25/hr

We're seeking a Customer Service Associate to join our team and deliver a great shopping experience ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Dollar Tree

Customer Service Associate I

Sheboygan Falls, WI · On-site

$15 - $20.75/hr

We're seeking a Customer Service Associate to join our team and deliver a great shopping experience ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Dollar Tree

Customer Service Associate I

Kiel, WI · On-site

$14.75 - $20.50/hr

We're seeking a Customer Service Associate to join our team and deliver a great shopping experience ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Dollar Tree

Customer Service Associate I

Sheboygan, WI · On-site

$14.50 - $20/hr

We're seeking a Customer Service Associate to join our team and deliver a great shopping experience ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Dollartree

Customer Service Associate I

New Holstein, WI

$14.75 - $20.50/hr

We're seeking a Customer Service Associate to join our team and deliver a great shopping experience ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Dollar Tree

Customer Service Associate I

Sheboygan, WI · On-site

$14.50 - $20/hr

We're seeking a Customer Service Associate to join our team and deliver a great shopping experience ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Dollartree

Customer Service Associate I

Sheboygan, WI

$14.50 - $20/hr

We're seeking a Customer Service Associate to join our team and deliver a great shopping experience ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Dollar Tree

Customer Service Associate I

New Holstein, WI · On-site

$14.75 - $20.50/hr

We're seeking a Customer Service Associate to join our team and deliver a great shopping experience ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

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All JobsWealth Associate JobsWealth Associate Jobs in Sheboygan, WI

Wealth Associate information

See Sheboygan, WI salary details

$10

$19

$33

How much do wealth associate jobs pay per hour?

As of Aug 3, 2026, the average hourly pay for wealth associate in Sheboygan, WI is $19.80, according to ZipRecruiter salary data. Most workers in this role earn between $14.86 and $20.62 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 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 key skills and qualifications needed to thrive as a Wealth Associate, and why are they important?

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.
Wealth Associate jobs near you
Infographic showing various Wealth Associate job openings in Sheboygan, WI as of July 2026, with employment types broken down into 1% As Needed, 68% Full Time, 27% Part Time, 1% Temporary, and 3% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $41,185 per year, or $19.8 per hour.

Customer Service Associate I

Family Dollar

Kiel, WI • On-site

$14.75 - $20.50/hr

Other

Medical, Dental, Vision, Retirement

Re-posted 23 days ago

Family Dollar rating

4.3

Company rating: 4.3 out of 10

Based on 1,144 frontline employees who took The Breakroom Quiz

691st of 729 rated retailers

Job description

Customer Service Associate

We're seeking a Customer Service Associate to join our team and deliver a great shopping experience for every customer. Duties include, but are not limited to, the following:

  • Assist customers with questions and recommendations
  • Manage sales transactions while working assigned cash register
  • Maintain security of cash and protect company assets
  • Keep the store well-stocked, and recover merchandise
  • Receive merchandise and help with unloading trucks, stock replenishment in accordance with productivity standards
  • Ensure a positive, safe, and respectful environment while maintaining professional and friendly interactions with customers, associates, and leaders
  • Responsible for maintaining the cleanliness throughout the store, including cleaning and restocking bathrooms, sweeping and mopping floors, taking out the trash, and ensuring all areas are neat and presentable
  • Other duties as assigned*

Skills and Experience:

  • High school diploma or equivalent is preferred
  • Previous customer service experience in retail, hotel, restaurant, grocery, or drug store environment is highly preferred
  • Ability to follow instructions and interpret operational documents is required
  • Must be able to lift between 30 and 50 lbs. from floor to above shoulder height and meet demands of frequent walking, standing, stooping, kneeling, climbing, pushing, pulling, and repetitive lifting
  • Excellent customer service and relationship management skills are required
  • Strong organizational and communication skills are required
  • Strong problem-solving and decision-making skills are required

Perks and Benefits: We offer a wide variety of rewards to support your health, wealth, and mental well-being. In addition to medical, pharmacy, dental, and vision insurance, we offer:

  • Employee Assistance Program
  • Retirement plans
  • Educational Assistance
  • And much more!

We are an equal opportunity employer and committed to recruiting, hiring, training, and promoting qualified people of all backgrounds, and make all employment decisions without regard to any protected status. In accordance with local laws in AZ, AR, CO, FL, GA, ID, IL, IA, KS, ME, MS, MO, MT, NE, NV, NH, NM, ND, OK, OR, SC, SD, TN, TX, UT, VT VA, WV, WI, and WY, minors are also eligible to be considered for employment in certain roles. We are committed to complying with the Americans with Disabilities Act (ADA) and providing reasonable accommodations to qualified individuals with disabilities.

This job specification should not be construed to imply that these requirements are the exclusive standards of the position. This is not to be considered a complete list of job duties, which appear in the job description for this position, and which may be amended from time to time at our discretion. Incumbents will follow any other instructions and perform any other related duties as may be required by their supervisor.

Please note, this job description is not a contract of employment and may be modified to meet evolving business needs. Employment is at-will, meaning that either the employee or the company may terminate the employment relationship at any time, with or without cause or notice.

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