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Wealth Management Analyst Jobs in Wisconsin (NOW HIRING)

Bank of America

WI · On-site

$80 - $100/hr

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment ... Executes problem escalation and/or problem solving of diverse scope where extensive analysis and ...

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KerberRose S.C.

Tax & Wealth Advisor

Green Bay, WI · On-site

Prepare tax projections and scenario analyses. * Collaborate with Wealth Management Advisors to develop tax-efficient financial planning strategies. * Assist clients with retirement income planning ...

KerberRose S.C.

Tax & Wealth Advisor

Appleton, WI

Prepare tax projections and scenario analyses. * Collaborate with Wealth Management Advisors to develop tax-efficient financial planning strategies. * Assist clients with retirement income planning ...

KerberRose S.C.

Tax & Wealth Advisor

Green Bay, WI · On-site

Prepare tax projections and scenario analyses. * Collaborate with Wealth Management Advisors to develop tax-efficient financial planning strategies. * Assist clients with retirement income planning ...

KerberRose S.C.

Tax & Wealth Advisor

Appleton, WI · On-site

Prepare tax projections and scenario analyses. * Collaborate with Wealth Management Advisors to develop tax-efficient financial planning strategies. * Assist clients with retirement income planning ...

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Wealth Management Analyst information

What does a wealth management analyst do?

A Wealth Management Analyst supports financial advisors and clients by conducting research, analyzing investment portfolios, tracking market trends, and preparing financial reports. They help develop strategies to grow and protect clients' assets, ensuring that investment recommendations align with clients' goals and risk profiles. Wealth Management Analysts also assist with client presentations and administrative tasks, making them vital to delivering comprehensive financial services.

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

To thrive as a Wealth Management Analyst, you need strong analytical skills, financial modeling expertise, and a degree in finance, economics, or a related field. Familiarity with portfolio management software, Bloomberg Terminal, and certifications like the CFA or CFP are highly valued. Attention to detail, client communication, and problem-solving abilities make someone excel in this role. These skills ensure accurate financial analysis, effective client relations, and the ability to develop tailored investment strategies.

How does a wealth management analyst typically collaborate with financial advisors and clients?

Wealth Management Analysts play a crucial support role by working closely with financial advisors to analyze client portfolios, prepare investment proposals, and conduct market research. They often participate in client meetings, gathering and organizing financial data to help advisors provide tailored recommendations. This collaboration ensures clients receive comprehensive, data-driven solutions and allows analysts to develop strong communication and presentation skills, which are essential for career advancement in wealth management.

What is the difference between Wealth Management Analyst vs Financial Advisor?

AspectWealth Management AnalystFinancial Advisor
CredentialsBachelor's degree, certifications like CFA or CFP often preferredBachelor's degree, CFP certification common
Work EnvironmentFinancial firms, investment banks, wealth management firmsIndependent practice, banks, or financial planning firms
Employer & IndustryFinancial services, investment managementFinancial services, wealth management, banking
Primary FocusAnalyzing investments, supporting portfolio strategiesAdvising clients on financial plans and investments

The main difference is that Wealth Management Analysts focus on analyzing investments and supporting portfolio strategies within financial firms, while Financial Advisors primarily work directly with clients to develop personalized financial plans. Both roles require similar credentials and often operate within the same industry, but their day-to-day responsibilities differ.

How much do wealth management analysts make in the US?

Wealth management analysts in the US typically earn a median annual salary of around $70,000 to $90,000, with entry-level positions starting lower and experienced analysts earning higher salaries. Compensation can vary based on location, firm size, and individual experience, and may include bonuses and incentives. Strong analytical skills and certifications like the CFA can enhance earning potential.

What are popular job titles related to Wealth Management Analyst jobs in Wisconsin?

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

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

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

Wealth Management Analyst jobs near you
Infographic showing various Wealth Management Analyst job openings in Wisconsin as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 14% Part Time, and 2% Contract. Highlights an 82% Physical, 2% Hybrid, and 16% Remote job distribution.

Senior Wealth Advisor, Wealth Management

Choreo

Madison, WI

Full-time

Re-posted 4 days ago

Job description

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 

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