ZipRecruiter

Log In

1

Wealth Management Analyst Jobs in Wisconsin (NOW HIRING)

WealthBridge Financial Group

WI · On-site

$80 - $100/hr

... management strategies. As a Wealth Planning Advisor at WealthBridge, you will play a pivotal role ... You will utilize advanced financial tools and analytics to assess client needs and develop ...

Wealth Enhancement Group

Financial Advisor

Oregon, WI · On-site

$100 - $125/hr

... within the wealth management industry* Ability to source and convert prospects to clients and provide high-level planning-oriented service* Possess excellent analytical, organizational, and ...

Bank of Montreal

Wealth Advisor, Director

Wausau, WI · On-site

Wealth Sales & Service Serves as the primary relationship manager for high-net-worth (HNW) and ... Breaks down strategic problems, and analyses data and information to provide insights and ...

CIBC US

Relationship Manager - Private Wealth

Milwaukee, WI · Hybrid

$160K - $215K/yr

You bring wealth management expertise, with 10-15+ years of experience in portfolio management ... You demonstrate financial savvy, using strong financial analysis skills to provide expert advice on ...

CIBC

Relationship Manager - Private Wealth

Milwaukee, WI · Hybrid

$160K - $215K/yr

You bring wealth management expertise, with 10-15+ years of experience in portfolio management ... You demonstrate financial savvy, using strong financial analysis skills to provide expert advice on ...

CIBC

Relationship Manager - Private Wealth

Milwaukee, WI · On-site

$160K - $215K/yr

You bring wealth management expertise, with 10-15+ years of experience in portfolio management ... You demonstrate financial savvy, using strong financial analysis skills to provide expert advice on ...

previous page

Showing results 41-60

All JobsWealth Management Analyst JobsWealth Management Analyst Jobs in Wisconsin

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.

Wealth Associate Relationship Manager

Johnson Financial Group

Kenosha, WI • On-site

Full-time

Re-posted 17 days ago

Johnson Financial Group rating

8.8

Company rating: 8.8 out of 10

Based on 5 frontline employees who took The Breakroom Quiz

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.

Qualifications:UNAVAILABLEEducation:UNAVAILABLEEmployment Type: FULL_TIME

What Johnson Financial Group employees say

Pay

Hours and flexibility

Workplace

Get the full story on Breakroom

Apply