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Wealth Management Associate Jobs in Wisconsin (NOW HIRING)

UMB Financial Corporation

Wealth Advisor

Milwaukee, WI · On-site

$57K - $90K/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) ...

KerberRose S.C.

Associate ParaPlanner

Appleton, WI

As a Associate Paraplanner , you will play a vital role in supporting our internal team, managing ... This position provides a unique opportunity to explore the Wealth Management industry from behind ...

KerberRose S.C.

Associate ParaPlanner

Appleton, WI · On-site

As a Associate Paraplanner , you will play a vital role in supporting our internal team, managing ... This position provides a unique opportunity to explore the Wealth Management industry from behind ...

U.S. Bank

Wealth Management Advisor-Mequon, WI

Mequon, WI · On-site

$65K - $80K/yr

The Wealth Management Advisor (WMA) position is the investment planning and investment and insurance products lead on the Wealth Management Team. The WMA is responsible for facilitating the delivery ...

US Bank

Wealth Management Advisor-Mequon, WI

Mequon, WI · On-site

$65K - $80K/yr

The Wealth Management Advisor (WMA) position is the investment planning and investment and insurance products lead on the Wealth Management Team. The WMA is responsible for facilitating the delivery ...

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How much do wealth management associate jobs pay per hour?

As of Jul 15, 2026, the average hourly pay for wealth management 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.

How many financial advisors make $500,000 a year?

In the wealth management field, a small percentage of financial advisors earn $500,000 or more annually, typically those with extensive experience, high-net-worth clients, and strong sales skills. Achieving this level often requires advanced certifications like the CFP or CFA, a robust client base, and a focus on high-value financial planning. Exact numbers vary by region and firm size but represent a minority of advisors in the industry.

What are the typical career advancement opportunities for a Wealth Management Associate within a financial firm?

As a Wealth Management Associate, you often have clear paths for career progression within financial services firms. After gaining experience and demonstrating strong client relationship skills, many associates advance to roles such as Wealth Manager or Financial Advisor, where they manage their own client portfolios. Additional certifications, like the CFP or CFA, can accelerate advancement. Many firms also offer mentorship programs and internal training to prepare associates for leadership or specialist positions in investment strategy, portfolio management, or client acquisition.

What is the role of a wealth management associate?

A wealth management associate supports financial advisors by preparing client reports, conducting research, and assisting with investment strategies. They often have strong analytical skills, knowledge of financial products, and may hold certifications like the Series 7 or Series 66. Their role involves client interaction, data analysis, and ensuring the smooth operation of wealth management services.

What is a Wealth Management Associate?

A Wealth Management Associate is a financial professional who supports wealth managers or financial advisors in providing investment and financial planning services to clients. Their responsibilities often include researching investment options, preparing client reports, assisting with account management, and maintaining client relationships. They work closely with clients to understand their financial goals and help develop strategies to achieve them. Wealth Management Associates typically work at banks, investment firms, or wealth management companies and may be on a path to becoming a full-fledged financial advisor themselves.

What are the key skills and qualifications needed to thrive as a Wealth Management Associate, and why are they important?

To excel as a Wealth Management Associate, you need a strong understanding of financial markets, investment products, and client relationship management, typically supported by a bachelor's degree in finance or a related field. Familiarity with portfolio management software, CRM systems, and certifications such as the Series 7 or Series 66 licenses is highly valued. Outstanding interpersonal skills, attention to detail, and proactive problem-solving abilities help you build trust and deliver personalized client solutions. These competencies are crucial for fostering client loyalty, ensuring regulatory compliance, and driving successful investment outcomes.

Is $200,000 enough to work with a financial advisor?

For a Wealth Management Associate, having $200,000 in assets can be sufficient to work with a financial advisor, as many advisors set minimum investment thresholds around this amount. However, the specific requirements vary by firm and service level, and some advisors may require higher or lower minimums depending on their client base and offerings. It is advisable to consult with individual advisors to understand their minimum investment criteria and fee structures.

What is an associate in wealth management?

A wealth management associate is a professional who supports financial advisors by preparing client reports, conducting research, and assisting with investment strategies. They typically have a background in finance or related fields and may hold certifications such as the Series 7 or Series 66. The role involves client interaction, financial analysis, and using tools like CRM systems to help manage client portfolios.
What are the most commonly searched types of Wealth Management jobs in Wisconsin? The most popular types of Wealth Management jobs in Wisconsin are:
What are popular job titles related to Wealth Management Associate jobs in Wisconsin? For Wealth Management Associate jobs in Wisconsin, the most frequently searched job titles are:
What job categories do people searching Wealth Management Associate jobs in Wisconsin look for? The top searched job categories for Wealth Management Associate jobs in Wisconsin are:
What cities in Wisconsin are hiring for Wealth Management Associate jobs? Cities in Wisconsin with the most Wealth Management Associate job openings:
Wealth Management Associate jobs near you
Wealth Advisor

Wealth Advisor

UMB Financial Corporation

Milwaukee, WI • On-site

$57K - $90K/yr

Full-time

Posted 4 days ago

Job description

The Private Wealth Management team serves to manage, protect and grow. As a fiduciary, we deliver financial outcomes for our clients through team-based advice. We collaborate on holistic and personalized financial plans that turn goals into reality and provides peace of mind. This is one of the many reasons why our clients trust us. We get to know them - we know who they are, what is important to them and why. At UMB Private Wealth Management, your story is our focus.
As the Wealth Advisor, you will lead a highly integrated team-based approach working to ensure the client's priorities are at the center of every action. The Sr. Wealth Advisor works closely with the Financial Planner, Private Banker, Portfolio Manager, Trust Advisor and Service Administrator to build the wealth strategy that aligns with the client's objectives. This role is hybrid (Tues/Wed/Thur on-site).
How you'll spend your time:
  • Deliver financial advice to a limited number of clients.
  • Support resource to other wealth advisors on team, providing leverage to execute on client advice strategies.
  • Support the delivery of comprehensive advice and customized wealth management services to clients within the practice.
  • Develop a deep understanding of the financial planning process with clients.
  • Deliver wealth, financial planning, insurance, investment, and estate planning advice to clients, as assigned.
  • Partner with Private Banking team to deliver clients lending, credit, and banking advice.
  • Proactively understand and act upon trends, attrition risks, and opportunities with clients and prospects.
  • Adopt new platforms and technologies to drive operational efficiency and enhance the client experience.
  • Ensure all minimum standards of care are met across all client relationships assigned.
  • Other duties as assigned.

We're excited to talk to you if:
  • You possess a bachelor's degree in relevant field or combination of education and experience that provides and equivalent background.
  • Must have, or possess ability to obtain, the Series 65 registration within 120 days of employment
  • You are systems thinking and complex problem solving.
  • You are highly organized and can effectively multi-task.
  • You are a professional communicator with interpersonal skills.
  • You excel at written communication and presentation skills.
  • You have a high level of emotional intelligence which allow you the ability to read situations accurately and be empathic.
  • You are a culture carrier and great teammate.
  • You are proficient in the Microsoft Office Suite (Word, Excel, PowerPoint, SharePoint).

Bonus points if:
  • You have applicable experience within financial services.
  • You are effective in personal networking.
  • You possess sales skills with acumen to close new business.
  • You have experience with financial planning.
  • You have proficiency in Salesforce CRM software, and familiarity in other front office software used by wealth advisors such as eMoney client portal and financial planning software.
  • You demonstrate proficiency in UMB custody and clearing platforms such as SEI and Fidelity Wealthscape.
  • You have working knowledge of Workday, Peoplesoft, Archer, Skillport and Hyperion.

Compensation Ranges:
US Employees in California, Washington DC, New Jersey, and New York:
$69,920 - $109,460
US Employees in Colorado, Connecticut, Delaware, Illinois, Massachusetts, Maryland, Minnesota, Pennsylvania, Rhode Island, Texas, Washington, and Wisconsin:
$63,830 - $100,210
US Employees in all other states not listed above:
$57,760 - $90,960
The posted compensation range on this listing represents UMB's good faith and reasonable estimate based on its budget and what it expects to be the starting pay for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. Please see the description of benefits included with this job posting for additional information.
UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary.
Are you ready to be part of something more?
You're more than a means to an end-a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard.
UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to talentacquisition@umb.com to let us know the nature of your request.
If you are a California resident, please visit our Privacy Notice for California Job Candidates to understand how we collect and use your personal information when you apply for employment with UMB.
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