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Wealth Management Associate Jobs in Appleton, WI

Dreyer Wealth Management

Be Seen First

Administration Assistant

Appleton, WI · On-site

$18 - $20/hr

Dreyer Wealth Management: Administrative Assistant / Client Service Associate In Person: 331 E Washington St, Appleton, WI 54911 Pay: $18.00 - $20.00 per hour About Us Dreyer Wealth Management is a ...

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 ...

W3Global Inc.

Financial Advisor

Appleton, WI · Hybrid

$75K - $125K/yr

Hybrid / Remote Job Summary Our client is seeking a Financial Advisor or Associate Advisor to join a growing wealth management and financial planning practice. The ideal candidate should possess ...

Royal Bank of Canada

Client Associate

Green Bay, WI · On-site

Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate ...

Royal Bank of Canada

Client Associate

Green Bay, WI · On-site

Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate ...

KerberRose S.C.

ParaPlanner

Appleton, WI · On-site

... wealth management practice. Responsibilities * Draft and update financial plans with limited ... Update and add to Associate ParaPlanner training plan and best practices. Requirements * 5 - 7 ...

KerberRose S.C.

ParaPlanner

Appleton, WI

... wealth management practice. Responsibilities * Draft and update financial plans with limited ... Update and add to Associate ParaPlanner training plan and best practices. Requirements * 5 - 7 ...

DataAnnotation

M&A Associate - AI Trainer

Green Bay, WI · Remote

$50 - $100/hr

Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Advantages of contracting with us: * You'll be able to choose ...

Dollar Tree

Store Manager Trainee

Appleton, WI

$18.75 - $22.25/hr

... associates, and leaders Your Skills and Experience: * Minimum 3 years prior retail management ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Dollartree

Store Manager Trainee

Appleton, WI · On-site

$19 - $22.75/hr

... associates, and leaders Your Skills and Experience: * Minimum 3 years prior retail management ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Dollar Tree

Store Manager Trainee

Appleton, WI · On-site

$19 - $22.75/hr

... associates, and leaders Your Skills and Experience: * Minimum 3 years prior retail management ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Dollartree

Customer Service Associate

Appleton, WI · On-site

$14.25 - $19.50/hr

Manage sales transactions while working assigned cash register * Maintain security of cash and ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Dollar Tree

Customer Service Associate

Appleton, WI · On-site

$14.25 - $19.50/hr

Manage sales transactions while working assigned cash register * Maintain security of cash and ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

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Wealth Management Associate information

See Appleton, WI salary details

$10

$19

$31

How much do wealth management associate jobs pay per hour?

As of Jul 29, 2026, the average hourly pay for wealth management associate in Appleton, WI is $19.06, according to ZipRecruiter salary data. Most workers in this role earn between $14.28 and $19.81 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 job categories do people searching Wealth Management Associate jobs in Appleton, WI look for? The top searched job categories for Wealth Management Associate jobs in Appleton, WI are:
What cities near Appleton, WI are hiring for Wealth Management Associate jobs? Cities near Appleton, WI with the most Wealth Management Associate job openings:
Wealth Management Associate jobs near you
Infographic showing various Wealth Management Associate job openings in Appleton, WI as of July 2026, with employment types broken down into 1% As Needed, 71% Full Time, 26% Part Time, 1% Temporary, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $39,640 per year, or $19.1 per hour.

Administration Assistant

Dreyer Wealth Management

Appleton, WI • On-site

$18 - $20/hr

Full-time

Retirement, PTO

Posted 7 days ago

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Job description

Dreyer Wealth Management: Administrative Assistant / Client Service Associate

In Person: 331 E Washington St, Appleton, WI 54911

Pay: $18.00 - $20.00 per hour


About Us

Dreyer Wealth Management is a client-focused financial advisory firm dedicated to helping individuals and families make confident financial decisions through thoughtful financial planning and investment management. We believe the best financial advice starts with strong relationships, clear communication, and a genuine commitment to doing what's right for our clients.


Our team takes pride in doing great work, following through on the details, holding themselves accountable, and raising the bar for the service we provide. We also believe a strong team culture matters. We celebrate progress, support one another's growth, and make room for a little fun along the way!


As we continue to grow, we're looking for an Administrative Assistant / Client Service Associate who finds genuine satisfaction in doing process-driven work with care and consistency - someone who takes pride in the behind-the-scenes work that makes every client interaction run smoothly.


What You'll Do

As an Administrative Assistant / Client Service Associate, you'll play a hands-on role across the full client service workflow, from preparing for meetings to seeing follow-up tasks through to completion. No two days are exactly alike, but the common thread is doing detail-oriented work that directly supports the client experience.

  • Pull and organize relevant account information to create accurate reports ahead of each meeting
  • Greet clients and ensure the office and conference rooms are ready for appointments
  • Complete post-meeting follow-up tasks: opening accounts, processing paperwork, and updating client records in our CRM
  • Make outbound calls to clients and investment companies to follow up on account requests and paperwork
  • Assist with client account service requests and documentation
  • Answer and direct incoming calls from clients and investment companies
  • Schedule and coordinate meetings
  • Maintain accurate, organized client records in digital files
  • Support operational workflows related to client service and investment accounts
  • Assist team members with various administrative tasks and projects as needed


Who You Are

The ideal Administrative Assistant is organized, proactive, and enjoys working in a professional, client-focused environment. You're someone who takes pride in accuracy, follows through on the details without being asked, and finds real satisfaction in knowing your work is done right.

  • Strong attention to detail and organizational skills
  • Process-oriented - you follow systems consistently and take ownership of your work
  • Reliable follow-through - you complete what you start and flag issues early
  • Proficient with computers and modern office technology
  • Comfortable communicating with clients by phone and email
  • Strong written and verbal communication skills
  • Comfortable working at a computer for the majority of the day
  • Positive, professional attitude with a team-oriented mindset
  • Genuine interest in building a career in the financial services industry


Previous experience in an administrative, operations, or client service role is a plus.

Experience in financial services is not required, we are happy to teach the right candidate!


Why Join Us

We believe great teams build great businesses, and we take pride in creating a supportive workplace where people can grow.

  • Retirement plan with employer match
  • Generous paid time off (PTO) and paid holidays
  • Employer-paid short-term disability insurance
  • Quarterly team-building events and outings
  • Bonuses based on company performance and profitability
  • Work-life balance: no nights or weekends
  • Paid half-day Fridays in the summer


Background Requirements

Final candidates must complete and pass a FINRA background check and fingerprinting.


Additional Details

Start Date: Targeting a mid-August to early September start, with flexibility for the right candidate.

Schedule: Monday - Friday, 40 hours/week, 8:00 AM - 4:30 PM (Friday’s 8:00 AM - 12:00 PM Memorial day to Labor day)

Location: In-person only - 331 E Washington St, Appleton, WI 54911


If you're detail-driven, client-focused, and interested in building a career in financial services, we'd love to hear from you!