ZipRecruiter

Log In

1

Wealth Management Associate Jobs in Brookfield, WI

Baird

Associate Financial Advisor

Milwaukee, WI · On-site

Operate within the team's client service and wealth management strategy to ensure high quality ... the Associate Financial Advisor role * Must hold SIE, Series 7/66 or Series 7/63/65 licenses

Baird

AFAT Advisor Associate

Milwaukee, WI · On-site

Baird's Associate Financial Advice Team (AFAT) is a dedicated financial advisor team focused on delivering a full Wealth Management Experience to Baird Associates and their immediate families. The ...

Baird

Investment Products Consultant

Milwaukee, WI · On-site

Investment Consulting, Wealth Planning, and Relationship Management. The Investment Products Consultant is responsible for partnering with Financial Advisors, Branch Associates, Portfolio Managers ...

TalentLink Solutions

Client Service Associate

Brookfield, WI · On-site

$13.50 - $18.75/hr

We are a well-established and rapidly growing wealth management firm in western Milwaukee dedicated ... Position Overview We are seeking a Client Service Associate to join our dedicated service center ...

previous pagenext page

Showing results 21-40

All JobsWealth Management Associate JobsWealth Management Associate Jobs in Brookfield, WI

Wealth Management Associate information

See Brookfield, WI salary details

$10

$18

$31

How much do wealth management associate jobs pay per hour?

As of Aug 22, 2026, the average hourly pay for wealth management associate in Brookfield, WI is $18.81, according to ZipRecruiter salary data. Most workers in this role earn between $14.09 and $19.57 per hour, depending on experience, location, and employer.

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?

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.

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.

How much does a wealth management associate earn?

A wealth management associate typically earns a median annual salary between $60,000 and $85,000, with total compensation often including bonuses and commissions based on client assets and performance. Entry-level positions may start lower, while experienced associates with certifications like the CFP can earn higher salaries.

What are the most commonly searched types of Wealth Management jobs in Brookfield, WI?

The most popular types of Wealth Management jobs in Brookfield, WI are:

What cities near Brookfield, WI are hiring for Wealth Management Associate jobs?

Cities near Brookfield, WI with the most Wealth Management Associate job openings:

Wealth Management Associate jobs near you
Infographic showing various Wealth Management Associate job openings in Brookfield, WI as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 14% Part Time, and 3% Contract. Highlights an 86% Physical, 3% Hybrid, and 11% Remote job distribution, with an average salary of $39,123 per year, or $18.8 per hour.

Financial Advisor

DBHW Wealth Partners

South Milwaukee, WI • On-site

Full-time

PTO

Re-posted 10 days ago

Job description

About DBHW Wealth Partners
DBHW Wealth Partners is a leading investment management, financial, and tax planning firm dedicated to providing exceptional financial direction for those who dedicate their lives to educating and serving the public. Our mission is to provide supporting, trusting and ongoing relationships with our clients. We aim to offer knowledgeable advice through our experience. Acting as a guide for our clients, we strive to bring them through all the ups and downs of life. This mission is driven by the idea that our relationship with them is full circle, and we help them take advantage of their greatest opportunities and pursue their financial goals with confidence.
Meet Our Team: https://www.dbhwwealthpartners.com/our-team
Join Our Team!
This is an exciting opportunity for a driven Financial Advisor to join a growing firm that truly stands apart. We uniquely combine comprehensive wealth management with proactive tax planning, allowing advisors to deliver more integrated, high-value solutions to clients. With a strong, experienced support staff handling operations and planning support, our advisors can focus on building relationships, growing their practice, and making a meaningful impact for clients.
Job Summary:
The Financial Advisor is responsible for building trusted relationships with clients and providing comprehensive financial guidance to help them achieve their short- and long-term financial goals. This role involves assessing clients' financial situations, developing personalized strategies, and offering ongoing advice related to investments, retirement planning, insurance, tax-efficient strategies, and wealth management. The Financial Advisor serves as a key resource, delivering ethical, compliant, and client-focused recommendations while maintaining a high standard of professionalism and confidentiality.
Duties/Responsibilities:
  • Carries out planning, analysis, investment and other decisions that affect client relationships
  • Prepares and updates financial plans, working with clients to obtain the necessary information and ensuring that it is accurately entered into the firm's financial planning systems
  • Works with Managing Directors to discuss, review and finalize financial planning assumptions and design decisions
  • Works with clients to obtain information and prepare risk profiles and investment policy statements
  • Coordinates the transfer of client assets to the firm during new client onboarding, working closely with the Operations Group
  • Develops asset allocation strategies and works independently or with the Investment Group to implement
  • Rebalances portfolios as directed by the Investment Committee
  • Participates in all client meetings and adds value to meetings by delivering presentations, facilitating discussions and preparing information
  • Creates custom worksheets and analyses where needed to answer client questions or research investment opportunities
  • Researches new investment products and vendors
  • Facilitates the adoption of new technology by client service teams and trains others as necessary
  • Frequently supervises and trains entry-level positions and the Operations Group
  • Advises clients on appropriate financial products in the context of their plans

Required Skills/Abilities:
Financial Advisors are expected to have expertise in the following skill areas:
  • Financial planning and financial advice
  • Client service
  • Compliance process
  • Project/time management
  • Client and internal communications
  • Relationship management
  • Networking
  • Business development
  • Management and leadership
  • Coaching and mentorship

Education, Experience, and Licensing:
  • Associate's degree preferred.
  • Series 63, 65, and 66 certifications are preferred.
  • Series 7 certification preferred.
  • Certified Financial Planner (CFP) certification preferred.

Physical Requirements:
  • Prolonged periods sitting or standing at a desk and working on a computer.
  • This position is an in-office position.

Benefits
As a full-time team member of the firm, you will be eligible to participate in several firm sponsored benefits. In addition, you will be entitled to accrue paid time off - starting at 120 hours each calendar year.
We also close our office for 7 holidays, and have a floating holiday available for use as well.

Apply