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Wealth Management Associate Jobs in Madison, WI (NOW HIRING)

UMB Financial Corporation

Trust Sales Advisor

Madison, WI · On-site

$110K - $235K/yr

The UMB Private Wealth Trust Sales Advisor (PWTSA) is responsible for building and managing client ... associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays ...

NFP Corp

Associate, Client Service

Madison, WI · On-site

$50K - $58K/yr

Wealthspire is a leading wealth management, retirement advisory, and business management firm ... The Client Service Associate supports advisor teams and clients through account operations ...

NFP Corp

Associate, Client Service

Madison, WI

$50K - $58K/yr

Wealthspire is a leading wealth management, retirement advisory, and business management firm ... The Client Service Associate supports advisor teams and clients through account operations ...

NFP Corp

Associate, Client Service

Madison, WI · On-site

$50K - $58K/yr

Wealthspire is a leading wealth management, retirement advisory, and business management firm ... The Client Service Associate supports advisor teams and clients through account operations ...

UMB Financial

Trust Sales Advisor

Madison, WI

$110K - $235K/yr

The UMB Private Wealth Trust Sales Advisor(PWTSA)is responsible forbuilding and managing client ... associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays ...

Caliber Recruiting Group

Tax Senior Associate

Madison, WI · On-site

$80K - $120K/yr

The firm performs a variety of client services including wealth management (estate), business advisory services, tax management, and building partnerships with high level leaders in the local ...

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

Wealth Management Associate information

See Madison, WI salary details

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How much do wealth management associate jobs pay per hour?

As of Sep 3, 2026, the average hourly pay for wealth management associate in Madison, WI is $20.02, according to ZipRecruiter salary data. Most workers in this role earn between $15.00 and $20.82 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 Madison, WI?

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

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

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

Wealth Management Associate jobs near you
Infographic showing various Wealth Management Associate job openings in Madison, WI as of August 2026, with employment types broken down into 1% As Needed, 79% Full Time, 16% Part Time, 2% Temporary, and 2% Contract. Highlights an 81% Physical, 2% Hybrid, and 17% Remote job distribution, with an average salary of $41,642 per year, or $20 per hour.

Financial Advisor - Middleton, WI

Savant Wealth Management

Middleton, WI • On-site

$70K - $100K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 23 days ago

Job description

Deliver meaningful advice. Work at scale. Make a real impact.
 
Looking for a role where you can do more than support an advisor from the sidelines? As a Financial Advisor at Savant, you’ll step into meaningful client relationships, partner with experienced senior advisors, and help deliver comprehensive planning advice that makes a real impact. This is a growth-focused opportunity for an advisor who wants hands-on client exposure, a collaborative team behind them, and a clear path to build referral relationships, expand their influence, and develop into a stronger advisory professional.
 
In this role, you can expect to focus in the following areas:
  • Serve as a co-advisor for existing client relationships, including documenting meetings and contacts, co-leading meetings, hosting standalone meetings, and taking the lead on routine and follow-up client communication.
  • Coordinate the comprehensive financial planning process in partnership with the Planning Team, including new client updates, portfolio changes, reviews, returns, and new opportunity identification.
  • Support new client relationship development by participating in prospect and new client planning meetings, managing client communications, and coordinating follow-up workflow for new clients.
  • Build and execute a business development plan by growing your referral network, retaining clients, expanding wallet share, and generating new leads through personal prospecting and centers of influence.
  • Develop fluency in Savant’s IFP Roadmap Process and Investment Processes so you can confidently communicate our services to prospective clients and referral sources.
  • Adopt core Advisor AI tools to improve day-to-day efficiency, including AI note-taking, AI-driven client meeting insights, and data tools that support informed decision-making.
  • Maintain a team-first approach by collaborating with colleagues, assisting where needed, and filling in for others to support exceptional client service.
 
A couple things to note about our Financial Advisor position:
  • This role focuses on servicing and managing existing client relationships as a co-advisor while continuing to build client-facing advisory experience.
  • Financial Advisor team members are expected to gain trust with clients and teammates, actively contribute in client meetings, and increasingly anticipate client needs with minimal oversight.
  • The ideal candidate brings a client-first mindset, strong follow-through, attention to detail, professionalism, curiosity, and a desire to grow within a collaborative advisory team.
The Financial Advisor position typically requires the following qualifications:
  • Minimum 2-5 years of experience in an advisory support role, with demonstrated ability to develop and manage financial plans and client relationships.
  • Bachelor’s degree from an accredited college or university; MBA preferred.
  • Certified Financial Planner™ certification preferred upon hire or attained within two years of date of hire.
  • Financial planning and wealth management acumen, judgment, and experience.
  • Ability to prepare and present basic financial planning concepts to clients.
  • Ability to build business development networks and begin acquiring new clients.
  • Strong communication, listening, interpersonal, analytical, and problem-solving skills.
  • High attention to detail, accuracy, and timely follow-through, with the ability to manage multiple tasks and deadlines in a fast-paced environment.
  • Proficiency in Microsoft Word, Excel, PowerPoint, Outlook, and financial planning and securities balancing software.
  • Client-first attitude and a collaborative, team-oriented approach.
  • Understanding of and adherence to Savant’s investment philosophy, code of ethics, and regulatory compliance expectations.
  • All Financial Advisor applicants must have a clean U4 with no disclosures.
  • Employment in this position will require a signed non-compete agreement, except in states where prohibited.
 
 
The Perks
 
At Savant, we invest in our people—supporting both their well-being and long-term growth. We take a market-based, growth-oriented approach to advisor compensation designed to reward both client impact and long-term value creation. The expected base salary range for this role is $70,000 - $100,000. Actual compensation will be determined based on several factors, including relevant experience, professional credentials, advisory expertise, qualifications, geographic location, and current market data.
 
Our advisor compensation model includes:
  • A competitive base salary, aligned to experience and role scope
  • Performance-based incentives tied to growth, client retention, and overall contribution
  • Equity and ownership opportunities as you grow with the firm, reinforcing our majority employee-owned model
  • Access to additional incentive programs aligned with individual and firm success
 
This structure is designed to support advisors at every stage—providing income stability, meaningful upside potential, and the opportunity to build long-term wealth as part of a growing firm. Full compensation details, including incentive structures and equity participation, are discussed during the interview process.
 
 
What Sets Savant Apart
  • Collaborative, integrated model across advisory, tax, and planning—no silos
  • Growth-oriented firm, offering meaningful opportunities for career development and long-term impact
  • Values-driven culture, grounded in excellence, integrity, lifelong learning, respect, growth, and servant leadership
  • Majority employee-owned, giving our team a shared stake in our long-term success
 
Our Total Rewards
 
Core Benefits (Effective Day One):
  • Medical, dental, and vision coverage with multiple plan options
  • Health Savings Account (HSA) or Flexible Spending Account (FSA)
  • Company-paid life insurance, AD&D, and disability coverage
 
Financial & Long-Term Rewards:
  • 401(k) with company match (Roth and Traditional options)
  • Team-based incentive opportunities and recognition programs
 
Time Away & Flexibility:
  • Generous paid time off, plus at least 10 paid holidays
  • Annual “Savantiversary” day
  • Summer Hours (shorter work weeks during the summer)
  • Parental leave, personal leave, and other life-event support
 
Well-Being & Everyday Perks:
  • Employee Assistance Program (EAP)
  • Wellness reimbursements (e.g., gym memberships)
  • Flexible “Dress for Your Day” approach
 
We’re happy to share more details about our benefits and total rewards during the hiring process.
 
Take your career to new heights, apply today!
 
All applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.
 
We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.
 
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, and skills required of the incumbent in this position. Any combination of equivalent education and work experience will be considered.
Savant Capital LLC, is an Equal Opportunity Employer

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