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

JMG Financial Group

Financial Advisor - WI

Madison, WI · On-site

$100K - $150K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

JMG provides wealth management services to corporate executives and high net worth individuals. Investment News recently announced JMG as Best Places to Work for Financial Advisors for 2021-2025. JMG ...

Caliber Recruiting Group

Tax Senior Associate

Madison, WI

$80K - $120K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • PTO

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 ...

DataAnnotation

M&A Associate - AI Trainer

Madison, 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 ...

Lake Ridge Bank

Financial Advisor

Madison, WI · On-site

  • Medical

  • Life

  • Retirement

Current knowledge of wealth management market and industry issues/regulations. * Demonstrated ability to exercise independent judgment. * Ability to prioritize, multitask, and remain composed in a ...

Lake Ridge Bank

Financial Advisor

Monona, WI · On-site

  • Medical

  • Life

  • Retirement

Current knowledge of wealth management market and industry issues/regulations. * Demonstrated ability to exercise independent judgment. * Ability to prioritize, multitask, and remain composed in a ...

Lake Ridge Bank

Financial Advisor

Monona, WI · On-site

  • Medical

  • Life

  • Retirement

Current knowledge of wealth management market and industry issues/regulations. * Demonstrated ability to exercise independent judgment. * Ability to prioritize, multitask, and remain composed in a ...

Lake Ridge Bank

Retail Manager Oregon Office

Oregon, WI

$23.50/hr

... and developing associates to their highest potential. * Bankers are expected to achieve full ... Wealth Management, Mortgage Lending, Commercial Lending and Treasury Management. * Effectively ...

Lake Ridge Bank

Retail Manager Oregon Office

Oregon, WI · On-site

$23.50/hr

... and developing associates to their highest potential. * Bankers are expected to achieve full ... Wealth Management, Mortgage Lending, Commercial Lending and Treasury Management. * Effectively ...

Lake Ridge Bank

Retail Manager Oregon Office

WI · On-site

$23.50/hr

... and developing associates to their highest potential. * Bankers are expected to achieve full ... Wealth Management, Mortgage Lending, Commercial Lending and Treasury Management. * Effectively ...

Dollar Tree

Store Manager Trainee

Janesville, WI · On-site

$19.25 - $22.75/hr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

... 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

Janesville, WI

$19.25 - $22.75/hr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

... 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

Janesville, WI

$18.50 - $22/hr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

... 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 ...

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

Wealth Management Associate information

See Madison, WI salary details

$10

$20

$33

How much do wealth management associate jobs pay per hour?

As of Aug 14, 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 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 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 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, 83% Full Time, 13% Part Time, and 3% Contract. Highlights an 87% Physical, 3% Hybrid, and 10% Remote job distribution, with an average salary of $41,648 per year, or $20 per hour.

Financial Advisor - WI

JMG Financial Group

Madison, WI • On-site

$100K - $150K/yr

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted 8 days ago

Job description

JMG Financial Group, Ltd. is one of the largest independently owned fee-based wealth management firms in the Midwest. JMG provides wealth management services to corporate executives and high net worth individuals. Investment News recently announced JMG as Best Places to Work for Financial Advisors for 2021-2025.
JMG is in search of a full-time Financial Advisor who can service clients in Wisconsin, specifically in the Milwaukee/Madison area. As JMG continues to expand their geographic footprint, this is a great business opportunity for an advisor who might be looking to join a fee-only planning firm with an established reputation and infrastructure.
The Financial Advisor must have knowledge in all areas of comprehensive financial planning and at least 5 years of client facing experience. Advisors assess and manage the financial needs of individuals and help them with decisions on, but not limited to, employer benefits, investments, income tax, retirement planning, charitable giving, estate planning, and insurance. Advisors help clients plan for short- and long-term goals to achieve their personal financial objectives. Advisors will have supervisory responsibilities for a support team.
Qualifications Required:
  • Minimum 5 years of client facing experience
  • CFP® designation (Certified Financial Planner)
  • CFA® and/or CPA designations acceptable
  • Extensive knowledge of finance, income taxes, investments, asset allocation and estate planning concepts
  • Proficient in basic computer skills especially Microsoft Office
Education: Bachelor’s Degree in Personal Financial Planning, Finance, Economics, Accounting, or Business
Compensation: Exempt position, eligible for bonuses and full benefits including health, dental, vision, life, long-term disability, 401(k), and ownership potential. This is not a sales position.
Your resume and cover letter referring to this posting are required to be considered.
JMG is an equal opportunity employer.

Apply