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Wealth Management Trainee Jobs in Wisconsin (NOW HIRING)

Dollartree

Store Manager Trainee

Medford, WI · On-site

$21 - $25/hr

Strong productivity management in freight processing is required * Strong communication ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Dollartree

Store Manager Trainee

Dodgeville, WI · On-site

$19.75 - $23.75/hr

Strong productivity management in freight processing is required * Strong communication ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Dollar Tree

Store Manager Trainee

Racine, WI

$18.25 - $21.75/hr

Strong productivity management in freight processing is required * Strong communication ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Dollar Tree

Store Manager Trainee

Paddock Lake, WI · On-site

$20.50 - $24.50/hr

Strong productivity management in freight processing is required * Strong communication ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Dollar Tree

Store Manager Trainee

Racine, WI · On-site

$18.25 - $21.75/hr

Strong productivity management in freight processing is required * Strong communication ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Dollar Tree

Store Manager Trainee

Racine, WI · On-site

$18.25 - $21.75/hr

Strong productivity management in freight processing is required * Strong communication ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Dollartree

Store Manager Trainee

Janesville, WI · On-site

$19.25 - $22.75/hr

Strong productivity management in freight processing is required * Strong communication ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Dollar Tree

Store Manager Trainee

Appleton, WI

$18.75 - $22.25/hr

Strong productivity management in freight processing is required * Strong communication ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Dollartree

Store Manager Trainee

Franklin, WI · On-site

$18 - $21.50/hr

Strong productivity management in freight processing is required * Strong communication ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

New

Dollar Tree

Store Manager Trainee

Appleton, WI · On-site

$19 - $22.75/hr

Strong productivity management in freight processing is required * Strong communication ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Dollar Tree

Store Manager Trainee

Dodgeville, WI

$20.25 - $24/hr

Strong productivity management in freight processing is required * Strong communication ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Dollartree

Store Manager Trainee

La Crosse, WI · On-site

$19.25 - $22.75/hr

Strong productivity management in freight processing is required * Strong communication ... 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

Strong productivity management in freight processing is required * Strong communication ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Dollar Tree

Store Manager Trainee

Lake Geneva, WI

$18.75 - $22.50/hr

Strong productivity management in freight processing is required * Strong communication ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Dollartree

Store Manager Trainee

Lake Geneva, WI

$18.75 - $22.50/hr

Strong productivity management in freight processing is required * Strong communication ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Dollartree

Store Manager Trainee

Cudahy, WI · On-site

$19 - $22.75/hr

Strong productivity management in freight processing is required * Strong communication ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Dollartree

Store Manager Trainee

Paddock Lake, WI · On-site

$20.50 - $24.50/hr

Strong productivity management in freight processing is required * Strong communication ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Dollartree

Store Manager Trainee

Racine, WI · On-site

$18.25 - $21.75/hr

Strong productivity management in freight processing is required * Strong communication ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

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All JobsWealth Management JobsWealth Management Trainee JobsWealth Management Trainee Jobs in Wisconsin

Wealth Management Trainee information

See Wisconsin salary details

$14

$21

$36

How much do wealth management trainee jobs pay per hour?

As of Aug 5, 2026, the average hourly pay for wealth management trainee in Wisconsin is $21.35, according to ZipRecruiter salary data. Most workers in this role earn between $15.53 and $24.52 per hour, depending on experience, location, and employer.

How much does a wealth management trainee make?

A wealth management trainee typically earns between $40,000 and $60,000 annually, depending on the location, firm, and level of experience. Entry-level trainees may start at lower salaries, with potential for bonuses and commissions as they gain skills and certifications such as the Series 7 or 66 exams.

How to get into a wealth management trainee role with no experience?

To enter a wealth management trainee role with no experience, candidates should focus on obtaining relevant education such as a finance or economics degree, develop strong interpersonal and analytical skills, and consider earning certifications like the Series 7 or 66. Internships or entry-level positions in finance can also provide valuable industry exposure and demonstrate commitment to the field.

What are the key skills and qualifications needed to thrive as a wealth management trainee?

To thrive as a Wealth Management Trainee, you need a strong background in finance, economics, or business, often supported by a relevant degree or progress toward certifications like the Series 7 or CFP. Familiarity with financial planning software, CRM systems, and investment analysis tools is typical in this role. Excellent interpersonal skills, active listening, and a client-focused mindset help trainees build trust and deliver tailored financial advice. Mastering these skills is crucial for effectively supporting clients’ financial goals and for progressing within the competitive wealth management industry.

What is the difference between Wealth Management Trainee vs Financial Advisor?

AspectWealth Management TraineeFinancial Advisor
Required CredentialsTypically pursuing or holding relevant certifications (e.g., CFP, Series 7)Often holds certifications like CFP, Series 7, or Series 66
Work EnvironmentTraining programs within banks, investment firms, or financial institutionsClient-facing roles in banks, independent firms, or financial planning companies
Employer & Industry UsageUsed by firms to develop future advisors; entry-level trainingActive role providing financial advice and planning services to clients

While both roles involve financial knowledge and certifications, a Wealth Management Trainee is primarily in a training phase within a firm, preparing for a future advisory role. A Financial Advisor actively manages client portfolios and provides personalized financial planning. The trainee position is more focused on learning and development, whereas the advisor role involves direct client interaction and decision-making.

What are some common challenges faced by wealth management trainees during their first year, and how can they overcome them?

Wealth Management Trainees often encounter challenges such as building a client base, understanding complex financial products, and adapting to a fast-paced, performance-driven environment. Success requires proactive networking, continuous learning, and seeking mentorship from experienced advisors. Trainees can overcome these hurdles by leveraging training resources provided by their firm, actively participating in team meetings, and staying up-to-date with market trends to provide informed guidance to clients.

What is a wealth management trainee?

Wealth Management Trainees are entry-level professionals who are learning the fundamentals of financial planning and investment management under the guidance of experienced advisors. They assist with research, client account management, and administrative tasks while studying to become licensed financial advisors. The role is designed to provide hands-on experience in developing financial strategies, understanding market trends, and building client relationships, eventually preparing trainees for a full advisory position. This career path is ideal for individuals interested in finance, client service, and long-term career growth within the wealth management industry.
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 Trainee jobs in Wisconsin? For Wealth Management Trainee jobs in Wisconsin, the most frequently searched job titles are:
What job categories do people searching Wealth Management Trainee jobs in Wisconsin look for? The top searched job categories for Wealth Management Trainee jobs in Wisconsin are:
Wealth Management Trainee jobs near you
Infographic showing various Wealth Management Trainee job openings in Wisconsin as of July 2026, with employment types broken down into 80% Full Time, 17% Part Time, 1% Temporary, and 2% Contract. Highlights an 92% Physical, 3% Hybrid, and 5% Remote job distribution, with an average salary of $44,402 per year, or $21.3 per hour.

Store Manager Trainee

Dollartree

Medford, WI • On-site

$21 - $25/hr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 7 days ago

Dollar Tree rating

4.5

Company rating: 4.5 out of 10

Based on 2,510 frontline employees who took The Breakroom Quiz

37th of 39 rated national retailers

Job description

Your natural leadership skills and ability to inspire teams to deliver exceptional customer service make you the right person for our Store Manager in Training position. Join our team today and let's create a welcoming and positive environment for customers and associates alike.

Your Role at Dollar Tree:

As a Store Manager in Training at Dollar Tree, you'll engage in on-the-job training to learn how to manage the profitable operations of your assigned store by maintaining a high standard for merchandising, placement, and store signage and by using proper display techniques to create an inviting atmosphere for customers. Your day-to-day job duties as a Store Manager will include, but are not limited to, the following:

  • Recruit and hire store associates to serve our customers
  • Foster the growth and development of associates through training on operations and merchandising while coaching and correcting when appropriate
  • Oversee and delegate all store activities to ensure smooth daily operations
  • Ensure full compliance with applicable laws and regulations, while enforcing company policies and procedures
  • Perform opening and closing procedures as needed
  • Implement operational and merchandising direction that is communicated from our corporate headquarters
  • Help your store reach its maximum profit contribution
  • Protect company assets
  • Maintain a high level of customer service across the store
  • Ensure a positive, safe, and respectful environment while maintaining professional and friendly interactions with customers, associates, and leaders


Your Skills and Experience:

  • Minimum 3 years prior retail management experience is preferred
  • Experience with hardlines or variety merchandise; BIG BOX experience a plus is preferred
  • Strong productivity management in freight processing is required
  • Strong communication, interpersonal, and written skills are required
  • Ability to work in a high-energy, team environment is required
  • Must be able to lift up between 30 to 50 lbs. from floor to above shoulder height and meet demands of frequent walking, standing, stooping, kneeling, climbing, pushing, pulling, and repetitive lifting, with or without reasonable accommodation is required

Here, your hard work pays off in more ways than one!

When you successfully meet your performance goals, you'll earn a quarterly bonus!

Your Perks and Benefits:
We offer a wide variety of rewards to support your health, wealth, and mental well-being. In addition to medical, pharmacy, dental, and vision insurance, we offer:

  • Employee Assistance Program
  • Paid time off
  • Retirement plans with matching contributions
  • Employee Stock Purchase Program
  • Educational Assistance
  • Access to PerkSpot, an employee discount platform for goods and services
  • And much more!


Who We Are:

At Dollar Tree, we make a difference in the lives of our customers every day by exceeding their expectations and delivering value - it's what our business is built on. Our associates play an important role in this commitment by embracing change and showing up for their teams and their communities.

Full time217 North 8th Street,Medford,Wisconsin 54451-154707502Dollar Tree

What Dollar Tree employees say

Pay

Benefits

Hours and flexibility

Workplace

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About Dollar Tree

Sourced by ZipRecruiter

With Dollar Tree and Family Dollar, we put value front and center for our customers. We do this by providing our customers with quality merchandise, amazing values, convenience, and a fun shopping experience. Whether you’re looking for the thrill of the hunt at Dollar Tree or shopping for your favorite brands at Family Dollar, you’re sure to find savings on a great selection of merchandise in our stores.

Industry

Retail

Company size

10,000+ Employees

Headquarters location

Chesapeake, VA, US

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