ZipRecruiter

Log In

1

Wealth Management Trainee Jobs in Wisconsin (NOW HIRING)

Dollartree

Store Manager Trainee

Cudahy, WI · On-site

$19 - $22.75/hr

Minimum 3 years prior retail management experience is preferred Experience with hardlines or ... 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 ...

Dollar Tree

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

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

Paddock Lake, WI

$20.75 - $24.75/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

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 ...

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 ...

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 ...

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

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 ...

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

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

Mauston, WI · On-site

$21.75 - $25.75/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

Mauston, WI

$21.75 - $25.75/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

Janesville, WI

$18.50 - $22/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 ...

next page

Showing results 1-20

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 25, 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.

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 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 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 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.

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 certifications such as the Series 7 or Series 66, develop strong interpersonal and analytical skills, and pursue internships or entry-level positions in finance or customer service to build industry knowledge and demonstrate motivation.

What do you do as a wealth management trainee?

A wealth management trainee assists financial advisors by conducting research, preparing client reports, and supporting investment strategies. The role often involves learning about financial planning, client relationship management, and using tools like CRM software, with opportunities to earn relevant certifications during training.

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 August 2026, with employment types broken down into 1% As Needed, 85% Full Time, 12% Part Time, and 2% Contract. Highlights an 84% Physical, 3% Hybrid, and 13% Remote job distribution, with an average salary of $44,402 per year, or $21.3 per hour.

Investment Solutions Branch Consultant

Milwaukee, WI • On-site

Baird

8.5

Company rating: 8.5 out of 10

Based on 11 frontline employees who took The Breakroom Quiz

People enjoy working here

Good employer

Respectful managers

Learn more about Bairdexternal

Full-time

Posted 15 days ago

Job description

About the Role:
The Investment Solutions team within Baird Private Wealth Management (PWM) plays a key role in ensuring that Baird Financial Advisors have the tools and capabilities across our investment, liquidity and insured solutions' platforms necessary for delivering great outcomes for our clients. Strategically at Baird, we believe that delivering a great Wealth Management Experience for clients is built upon three pillars: Investment Consulting, Advanced Planning and Relationship Management. The Investment Solutions Branch Consultant is responsible for partnering with Financial Advisors, Branch Associates and other key associates in the Wealth Centers and the Wealth Solutions Group to help optimize Investment Consulting practices within the branch network while maintaining a broader strategic lens on sustainably growing the PWM business.
As an Investment Solutions Branch Consultant, you will actively collaborate within Baird's Wealth Centers to bridge any gaps between Business Development, Financial Planning and Technical/Branch Productivity to Investment Solutions. In turn, the Branch Consultant should expect to partner closely with the Investment Solutions & PWM Research teams to help identify gaps across the platform and engage in strategic planning to help improve the suite of investment solutions available for the Branch Network. You will join a collaborative team that supports professional development and flexibility while fostering a culture that values diverse perspectives, teamwork and partnership. This role also offers the opportunity to work with a variety of teams and leaders across the organization, helping you build broad business knowledge while developing your adaptability and leadership skills.
The Impact You'll Make:
  • Partner with Financial Advisors, Branch Associates and other key associates in the Wealth Centers and the Wealth Solutions Group in an effort to help optimize Advisors' Investment Consulting practices
  • Become a key resource within the Wealth Centers by integrating Investment Consulting best practices within the group
  • Help Financial Advisors analyze their business models, identify gaps and develop implementation strategies for the Branch Network
  • Partner closely with the Investment Solutions team to help identify gaps across the platform and engage in strategic planning to help improve the suite of investment and cash flow solutions available for the Branch Network
  • Help Advisors transitioning to Baird understand the Investment Solutions available across the platform and how to ideally utilize them in their book of business
  • Develop training and workshop ideas for Financial Advisors and Corporate Events while service as a resource for Trainees and Foundations Associates
  • Collaborate closely with Investment Solutions & PWM-Research on portfolio strategy ideas and sample plans for the Branch Network
  • Work with Baird's Marketing & Communication team to promote success stories

What You'll Bring to Baird:
  • Bachelor's degree required or equivalent combination of education and relevant experience
  • 5 years of relevant experience
  • Ability to complete the SIE, Series 7/66 licensing in first eighteen months if not already obtained
  • Ability to travel 25-50% of time to Baird branches and/or industry meetings
  • Ability to learn and effectively navigate Baird's Private Wealth Management technology platforms (Thomson ONE, ValueOne, Envestnet, etc.)
  • Exceptional client service skills including both written and verbal
  • Strong computer skills, including proficient in Microsoft Office suite (Word, Excel, PowerPoint)
  • History of delivering consistent, high-quality performance
  • Strong organizational skills - ability to prioritize and manage multiple tasks simultaneously
  • Ability to act as a team player, assisting others in the department when necessary, is mandatory
  • Possesses a high attention to detail
  • Strong analytical skills

What Baird employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Apply