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Wealth Manager Jobs in Wisconsin (NOW HIRING)

Bank of Montreal

Wealth Advisor, Director

Madison, WI · On-site

Wealth Sales & Service Serves as the primary relationship manager for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients, delivering a comprehensive wealth management experience that ...

Bank of Montreal

Wealth Advisor, Director

Wausau, WI · On-site

Wealth Sales & Service Serves as the primary relationship manager for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients, delivering a comprehensive wealth management experience that ...

CIBC

Relationship Manager - Private Wealth

Milwaukee, WI · Hybrid

$160K - $215K/yr

You bring wealth management expertise, with 10-15+ years of experience in portfolio management, wealth management, personal tax, or financial planning, and possess a comprehensive understanding of ...

CIBC

Relationship Manager - Private Wealth

Milwaukee, WI · On-site

$160K - $215K/yr

You bring wealth management expertise, with 10-15+ years of experience in portfolio management, wealth management, personal tax, or financial planning, and possess a comprehensive understanding of ...

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Wealth Manager information

See Wisconsin salary details

$24.7K

$60.1K

$117.1K

How much do wealth manager jobs pay per year?

As of Aug 22, 2026, the average yearly pay for wealth manager in Wisconsin is $60,082.00, according to ZipRecruiter salary data. Most workers in this role earn between $42,400.00 and $69,100.00 per year, depending on experience, location, and employer.

What is a wealth manager?

A wealth manager is a financial professional who provides comprehensive financial planning and investment management services to individuals, families, or businesses. They help clients grow, protect, and transfer their wealth by offering tailored advice on investments, retirement planning, tax strategies, estate planning, and more. Wealth managers often coordinate with other professionals, such as accountants and attorneys, to deliver holistic financial solutions. Their goal is to help clients achieve long-term financial goals and maintain financial security.

What does a wealth manager do?

The job duties of a wealth manager include working to advise clients about investment opportunities and strategies. In this career, your responsibilities may involve providing retirement advice for a client, explaining and helping facilitate investments in a variety of different investment products, and providing information about issues related to taxes and estate planning. A wealth management consultant may work independently or as a member of a financial services company or bank. Some wealth managers help clients plan investments and gain access to complicated or exclusive investment vehicles that are not available to retail investors.

How do wealth managers typically collaborate with other financial professionals to serve their clients?

Wealth Managers often work closely with a team of financial professionals, including tax advisors, estate planners, and investment analysts, to provide comprehensive financial solutions for their clients. Collaboration is key, as clients’ needs are multifaceted and may require coordinated expertise in areas like tax optimization, retirement planning, or risk management. Regular meetings and open communication channels ensure that all professionals are aligned on the client’s goals and strategies. This team-based approach not only enhances the quality of service but also allows Wealth Managers to offer more tailored and effective advice.

What are the key skills and qualifications needed to thrive as a wealth manager, and why are they important?

To thrive as a Wealth Manager, you need a deep understanding of investment strategies, financial planning, and regulatory compliance, typically supported by a degree in finance or economics and relevant certifications like CFP or CFA. Familiarity with portfolio management software, financial modeling tools, and CRM systems is essential for analyzing client portfolios and managing relationships. Exceptional interpersonal skills, trustworthiness, and strong communication abilities help build lasting client relationships and provide tailored advice. These skills are crucial for successfully growing client assets, retaining clients, and navigating complex financial markets.

What is the difference between Wealth Manager vs Financial Advisor?

AspectWealth ManagerFinancial Advisor
CredentialsCFP, CFA, or equivalent certifications often preferredCFP, Series 7, Series 66, or similar licenses
Work EnvironmentTypically works with high-net-worth clients, offering comprehensive wealth managementWorks with a broad client base, providing investment and financial planning advice
Employer & IndustryPrivate banks, wealth management firms, financial institutionsIndependent firms, banks, insurance companies, financial planning firms

Wealth Managers and Financial Advisors both assist clients with financial planning and investments. However, Wealth Managers usually focus on high-net-worth clients with comprehensive services, while Financial Advisors serve a wider range of clients with investment and planning advice. The roles often overlap, but the scope and client base differ.

Is wealth management a high paying career?

Wealth management can be a high-paying career, especially for experienced professionals who manage large client portfolios and hold relevant certifications like the Certified Financial Planner (CFP). Salaries often include a base salary plus commissions or fees based on assets under management, with top earners making six figures or more annually.
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For Wealth Manager jobs in Wisconsin, the most frequently searched job titles are:

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Wealth Manager jobs near you
Infographic showing various Wealth Manager job openings in Wisconsin as of August 2026, with employment types broken down into 88% Full Time, 11% Part Time, and 1% Contract. Highlights an 81% Physical, 2% Hybrid, and 17% Remote job distribution, with an average salary of $60,082 per year, or $28.9 per hour.

Wealth Advisor, Director

Bank of Montreal

Madison, WI • On-site

Full-time

Medical, Life, Retirement

Re-posted 9 days ago

Job description

Application Deadline:
09/03/2026
Address:
1 W Main Street
Job Family Group:
Wealth Sales & Service
Serves as the primary relationship manager for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients, delivering a comprehensive wealth management experience that integrates banking solutions, investment strategies, and holistic financial planning. This role combines credit and lending proficiency with investment and planning expertise ensuring clients receive seamless, end-to-end financial advice. Coordinates multi-disciplinary teams to craft and execute creative solutions for the client.
  • Proactively identifies and executes growth opportunities within existing client relationships, drives increased wallet share through strategic cross-selling and relationship deepening initiatives.
  • Drives complex acquisition strategies for "One Client" delivery through partnerships with Retail, Commercial and Capital Markets.
  • Develops and executes the business development strategy, sales targets and the sales results for the assigned region.
  • Develops internal and external networks and referral sources to grow business in the assigned portfolio / jurisdiction.
  • Enhances presence in the marketplace by collaborating with other experts (e.g. internal team, outside attorneys, accountants) to create integrated business development plan.
  • Acts as the primary Relationship Manager for assigned client relationships
  • Leads / assists with creation business proposals or presentations (e.g. relationship plans, financial plans and reviews)
  • Leads Annual Client Review with team members to evaluate changing needs, increase communication with client, and implement the client experience.
  • Produces client reports that demonstrate the value provided and assesses clients at-risk for retention.
  • Ensures timely execution of transactions and requests.
  • Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group.
  • Acts as a subject matter expert on relevant regulations and policies.
  • May network with industry contacts to gain competitive insights and best practices.
  • Shares wealth solutions expertise and product knowledge across regional team.
  • Manages resources and leads the execution of strategic initiatives to deliver on business and financial goals.
  • Acts as the prime subject matter expert for internal/external stakeholders.
  • Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
  • Monitors and tracks performance, and addresses any issues.
  • Designs and produces regular and ad-hoc reports, and dashboards.
  • Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.
  • Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution.
  • Demonstrates advanced understanding of industry trends and regulatory requirements, applying insights to deliver innovative client solutions and mentor junior team members.
  • Oversees the design, development, and implementation of tools and training required to deliver business results.
  • Acts as the central point of contact for clients, coordinating all aspects of their financial needs.
  • Builds deep, trusted relationships and delivers personalized advice aligned with clients' goals.
  • Provides tailored banking solutions that include credit facilities, mortgages, and liquidity strategies.
  • Designs and implements investment portfolios and wealth planning strategies (e.g. retirement, estate, tax optimization).
  • Collaborates with internal specialists for tax, trust and insurance solutions to deliver holistic advice.
  • Ensures adherence to regulatory, legal and ethical requirements.
  • Maintains rigorous risk management practices across all client solutions.
  • Conducts regular reviews to assess progress toward financial objectives.
  • Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.
  • Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders.
  • Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine.
  • Implements changes in response to shifting trends.
  • Broader work or accountabilities may be assigned as needed.

Qualifications:
  • Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
  • MBA certification preferred.
  • Certified Financial Planner is preferred.
  • Experience dealing with HNW clients and equivalent knowledge base.
  • Broad knowledge of all facets of wealth management.
  • In-depth / expert knowledge of Bank products, services and capabilities.
  • Seasoned professional with a combination of education, experience and industry knowledge.

Advanced Proficiency:
  • Strategic relationship management
  • Networking
  • Business Development
  • Commercial acumen (i.e. can apply business and financial principles to create value for both the client and the firm)
  • Financial planning
  • Client service
  • Collaboration
  • Customer Service
  • Problem Solving

Salary:
$91,800.00 - $171,000.00
Pay Type:
Salaried
The above represents BMO Financial Group's pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards
About Us
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at http://jobs.bmo.com/us/en
BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
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About BMO

Sourced by ZipRecruiter

BMO, or Bank of Montreal, is one of the biggest multinational banking and financial services corporations in North America. Developed in 1817, BMO's American headquarters are located ideally in Chicago, Illinois while its main world headquarters are situated in Montreal. The bank operates in a multitude of sectors including personal and commercial banking, wealth management and investment banking products and solutions. Over the years, BMO has been recognized for its commitment to doing what's right for its customers, employees, and society.

Industry

Banking and credit intermediation

Company size

5,001 - 10,000 Employees

Headquarters location

Chicago, IL, US

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