1

Wealth Manager Jobs in Dallas, WI (NOW HIRING)

We're seeking an Assistant Store Manager to join our team to help with store operations, customer ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

We're seeking an Assistant Store Manager to join our team to help with store operations, customer ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Customer Service Associate I

Cumberland, WI · On-site

$13.50 - $18.75/hr

Manage sales transactions while working assigned cash register * Maintain security of cash and ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Customer Service Associate I

Rice Lake, WI · On-site

$14.25 - $19.75/hr

Manage sales transactions while working assigned cash register * Maintain security of cash and ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Customer Service Associate I

Bloomer, WI · On-site

$15.25 - $21/hr

Manage sales transactions while working assigned cash register * Maintain security of cash and ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Customer Service Associate I

Bloomer, WI · On-site

$15.25 - $21/hr

Manage sales transactions while working assigned cash register * Maintain security of cash and ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Customer Service Associate I

Chetek, WI · On-site

$14.25 - $19.75/hr

Manage sales transactions while working assigned cash register * Maintain security of cash and ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Customer Service Associate I

Cumberland, WI · On-site

$13.50 - $18.75/hr

Manage sales transactions while working assigned cash register * Maintain security of cash and ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Customer Service Associate I

Rice Lake, WI · On-site

$14.25 - $19.75/hr

Manage sales transactions while working assigned cash register * Maintain security of cash and ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Customer Service Associate I

Chetek, WI · On-site

$14.25 - $19.75/hr

Manage sales transactions while working assigned cash register * Maintain security of cash and ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Customer Service Associate I

Bloomer, WI · On-site

$15.25 - $21/hr

Manage sales transactions while working assigned cash register * Maintain security of cash and ... We offer a wide variety of rewards to support your health, wealth, and mental well-being. In ...

Employees enjoy multiple wealth-building opportunities through our annual stock grant, employee ... Also responsible for other duties/projects as assigned by business management as needed Education ...

next page

Showing results 1-20

Wealth Manager information

See Dallas, WI salary details

$24.2K

$58.7K

$114.4K

How much do wealth manager jobs pay per year?

As of Aug 23, 2026, the average yearly pay for wealth manager in Dallas, WI is $58,695.00, according to ZipRecruiter salary data. Most workers in this role earn between $41,400.00 and $67,500.00 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.

What cities near Dallas, WI are hiring for Wealth Manager jobs?

Cities near Dallas, WI with the most Wealth Manager job openings:

Administrative Services Manager

United States Army

Wanderoos, WI • On-site

Other

Medical, Dental, Vision, PTO

This job post has expired 2 days ago. Applications are no longer accepted.


United States Army rating

6.3

Company rating: 6.3 out of 10

Based on 493 frontline employees who took The Breakroom Quiz

44th of 49 rated military and defense


Job description

Human Resources Specialist Job Overview: As a Human Resources Specialist, you will be the cornerstone of our admin department, contributing to the overall success of the organization by supporting the onboarding process, employee relations, and fostering a positive workplace culture. Your detail-oriented approach to fulfilling the administrative needs of our workforce will make you an indispensable member of our team. Requirements: Attend a 19-week paid training program to gain skills and certifications in business administration, performance management, employee relations, computer operations, human resource management software, personnel file management, record keeping, reporting staffing requirements, and personnel data reporting. Advanced certifications require additional full funded training programs. Benefits: Comprehensive Healthcare, Vision, and Dental plans. 30 days paid vacation. 90 days paid paternity and maternity vacation. Comprehensive wellness programs including fitness facility access, nutrition consulting, curated fitness plans, and more. Housing, clothing, and relocation allowance. Tuition assistance. Student loan repayment. Flexible retirement and pension plans Pay and Promotion: Entry pay and promotions vary based on education level and qualifications. Hiring bonus opportunities available. Specialty bonuses available depending on qualifications and position. Guaranteed promotion opportunities. Additional Career Opportunities: Upon successful completion of first term contract, you are guaranteed up to 5 interviews with your choice 1,200 industry leading organizations including Coca-Cola, Tesla, and Amazon. Similar Career Fields Include: Administrative Services Manager, Human Resource Manager, Labor Relations Specialist. About Our Organization: The U.S. Army is wealth of possibilities for your future – whether you are looking to build a meaningful career, continue your education, or start a family, the Army is committed to helping you build the future you are looking for and improve yourself in the process. Be All You Can Be. The Now Hiring Full and Part Time Positions. Click apply for an Interview5c143e31-5e48-4549-b638-05792d185386

What United States Army employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom


US Army logo

About US Army

Sourced by ZipRecruiter

Industry

National security, health care and social assistance, national security and international affairs and public administration

Company size

10,000+ Employees

Headquarters location

Arlington, VA, US

Social media