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Wealth Planning Associate Jobs in Wisconsin (NOW HIRING)

Deloitte

Tax Senior - Private Wealth

Milwaukee, WI

$80K - $99K/yr

We provide comprehensive, independent, and objective wealth transfer planning advice, and help clients make more informed, strategic decisions relevant to their personal financial comfort, business ...

Morgan Stanley

Private Banker

Milwaukee, WI · On-site

... wealth planning, credit & lending, deposits & cash management, annuities, insurance, retirement and ... Partner with the Associate Private Banker(s) to provide FA and their client(s), Private Banking ...

Morgan Stanley

Private Banker

Milwaukee, WI · On-site

... wealth planning, credit & lending, deposits & cash management, annuities, insurance, retirement and ... Partner with the Associate Private Banker(s) to provide FA and their client(s), Private Banking ...

Baird

Associate Financial Advisor

Milwaukee, WI · On-site

... wealth management solutions to individuals and families and strategically build the client base ... Specialized areas of emphasis include financial planning, portfolio management and analysis and/or ...

Baird

AFAT Advisor Associate

Milwaukee, WI · On-site

... full Wealth Management Experience to Baird Associates and their immediate families. The team provides personalized guidance across a range of financial topics, including retirement planning ...

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Wealth Planning Associate information

See Wisconsin salary details

$38.9K

$79K

$109K

How much do wealth planning associate jobs pay per year?

As of Aug 20, 2026, the average yearly pay for wealth planning associate in Wisconsin is $79,015.00, according to ZipRecruiter salary data. Most workers in this role earn between $64,600.00 and $92,400.00 per year, depending on experience, location, and employer.

What does a wealth planning associate do?

A Wealth Planning Associate supports financial advisors and clients by helping develop, implement, and monitor personalized financial plans. Their responsibilities typically include conducting research, preparing financial reports, analyzing investment options, and assisting with estate and tax planning strategies. They also communicate with clients to gather information, answer questions, and ensure that their financial goals are being met. Wealth Planning Associates often work in banks, investment firms, or wealth management companies, collaborating closely with senior advisors to deliver comprehensive financial solutions.

How does a wealth planning associate typically collaborate with financial advisors and clients to develop comprehensive financial plans?

Wealth Planning Associates work closely with financial advisors by gathering client financial information, analyzing data, and preparing plan recommendations. They often attend client meetings alongside advisors to clarify complex financial concepts and ensure accurate implementation of strategies. This role requires strong teamwork, attention to detail, and the ability to translate technical information into actionable insights for clients. Effective communication and a client-focused approach are essential, as Wealth Planning Associates serve as a key link between clients and the broader advisory team.

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

To thrive as a Wealth Planning Associate, you need a solid understanding of financial planning, investment strategies, and tax regulations, usually supported by a bachelor’s degree in finance or a related field. Proficiency with financial planning software, CRM systems, and, in some cases, certifications like the CFP or Series 7 license is highly valued. Strong interpersonal skills, attention to detail, and the ability to communicate complex financial concepts clearly help set top performers apart. These skills are vital for building trust with clients, ensuring regulatory compliance, and delivering tailored wealth management solutions.

What is the difference between Wealth Planning Associate vs Financial Advisor?

AspectWealth Planning AssociateFinancial Advisor
CertificationsCFP, Series 7/66 (preferred)CFP, Series 7/66, or other licenses
Work EnvironmentSupport role in financial planning teams, often in firms or banksClient-facing, providing personalized financial advice
Primary FocusAssisting in financial plan development and researchAdvising clients on investments, retirement, and estate planning

The main difference is that Wealth Planning Associates typically support financial advisors by preparing plans and conducting research, while Financial Advisors directly interact with clients to provide tailored financial advice. Both roles require relevant certifications and work within the financial services industry, but their responsibilities and client engagement levels differ.

What is a wealth planning associate?

A wealth planning associate is a financial professional who assists clients in developing comprehensive strategies for managing their wealth, including estate planning, investment management, and tax strategies. They often work under the supervision of senior advisors and may use financial planning software to analyze client portfolios and goals.

What are popular job titles related to Wealth Planning Associate jobs in Wisconsin?

For Wealth Planning Associate jobs in Wisconsin, the most frequently searched job titles are:

What job categories do people searching Wealth Planning Associate jobs in Wisconsin look for?

The top searched job categories for Wealth Planning Associate jobs in Wisconsin are:

What cities in Wisconsin are hiring for Wealth Planning Associate jobs?

Cities in Wisconsin with the most Wealth Planning Associate job openings:

Wealth Planning Associate jobs near you
Infographic showing various Wealth Planning Associate job openings in Wisconsin as of August 2026, with employment types broken down into 1% As Needed, 72% Full Time, 25% Part Time, 1% Temporary, and 1% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $79,015 per year, or $38 per hour.

Client Service Associate

Wealth Enhancement Group

Clinton, WI • On-site

$20 - $25/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 1 hour ago

Job description

About Wealth Enhancement
Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 90,000 households from our over 175 offices - and growing - nationwide.
Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com.
Our Clinton, WI office is looking for a Client Service Associate to serve as the liaison between clients and Financial Advisors (FAs). You will work with all aspects of the client experience, including financial paperwork and financial account review preparation. Previous experience in a wealth management office is welcome but not required. Candidates with a professional background in other industries can succeed in this role.
This is a full-time, on-site position (40 hours per week). We're looking for someone available to be in the office from 8:30am-5pm, Monday to Thursday, and 7:30am-4pm on Fridays. We can offer limited flexibility within reason on start/stop times.
In the spirit of pay transparency, we are excited to share the pay range for this position is $20.00/hr to $25.00/hr, exclusive of bonuses and benefits. Compensation, job duties, and title (e.g. Sr. Client Service Associate) will be commensurate with experience and qualifications. We encourage you to apply and provide us with your compensation expectations when you do. We're big on open conversations, so let's have one.
We select our initial compensation target using national compensation survey data. When we make an offer, we then factor in things like tenure, performance, and geographic location to come up with the most accurate numbers. We encourage you to apply and provide us with your compensation expectations when you do. We're big on open conversations, so, let's have one.
Primary Job Functions
Client Service
  • Support Senior Vice President (Financial Advisor) and their clients by leading and implementing the client service model
  • Facilitate new account setup at the custodial level; follow up on fund transfers
  • Respond to and resolve client requests; complete necessary financial paperwork to execute client recommendations, change beneficiaries, establish trusts, etc.
  • Ensure accurate completion of prospect/new client paperwork and set up
  • Maintain Salesforce database and client files (filing, copies, data input)
  • Research and follow up on any issues with the custodians, vendors, and Wealth Enhancement operations department
  • Learn company product suitability guidelines, financial operational processes, and financial sales processes
  • Support client service functions for all teams as requested

Office Administration
  • Greet clients and visitors warmly and professionally, ensuring a positive first impression
  • Answer and direct incoming phone calls promptly and courteously
  • Manage the office calendar, including client appointments and internal meetings
  • Support advisors and staff with administrative tasks such as data entry, filing, and scanning
  • Manage incoming and outgoing USPS, FedEx, and UPS mail deliveries
  • Maintain and order office supplies

Education/Qualifications
  • 2+ years of customer service/administrative experience preferred
  • Bachelor's degree or equivalent preferred, demonstrated through one or a combination of the following: work experience, training, military experience, or education
  • Strong interpersonal skills required to develop team and client relationships
  • Professional presence and communication skills
  • Strong attention to detail and process
  • Good problem-solving skills, ability to work with deadlines, and prioritize work
  • Proficient with Microsoft Office required
  • Salesforce experience a plus

WEG hires employees and makes decisions about their salary qualifications based on factors such as: the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market. To comply with state pay transparency laws, we must disclose the entire salary grade. The entire salary grade for those who are classified at the individual contributor level is $42,500.00 to $63,750.00. However, the pay range bolded above is what we expect to pay as a starting range for this position.
#LI-ONSITE
#LI-AP1
Comprehensive Benefits Offerings
Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony. You may be eligible to participate in the following benefits & development opportunities:
  • Training and professional development
  • Medical, dental and vision coverage (Available to full-time employees and their families)
  • Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses
  • Life and AD&D insurance - employer paid and voluntary options
  • Short-term and long-term disability, workers compensation - employer paid
  • 401k with match and profit sharing
  • Wellness programs and resources
  • Voluntary benefits, including pet insurance
  • 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)
  • 12 paid holidays each year (10 pre-determined and 2 floating days)
  • Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)
  • Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)

Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at 763-417-1700
Information provided on this application will be kept confidential and only be shared with those involved in the selection process.
Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify.
Click the following link to view Federal and E-Verify posters: Link
OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.
Wealth Enhancement may use artificial intelligence (AI) tools to assist in the initial screening of resumes. All AI-supported evaluations are reviewed by our recruitment team to ensure accuracy and fairness. We are committed to equal opportunity in employment and do not discriminate based on race, color, religion, sex, national origin, age, disability, or any other protected status. Your personal information is handled in accordance with applicable data protection laws.

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