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Weekend Wealth Management Jobs in Wisconsin (NOW HIRING)

Wealth Enhancement Group

Financial Advisor

Oregon, WI · On-site

$90 - $110/hr

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 ...

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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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All JobsWealth Management JobsWeekend Wealth Management JobsWeekend Wealth Management Jobs in Wisconsin

Weekend Wealth Management information

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

AspectWeekend Wealth ManagementFinancial Advisor
CertificationsCFP, CFA often preferredCFP, CFA, or similar certifications
Work EnvironmentPart-time, weekend-focusedFull-time, office or client-based
Industry UsageFinancial services, wealth management firmsFinancial services, investment firms, banks
Primary FocusManaging client investments on weekendsComprehensive financial planning and investment advice

Weekend Wealth Management typically involves providing investment advice and managing client portfolios during weekends, often on a part-time basis. Financial Advisors usually work full-time, offering broader financial planning services. Both roles require similar certifications but differ mainly in work hours and scope of services.

How many hours a week do you work in weekend wealth management?

Weekend wealth management professionals typically work around 20 to 30 hours per week, primarily during weekends and occasional weekday meetings. The schedule depends on client needs and firm policies, and some roles may require flexibility or additional hours for client consultations and financial planning tasks.

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 Weekend Wealth Management jobs in Wisconsin?

For Weekend Wealth Management jobs in Wisconsin, the most frequently searched job titles are:

What job categories do people searching Weekend Wealth Management jobs in Wisconsin look for?

The top searched job categories for Weekend Wealth Management jobs in Wisconsin are:

What cities in Wisconsin are hiring for Weekend Wealth Management jobs?

Cities in Wisconsin with the most Weekend Wealth Management job openings:

Weekend Wealth Management jobs near you

Relationship Manager - Wealth Management, La Crosse

Https://www.trustpointinc.com/

La Crosse, WI • Hybrid

Full-time

Medical, Dental, Life, Retirement, PTO

Re-posted 20 days ago

Job description

EXPERIENCE OUR CULTURE! JOIN OUR TEAM!

Recognized as a "Best Place to Work" for the 9th year in a row by Business Intelligence Group and a Gold Certified Family Friendly Workplace, Trust Point Inc. of La Crosse, WI. is looking to hire a full-time Relationship Manager to join our Wealth Management team. We are looking for an individual that will use their passion for finance, investments, and planning to build impactful, trustworthy and long lasting relationships with their clients.

We offer a complete line of benefits including, health, dental, life, long term disability, paid holidays and paid vacation. In addition, we also offer a very generous 401k and profit-sharing plan.

ABOUT TRUST POINT INC.

For more than 100 years, Trust Point has provided a wide array of trusted financial services to individuals, families, businesses and charitable organizations. It is our goal to provide outstanding client service in order to help our clients achieve their financial goals.

Our success is a direct result of the caliber of the team we recruit. We value each of our staff members and their input. We are supportive, not only to our clients but to each other. Our CEO embodies our supportive culture and has an open door policy. We love to show our appreciation and provide fun and unique perks throughout the year.

Learn more about our culture here: Trust Point Culture Video

Trust Point also supports ongoing learning through employer-paid certifications and relevant education. 

A DAY IN THE LIFE OF A RELATIONSHIP MANAGER

  • Providing thoughtful and objective advice to help client's succeed with their long term financial goals.
  • Establishing client calling plans, including routine administrative, operational and investment review meetings, as well as event invitations and entertainment within guidelines as established by management.
  • Making sound recommendations concerning matters on pricing, operations, and overall relationship enhancement opportunities.
  • Developing trustworthy relationships with other service providers of the client such as attorneys, advisors, consultants, and other financial services providers to accomplish the service goals and objectives of the client.
  • Compliance and risk management oversight.
  • Retaining and expanding existing accounts and the development of new business and the promotion of trust services.
  • Continuing education through seminars, conferences and related training (both trust and investment specific and general trust industry knowledge) to promote skill growth and development and to maintain certifications.
  • Participating in and/or coordination of designing, implementing and training on projects as requested. Specific responsibilities unique to an administrator are identified separately.
  • Willingness to volunteer and support the local community.

Requirements:

  • 4 Year Degree Business, Accounting, Finance or other relevant degree, required.
  • 5 -7 Years Work Experience in Relevant Business Environment, preferred.
  • Certification as a CPA, CFP and/or CTFA is desired or willingness to work towards Professional Credentials

This position requires excellent communications and interpersonal skills which include: relationship development, listening, oral and written communication, decision making, organizing, executing and implementing plans, team building and work coordination.

WORK SCHEDULE

This is a full-time hybrid position working Monday-Friday, 8am-5pm.

Trust Point is proud to be an equal opportunity workplace.

We cultivate a culture of inclusion for all employees that respects their individual strengths, views, and experiences. We believe that our differences enable us to be a better team - one that makes better decisions, drives innovation, and delivers better business results.

Apply