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Weekend Wealth Management Jobs in Madison, WI (NOW HIRING)

UMB Financial

Wealth Advisor

Madison, WI · On-site

$81K - $120K/yr

The Private Wealth Management team serves to manage, protect and grow. As a fiduciary, we deliver financial outcomes for our clients through team-based advice. We collaborate on holistic and ...

U.S. Bank

PWM Private Wealth Advisor

Madison, WI · On-site

S. Bank Private Wealth Management (PWM) helps clients identify and achieve their financial objectives. Our teams advise clients holistically on wealth and estate planning, investments, banking ...

US Bank

PWM Private Wealth Advisor

Madison, WI · On-site

S. Bank Private Wealth Management (PWM) helps clients identify and achieve their financial objectives. Our teams advise clients holistically on wealth and estate planning, investments, banking ...

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 ...

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All JobsWealth Management JobsWeekend Wealth Management JobsWeekend Wealth Management Jobs in Madison, WI

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 Madison, WI?

The most popular types of Wealth Management jobs in Madison, WI are:

What are popular job titles related to Weekend Wealth Management jobs in Madison, WI?

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

What job categories do people searching Weekend Wealth Management jobs in Madison, WI look for?

The top searched job categories for Weekend Wealth Management jobs in Madison, WI are:

What cities near Madison, WI are hiring for Weekend Wealth Management jobs?

Cities near Madison, WI with the most Weekend Wealth Management job openings:

Weekend Wealth Management jobs near you
Infographic showing various Weekend Wealth Management job openings in Madison, WI as of August 2026, with employment types broken down into 1% As Needed, 79% Full Time, 16% Part Time, and 4% Contract. Highlights an 87% Physical, 3% Hybrid, and 10% Remote job distribution.

Senior Wealth Advisor, Wealth Management

Choreo

Madison, WI • On-site

Full-time

Re-posted 14 days ago

Job description

Our Madison, WI office is seeking an Associate Director, Wealth Management to assist clients, wealth advisors, and other team members in various roles to serve a client base consisting of high-net-worth families and business owners.  In this role, you will become familiar with multiple aspects of the wealth management practice, including operations, investment management, case development, the client service model, and new business acquisition.  

Primary Responsibilities: 

  • Serve on the client service team to assist in managing client relationships.
  • Involvement in client and prospect meetings as well as networking opportunities.
  • Develop competency with our eMoney financial planning software to assist in developing financial plans.
  • Responsible for preparing investment (portfolio) analysis and financial-related projects as needed.
  • Develop competency in our CRM, manage workflows and related documentation requirements.
  • Facilitate best practices and assist in monitoring and satisfying compliance requirements. 

Basic Qualifications: 

  • Undergraduate Degree, preferably in a business-related field
  • Minimum 7 years in the Wealth Management/Financial Services industry
  • Experience with Schwab Institutional, eMoney Advisor, Black Diamond, and other financial planning software tools, including CRM systems
  • Excellent verbal and written communication skills for working with prospects, clients, and team members
  • Ability to work efficiently, effectively, and independently to see projects through to conclusion
  • Excellent organizational skills with the ability to prioritize multiple tasks, projects, and assignments
  • Basic knowledge of income taxes and effects of portfolio transactions on income taxes
  • Active series 65 license; CFP highly preferred 

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