Investment Associate Salaries in Wisconsin

A bachelor’s degree in Finance, Accounting, Economics, Construction Management/Technology, or a related field is preferred, along with internship experience in…

$65,000 - $70,000 a year

6 days ago

Series 65 certification required (New hires will have 180 days to obtain this certification. Use firm-approved tools to craft integrated strategies across…

Assist Client Service Specialists with client service activities, client calls and service-related requests while learning the full client service process.

Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus. Must be able and willing to obtain a life insurance license.

$75,000 - $100,000 a year

Typically between 1 – 2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education and…

$41,714 - $50,000 a year

In a vital branch support role, you’ll partner with Financial Advisor and team members to ensure clients – whether local or remote – come first and achieve…