Wealth Management Advisor Salaries in Wisconsin

FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire. The Expertise and Skills You Bring.

You possess a bachelor’s degree in relevant field or combination of education and experience that provides and equivalent background.

$81,864 - $120,406 a year

JD, CTFA, or CFP certification a plus. Responds promptly to client distribution requests and makes cash and asset distribution as required.

$80,000 - $100,000 a year

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

In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.

6 days ago

Rather than working directly with clients, the Senior Associate will help design and evolve our wealth planning platform, developing tools and insights that…

$85,000 - $110,000 a year