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.

Assess clients' financial needs and develop tailored financial plans. Reimbursement for licensing and ongoing education. Average vs Top 25% - Performance Based.

$70,000 - $140,000 a year

Five (5) plus years’ experience as a fee-based Advisor in the field of accounting, finance, or a related professional field. CFP or CPA/PFS, preferred.

$101,430.74 - $161,070.00 a year

Advisors assess and manage the financial needs of individuals and help them with decisions on, but not limited to, employer benefits, investments, income tax,…

$100,000 - $150,000 a year

Understand their clients' goals and visions to develop a holistic financial roadmap using tools such as retirement planning, investment and insurance services,…

$71,000 - $255,000 a year

3 days ago

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