Wealth Management Advisor Salaries in Madison, WI

Associate Advisors are required to obtain a Series 65 license within six (6) months of hire, with a goal of obtaining the license within the first three (3)…

$65,000 - $85,000 a year

OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and…

$70,000 - $90,000 a year

Adopt core Advisor AI tools to improve day-to-day efficiency, including AI note-taking, AI-driven client meeting insights, and data tools that support informed…

$70,000 - $100,000 a year

9 days ago

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

2 days ago

OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and…

$65,000 - $75,000 a year

1 day ago

A Bachelor’s degree in finance, business administration, or alternate related analytical field is required. $75,000 - $100,000 at plan earnings.

$75,000 - $100,000 a year