Wealth Manager Salaries in Pewaukee, WI

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

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

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

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

You will utilize advanced financial tools and analytics to assess client needs and develop effective action plans. Strong analytical and problem-solving skills.

$100,000 - $175,000 a year

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