Wealth Manager Salaries in Wisconsin

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

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

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

Initiate and field client calls on various topics and miscellaneous requests (e.g., account specific questions, general inquiries regarding portfolios,…

$204,400 - $347,500 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.