Top 25 Wealth management advisor Jobs in Madison, Wi

Wealth Management Associate (Madison, WI)
Equitable Advisors —Madison, WI
- $24,000 - $125,000 a year
- Full-time
- Background check
- Hospitality
- Office
- Employee stock purchase plan
- Disability insurance
Quick Apply
Associate Financial Advisor - Licensed
The QTI Group —Madison, WI
- $60,000 a year
- Private practice
- Mid-level
- Finance
Quick Apply
Full-Time Financial Representative (Paid Licensing & Training!)
Northwestern Mutual —Middleton, WI
- $75,000 - $125,000 a year
- Full-time
- Background check
- Hospitality
- Sales
- Paid training
- Health savings account
Quick Apply
Wealth Management Trainee (WI)
Bankers Life —Madison, WI
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Associate Advisor - Middleton, WI
Savant —Middleton, WI
- $65,000 - $85,000 a year
- Full-time
- Hybrid work
- Research
- Office
- Finance
- Health savings account
- AD&D insurance
Associate Financial Advisor
Wealth Enhancement Group —Madison, WI
- $70,000 - $90,000 a year
- Full-time
- Mid-level
- Office
- Finance
- Profit sharing
- Paid parental leave
Financial Advisor - Middleton, WI
Savant —Middleton, WI
- $70,000 - $100,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Health savings account
- AD&D insurance
10d
Investment Consultant - Madison, WI
Fidelity Investments —Middleton, WI
- Full-time
- Mid-level
- Office
- Experience equivalent to degree accepted
3d
Entry Level – Financial Advisor
Equitable Advisors —Madison, WI
- Office
- Bachelor's degree
- US work authorization
- Employee stock purchase plan
- Disability insurance
Financial Advisor Assistant
Wealth Enhancement Group —Madison, WI
- $65,000 - $75,000 a year
- Full-time
- Mid-level
- Office
- Finance
- Profit sharing
- Paid parental leave
1d
Entry Level – Wealth Manager
Equitable Advisors —Madison, WI
- Office
- Bachelor's degree
- US work authorization
- Employee stock purchase plan
- Disability insurance
Wealth Advisor, Director
BMO Financial Group —Madison, WI
- $91,800 - $171,000 a year
- Full-time
- 7 years
- Office
- Team management
- Health insurance
- Tuition reimbursement
Personal Financial Planner
Lakeshore Financial Group —Madison, WI
- $75,000 - $100,000 a year
- Hybrid work
- Basic math
- Finance
- Bachelor's degree
- Retirement plan
Quick Apply
Wealth Management Associate
Morgan Stanley —Middleton, WI
- Email
- 5 years
- Computer literacy
- Writing skills
J.P. Morgan Wealth Management - Private Client Advisor (East Towne Branch), Madison, WI
JPMorganChase —Madison, WI
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Health insurance
- Tuition reimbursement
6d
Lead Advisors
Midwest Financial Group —Fitchburg, WI
- Email
- Office
- Financial services
- Senior level
Financial Advisor
Lake Ridge Bank —Monona, WI
- Email
- 5 years
- Writing skills
- English
- Opportunities for advancement
Financial Consultant I
UW Credit Union —Madison, WI
- From $70,050 a year
- Full-time
- Writing skills
- Mid-level
- Office
- Paid parental leave
- Paid holidays
Senior Wealth Advisor, Wealth Management
Choreo —Madison, WI
- Office
- Organizational skills
- Financial services
- Paid parental leave
- Disability insurance
Quick Apply
Financial Advisor
BMO Financial Group —Sauk City, WI
- $51,800 - $95,900 a year
- Full-time
- Mid-level
- Office
- Databases
- Health insurance
- Tuition reimbursement

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wealth management advisor jobs near madison, wi

Wealth Management Associate (Madison, WI)

Equitable Advisors -
Madison, WI

Quick Apply

Job Details

Full-time
$24,000 - $125,000 a year

Benefits

Employee stock purchase plan
Disability insurance
Health insurance
Dental insurance
401(k)
Matching gift program
Tuition reimbursement
Paid time off
Vision insurance
401(k) matching
Professional development assistance
Flexible schedule

Qualifications

Hospitality
Teamwork
Interpersonal skills
Business development
Bachelor's degree
Banking

Full Job Description

Your path to a purpose-driven practice starts here.

At Equitable Advisors, you’ll find a purpose-driven career path helping people secure their financial well-being—while you do the same. Here, you’re part of a collaborative culture that invests in your growth from day one and supports you as you build lasting relationships with clients.

You’ll get to know people not just by their numbers, but by the values and life stories behind them, becoming a trusted coach during life’s biggest milestones. With structured training, experienced mentors, and proven tools, you’ll build the skills, confidence, and relationships needed to grow a meaningful, long-term practice.

What You’ll Do

Build a Purpose-Driven Practice

Develop relationships with individuals and families by listening closely, understanding their goals, and helping turn uncertainty into confidence through thoughtful financial guidance.

Grow Through Client Relationships

Expand your client base through referrals, networking, and community involvement—earning trust over time and becoming the person clients rely on for important financial decisions.

Deliver Insightful Financial Guidance

Introduce investment, insurance, and wealth strategies aligned to each client’s life stage, priorities, and aspirations.

Own Your Growth—With Support

You’ll manage your opportunities and momentum, but never on your own. Our leadership, training, and collaborative culture are designed to support and reward your progress.

Earn Flexibility Through Supported Independence

As your practice grows, you gain greater control over your schedule and work-life balance—flexibility that’s permanent, backed by mentorship every step of the way.

Who Thrives Here

· Individuals motivated by helping people and building long-term relationships

· Confident communicators who enjoy connecting, listening, and guiding decisions

· Goal-oriented professionals excited by personal, professional, and financial growth

· Candidates with experience in client-facing roles such as business development, banking, real estate, insurance, or hospitality

· Those who are coachable, resilient, and eager to learn

· Prior financial experience is helpful, but not required

· Must have permanent U.S. work authorization and not require future sponsorship

Training & Development

We invest in your development with industry-leading training and a built-in support system, including:

· FINRA sponsorship for required securities and insurance licensing

· A structured launch program focused on real-world client interactions and skill development

· Opportunities for mentorship from experienced professionals

· Ongoing coaching and development as your practice grows

· Opportunities to pursue advanced credentials (CFP®, ChFC®)

Compensation & Growth Opportunity

· Stable Pay: Bi-weekly stable pay for up to 24 months while you build your practice

· Performance-Based Earnings: Your impact drives your earnings, with milestone recognition starting with a sign-on payment tied to your FINRA licensing completion.

· Long-Term Income Potential: Recurring revenue from lasting client relationships

Benefits & Support

· Health, dental, and vision insurance

· 401(k) and Employee Stock Purchase Plan

· Life and disability insurance

· Transportation reimbursement and additional incentives

· In-office environment with schedule flexibility

Why Equitable Advisors

· A career that will serve you well tomorrow—not just today

· The chance to build something meaningful, without going it alone

· A firm committed to people, purpose, and long-term growth

At Equitable Advisors, the fulfillment that comes from helping people pursue what’s possible is at the center of everything we do. If you’re looking for a role where relationships matter, growth is supported, and your work means something, your path starts here.

Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V. GE- 8905639.1(4/26)(Exp.4/30)

Job Type: Full-time

Pay: $24,000.00 - $125,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Flexible schedule
Health insurance
Matching gift program
Paid time off
Professional development assistance
Tuition reimbursement
Vision insurance

Application Question(s):

This role requires an entrepreneurial spirit and relies heavily on commission-based pay. Are you comfortable with these requirements? (yes/no)

Education:

Bachelor's (Required)

Ability to Commute:

Madison, WI 53719 (Required)

Work Location: In person

Quick Apply

Refine Your Search

wealth management advisor jobs in madison, wi

Wealth Management Associate (Madison, WI)

Associate Financial Advisor - Licensed

Full-Time Financial Representative (Paid Licensing & Training!)

Wealth Management Trainee (WI)

Associate Advisor - Middleton, WI

Associate Financial Advisor

Financial Advisor - Middleton, WI

Investment Consultant - Madison, WI

Entry Level – Financial Advisor

Financial Advisor Assistant

Entry Level – Wealth Manager

Wealth Advisor, Director

Personal Financial Planner

Wealth Management Associate

J.P. Morgan Wealth Management - Private Client Advisor (East Towne Branch), Madison, WI

Lead Advisors

Financial Advisor

Financial Consultant I

Senior Wealth Advisor, Wealth Management

Financial Advisor

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