Private Client Advisor Jobs in Wisconsin
Private Client Advisor jobs in Wisconsin concentrate in wealth management, financial planning, and private banking, with the strongest demand coming from Milwaukee, Madison, and Green Bay. Established employers with a lasting Wisconsin presence include Northwestern Mutual, Baird, and BMO Harris, all of whom maintain active advisory practices in the state. The most sought-after specialties are high-net-worth portfolio management, trust and estate planning, and insurance-linked wealth strategies, with openings ranging from associate advisor to senior relationship manager. Find a role that fits below and apply directly.
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As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
- Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
- Build a book of business and deliver personalized investment solutions to the firm's by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
- Demonstrate a deep understanding of financial markets and sound business judgement
- Exhibit unwavering integrity that points toward doing right by clients at every opportunity
- Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
- Provide a holistic view of the firm's clients' needs and financial coaching beyond investments
- Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
- At least 2 years in a Financial Advisor role or equivalent financial services experience
- Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
- Demonstrated ability and commitment to goals-based planning and advice
- A valid and active Series 7
- A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
- A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
- Certified Financial Planning (CFP®) certification is preferred
- Bachelor's degree preferred
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
- Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
- Build a book of business and deliver personalized investment solutions to the firm's by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
- Demonstrate a deep understanding of financial markets and sound business judgement
- Exhibit unwavering integrity that points toward doing right by clients at every opportunity
- Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
- Provide a holistic view of the firm's clients' needs and financial coaching beyond investments
- Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
- At least 2 years in a Financial Advisor role or equivalent financial services experience
- Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
- Demonstrated ability and commitment to goals-based planning and advice
- A valid and active Series 7
- A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
- A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
- Certified Financial Planning (CFP®) certification is preferred
- Bachelor's degree preferred
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
See All 22 Private Client Advisor Jobs in Wisconsin
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Find Private Client Advisor JobsPrivate Client Advisor Jobs by City in Wisconsin
Where Wisconsin roles are concentrated, by current openings.
Private Client Advisor Job Market in Wisconsin
A snapshot from current Wisconsin openings, updated as new roles post.
Who's Hiring
Top Industries Hiring
- Fintech
- Banking & Financial Services
- Investment & Asset Management
What Wisconsin Employers Look For
The qualifications that appear most often in private client advisor jobs across Wisconsin.
- Active FINRA Series 7 and Series 66 (or 63 and 65) licenses required or must obtain within a defined period
- Bachelor's degree in finance, business, economics, or a closely related field from an accredited institution
- Demonstrated experience managing relationships with high-net-worth or ultra-high-net-worth clients
- Proficiency with financial planning software and CRM platforms used in wealth management environments
- CFP, CFA, or CIMA designation preferred or actively pursued by the time of hire
- Strong consultative communication skills with the ability to explain complex financial strategies clearly
Private Client Advisor Jobs in Wisconsin: Frequently Asked Questions
How do you become a private client advisor in Wisconsin?
The standard path in Wisconsin starts with a bachelor's degree in finance, business, or economics, followed by obtaining FINRA Series 7 and Series 66 registrations, which are administered through FINRA and require employer sponsorship. Many Wisconsin firms also expect candidates to pursue the Certified Financial Planner credential, awarded by the CFP Board, within their first few years. Large Milwaukee and Madison wealth management firms typically onboard associates through structured training programs before transitioning them to client-facing advisory roles.
How much do private client advisors make in Wisconsin?
Private client advisors in Wisconsin earn a median of about $119,430 a year, based on May 2025 Bureau of Labor Statistics wage data, ranging from around $51,760 for the lowest 10% to over $401,510 for the top 10%. Pay rises with experience, specialty, and employer.
Which companies hire private client advisors in Wisconsin?
Employers hiring private client advisors in Wisconsin right now include JPMorganChase, based on current listings on Migrate Mate as of September 2026. Northwestern Mutual's Milwaukee headquarters and Baird's strong Wisconsin presence make the state one of the more active markets for private client advisory hiring in the Midwest.
Which Wisconsin cities have the most private client advisor jobs?
Madison, Neenah, and Racine account for the largest share of private client advisor openings in Wisconsin. Milwaukee anchors the market as home to major financial services headquarters including Northwestern Mutual and Baird, while Madison draws significant demand from its concentration of university-affiliated wealth, state government employees, and a growing technology sector producing high-net-worth clients.
Are there remote private client advisor jobs in Wisconsin?
Yes, but they are less common than in purely analytical roles because private client advising centers on ongoing, trust-driven client relationships that most firms prefer to maintain in person. About 0% of private client advisor openings tied to Wisconsin are remote or hybrid as of September 2026, with remote arrangements most often available for senior advisors who have already built an established book of business.
How can I get hired as a private client advisor in Wisconsin with little or no experience?
The most realistic entry point is a financial advisor associate or client service associate role at a Wisconsin wealth management firm, which provides the employer sponsorship needed to sit for FINRA licensing exams. Northwestern Mutual's Milwaukee office and Baird run structured new-advisor development programs that accept candidates without prior advisory experience. Moving laterally from banking relationship management or insurance sales at institutions like BMO Harris or a Wisconsin-based credit union is another common path, as those roles build the client relationship skills firms prioritize when promoting from within.
Where can I find and apply to private client advisor jobs in Wisconsin?
You can find and apply to private client advisor jobs in Wisconsin on Migrate Mate, which lists current openings across the state. Search the listings, find roles that match your experience and target location, and apply directly to the employers posting them.
See All 22 Private Client Advisor Jobs in Wisconsin
Find roles in Wisconsin that match your experience and apply in just a few clicks.
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