Wealth Advisor Jobs in Wisconsin
Wealth Advisor jobs in Wisconsin concentrate in private banking, independent financial planning, and insurance-affiliated advisory services, with steady demand from entry-level associate roles through senior relationship managers. Milwaukee, Madison, and Green Bay anchor most of the hiring, where firms like Northwestern Mutual, Robert W. Baird, and Associated Bank maintain deep advisory operations. Retirement planning, high-net-worth client management, and investment portfolio advisory are the specialties drawing the most consistent demand across the state. Scan the live roles below and apply to whichever ones fit.
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Showing 5 of 22+ Wealth Advisor jobs
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 Wealth Advisor Jobs in Wisconsin
Find roles in Wisconsin that match your experience and apply in just a few clicks.
Find Wealth Advisor JobsWealth Advisor Jobs by City in Wisconsin
Where Wisconsin roles are concentrated, by current openings.
Wealth Advisor Job Market in Wisconsin
A snapshot from current Wisconsin openings, updated as new roles post.
Who's Hiring
- JPMorganChase13
- KerberRose S.C.2
- Sikich1
- Rekroot1
- Lpl Financial1
Top Industries Hiring
- Insurance
- Investment & Asset Management
- Consulting & Professional Services
What Wisconsin Employers Look For
The qualifications that appear most often in wealth advisor jobs across Wisconsin.
- Active FINRA Series 65 or Series 66 license recognized in Wisconsin
- Bachelor's degree in finance, economics, business, or a related field
- CFP designation or active progress toward Certified Financial Planner certification
- Demonstrated experience managing client investment portfolios or financial plans
- Strong knowledge of Wisconsin-relevant estate planning and retirement regulations
- Proficiency with financial planning software such as eMoney or MoneyGuidePro
Wealth Advisor Jobs in Wisconsin: Frequently Asked Questions
How do you become a wealth advisor in Wisconsin?
You become a wealth advisor in Wisconsin by earning a bachelor's degree in finance, economics, or a related field, then passing the FINRA Series 65 exam to obtain an Investment Adviser Representative registration, which is administered through the Wisconsin Department of Financial Institutions. Many Wisconsin firms also expect candidates to hold or pursue a CFP designation. Starting in a client associate or financial planning analyst role at a regional firm or bank is the most common path into advisory work in the state.
How much do wealth advisors make in Wisconsin?
Wealth 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 wealth advisors in Wisconsin?
Employers hiring wealth advisors in Wisconsin right now include JPMorganChase, KerberRose S.C., and Sikich, based on current listings on Migrate Mate as of September 2026. Wisconsin's strong base of insurance-affiliated advisory firms, regional banks, and independent RIAs means hiring is distributed across the state rather than concentrated at a single employer type.
Which Wisconsin cities have the most wealth advisor jobs?
Madison, Appleton, and Green Bay account for the most wealth advisor openings in Wisconsin. Milwaukee leads because it is home to major financial services headquarters including Northwestern Mutual and Robert W. Baird, while Madison's concentration of state government employees, university staff, and a growing tech sector generates strong demand for financial planners, and Green Bay draws advisory hiring from its manufacturing and insurance industries.
Are there remote wealth advisor jobs in Wisconsin?
Yes, though they are less common than in purely analytical roles because client relationship management often requires in-person meetings, particularly for high-net-worth and retirement-focused advisory work. About 67% of wealth advisor openings tied to Wisconsin are remote or hybrid as of September 2026, reflecting that some firms accommodate virtual client interactions. Financial planning and portfolio analysis tasks are the portions of the role most likely to be performed remotely.
How can I get hired as a wealth advisor in Wisconsin with little or no experience?
The most realistic entry path is applying for a client associate or financial planning assistant role at a Wisconsin-based firm or bank, where you support senior advisors while building credentials. Northwestern Mutual's Milwaukee operations and Associated Bank's Wisconsin branches are known for running structured development programs that bring in candidates without prior advisory experience. Passing the Series 65 exam before applying and pursuing a CFP candidacy gives candidates a clear edge, and backgrounds in banking, insurance sales, or accounting are recognized as strong adjacent starting points.
Where can I find and apply to wealth advisor jobs in Wisconsin?
You can find and apply to wealth advisor jobs in Wisconsin on Migrate Mate, which lists current Wisconsin openings from employers actively hiring right now. Search the listings, find the roles that match your credentials and preferred location, and apply directly to the ones that fit.
See All 22 Wealth Advisor Jobs in Wisconsin
Find roles in Wisconsin that match your experience and apply in just a few clicks.
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