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.
Find Wealth Advisor JobsOverview
Showing 5 of 20+ Wealth Advisor jobs
We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values.
The HNW Advisory group is a business designed for clients with diverse and complex financial priorities; those with a need for robust planning, asset management, estate or trust services, and private banking who are focused on preserving and building wealth.
The Wealth Advisor is responsible for relationship development and coordinating and providing trusted advice, guidance and expertise to existing and prospective High Net Worth clients. Wealth Advisors work as the quarterback with a team of specialists within the Wealth Group (i.e., Private Bankers, Portfolio Managers, Planners, RPS Administrators, Trust Administrators and Philanthropy Officers, as appropriate), and are responsible for engaging other specialists as needed. By acting as quarterback for these services, the Relationship Manager relieves the family of the burden of doing so themselves. The Relationship Manager monitors, implements, and coordinates these services.
Key Accountabilities
Within the team-based coverage model, the Relationship Manager’s key accountabilities include:
Manage a portfolio of client relationships:
- Responsible for client relationship cultivation and retention, inspiring confidence through demonstrated expertise and meeting ongoing client needs.
- Utilize interactive and analytical skills to understand client needs and develop a clear perspective on the client’s situation to offer solutions that meet their objectives or address specific concerns.
- Including, but not limited to regular client meetings to review and update client goals, financial information and investments.
- Assess client’s risk tolerance and return goals and construct an investment portfolio designed to meet these goals.
- Construct, rebalance and modify client investment portfolios based on changing client circumstances, cash needs, changes in risk tolerance, and/or market conditions.
Provide Advice to clients through Financial Planning:
- Ability to effectively present investment strategies to clients and maintain a holistic approach to planning.
- Collaborate in conjunction with our dedicated financial planning team to deliver and implement comprehensive strategies.
- Proficiency with introductions to in-house insurance experts and other financial resources.
- Assess opportunities and determine alternatives and solutions to meet client needs.
Prospect and develop new wealth business to and from internal referrals:
- Foster productive relationships with business partners in Consumer and Commercial.
- Work closely with Private Bankers to develop and expand wallet share with existing wealth relationships.
- Build a strong network by participating in community affairs, activities, and organizations to maintain visibility and enhance the business development function.
Maintain an in-depth knowledge of economic and financial conditions appropriate to advise clients throughout the business cycle:
- Consistently researching and developing subject matter expertise to consult clients appropriately.
- Maintain knowledge of current developments and trends in all relevant technical/professional knowledge area.
- Understands the industry and the factors that affect company performance, uses industry knowledge in planning and decision-making.
Key Competencies for Position
- Planning and Organization - Ability to determine a course of action, set and manage priorities, and ensure optimal resources to achieve individual and/or team objectives.
- Technical Knowledge - Processes the required technical knowledge to perform the role effectively; continuous learning to adopt new trends or expertise.
- Collaboration - Actively seeks, develops and maintains trusted relationships with others to achieve business goals and objectives.
- Communication - Effectively shares information and ideas with individuals and groups; displays self-awareness and self-management, tailors the delivery to the audience and selects suitable delivery methods.
- Client Leadership - Puts the client at the forefront of everything they do; continually seeks first-hand client information and perspective and uses this insight to shape one’s own behaviors and actions to delight and engage internal and external clients; makes and maintains long-term relationships with clients.
Qualifications and Education Requirements
- 7+ plus years’ experience in wealth management developing business with high net worth individuals and families
- Bachelor’s degree required, MBA, CFP, CFA or JD preferred
- Thorough knowledge of specific target market
- Established network of COIs (centers of influence) and sources for referrals
- Working knowledge of investment markets, products and services and the ability to implement investment strategies to meet client needs and goals
- Must possess excellent sales and closing skills
- CFP, MBA, or professional designation(s) preferred
- Demonstrated ability to build and develop a robust sales pipeline
Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles.
As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law.
We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position.
Our culture is firmly rooted in our core values.
We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical.
We are Old National Bank. Join our team!
We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values.
The HNW Advisory group is a business designed for clients with diverse and complex financial priorities; those with a need for robust planning, asset management, estate or trust services, and private banking who are focused on preserving and building wealth.
The Wealth Advisor is responsible for relationship development and coordinating and providing trusted advice, guidance and expertise to existing and prospective High Net Worth clients. Wealth Advisors work as the quarterback with a team of specialists within the Wealth Group (i.e., Private Bankers, Portfolio Managers, Planners, RPS Administrators, Trust Administrators and Philanthropy Officers, as appropriate), and are responsible for engaging other specialists as needed. By acting as quarterback for these services, the Relationship Manager relieves the family of the burden of doing so themselves. The Relationship Manager monitors, implements, and coordinates these services.
Key Accountabilities
Within the team-based coverage model, the Relationship Manager’s key accountabilities include:
Manage a portfolio of client relationships:
- Responsible for client relationship cultivation and retention, inspiring confidence through demonstrated expertise and meeting ongoing client needs.
- Utilize interactive and analytical skills to understand client needs and develop a clear perspective on the client’s situation to offer solutions that meet their objectives or address specific concerns.
- Including, but not limited to regular client meetings to review and update client goals, financial information and investments.
- Assess client’s risk tolerance and return goals and construct an investment portfolio designed to meet these goals.
- Construct, rebalance and modify client investment portfolios based on changing client circumstances, cash needs, changes in risk tolerance, and/or market conditions.
Provide Advice to clients through Financial Planning:
- Ability to effectively present investment strategies to clients and maintain a holistic approach to planning.
- Collaborate in conjunction with our dedicated financial planning team to deliver and implement comprehensive strategies.
- Proficiency with introductions to in-house insurance experts and other financial resources.
- Assess opportunities and determine alternatives and solutions to meet client needs.
Prospect and develop new wealth business to and from internal referrals:
- Foster productive relationships with business partners in Consumer and Commercial.
- Work closely with Private Bankers to develop and expand wallet share with existing wealth relationships.
- Build a strong network by participating in community affairs, activities, and organizations to maintain visibility and enhance the business development function.
Maintain an in-depth knowledge of economic and financial conditions appropriate to advise clients throughout the business cycle:
- Consistently researching and developing subject matter expertise to consult clients appropriately.
- Maintain knowledge of current developments and trends in all relevant technical/professional knowledge area.
- Understands the industry and the factors that affect company performance, uses industry knowledge in planning and decision-making.
Key Competencies for Position
- Planning and Organization - Ability to determine a course of action, set and manage priorities, and ensure optimal resources to achieve individual and/or team objectives.
- Technical Knowledge - Processes the required technical knowledge to perform the role effectively; continuous learning to adopt new trends or expertise.
- Collaboration - Actively seeks, develops and maintains trusted relationships with others to achieve business goals and objectives.
- Communication - Effectively shares information and ideas with individuals and groups; displays self-awareness and self-management, tailors the delivery to the audience and selects suitable delivery methods.
- Client Leadership - Puts the client at the forefront of everything they do; continually seeks first-hand client information and perspective and uses this insight to shape one’s own behaviors and actions to delight and engage internal and external clients; makes and maintains long-term relationships with clients.
Qualifications and Education Requirements
- 7+ plus years’ experience in wealth management developing business with high net worth individuals and families
- Bachelor’s degree required, MBA, CFP, CFA or JD preferred
- Thorough knowledge of specific target market
- Established network of COIs (centers of influence) and sources for referrals
- Working knowledge of investment markets, products and services and the ability to implement investment strategies to meet client needs and goals
- Must possess excellent sales and closing skills
- CFP, MBA, or professional designation(s) preferred
- Demonstrated ability to build and develop a robust sales pipeline
Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles.
As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law.
We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position.
Our culture is firmly rooted in our core values.
We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical.
We are Old National Bank. Join our team!
See All 20 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
- JPMorganChase11
- KerberRose S.C.2
- U.S. Bank1
- Lpl Financial1
- Old National Bank1
Top Industries Hiring
- 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 U.S. Bank, based on current listings on Migrate Mate as of November 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?
Milwaukee, Racine, and Appleton 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 50% of wealth advisor openings tied to Wisconsin are remote or hybrid as of November 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 20 Wealth Advisor Jobs in Wisconsin
Find roles in Wisconsin that match your experience and apply in just a few clicks.
Find Wealth Advisor Jobs