Wealth Management Advisor Jobs in Wisconsin
Wealth Management Advisor jobs in Wisconsin concentrate in private banking, credit unions, regional brokerage, and insurance-linked financial planning, with demand at every level from associate advisors to senior relationship managers. Milwaukee, Madison, and Green Bay are the primary hiring centers, where firms like Northwestern Mutual, Baird, and Johnson Financial Group maintain deep local workforces. High-net-worth client services, retirement planning, and trust and estate advisory are the most consistently sought specialties across the state. 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 20 Wealth Management Advisor Jobs in Wisconsin
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Find JobsWealth Management Advisor Jobs by City in Wisconsin
Where Wisconsin roles are concentrated, by current openings.
Wealth Management Advisor Job Market in Wisconsin
A snapshot from current Wisconsin openings, updated as new roles post.
Who's Hiring
Top Industries Hiring
- Insurance
- Banking & Financial Services
- Investment & Asset Management
- Consulting & Professional Services
What Wisconsin Employers Look For
The qualifications that appear most often in wealth management advisor jobs across Wisconsin.
- Active FINRA Series 65 or Series 66 registration required or in progress in Wisconsin
- Bachelor's degree in finance, economics, accounting, or a closely related field
- CFP designation or demonstrated progress toward certification strongly preferred
- Two or more years of client-facing financial planning or investment advisory experience
- Demonstrated ability to build and manage a book of individual or institutional clients
- Proficiency with financial planning software such as eMoney, MoneyGuidePro, or Salesforce CRM
Wealth Management Advisor Jobs in Wisconsin: Frequently Asked Questions
How do you become a wealth management advisor in Wisconsin?
You typically need a bachelor's degree in finance, economics, or a related field, followed by passing FINRA licensing exams. Most Wisconsin wealth management roles require a Series 65 or Series 66 registration, which you obtain through FINRA rather than a state-specific board. Many employers also expect progress toward the CFP designation. Starting in a paraplanner, financial analyst, or client service associate role at a Wisconsin firm is the most common path to a full advisory position.
How much do wealth management advisors make in Wisconsin?
Wealth management 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 management advisors in Wisconsin?
Wisconsin wealth management advisor roles are posted by JPMorganChase, BMO Financial, and Kestra Financial and others right now, based on current listings on Migrate Mate as of August 2026. Wisconsin's deep concentration of insurance headquarters and independent broker-dealers means hiring is spread across large national firms and well-established regional practices alike.
Which Wisconsin cities have the most wealth management advisor jobs?
Milwaukee, Wausau, and Sheboygan account for the largest share of wealth management advisor openings in Wisconsin. Milwaukee leads because it is home to Northwestern Mutual and Baird headquarters along with a dense cluster of regional banks and trust companies, while Madison's concentration of university, state government, and tech-sector professionals drives strong demand, and Green Bay reflects the Fox Valley's growing private wealth base.
Are there remote wealth management advisor jobs in Wisconsin?
Yes, but they're less common than in purely analytical roles because client relationship management often requires in-person meetings. About 50% of wealth management advisor openings tied to Wisconsin are remote or hybrid as of August 2026, reflecting the relationship-intensive nature of the work. The portions of the role most amenable to remote work include financial plan preparation, portfolio monitoring, and client reporting rather than initial prospecting or ongoing relationship-building.
How can I get hired as a wealth management advisor in Wisconsin with little or no experience?
The most realistic entry path is applying for paraplanner, client associate, or financial planning analyst roles at Wisconsin firms, which are designed for candidates building toward a full advisory practice. Northwestern Mutual and Baird both run structured development and new-advisor associate programs out of their Milwaukee headquarters. Completing your Series 65 exam before applying and earning even a partial CFP candidacy status gives candidates a measurable edge, and moving laterally from banking relationship manager or insurance sales roles is a well-traveled route into advisory work in Wisconsin.
Where can I find and apply to wealth management advisor jobs in Wisconsin?
You can find and apply to wealth management advisor jobs in Wisconsin on Migrate Mate, which lists current openings across Milwaukee, Madison, Green Bay, and smaller Wisconsin markets. Find roles that match your experience and credentials below and apply directly to each opening.
See All 20 Wealth Management Advisor Jobs in Wisconsin
Find roles in Wisconsin that match your experience and apply in just a few clicks.
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