Wealth Management Associate Jobs in Wisconsin
Wealth Management Associate jobs in Wisconsin concentrate in banking, investment advisory, and financial planning services, with steady demand at both the entry and mid-career levels across the state's established financial sector. Milwaukee, Madison, and Green Bay are the primary hiring markets, where firms like Northwestern Mutual, Baird, and Associated Bank maintain deep local operations and recruit consistently for these roles. The most in-demand specialties are portfolio administration, client relationship management, and retirement planning support. Scan the live roles below and apply to whichever ones fit.
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Showing 5 of 24+ Wealth Management Associate jobs
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One.
Job Description
Manages individual and/or trust account assets and investment relationships consistent with the established investment objectives and strategies of the company and/or the client. Strong focus on managing client account retention to meet Net Portfolio growth objectives of the company. Shared responsibility for soliciting, developing, managing, and retaining client relationships for Private Wealth Management (PWM).
Basic Qualifications
- Bachelor's degree, or equivalent work experience
- 10 or more years of investment experience
Preferred Skills/Experience
- Thorough understanding of investment management
- Strong knowledge of finance, economics and general business
- Strong sales and relationship management/client services skills
- Ability to effectively present investment strategies to clients
- Ability to make critical decisions independently
- Excellent interpersonal and verbal and written communication skills
If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.
Benefits:
Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following:
Healthcare (medical, dental, vision)
Basic term and optional term life insurance
Short-term and long-term disability
Pregnancy disability and parental leave
401(k) and employer-funded retirement plan
Paid vacation (from two to five weeks depending on salary grade and tenure)
Up to 11 paid holiday opportunities
Adoption assistance
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
Review our full benefits available by employment status here.
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
E-Verify
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services.
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $134,280.00 - 164,120.00U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
Posting may be closed earlier due to high volume of applicants.
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One.
Job Description
Manages individual and/or trust account assets and investment relationships consistent with the established investment objectives and strategies of the company and/or the client. Strong focus on managing client account retention to meet Net Portfolio growth objectives of the company. Shared responsibility for soliciting, developing, managing, and retaining client relationships for Private Wealth Management (PWM).
Basic Qualifications
- Bachelor's degree, or equivalent work experience
- 10 or more years of investment experience
Preferred Skills/Experience
- Thorough understanding of investment management
- Strong knowledge of finance, economics and general business
- Strong sales and relationship management/client services skills
- Ability to effectively present investment strategies to clients
- Ability to make critical decisions independently
- Excellent interpersonal and verbal and written communication skills
If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.
Benefits:
Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following:
Healthcare (medical, dental, vision)
Basic term and optional term life insurance
Short-term and long-term disability
Pregnancy disability and parental leave
401(k) and employer-funded retirement plan
Paid vacation (from two to five weeks depending on salary grade and tenure)
Up to 11 paid holiday opportunities
Adoption assistance
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
Review our full benefits available by employment status here.
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
E-Verify
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services.
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $134,280.00 - 164,120.00U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
Posting may be closed earlier due to high volume of applicants.
See All 24 Wealth Management Associate Jobs in Wisconsin
Find roles in Wisconsin that match your experience and apply in just a few clicks.
Find JobsWealth Management Associate Jobs by City in Wisconsin
Where Wisconsin roles are concentrated, by current openings.
Wealth Management Associate Job Market in Wisconsin
A snapshot from current Wisconsin openings, updated as new roles post.
Who's Hiring
- JPMorganChase13
- Baird2
- Choreo1
- Rekroot1
- U.S. Bank1
Top Industries Hiring
- Insurance
- Banking & Financial Services
What Wisconsin Employers Look For
The qualifications that appear most often in wealth management associate jobs across Wisconsin.
- Series 7 and Series 66 licenses required or must be obtained within a set period
- Bachelor's degree in finance, economics, business, or a closely related field
- Experience supporting financial advisors or managing client investment accounts
- Proficiency with financial planning software such as eMoney or MoneyGuidePro
- Strong understanding of investment products including equities, bonds, and mutual funds
- Excellent written and verbal communication skills for client-facing interactions
Wealth Management Associate Jobs in Wisconsin: Frequently Asked Questions
How do you become a wealth management associate in Wisconsin?
Most Wisconsin employers require a bachelor's degree in finance, business, or economics as a starting point. From there, you will need to pass the FINRA Series 7 exam to sell securities and the Series 66 exam to act as an investment adviser, both registered through FINRA and recognized in Wisconsin. Many firms sponsor newly hired associates through those exams. Wisconsin does not impose a separate state-level securities license beyond FINRA registration, but you must be associated with a registered broker-dealer or investment adviser registered with the Wisconsin Department of Financial Institutions.
How much do wealth management associates make in Wisconsin?
Wealth management associates 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 associates in Wisconsin?
Companies currently hiring wealth management associates in Wisconsin include JPMorganChase, Baird, and Choreo, per current listings on Migrate Mate as of September 2026. Northwestern Mutual's Milwaukee headquarters and Baird's regional presence mean Wisconsin has a deeper-than-average concentration of wealth management hiring relative to the state's overall size.
Which Wisconsin cities have the most wealth management associate jobs?
Milwaukee, Madison, and Green Bay post the most wealth management associate openings in Wisconsin. Milwaukee dominates because it is home to major financial services headquarters including Northwestern Mutual and Baird, while Madison draws hiring from university-affiliated financial institutions and a growing professional services sector, and Green Bay and suburban markets like Waukesha see openings tied to regional bank branches and independent advisory practices.
Are there remote wealth management associate jobs in Wisconsin?
Yes, but they're less common than in purely analytical roles, since much of a wealth management associate's work involves client interaction and advisor support that firms prefer to keep in-person or hybrid. About 100% of wealth management associate openings tied to Wisconsin are remote or hybrid as of September 2026, reflecting that arrangement. The tasks most likely to be done remotely are financial plan preparation, portfolio reporting, and administrative client onboarding rather than direct client meetings.
How can I get hired as a wealth management associate in Wisconsin with little or no experience?
The most realistic entry path is a financial services operations or client service associate role at a Wisconsin bank or advisory firm, which builds the relationship management and product knowledge employers look for. Northwestern Mutual's Milwaukee campus runs a structured financial representative program that accepts candidates without prior experience and provides licensing support. Baird and Associated Bank both hire entry-level financial planning analysts or client associate roles that feed into wealth management tracks. Completing your Series 7 before applying, even at your own cost, is the single credential that most shortens a hiring decision for Wisconsin firms recruiting at the associate level.
Where can I find and apply to wealth management associate jobs in Wisconsin?
You can find and apply to wealth management associate jobs in Wisconsin on Migrate Mate, which lists current Wisconsin openings in one place. Search the listings, identify the roles that match your experience and location, and apply directly to whichever ones fit your background.
See All 24 Wealth Management Associate Jobs in Wisconsin
Find roles in Wisconsin that match your experience and apply in just a few clicks.
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