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Wealth Advisor works closely with the Financial Planner, Private Banker, Portfolio Manager, Trust Advisor and Service Administrator to build the wealth strategy that aligns with the client's objectives. You have proficiency in Salesforce CRM software, and familiarity in other front office software used by wealth advisors such as eMoney client portal and financial planning software.

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Wealth Advisor

IRecruitee

ADAPTED_NOW

Overview: We're seeking a Vice President - Wealth Advisor to serve as the primary point of contact for high-net-worth clients, delivering personalized wealth management strategies and exceptional client experiences. In this role, you'll partner with a team of specialists to provide holistic wealth advice, investment guidance, banking solutions, and strategic planning tailored to each client's unique needs.

First Business Financial Services Inc

Vice President - Wealth Advisor

First Business Financial Services, Inc.

Vice President - Wealth Advisor Brookfield, Wisconsin

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A diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, Thrivent offers advice, insurance, investments, banking and generosity products and programs. Whether you're a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you're: Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint, Salesforce).

Thrivent Financial for Lutherans

Team-Based Financial Advisor - Apex Financial Group (Manitowoc)

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Team-Based Financial Advisor - Kelly Banner Team

That’s why we provide opportunities to attend industry conferences, workshops, and continuing education events — keeping you at the forefront of financial strategies, market insights, and client service excellence. We are seeking a motivated and detail-oriented Junior Financial Advisor to support our advisory team in delivering comprehensive financial planning and investment services.

DBHW Wealth Partners

Junior Financial Advisor

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This employment opportunity at Summit Credit Union in Baraboo, WI would allow you to join the Investment Program at Summit Credit Union as a Financial Advisor associated with LPL Financial. This exciting position will allow you to grow your career and business, helping the people and families that look to Summit Credit Union for financial solutions.

Summit Credit Union

Financial Advisor

Job Overview: A Wealth Advisor acts as a dedicated representative assigned to a specific branch (or multiple branches) to deliver Non-Deposit Investment Products (NDIPs) and services to the branch customers and prospective customer base. Must maintain Licenses and FINRA registrations: Active State Applicable Life Insurance License, Active Series 7 Registration, Active Series 63 Registration (if required by the state of hire), Active Series 65 or 66.

LPL Financial Services

Wealth Advisor - Royal Credit Union

WMAs advise clients using U.S. Bank's Asset Management Group (AMG) or U.S. Bancorp Investment's open architecture where appropriate, to deliver economic and market views, investment strategy, manager/fund/security research and due diligence, and portfolio construction resulting in tailored investment management and insurance services based upon a client's unique situation. 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.

US Bank

Wealth Management Advisor

Unlike many advisor roles that require you to build a business from the ground up, you'll be provided with a book of business and client opportunities to help accelerate relationship development and asset growth. This is an excellent opportunity for a motivated financial professional with 1-3 years of experience who is looking to grow their advisory career while working with an existing portfolio of clients.

Client Advisor Madison, Wisconsin

Unlike many advisor roles that require you to build a business from the ground up, you'll be provided with a book of business and client opportunities to help accelerate relationship development and asset growth. You'll focus on deepening client relationships, delivering financial guidance, and expanding existing investment relationships through proactive outreach and financial planning conversations.

This role is ideal for an advisor who values being ultra-local - someone who wants to build meaningful relationships in the communities we serve, partner closely across banking, wealth, mortgage, and other lines of business, and deliver a client experience that reflects Johnson Financial Group's strong reputation for integrity, service, and long-term relationships. If you are relationship-driven, community-minded, and energized by working alongside collaborative teams and strong business partners, this is an opportunity to grow your career with a well-respected, Wisconsin-based organization known for doing what is right for clients.

Johnson Financial Group

Develops asset allocation strategies and works independently or with the Investment Group to implement (in firms without an Investment Department, may be responsible for all or most of the initial portfolio creation). Prepares and updates financial plans, working with clients to obtain the necessary information and ensuring that it is accurately entered into the firm’s financial planning systems.

Service Advisor

This employment opportunity located at First State Bank in New London, WI would allow you to join First State Bank as an Associate Financial Advisor working with LPL Financial. This exciting position will allow you to grow your career and business, helping the people and families that look to First State Bank for financial solutions.

LPL Financial

Associate Financial Advisor - First State Bank

This employment opportunity at BMO Bank in Madison, WI would allow you to join the Investment Program at BMO Bank as a Financial Advisor associated with LPL Financial. This exciting position will allow you to grow your career and business, helping the people and families that look to BMO Bank for financial solutions.

LPL Financial Holdings Inc

Financial Advisor - BMO Bank

This employment opportunity at TruStage located at KOHLER CREDIT UNION in Saukville, WI would allow you to join KOHLER CREDIT UNION as a Financial Advisor working for TruStage and associated with LPL Financial. The Investment Program at KOHLER CREDIT UNION supports the local community and you will be joining a team that is dedicated to helping members in every stage of their financial life.

Financial Advisor - Kohler Credit Union

This exciting position will allow you to grow your career and business, helping the people and families that look to CoVantage Credit Union for financial solutions. This employment opportunity at CoVantage CU in Antigo, WI would allow you to join the Investment Program at CoVantage Credit Union as a Financial Advisor associated with LPL Financial.

Financial Advisor - CoVantage Credit Union

This exciting position will allow you to grow your career and business, helping the people and families that look to Bank Five Nine for financial solutions. Several branch territories with significant deposit base, which includes current clients who need an advisor to support their financial goals.

Financial Advisor - Bank Five Nine

Financial Advisor - Summit Credit Union

Advisors assess and manage the financial needs of individuals and help them with decisions on, but not limited to, employer benefits, investments, income tax, retirement planning, charitable giving, estate planning, and insurance. As JMG continues to expand their geographic footprint, this is a great business opportunity for an advisor who might be looking to join a fee-only planning firm with an established reputation and infrastructure.

Investment Advisor Jobs in Wisconsin

Wealth Advisor UMB

Vice President - Wealth Advisor First Business Financial Services Inc

Vice President - Wealth Advisor Brookfield, Wisconsin First Business Financial Services, Inc.

Team-Based Financial Advisor - Apex Financial Group (Manitowoc) Thrivent Financial for Lutherans

Team-Based Financial Advisor - Kelly Banner Team Thrivent Financial for Lutherans

Junior Financial Advisor DBHW Wealth Partners

Financial Advisor Summit Credit Union

Wealth Advisor - Royal Credit Union LPL Financial Services

Wealth Management Advisor US Bank

Client Advisor Madison, Wisconsin First Business Financial Services, Inc.

Financial Advisor First Business Financial Services, Inc.

Wealth Advisor Johnson Financial Group

Service Advisor DBHW Wealth Partners

Associate Financial Advisor - First State Bank LPL Financial

Financial Advisor - BMO Bank LPL Financial Holdings Inc

Financial Advisor - Kohler Credit Union LPL Financial

Financial Advisor - CoVantage Credit Union LPL Financial

Financial Advisor - Bank Five Nine LPL Financial

Financial Advisor - Summit Credit Union LPL Financial

Financial Advisor - WI JMG Financial Group

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