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The Work: Solution design support - under the guidance of a senior Solution Architect or Technical Architect, support end-to-end solution design across assigned workstreams, including data model, integration patterns, security model, and platform configuration; keep SDDs, architecture decision records, and data flow diagrams current throughout delivery. Integration delivery - design and implement integrations between Data Cloud, CRM, external data sources, and Agentforce capabilities; make architecture tradeoffs across middleware options (MuleSoft, REST/SOAP, Salesforce Connect).

Accenture Plc

Salesforce Functional Architect Manager - Wealth Management

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Collaborate with banking and Wealth Management teams and bring expert knowledge of investments, insurance, economic trends, and the full range of Private Client, Investment, Bank, and Trust solutions to help clients achieve their goals. In your role as an Associated Investment Services Financial Advisor, you will provide quality financial planning services and tailored investments and insurance advice to new and existing customers while building solid and long-lasting relationships.

YEAR

Associated Banc-Corp

Financial Advisor

This role involves assessing clients’ financial situations, developing personalized strategies, and offering ongoing advice related to investments, retirement planning, insurance, tax-efficient strategies, and wealth management. With a strong, experienced support staff handling operations and planning support, our advisors can focus on building relationships, growing their practice, and making a meaningful impact for clients.

DBHW Wealth Partners

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The primary responsibility of the Vice President, Regional Wealth Management Consultant is to build relationships with assigned clients in our Wealth Management territory covering the Wisconsin area. American Century Investments is a leading global asset manager with over 65 years of experience helping a broad base of clients achieve their financial goals.

American Century Investment Services Inc

VP, Regional Wealth Management Consultant -Wisconsin

As an associate financial advisor at Edward Jones, you'll work with the broader practice team - collaborating with one or more financial advisors and client support teammates - to deliver personalized financial strategies and exceptional client service. Full-time Associates receive the following benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage.

Edward D Jones & Co LP

Associate Financial Advisor

Uphold Nicolet’s philosophy and policies by maintaining appropriate controls to ensure full compliance with applicable laws and regulations, thereby fulfilling legal responsibilities and enhancing the quality of services provided by Nicolet. As a Financial Advisor, you will be responsible for the following: General: Supports the AVP Financial Advisors and VP Financial Advisors with analysis, client service and technical assistance.

Nicolet National Bank

Join our Lake Ridge Bank Financial Advisory team and play a key role in helping clients achieve their financial goals through personalized guidance and trusted relationships. In this role, you'll serve existing clients, expand your network through business development, and deliver impactful solutions that make a difference in people's lives.

Lake Ridge Bank

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. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.

U.S. Bancorp

Private Wealth Management - Investment Portfolio Manager

Learning Agility & Critical Thinking Pursues learning and obtains knowledge continuously in relevant fields, methods, or technologies in current and future practices; continuously utilizes critical thinking to identify opportunities, execute solutions, and measure impact to constantly improve existing practices and processes based on feedback, lessons learned, and market trends. Promotes and utilizes principles such as visibility and access to accounting information, simplification and flexibility of accounting programs and configuration, increased automation of accounting entries and processes, strengthening of internal controls, and prevention of accounting issues and variances.

<h1>Who We Are</h1>
 What we believe. 
 We believe relationships are built on trust. That our lives and our work matter. And that doing what’s right is good for everyone — our clients, our employees, our financial representatives and our communities. 
 These beliefs launched our company nearly 160 years ago. Today, they’re just a few of the reasons why people choose to build careers at Northwestern Mutual.
 
 
 We’re known for our financial strength. 
 That means we’ll be here for the millions of people who are counting on us—our clients, our employees, our financial representatives and our communities. 
 
 We care.
 We make a positive difference in our communities. Nationally, thousands have benefited from our support of research and programs to fight childhood cancer. Each year, our Foundation, employees and financial representatives donate time, talent and financial support to causes they’re passionate about. 
 

<h1>Why Work Here</h1>
 We’re strong and growing. 
 In a company with such a long and storied history, this may be the most exciting and important time to be a part of Northwestern Mutual. We’re strong, innovative and growing. And we want you to grow with us.
 
 
 We invest in our people. 
 We provide opportunities for employees to grow themselves, their careers, and, in turn, our business. Movement around the company is encouraged and we help our people build meaningful, long-term careers.
 
 Be part of building our future.
 We’re expanding our campus in downtown Milwaukee overlooking Lake Michigan. The Northwestern Mutual Tower and Commons will include a state-of-the-art employee Learning Institute, and will feature a natural light-filled, 21st century work environment. This signature development reinforces our commitment to job growth, attracting top talent and drawing new business to Milwaukee. 
 
 Enjoy Milwaukee. 
 Located on beautiful Lake Michigan, Milwaukee offers a perfect balance of big city and small town living. Home to Summerfest, the world’s largest music festival, Milwaukee has a thriving music scene, a celebrated annual film festival and vibrant performing arts community. Professional sports teams include the Milwaukee Brewers, Milwaukee Bucks and other major teams. And outdoor family fun is easy here. An extensive urban bike path network links our lakefront parks, beaches and other recreational hotspots. 
 
 <h1>Our Culture</h1>
 We are always evolving. 
 At Northwestern Mutual, our employees, and our business, are always evolving. We are agile and continuously learning and improving. We have a work environment that empowers problem solving and encourages innovation—you will make an impact here.
 
 
 We do what’s right. 
 Our “do-what’s-right” value is pervasive. We ask ourselves: “Is this in the best interest of our clients? Our employees? Our financial representatives?” Acting on this value improves our clients’ experience, and makes Northwestern Mutual a better place to work. 
 
 We recognize and develop possibilities in our people.
 Onsite training and leadership development programs help employees succeed and grow. We also sponsor learning opportunities outside the company to help employees stay current in their fields, network with peers and gain external perspective. 
 
 Diversity makes us better. 
 We believe diversity and inclusion cultivate creativity, innovation and a better experience for our clients. That’s why we recruit and grow people who bring unique perspectives, ideas, beliefs and cultural backgrounds.

Northwestern Mutual

Assistant Director, Wealth Accounting

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Lake Ridge Bancorp, Inc.

The Wealth Management Trading Analyst is responsible for having sound investment knowledge and thriving in a semi-autonomous and entrepreneurial environment while maintaining strong relationships with colleagues and vendors. Uphold Nicolet’s philosophy and policies by maintaining appropriate controls to ensure full compliance with applicable laws and regulations, thereby fulfilling legal responsibilities and enhancing the quality of services provided by Nicolet.

Wealth Management Trading Analyst

The Director develops and drives recruiting pipelines, cultivates relationships with prospective candidates, researches and sources advisor talent, provides market intelligence, and partners closely with field leadership to successfully attract and onboard top advisor talent. The role owns recruiting opportunities from prospect identification through deal execution and onboarding, effectively communicating Prudential Advisors' value proposition, and navigating complex recruiting cycles to deliver growth results.

Prudential Financial Inc

Divisional Director, Advisor Acquisition

Assist with Baird's overall communications efforts, and in collaboration with our PWM Communications team, help research, write and implement internal news stories, presentations and other communications. This intern works directly with the Communications team within Private Wealth Management (PWM) to support compelling and timely communication to PWM branch network associates.

Robert W. Baird & Co. Incorporated

Internship - Private Wealth Management Communications (Year-Round)

Assist with Baird’s overall communications efforts, and in collaboration with our PWM Communications team, help research, write and implement internal news stories, presentations and other communications. This intern works directly with the Communications team within Private Wealth Management (PWM) to support compelling and timely communication to PWM branch network associates.

Baird

Internship – Private Wealth Management Communications (Year-Round)

Prudential Capital Group LP

US Bank

Bachelor's or advanced degree in finance, accounting, economics, business management, or a related field preferred with a minimum of 2 years' client-facing financial industry experience in business development; relevant work experience may substitute for education. This opportunity offers the chance to join a respected institution where licensed advisors are supported by a collaborative team across lines of business and key support areas, creating strong referral opportunities and a more connected client experience.

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

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.

Junior Financial Advisor

During our 11-week rotational internship, you'll work closely with our Wealth Fiduciary team to gain hands-on experience and exposure to the important role fiduciary services play in supporting clients, families, trusts, and estates. You'll gain experience in the areas of: WEALTH FIDUCIARY: Gain exposure to how fiduciary professionals administer trusts, estates, and other fiduciary relationships while supporting clients and beneficiaries with care, accuracy, and professionalism.

Wealth Advisor Jobs in Wisconsin

Salesforce Functional Architect Manager - Wealth Management Accenture Plc

Financial Advisor Associated Banc-Corp

Financial Advisor DBHW Wealth Partners

VP, Regional Wealth Management Consultant -Wisconsin American Century Investment Services Inc

Associate Financial Advisor Edward D Jones & Co LP

Financial Advisor Nicolet National Bank

Financial Advisor Lake Ridge Bank

Private Wealth Management - Investment Portfolio Manager U.S. Bancorp

Assistant Director, Wealth Accounting Northwestern Mutual

Financial Advisor Lake Ridge Bancorp, Inc.

Wealth Management Trading Analyst Nicolet National Bank

Divisional Director, Advisor Acquisition Prudential Financial Inc

Internship - Private Wealth Management Communications (Year-Round) Robert W. Baird & Co. Incorporated

Internship – Private Wealth Management Communications (Year-Round) Baird

Divisional Director, Advisor Acquisition Prudential Capital Group LP

Private Wealth Management - Investment Portfolio Manager US Bank

Financial Advisor Johnson Financial Group

Service Advisor DBHW Wealth Partners

Junior Financial Advisor DBHW Wealth Partners

Wealth Fiduciary Summer Internship 2027 Johnson Financial Group

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