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Investment Advisor Jobs in Madison WI

Client Investment Advisor

Client Investment Advisor

Landmark Credit Union • Madison (WI)

On-site
USD 65,000 - 100,000
Remote Investment Counselor - AI Finance & Modeling (Flexible)

Remote Investment Counselor - AI Finance & Modeling (Flexible)

DataAnnotation • Oregon (WI)

Remote
USD 68,880 - 82,656
Flexible work schedule
Choose your projects
Hourly payments starting at $50-$60
Investment Counselor

Investment Counselor

DataAnnotation • Oregon (WI)

On-site
USD 68,880 - 82,656
Flexible work schedule
Choose your projects
Hourly payments starting at $50-$60
Client-Focused Financial Advisor & Planner

Client-Focused Financial Advisor & Planner

Fidelity Investments • Town of Middleton (WI)

On-site
USD 70,000 - 110,000
Associate Advisor - Evansville, WI

Associate Advisor - Evansville, WI

Advisor Talent Solutions • Evansville (WI)

On-site
USD 68,900 - 86,900
Health insurance (company paid)
401K
Unlimited PTO
+5
Financial Advisor

Financial Advisor

CPS Inc. • Monona (WI)

On-site
USD 60,000 - 90,000
Financial Advisor (Vermont)

Financial Advisor (Vermont)

One Day In July LLC. • Town of Vermont (WI)

On-site
USD 60,000 - 80,000
401(k) plan with low-cost index funds
Paid vacation
Potential for commission earnings
+1
Investment Fund Analyst, Capital Formation

Investment Fund Analyst, Capital Formation

Baker Tilly US • Madison (WI)

On-site
USD 62,000 - 96,000
Wealth Planning Consultant (Onsite) – Tuition Reimbursement

Wealth Planning Consultant (Onsite) – Tuition Reimbursement

Fidelity Investments Inc. • Town of Middleton (WI)

On-site
USD 65,000 - 90,000
Financial Advisor — Grow Your Book with Open Architecture

Financial Advisor — Grow Your Book with Open Architecture

Summit Credit Union • Baraboo (WI)

On-site
USD 60,000 - 80,000
Access to proprietary technology
Open architecture platform
Resources for creating client solutions
EXPERIENCED FINANCIAL ADVISOR

EXPERIENCED FINANCIAL ADVISOR

Tri-State Wealth Advisors of Prudential Advisors • Madison (WI)

On-site
USD 85,000 - 125,000
401(k) with 4% match
Pension plan
Medical benefits
+2
Investment Fund Analyst, Capital Formation

Investment Fund Analyst, Capital Formation

Baker Tilly International • Madison (WI)

On-site
USD 62,000 - 96,000
Personal Financial Planner

Personal Financial Planner

Lakeshore Financial Group • Madison (WI)

On-site
USD 75,000 - 100,000
Financial AdvisorWealth Manager

Financial AdvisorWealth Manager

Professions Inc • Madison (WI)

On-site
USD 70,000 - 90,000
Financial Advisor

Financial Advisor

Wealth Enhancement • Madison (WI)

On-site
USD 90,000 - 150,000
Medical, dental and vision coverage
401k with match
Paid time off: 18 days
+2
Financial Advisor - Grow Client Portfolios & Save on Fees

Financial Advisor - Grow Client Portfolios & Save on Fees

One Day In July LLC. • Town of Vermont (WI)

On-site
USD 60,000 - 80,000
401(k) plan with low-cost index funds
Paid vacation
Potential for commission earnings
+1
Growth-Focused Financial Advisor (Co-Advisor)

Growth-Focused Financial Advisor (Co-Advisor)

SAVANT • Town of Middleton (WI)

On-site
USD 70,000 - 100,000
Medical, dental, vision
HSA or FSA
401(k) with match
+3
Investment Portfolio Analyst & Research Associate

Investment Portfolio Analyst & Research Associate

Grove Gallery & Interiors • Madison (WI)

On-site
USD 60,000 - 80,000
mentorship and exposure to senior investment professionals
Support for professional development
Collaborative investment environment
Educator Retirement & Investment Advisor

Educator Retirement & Investment Advisor

WEA Member Benefits • Madison (WI)

On-site
USD 60,000 - 85,000
Competitive pay
Health/dental/vision insurance
Paid time off
+1
Wealth Advisor: Lead Established Client Portfolio + Equity

Wealth Advisor: Lead Established Client Portfolio + Equity

Wealth Enhancement Group, LLC • Oregon (WI)

On-site
USD 90,000 - 110,000
Health insurance
401k with match
Paid time off
+1
Investment Portfolio Architect

Investment Portfolio Architect

Bridgewater Associates, LLC • Town of Westport (WI)

On-site
USD 150,000 - 200,000
Competitive benefits
Associate Wealth Planner & Financial Planning Specialist

Associate Wealth Planner & Financial Planning Specialist

Baird • Madison (WI)

On-site
USD 65,000 - 85,000
Private Client Advisor: Digital Wealth & Holistic Guidance

Private Client Advisor: Digital Wealth & Holistic Guidance

Aumni • Madison (WI)

On-site
USD 70,000 - 100,000
Comprehensive health care coverage
Retirement savings plan
Tuition reimbursement
+1
Wealth Advisor – Client Growth & Planning (Wisconsin)

Wealth Advisor – Client Growth & Planning (Wisconsin)

Lake Ridge Bank • Madison (WI)

On-site
USD 70,000 - 110,000
Onsite role
Investment Accounting Lead - Hybrid, GAAP & Statutory

Investment Accounting Lead - Hybrid, GAAP & Statutory

TruStage Insurance Agency LLC • Madison (WI)

Hybrid
USD 121,500 - 182,300
Health benefits
401k
Tuition reimbursement