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Wealth Advisor Jobs in Madison WI

Wealth Advisor: Grow Clients with Holistic Planning

Wealth Advisor: Grow Clients with Holistic Planning

Associated Banc‑Corp • Town of Oconomowoc (WI)

On-site
USD 48,000 - 90,000
401(k) and Pension plans
Volunteer time off
Employee stock purchase plan
Wealth Advisor & Financial Planning Specialist

Wealth Advisor & Financial Planning Specialist

CIO Applications Europe • Monona (WI)

On-site
USD 51,800 - 95,900
Health insurance
Tuition reimbursement
Accident and life insurance
+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
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
Wealth Advisor: Personal Finance & Planning

Wealth Advisor: Personal Finance & Planning

WealthBridge Financial Group • Madison (WI)

On-site
USD 65,000 - 95,000
Health coverage
401(k) with company match
Life and disability insurance
+2
Wealth Advisor & Financial Planning Specialist

Wealth Advisor & Financial Planning Specialist

Wealth Enhancement Group • Madison (WI)

On-site
USD 90,000 - 150,000
Wealth Advisor: Grow Your Client Book with Commission

Wealth Advisor: Grow Your Client Book with Commission

Associated Bank • Town of Oconomowoc (WI)

On-site
USD 48,000 - 90,000
401(k) and Pension
Commissions-based pay
Medical coverage
+1
Wealth Advisor – Grow Your Book & Client Impact

Wealth Advisor – Grow Your Book & Client Impact

Associated Bank - Corp • Town of Oconomowoc (WI)

On-site
USD 48,000 - 120,000
Senior Wealth Advisor - Grow a High-Net-Worth Book

Senior Wealth Advisor - Grow a High-Net-Worth Book

Claire Myers Consulting • Madison (WI)

On-site
USD 120,000 - 200,000
Competitive base salary
Performance incentives
Referral bonuses
+1
Wealth Manager – Client‑First, Fiduciary Advisor

Wealth Manager – Client‑First, Fiduciary Advisor

Annex Wealth Management, LLC. • Madison (WI)

On-site
USD 120,000 - 180,000
Medical, Dental & Vision Insurance
Life & Disability Insurance
Paid Time Off (PTO)
+4
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
Senior UHNW Trust Advisor

Senior UHNW Trust Advisor

UMB Bank • Madison (WI)

Hybrid
USD 110,250 - 235,810
Paid Time Off
401(k) matching program
Health savings accounts
+2
Wealth Planning Advisor — Investments & Retirement Strategy

Wealth Planning Advisor — Investments & Retirement Strategy

WealthBridge Financial Group • Waunakee (WI)

On-site
USD 65,000 - 90,000
Health coverage
401(k) plan
Life & disability insurance
+2
Sr. Financial Advisor

Sr. Financial Advisor

Claire Myers Consulting • Madison (WI)

On-site
USD 120,000 - 200,000
Competitive base salary
Performance incentives
Referral bonuses
+1
Holistic Wealth Advisor | Remote Growth

Holistic Wealth Advisor | Remote Growth

Equitable Advisors • Madison (WI)

On-site
USD 120,000 - 230,000
Comprehensive benefits package
Personalized training and support
Work-life balance
Financial Advisor: High-Net-Worth Focus & Unlimited PTO

Financial Advisor: High-Net-Worth Focus & Unlimited PTO

Advisors Excel, LLC • Evansville (WI)

On-site
USD 80,000 - 120,000
Health insurance
401K
Unlimited PTO
+4
Managing Director

Managing Director

WealthBridge Financial Group • Waunakee (WI)

On-site
USD 150,000 - 230,000
Health coverage
401(k) Plan
Disability insurance
+2
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
Wealth Builder: Client-Focused Financial Consultant

Wealth Builder: Client-Focused Financial Consultant

WealthBridge Financial Group • Verona (WI)

On-site
USD 65,000 - 90,000
Health coverage
401(k) plan
Life & disability
+2
Personal Financial Planner

Personal Financial Planner

Lakeshore Financial Group • Madison (WI)

On-site
USD 75,000 - 100,000
Remote Regional Wealth Advisor (Wisconsin)

Remote Regional Wealth Advisor (Wisconsin)

American Century Investments • Madison (WI)

On-site
USD 120,000 - 180,000
Bonus plan
Generous PTO
401k 5% company match
+2
Wealth Advisor — Open-Architecture Platform & Growth

Wealth Advisor — Open-Architecture Platform & Growth

LPL Financial • Madison (WI)

On-site
USD 80,000 - 120,000
Wealth Growth MD: Lead Advisors & Scale Your Practice

Wealth Growth MD: Lead Advisors & Scale Your Practice

WealthBridge Financial Group • Waunakee (WI)

On-site
USD 150,000 - 230,000
Health coverage
401(k) Plan
Disability insurance
+2
Financial Consultant

Financial Consultant

WealthBridge Financial Group • Verona (WI)

On-site
USD 65,000 - 90,000
Health coverage
401(k) plan
Life & disability
+2
Associate Wealth Planner & Financial Planning Specialist

Associate Wealth Planner & Financial Planning Specialist

Baird • Madison (WI)

On-site
USD 65,000 - 85,000