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Wealth Planner Jobs in Madison WI

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 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
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 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 - Growth, Leads & Modern Tools

Wealth Advisor - Growth, Leads & Modern Tools

Madison Partners, Inc. • Madison (WI)

Remote
USD 120,000 - 300,000
401(k)
401(k) matching
Health insurance
+3
Wealth Manager in Training | Flexible Schedule & Licensing

Wealth Manager in Training | Flexible Schedule & Licensing

equitable • Madison (WI)

On-site
USD 65,000 - 100,000
Health insurance
Dental insurance
Vision insurance
+5
Wealth Advisor - Community Trust & Wealth Management

Wealth Advisor - Community Trust & Wealth Management

Stillman Bank • Oregon (WI)

On-site
USD 72,000 - 88,000
Paid vacation
Paid personal time
Health insurance
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 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
Wealth Advisor & Financial Planning Specialist

Wealth Advisor & Financial Planning Specialist

Wealth Enhancement Group • Madison (WI)

On-site
USD 90,000 - 150,000
Associate Wealth Planner & Financial Planning Specialist

Associate Wealth Planner & Financial Planning Specialist

Baird • Madison (WI)

On-site
USD 65,000 - 85,000
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 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
Wealth Planner & Strategic Financial Advisor

Wealth Planner & Strategic Financial Advisor

BMO U.S. • Monona (WI)

On-site
USD 51,800 - 95,900
Health Insurance
Tuition Reimbursement
Accident and Life Insurance
+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
Personal Financial Planner

Personal Financial Planner

Lakeshore Financial Group • Madison (WI)

On-site
USD 75,000 - 100,000
Financial Consultant

Financial Consultant

WealthBridge Financial Group • Madison (WI)

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

Financial Consultant

WealthBridge Financial Group • Waunakee (WI)

On-site
USD 65,000 - 90,000
Health coverage
401(k) plan
Life & 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
Wealth Advisor — Private Client Growth & Planning

Wealth Advisor — Private Client Growth & Planning

JPMorgan Chase & Co. • Madison (WI)

On-site
USD 85,000 - 140,000
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
Estate Planning Special Counsel: High‑Net‑Worth Focus

Estate Planning Special Counsel: High‑Net‑Worth Focus

Illapa Search • Madison (WI)

On-site
USD 80,000 - 100,000
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 Advisor (Remote)

Wealth Advisor (Remote)

Madison Partners, Inc. • Madison (WI)

Remote
USD 120,000 - 300,000
401(k)
401(k) matching
Health insurance
+3