66 Results for

Investment Advisor Jobs in Wisconsin

Jobs

New!

Waukesha, WI1 day ago

$80,000–$85,000

Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.

New!

Waukesha, WI1 day ago

$75,000–$100,000

New!

Franklin, WI2 days ago

Join ICS’s Account Reassignment team and help deliver a smooth, high‑stakes transition experience for our field partners and their clients when representatives change (e.g., succession plans, ensembles, code moves, and terminations). You’ll own complex case work, consult with the field, and provide home‑office oversight that protects clients and meets fiduciary expectations—while contributing data‑driven insights that make the process better over time.

Kohler, WI30+ days ago

Analyze past performance and gather insight to continuously understand the impact of past actions in the market place (compare expected impact with actual impact to improve models). See Kohler Terms & Conditions at https://www.kohlercompany.com/legal/ and Privacy Policy at https://www.kohlercompany.com/privacy/ and SonicJobs Privacy Policy at https://www.sonicjobs.com/us/privacy-policy and Terms of Use at https://www.sonicjobs.com/us/terms-conditions.

Milwaukee, WI30+ days ago

$225,000–$300,000 Per Year

Analyzes client’s data to identify historical and projected financial and operating trends, reviews quality of earnings, and assesses working capital considerations, potential liabilities, and risks to assist and guide decision-makers in transactions. Performs as the lead professional on engagements and serves as a principal contact for managing client deliverables, overseeing engagement colleagues, and providing real time feedback and guidance to client and diligence providers to ensure timely and efficient product delivery.

Middleton, Wisconsin25 days ago

$61,000–$250,000 Per Year

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC(NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.

New Berlin, WI30+ days ago

Full-time

As part of World Insurance Associates, World Investment Advisors is a nationally recognized financial services firm dedicated to providing the industry’s premier wealth management and retirement plan investment advisory services to individuals, high net worth families and employers. 1As of December 31, 2023, the WIA network of advisors and firms collectively provides support to over $55.4 billion in assets across a variety of channels including investment management and retirement plan consulting services.

Waukesha, WI30+ days ago

Full-time

Neenah, WI30+ days ago

Full-time

Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.

Milwaukee, WI30+ days ago

Full-time

Finance ActivitiesPartner with the Corporate Controller to maintain accounts payable records, including processing hard dollar invoices, supporting soft dollar arrangements, and reviewing mutual fund expenses, ensuring accuracy and timely processing. Provide backup support for daily operations team, to ensure a strong internal control environment and adherence to policies and procedures, including:Review of security pricing in accordance with established policies and confirm appropriate application of fair value determinations made by the Pricing Committee.

Germantown, WI30+ days ago

Full-time

Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.

Racine, WI30+ days ago

Full-time

Fox Point, WI30+ days ago

Full-time

Neenah, WI30+ days ago

Full-time

Green Bay, WI30+ days ago

Full-time

Fitchburg, WI30+ days ago

Full-time

Milwaukee, WI30+ days ago

Full-time

Appleton, WI30+ days ago

Full-time

Madison, WI30+ days ago

Full-time

Madison, WI30+ days ago

Full-time

Delafield, WI30+ days ago

Full-time

Madison, WI30+ days ago

Full-time

Sheboygan, WI18 days ago

You will act as a vital point of contact for Investment & Retirement Services clients, expertly assisting with IRA transactions, rollovers, transfers, and account inquiries, ensuring exceptional customer service throughout every interaction. This position is perfect for someone who loves building relationships, enjoys providing financial services, and thrives in a fast-paced, client-focused environment, contributing to the overall growth and success of our clients' financial journeys.

New!

Stevens Point, WI4 days ago

$100,000–$350,000

If you’re a high-caliber, licensed financial professional ready to plug into a system designed to ease your biggest pain points—marketing, prospecting, and paperwork—while maximizing your impact and income, this could be your next step. Competitive, commission-based compensation with strong six-figure potential; typical Advisors earn between $100,000 and $200,000 annually, while top producers earn $300,000+ based on performance.

Middleton, WI30+ days ago

You’ll also help service and retain existing client relationships, delivering customized financial strategies that reflect our commitment to long-term wealth management and client success. Sell financial securities products including mutual funds, ETFs, equities, fixed income, annuities, and advisory platforms aligned with client needs.

Mequon, WI30+ days ago

Conduct solo and joint appointments with bankers and assist themin efficiently identifying potential clients and providing solutions that align with client needs, financial goals and objectives. GENERAL FUNCTION: Accountable for overall production, coaching, training, and developing a team of licensed retail bankers.

Middleton, WI30+ days ago

Remote

Middleton, WI30+ days ago

Youll have access to extensive, in-person training taught by local leaders who will coach and develop you over three years to build a book of business and embark on a long-term career as an Ameriprise Financial advisor. • Ability to obtain required licenses within 150 days of hire: o FINRA Series 7 (Obtaining the Series 7 may include passing the Securities Industry Essentials exam plus the Series 7 top-off exam).

Green Bay, Wisconsin30+ days ago

Join our team as a Retirement Plan Services Advisor (Business Development Officer), where you will play a key role in driving new business development with business owners and providing their employees with comprehensive retirement plan services. As a Retirement Plan Services Advisor, you will be responsible for developing new qualified and non-qualified retirement plan relationships, focusing on both acquiring new clients and delivering outstanding service to existing accounts.

New!

Milwaukee, WI6 days ago

$176,000–$264,000 Per Year

Business Influence (NM) - Advanced, Industry Knowledge (NM) - Advanced, Program Management (NM) - Advanced, Analytical Thinking (NM) - Expert, Accountability (NM) - Advanced, Cross Functional Partnering & Planning (NM) - Expert, Customer, Market & Ecosystem Knowledge (NM) - Expert, Vision Setting (NM) - Advanced. In addition, this role will lead external research to access benchmarks, build valuation models, coordinate cross-departmental team activities, and work collaboratively with senior leaders of business areas, legal, finance, communications and other areas of the organization.

Madison Area, WI30+ days ago

Full-time

This role offers a competitive commission-based compensation package & onboarding incentives, the opportunity to leverage an existing network of institutional clients, and the chance to be part of a dynamic and growing organization. San Blas Securities is a rapidly growing, full-service investment bank and independent advisor network.

Racine, Wisconsin17 days ago

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 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.

Madison, WI14 days ago

$50,000–$100,000 Per Year

products, access to powerful sales tools, and a large resource network so you can. Are you looking for a career that will leverage your years of work experience, provide an opportunity for you to build a business you can call your own, and.

New!

Sheboygan Falls, WI2 days ago

Best Places To Work for Financial Advisors 2018-2024: Best Places to Work for Financial Advisors 2018, 2019, 2020, 2021, 2022, 2023, and 2024 – Recognized firms were required to be a registered investment advisor (RIA) that has been in business at least one year and having a minimum of 15 full-time/part-time employees. Inc 5000 2019, 2020 & 2021: The Wilshire 5000 Total Market Index, which consists of more than 5000 companies, represents virtually all of the capitalization of the entire U.S. stock market.

Milwaukee, Wisconsin30+ days ago

$85,000–$105,000 Per Year

Overview: The Team Member will be an integral part of the Allspring Compliance Program team supporting the Allspring Global Investments Compliance Program activities for a registered investment adviser including supporting the firm’s regulatory filings and reporting, regulatory compliance, and various projects and compliance oversight activities to support the Asset Management risk-based compliance program to assure compliance with significant regulatory requirements (i.e., SEC, CFTC, etc.) as well as firm policies. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary bonus programs, or other annual or non-annual incentive or sales plans.).

Wauwatosa, WI30+ days ago

Full-time

As one of the largest employer associations in the nation, MRA helps its member organizations thrive by offering the most comprehensive assortment of HR services, information, education, and resources to help build successful workplaces and a powerful workforce. Use generative AI for drafting board materials, member communications, and financial narratives while maintaining accuracy and compliance; Leverage AI tools (LLM's, predictive analytics, automation) to enhance financial analysis, budgeting, and predictive financial planning.

La Crosse, Wisconsin28 days ago

What You'll Be Doing: The Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Registered Client Service Associates may highlight a service or product but may not discuss products or investments beyond a point that the discussion becomes a solicitation where the specific appropriateness of the investment or the suitability of the client becomes a factor.

New!

Brookfield, WI3 days ago

Manage a portfolio of banking clients, delivering customized solutions across deposits, lending, treasury, and wealth in partnership with internal teams. As a trusted advisor, you will partner closely with clients to provide thoughtful, strategic guidance—while operating within strong risk, regulatory, and compliance frameworks.

Waukesha, Wisconsin30+ days ago

What You'll Be Doing: The Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.

Kenosha, Wisconsin30+ days ago

Development and execution of an individual business plan to achieve new client acquisition, business line referrals and product/business line penetration inside portfolios; achievement of retention objectives; consistent portfolio growth and servicing objectives. As part of the #1 advisory team at JFG and with the lead Financial Advisor, the FC actively solicits clients and prospects for business opportunities including cross selling of all bank and company products.

Germantown, WI30+ days ago

This role is ideal for a strategic technical leader who combines deep architecture expertise with strong business acumen and can partner directly with investment stakeholders to modernize data platforms, workflows, and analytics capabilities. You will serve as both a hands-on architect and trusted advisor, guiding technology direction, influencing platform decisions, and mentoring internal teams through a multi-year modernization journey.

New!

Franklin, WI4 days ago

The Plant Controller is a key financial leader at the Franklin, WI manufacturing facility, responsible for overseeing all plant-level accounting, financial reporting, cost accounting, budgeting, forecasting, and internal controls. This role partners closely with plant leadership and corporate finance to drive financial performance, support operational decision-making, and ensure compliance with company policies and GAAP.

Milwaukee, Wisconsin25 days ago

$500–$1,000 Per Year
Intern

Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. Overview: College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up.

Madison30+ days ago

Work collaboratively across Wealth Advisor, Financial Planning, Private Client Banking, and investment specialist teams to deliver seamless, client-centered solutions, supporting account administration and ensuring comprehensive service. Design and implement tailored investment strategies that honor each client’s unique goals, risk profile, and evolving needs for an assigned book of business with moderate complexity, ensuring clear communication and seamless ongoing support.

Milwaukee, VA30+ days ago

The Fund Administration practice of Bancorp Fund Services, LLC (USBFS) provides value-added services to a robust and rapidly growing client base, which includes mutual funds, hedge funds, private equity funds, offshore funds and other investment companies. USBFS tax professionals are seen as trusted advisors to clients and accounting firms to develop and implement innovative tax planning solutions that optimize tax strategies and positions, as well as identify and mitigate risk.

Milwaukee, Wisconsin19 days ago

Our product range includes engines, generators, power conversion, UPS systems, EV components and electrification solutions, microgrid controls and management, and clean energy solutions that serve a broad spectrum of OEM, residential, industrial, and commercial customers. This role is critical to successfully establishing a credible, disciplined, and value-accretive investor narrative, maintaining existing relationships, and leading the possible transition of the Company from private ownership to the public markets.

Milwaukee, WI8 days ago

$140,000–$170,000 Per Year

Our client is looking for someone with 6+ years of experience in a progressive finance role, strong interpersonal skills, and highly strong financial modeling and presentation skills. Conduct profitability, margin, cost, and trend analysis across departments, business units, or product lines.

Green Bay, WI30+ days ago

Full-time

However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. This role ensures that technology capabilities spanning SAP S/4 HANA, Azure Cloud Infrastructure, Enterprise Data & Analytics, and Cybersecurity effectively drive business objectives across manufacturing, supply chain, finance, commercial, and corporate functions.

Racine, Wisconsin30+ days ago

Actively join calls with lead Relationship Manager on identified target segments, prospects, centers of influence, etc. to support new business development and client acquisition efforts. Assist Client Service Specialists with client services activities, client calls; understand the process of service-related requests.

Milwaukee, WI30+ days ago

$97,000–$192,000 Per Year

Possessing a competitive nature or experience as a former athlete (basketball, baseball, football, soccer, track, running, hockey, diving, rugby, lacrosse, swimming, try-athletics, golf, tennis, pickleball, coach, athletic trainer, fitness trainer, etc.) is a bonus. The Role of Financial Representative: As a Financial Representative at Modern Woodmen, you play a pivotal role in addressing members’ financial needs, demonstrating leadership in the community, and supporting the continued growth of the local office.

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Investment Advisor Jobs in Wisconsin

Lead Financial Advisor Vaco LLC

Relationship Advisor Vaco LLC

Investment Client Srvcs Spec (NRF) - Account Reassignment Team Northwestern Mutual

Pricing Manager, Retail KOHLER

Managing Director, Investment Banking - Capital Advisors bdo consulting

Financial Advisor Northwestern Mutual

Junior Financial Advisor World Insurance Associates, LLC.

Senior Financial Advisor World Insurance Associates, LLC.

J.P. Morgan Wealth Management - Private Client Investment Associate - Neenah, WI JPMorgan Chase Bank, N.A.

Investment Operations and Client Service Associate MRA Recruiting Services

J.P. Morgan Wealth Management - Private Client Advisor - Germantown, WI JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - Bristol, Kenosha, and Racine, WI JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - Fox Point, WI JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - Neenah, WI JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - Green Bay, WI JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - Fitchburg, WI JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - Milwaukee, WI JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - Appleton, WI JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - Sauk Creek Branch, Madison, WI JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - East Towne Branch, Madison, WI JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - Delafield, WI JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - Capital Downtown Branch, Madison, WI JPMorgan Chase Bank, N.A.

Investment Program Associate Kohler Credit Union

Estate & Retirement Financial Advisor United Placement Group

Financial Advisor Professions Inc

Financial Advisor/Wealth Manager Professions Inc

Financial Advisor – Remote (Wisconsin) Professions Inc

Financial Advisor Ameriprise

Wealth RPS Advisor Johnson Financial Group

Senior Director-Advisor Equity Partnerships Northwestern Mutual

Financial Advisor Series 7, 65 or 66 San Blas Securities

Financial Advisor Johnson Financial Group

Financial Advisor WestPoint Financial Group

Senior Office Administrator Merit Financial Advisors

Senior Compliance Analyst Allspring Global Investments Holdings, LLC

Chief Financial Officer MRA Recruiting Services

Registered Client Service Associate Stifel

Private Banker First Business Financial Services Inc

Client Service Associate - NR Stifel

Financial Consultant Johnson Financial Group

Principal Data Architect Continuus Technologies LLC

Controller - Operations API Heat Transfer

College Financial Representative, Internship Program Northwestern Mutual

Wealth Portfolio Manager Johnson Financial Group

Tax Accountant Lancesoft

Vice President - Investor Relations Rehlko

Manager Truity Partners

Senior Director of Information Technology Nature's Way

Wealth - Associate Relationship Manager Johnson Financial Group

Financial Representative - Seeking Growth Wisconsin Region - Modern Woodmen of America

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