85 Results for

Wealth Manager Jobs in Wisconsin

Jobs

New!

Stiles, PA1 day ago

Remote

$95,000–$140,000 Per Year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. We tap into a wide range of services — tax, accounting, data analytics, operations, human capital management, technology, wealth management and more — to deliver solutions that take you and your organization to the next level, however you define it.

New!

Darien, WI2 days ago

$107,000–$156,000

Reporting to the Plant Manager, you’ll develop and implement the overall plant technical strategy with a focus on engineering projects, maintenance excellence, and stores improvement programs. Manage the Utilities team and ensure functionality and compliance for plant utility systems, including refrigeration, ammonia, nitrogen, steam, natural gas, and compressed air.

New!

Waukesha, WI3 days 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.

Sauk City, WI15 days ago

SalesPlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader.

Roberts, WI7 days ago

$60,000–$75,000

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.

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.

Mequon, WI20 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.

La Crosse, WI30+ days ago

Recognized as a "Best Place to Work" for the 9th year in a row by Business Intelligence Group and a Gold Certified Family Friendly Workplace, Trust Point Inc. of La Crosse, WI. is looking to hire a full-time Relationship Manager to join our Wealth Management team. This position requires excellent communications and interpersonal skills which include: relationship development, listening, oral and written communication, decision making, organizing, executing and implementing plans, team building and work coordination.

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.

Eau Claire, WI30+ days ago

Recognized as a "Best Place to Work" for the 9th year in a row by Business Intelligence Group and a Gold Certified Family Friendly Workplace, Trust Point Inc. of Eau Claire, WI. is looking to hire a full-time Relationship Manager to join our Wealth Management team. This position requires excellent communications and interpersonal skills which include: relationship development, listening, oral and written communication, decision making, organizing, executing and implementing plans, team building and work coordination.

Green Bay, Wisconsin30+ days ago

Overview: The Wealth Client Specialist provides comprehensive support to the Wealth Advisor along with Traditional and High Net Worth clients by ensuring a smooth and professional client experience through day-to-day service activities, administrative and operational tasks. • Assist with onboarding new clients, including preparing and collecting Know Your Customer documentation, completing account applications, and setting up custody and investment accounts.

53705, Wisconsin15 days ago

As a Client Services Associate, you will be responsible for building relationships, promoting Wealth Management services to UW Credit Union employees, members, and the community at large and providing administrative support to the Wealth Management team. Join one of Wisconsin’s premier financial institutions, a National Top Workplace and multi-year recipient of Madison Magazine’s Best Places to Work, Wisconsin State Journal’s Top Workplaces, and Milwaukee Journal Sentinel’s Top Workplaces to receive:

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.

Green Bay, WI30+ days ago

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.

Appleton, WI30+ days ago

Milwaukee, WI30+ days ago

Full-time

Madison, WI30+ days ago

Full-time

Racine, WI30+ days ago

Full-time

Fitchburg, WI30+ days ago

Full-time

Delafield, WI30+ days ago

Full-time

Neenah, WI30+ days ago

Full-time

Fox Point, WI30+ days ago

Full-time

Green Bay, WI30+ days ago

Full-time

Germantown, WI30+ days ago

Full-time

Madison, WI30+ days ago

Full-time

Appleton, WI30+ days ago

Full-time

Madison, WI30+ days ago

Full-time

New!

Waukesha, WIToday

Waukesha State Bank Profile: Waukesha State Bank is one of the largest locally owned and independent community banks in Wisconsin, with 14 full-service offices located throughout Waukesha County. Our strength as a successful and growing financial services provider is rooted in a long-standing commitment to serving the community with a personalized, one-on-one approach to banking and an emphasis on customer service.

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.

Waukesha, WI30+ days ago

Serving as a subject matter expert, the Fiduciary Tax Manager will consult with clients and attorneys on complex estates and administrative trusts, provide tax planning guidance, support estate administration matters, and collaborate with internal teams and external partners to deliver exceptional service. The ideal candidate brings at least five years of experience in fiduciary, estate, and gift taxation within a trust department, accounting firm, or law firm, along with strong technical, research, and communication skills.

New!

Madison, WI5 days ago

The Trust and Estates Tax Manager will serve as a technical and advisory resource for fiduciary and estate tax matters while managing client relationships and collaborating closely with partners, advisors, and tax team members. This role is ideal for a seasoned tax professional with deep experience in fiduciary, estate, and high-net-worth individual taxation who is ready to play a key role in client relationships, technical leadership, and team collaboration.

Janesville, Wisconsin30+ days ago

Market JFG as the primary provider of financial products and services; actively prospect to identify and analyze needs and recommend structured solutions; serve as a cross-sale point of contact for our OneJFG partners; including but not limited to treasury management, wealth management, equipment finance, and insurance products and services. RM III: 8+ years business banking experience; strong credit skills with the ability to effectively process and manage more complex business loans; proven sales track record, possesses solid prospecting abilities, with superior client servicing and follow-through skills.

Grafton, WI30+ days ago

Full-time

Identify the personal financial goals and needs of business clients; build collaborative relationships with partners across lines of business (Chase Wealth Management, Home Lending, Branch Teams) to connect clients with specialists who can help meet their financial needs. Acquire, manage, and retain a portfolio of 100-130 business clients with annual revenue of $1 - $5 million for your assigned branches; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $500,000.

Barron, WI20 days ago

Gellert Global Group consists of many of the leading North American food importing companies (Atalanta Corporation, Camerican International, Finica, GGG Manufacturing) and has been involved in importing food products for over 100 years. GGG companies provide strength in sourcing, insurance, finance, logistics, food safety and information technology, and supplies the needs of retailers, distributors, foodservice chains, hotels, cruise lines, and food manufacturers alike.

La Crosse, WI30+ days ago

Recognized as a "Best Place to Work" for the 9th year in a row by Business Intelligence Group and a Gold Certified Family Friendly Workplace, Trust Point Inc. of La Crosse, WI. is looking to hire a full-time Associate Relationship Manager to join our Wealth Management team. This position requires excellent communications and interpersonal skills which include: relationship development, listening, oral and written communication, decision making, organizing, executing and implementing plans, team building and work coordination.

Green Bay, WI30+ days ago

Remote

$50,000–$65,000

Through our in-depth training program, you will learn how to sit down with an individual, family, or business owner, have a conversation about their financial goals and dreams, and help create a game plan or roadmap to help them achieve their short-term and long-term financial goals through our financials solutions, products and services we provide (include but are not limited to retirement planning, wealth accumulation, college planning, investments, & insurance) Whether you are looking to start or transition into a new career full-time, or you are looking to develop a new skill or obtain part-time income a flexible schedule is available. This is an opportunity for those who are hard-working, have good communication skills and customer service skills, love to help people, and are willing to start a training program as an entry-level financial planning professional and potentially develop into management and leadership positions.

New!

Madison, WI2 days ago

$146,000–$200,000 Per Year

Significant knowledge of taxation related to personal income, estate and gift tax and wealth retention strategies, as well as taxation of entities owned by business owners (partnership and corporate taxation), is required. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions.

Oshkosh, WI14 days ago

Our people are our number-one priority, and we are committed to helping you reach your personal and career goals through continuous learning and development opportunities, competitive compensation and benefits, and an enhanced work-life balance. Strong analytical skills are necessary for assessing quality data and metrics, leading to informed decision-making and continuous improvement initiatives.

Kenosha, WI30+ days ago

Full-time

We serve clients in all 50 states with more than 200 branch banking locations in Illinois, southwestern Florida, northwestern Indiana, west Michigan and southern Wisconsin and commercial banking offices in Chicago, Denver, Milwaukee, Grand Rapids, Mich., and in key branch banking locations throughout Illinois. Wintrust provides community and commercial banking, specialty finance and wealth management services through its 16 bank charters and nine non-bank businesses.

Menomonee Falls, WI30+ days ago

$18–$27 Per Hour

Our broad portfolio consists of the industry's leading brands in Power Systems, Digital Systems, Fishing Systems, and Performance Components including Ancor, Attwood, B&G, BEP, Blue Sea Systems, C-MAP, CZone, Garelick, Lenco, Lowrance, Marinco, MotorGuide, Mastervolt, ProMariner, Simrad and Whale. The actual hourly rate offered will vary depending on multiple factors including year in school/credits earned, degree, job-related knowledge/skills, relevant experience, business needs, and geographic location.

Fond du Lac, WI30+ days ago

$100,900–$160,800 Per Year

The company’s industry-leading brand portfolio includes Mercury outboard engines, Mercury MerCruiser® sterndrive and inboard packages, Mercury propellers, Mercury inflatable boats, Mercury SmartCraft® electronics, Land 'N' Sea marine parts distribution and Mercury and Quicksilver® parts and oils. Execute Supplier Quality activities for product development programs as part of a cross-functional team to: + The successful candidate will develop, lead, and drive the project schedule and monitor/report progress on all key performance metrics (schedule, scope, cost, tooling, and risk) regularly.

Fond du Lac, WI30+ days ago

$100,900–$160,800 Per Year

The company’s industry-leading brand portfolio includes Mercury outboard engines, Mercury MerCruiser® sterndrive and inboard packages, Mercury propellers, Mercury inflatable boats, Mercury SmartCraft® electronics, Land 'N' Sea marine parts distribution and Mercury and Quicksilver® parts and oils. _Come explore opportunities within Brunswick, a global marine leader (https://youtube.com/watch?v=ksuQ6B2j_mA) committed to challenging conventions and innovating next-generation technologies that transform experiences on the water and beyond.

Fond du Lac, WI30+ days ago

$84,500–$136,100 Per Year

The company’s industry-leading brand portfolio includes Mercury outboard engines, Mercury MerCruiser® sterndrive and inboard packages, Mercury propellers, Mercury inflatable boats, Mercury SmartCraft® electronics, Land 'N' Sea marine parts distribution and Mercury and Quicksilver® parts and oils. The Sales Manager – Special Markets will work cross functionally with product category teams, engineering/integration, service and other key functions to deliver new opportunities within the assigned business segments.

Cottage Grove, WI30+ days ago

Full-time

The ideal Subway – Food Service Coordinator has 1 plus years of restaurant management experience, is a friendly, hard-working, and reliable leader who enjoys engaging with customers, employees, vendors and helping make a difference in someone’s day. As the face of Subway, you are to provide and ensure fast and friendly customer service, creating a fun and positive work environment, hiring and leading a top group of Subway employees, dedicated to serving up fresh-made, delicious sandwiches and other offerings for our hungry customers.

Appleton, WI7 days ago

It's your job to deliver superior results in all aspects of the business - sales growth, outstanding service, profitability, food quality, training and development, safety and sanitation and facilities management. As a Cheddar's Manager, your biggest impact comes from creating an environment where people want to come and bring their best every day.

Menomonee Falls, WI30+ days ago

$100,900–$160,800 Per Year

Our broad portfolio consists of the industry's leading brands in Power Systems, Digital Systems, Fishing Systems, and Performance Components including Ancor, Attwood, B&G, BEP, Blue Sea Systems, C-MAP, CZone, Garelick, Lenco, Lowrance, Marinco, MotorGuide, Mastervolt, ProMariner, RELiON, Simrad and Whale. _Come explore opportunities within Brunswick, a global marine leader (https://youtube.com/watch?v=ksuQ6B2j_mA) committed to challenging conventions and innovating next-generation technologies that transform experiences on the water and beyond.

Greenfield, WI30+ days ago

Our Sales Managers enjoy: + Competitive salary with strong incentive package + Stability – a recession-resistant, human centered business + Brand recognition – Our Dignity Memorial® is the North America’s largest provider of funeral, cremation and cemetery services. + Best-in-class technology platforms + Unparalleled resources to develop your team + Ongoing training and leadership development + Advancement opportunities We think our CEO, Tom Ryan, says it best: _“At SCI, we believe we are Better Together.

Milwaukee, WI30+ days ago

Remote

Full-time

Many of our highest-performing partners create a significant, scalable income by building teams and recurring revenue streams. Meet clients virtually (Zoom / phone) and guide them through the protections that build generational wealth.

Wauwatosa, WI30+ days ago

GardaWorld Security is a global champion in sophisticated and tailored security solutions, employing and training highly skilled and dedicated professionals across the globe, offering a wealth of opportunities to individuals looking to gain experience and develop professionally in a growing industry. As the Field Services Manager in Wauwatosa, Wisconsin, you'll be the vital link between our organization and our customers, ensuring top-tier customer service and representing GardaWorld as the industry's premier provider of contract security services.

Virtual, WI30+ days ago

$53,084–$109,089 Per Year

Stay informed and protect yourself from recruitment fraud by reviewing our guidelines, fraudulent domains, and how to report suspicious activity here (https://www.spglobal.com/content/dam/spglobal/corporate/en/documents/careers/Corp_0525-Recruitment-Fraud-Alert.pdf) . Founded in 2012, automotiveMastermind is a leading provider of predictive analytics and marketing automation solutions for the automotive industry and believes that technology can transform data, revealing key customer insights to accurately predict automotive sales.

Resume Resources

Free Resume Templates Free Resume Builder

Get noticed by top employers!

Upload your resume to let employers know you're open to Wealth Manager job opportunities. Plus, receive relevant job recommendations in your inbox.

Wealth Manager Jobs in Wisconsin

Jobs

Remote Tax Senior (International Tax) - Top 100 firmJobot

Engineering Plant ManagerCONAGRA

Lead Financial AdvisorVaco LLC

Financial Consultant- Madison, WIFidelity Investments

Financial Consultant- Oakdale, MNFidelity Investments

Wealth - Associate Relationship ManagerJohnson Financial Group

Financial Advisor/Wealth ManagerProfessions Inc

Relationship Manager - Wealth Management, La CrosseTrust Point Inc.

Wealth Portfolio ManagerJohnson Financial Group

Relationship Manager - Wealth Management, Eau ClaireTrust Point Inc.

Wealth Client SpecialistJohnson Financial Group

Client Services Associate I - Wealth Management DepartmentUW Credit Union

Wealth RPS AdvisorJohnson Financial Group

J.P. Morgan Wealth Management - Private Client Advisor - Green Bay, WIJPMorgan Chase

J.P. Morgan Wealth Management - Private Client Advisor - Appleton, WIJPMorgan Chase

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

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

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

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

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

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

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

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

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

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

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

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

Wealth Management AnalystWaukesha State Bank

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

Fiduciary Tax ManagerWaukesha State Bank

Trust And Estates Tax ManagerBerndt CPA LLC

Business Banking Relationship Manager (RM)Johnson Financial Group

Business Relationship Manager I - OfficerJPMorgan Chase Bank, N.A.

Maintenance ManagerGellert Global Group

Associate Relationship ManagerTrust Point Inc.

Insurance Manager (Remote)Davis Family Financial LLC

Tax Senior Manager, Core Tax Servicesbdo consulting

Plant Quality Assurance ManagerEVCO Plastics

Business Banking Relationship Manager - Kenosha, WIWintrust Financial Corporation

Category Manager - Intern/Hybrid Co-opBrunswick

Supplier Quality Engineering Program ManagerBrunswick

Site Procurement Manager, Plant 36Brunswick

Sales Manager - Government and Special MarketsBrunswick

Subway Assistant ManagerRoad Ranger LLC

Restaurant ManagerCheddar's Scratch Kitchen

Distribution Center ManagerBrunswick

Sales Manager IISCI Shared Resources, LLC

Remote Account Development ManagerNew Freedom Financial LLC

Field Service ManagerWhelan Security

Product Marketing ManagerS&P Global

Resume Resources

Similar Job Searches