Wealth Management Associate

What you’d do

Support Financial Advisors and their teams by building client relationships and assisting with digital marketing, portfolio holdings, proposal tools and financial planning. Full-time role in Middleton, Wisconsin. Found on the employer's careers page on Oct 20, 2026. Apply through the link.

You’ll need

• 5+ years of relevant work experience
• Active Series 7 (GS)
• Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
• Four-year college degree or professional certification preferred
• Strong leadership and interpersonal skills