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Bertram Financial Salary

Bertram Financial Salary

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As of August 2026, the average annual salary for employees at Bertram Financial in the United States is $83,595. This translates to an approximate hourly wage of $40. Salaries at Bertram Financial typically range from $73,302 to $94,892 annually, reflecting the diverse roles and experience levels within the company.

How Much Does Bertram Financial Pay for Different Roles?

Explore detailed salary information for specific jobs at Bertram Financial. Based on our data, the highest paying job is the Business Anaylst, with an annual salary of $136,585. The table below outlines the annual salary ranges for most popular roles within the company.

Business Anaylst

$136,585 / year

Salary Range: $115,388 - $156,730

Library

Contact Center Agent

$86,351 / year

Salary Range: $75,884 - $100,095

Sales

Digital Banking Agent

$69,758 / year

Salary Range: $61,896 - $78,750

Construction

Digital Services Specialist

$34,932 / year

Salary Range: $31,525 - $38,948

Security Services

Digital Support Agent

$69,758 / year

Salary Range: $61,896 - $78,750

Construction

Fraud and Security Specialist

$91,520 / year

Salary Range: $78,966 - $105,937

Security Services

Turn Insight into Opportunity: Current Job Openings

Ready for your next career move? Explore current job openings at Bertram Financial.
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About Bertram Financial: Company Profile

Website
www.bertramfinancial.com
Founded In
Data pending, update soon.
Employees
100 - 200 employees
Industry
Financial Services
Headquarter Location
MINERAL POINT
Revenue
$10 Million - $50 Million
Phone Number
-
Social Media
About BERTRAM FINANCIAL
Bertram Financial is dedicated to providing you with the most current and relevant financial planning information, tools, and opportunities available. As Registered Investment Advisors, we have partnered with other professionals, including tax advisors, attorneys, money managers and business consultants, to offer comprehensive Full Circle planning strategies for couples, individuals, and businesse

Employee Reviews: Insights on Salary, Culture & Work-Life

Gain authentic perspectives from current and former employees. These anonymous reviews offer invaluable insights into Bertram Financial's culture, work-life balance, management, and employee sentiment regarding salary satisfaction, bonus payouts, and benefits.
The company provides job security and competitive benefits, but growth opportunities can be heavily dependent on tenure. Working here has significantly expanded my technical skills while maintaining the importance of client relationships. The work is challenging but rewarding, with opportunities to lead projects and innovate. The company culture values diversity and inclusion, creating a welcoming...
Commented in April 26, 2025
15
2
This hands-on guidance and the sharing of invaluable industry experience are instrumental in personal and professional growth. Change management is handled thoughtfully. This financial institution provides employees with best-in-class technology resources. Joining this financial services company was a career-defining move. Action items are documented and followed up. I’m proud to be part of such a...
Commented in January 12, 2025
47
1
Diverse teams and inclusive environment. Training is provided but sometimes lacks relevance or follow-through. Lunch-and-learns facilitate cross-training. There’s room to explore side projects and propose changes.
Commented in July 18, 2024
45
1
A great workplace for professionals looking to grow. Ergonomic assessments prevent strain. Training programs are top-notch. Work can be repetitive, and promotion opportunities are limited.
Commented in February 21, 2024
39
2

How Bertram Financial's Salaries Compare to Similar Companies?

The data below provides a snapshot of what comparable firms are paying, offering crucial context for evaluating Bertram Financial’s pay competitiveness. Click on a company for a deeper dive.

Is Bertram Financial’s Pay Competitive? Salary Benchmarking Analysis

How does Bertram Financial's compensation stack up against the industry and its key competitors? Our salary benchmarking analysis provides a clear comparison. The chart below visualizes this comparison alongside select peer companies.
Competitor / Benchmark Avg. Salary Variance Primary Market Influence Factor & Explanation
BLISS TALENT AGENCY $90,104
+7.8%
Driven by niche technical certifications required for BLISS TALENT AGENCY's specialized projects.
BITTERROOT CAPITAL ADVISORS $73,199
-12.4%
BITTERROOT CAPITAL ADVISORS focuses strategically on recruiting and training entry-level apprentices.
BAKERAVENUE WEALTH MANAGEMENT $105,433
+26.1%
Supported by BAKERAVENUE WEALTH MANAGEMENT's high-margin contracts allowing higher overhead.
BLUE RIVER PARTNERS, LLC $86,768
+3.8%
Influenced by prevailing union wage agreements specific to BLUE RIVER PARTNERS, LLC's sector.
Financial Services Industry $121,514
+45.4%
Pay variances are driven by organizational scale, specialized skill requirements, or geographic cost-of-living factors.
Need More Granular Data? The analysis above provides a high-level market overview. To benchmark specific job codes, adjust for real-time cost-of-living changes, or access verified HR-reported datasets, upgrade to Salary.com for Business. Precision matters when building your compensation strategy.

What Is the Cost of Living Near Madison?

Understanding the cost of living near Madison is key to truly evaluating a salary offer or your current compensation at Bertram Financial.
Madison's Cost of Living Index is approximately 100.8 (0.8% more expensive than US average; 6.3% more than WI average). State capital (Univ. of WI), desirable, housing costs near US avg. Metro Transit. When planning your budget based on a salary from Bertram Financial, consider these typical monthly expenses:
Expense Category Estimated Monthly Cost Key Considerations / Notes
Housing (1-BR Apt Rent) $1,200 - $1,700+ A significant portion of Bertram Financial salary. Location choices impact this heavily.
Utilities (Basic) $120 - $210 Electricity, Heating, Cooling, Water etc.
Public Transportation $65 (Metro monthly pass, free for UW) Essential for most commuters; car ownership is costly.
Groceries (Single Person) $410 - $600 Can be higher with more dining out or specialty stores.
Personal & Leisure $400 - $730+ Dining out, entertainment, shopping. Highly variable.
Healthcare (Individual) $380 - $700+ Varies significantly by plan & employer contribution.
Subtotal (Excluding Taxes) $2,575 - $3,945+ This subtotal does not include income taxes (federal, state, local), which can significantly impact your take-home pay.

Most Common Questions About Bertram Financial

FAQ 1: What is the typical salary range (low to high) for most roles at Bertram Financial?
The typical annual salary range for most roles at Bertram Financial is approximately from $73,302 to $94,892. It's important to remember that these are overall averages, actual salaries vary significantly based on specific job titles, years of experience, skills, and location.
FAQ 2: How much does Bertram Financial pay compared to BLISS TALENT AGENCY?
The average annual salary at Bertram Financial is $83,595, or an hourly wage of $40, in comparison to BLISS TALENT AGENCY which pays $90,104 per year or $43 per hour.
FAQ 3: How does experience level affect salary at Bertram Financial?
Experience level is a significant factor in determining salary at Bertram Financial, as it is with most employers. Generally, employees with more years of relevant experience and a proven track record can command higher salaries. For example, a senior-level role will typically have a higher pay band than an entry-level or mid-career position within the same job family.
FAQ 4: How can I determine if a salary offer from Bertram Financial in Madison is fair given the local cost of living?
To determine if a salary offer from Bertram Financial in Madison is fair, first compare the gross salary to our data for similar roles at Bertram Financial and its competitors (see our similar company salaries section) . Then, critically, use our "Cost of Living Insights for Madison" to understand its purchasing power.
FAQ 5: Are the salaries listed for Bertram Financial on Salary.com pre-tax or after-tax?
All salary figures displayed for Bertram Financial, including average base salary and estimated total compensation, are pre-tax amounts. They do not account for federal, state, or local income taxes, nor deductions for benefits like health insurance or 401(k) contributions.

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