Wealth Management Officer Salary in Fountain City, WI

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How much does a Wealth Management Officer make in Fountain City, WI? The average Wealth Management Officer salary in Fountain City, WI is $208,504 as of April 24, 2024, but the salary range typically falls between $170,343 and $250,200. Salary ranges can vary widely depending on many important factors, including education, certifications, additional skills, the number of years you have spent in your profession. With more online, real-time compensation data than any other website, Salary.com helps you determine your exact pay target.

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Salary range for a Wealth Management Officer

$170,343 to $250,200

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What is a Wealth Management Officer?

A Wealth Management Officer is responsible for providing financial advice and investment management services to high-net-worth individuals and families. They work closely with clients to understand their financial goals and develop personalized wealth management strategies to help them achieve their objectives. This may involve creating investment portfolios, managing assets, and providing guidance on tax planning, estate planning, and retirement planning. Wealth Management Officers also stay informed about market trends and economic developments to make informed investment decisions on behalf of their clients. Additionally, they may collaborate with other professionals, such as tax advisors and estate planners, to provide comprehensive financial solutions. Overall, the role of a Wealth Management Officer is to help clients grow and protect their wealth through strategic financial planning and investment management.

See user submitted job responsibilities for Wealth Management Officer.

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Job Openings for Wealth Management Officer in Fountain City, WI

Wealth Management Solutions Consultant

Cetera Financial Group - El Segundo , CA

Provide leads to Wealth Management Consulting, Growth Officers & Financial Planning Teams when ... appropriate. * Provide industry trend insights to advisors and support marketing and educational ...

LinkedIn - 7 days ago

Wealth Management Advisor

Cutler Investment Group - Anchorage , AK

Wealth Management Advisor in ANCHORAGE, ALASKA Cutler Investment Group - Anchorage, AK THIS JOB ... We pay T&E, charity expenditures, and anything else you can talk our CEO into doing (sorry no Fyre ...

LinkedIn - 42 days ago

Mortgage Loan Officer

Club Wealth - Sumner , WA

Ability to work independently and manage multiple priorities effectively. Qualifications ... About Company Club Wealth is the fastest-growing Real Estate Coaching company in the group coaching ...

ZipRecruiter ATS Jobs for ZipSearch/ZipAlerts - 54 days ago

VP, Investment Advisory Platform

Realta Wealth - San Diego , CA

Support Chief Product Officer in advancing Realta Wealth's agenda with regard to its industry leading presence and the delivery and management of a suite of robust investment advisory solutions

LinkedIn - 13 days ago

Cofounder and Chief Investment / Operating Officer

AiLifePay - Palo Alto , CA

All aspects of our wealth management experience will reshape with Quantum Equilibrium Science. As ... As Co-Founder and Chief Investment Officer / Chief Operating Officer, you will play a crucial role ...

LinkedIn - 52 days ago

Executive Assistant to the President & COO

Cresset - San Francisco , CA

... wealth management, investment advisory, planning and other services through Cresset Asset ... Executive Assistant Our company is actively seeking an Executive Assistant to our President & COO. ...

LinkedIn - 40 days ago

What does a Wealth Management Officer do?

Common responsibilities of a Wealth Management Officer

Ensure compliance with regulatory requirements and internal policies when managing clients' wealth and investment portfolios.

September 05, 2023

Stay informed about market trends, economic developments, and regulatory changes to make informed investment decisions on behalf of clients.

September 08, 2023

Develop and implement personalized wealth management strategies for high-net-worth clients.

September 28, 2023

Collaborate with other financial professionals, such as tax advisors and estate planners, to provide holistic wealth management solutions for clients.

September 29, 2023

Educate clients on various investment options, financial products, and wealth management strategies to help them make informed decisions.

October 06, 2023

Continuously seek opportunities to grow the wealth management business by acquiring new clients and expanding services to existing clients.

October 28, 2023

Assist clients with estate planning, retirement planning, and tax optimization strategies to maximize their wealth and minimize financial risks.

October 30, 2023

Build and maintain strong relationships with clients to understand their evolving financial needs and provide ongoing support and guidance.

November 02, 2023

Monitor and review clients' investment portfolios to ensure they are aligned with their financial objectives and market conditions.

November 22, 2023

Provide comprehensive financial planning and investment advice to clients based on their individual financial goals and risk tolerance.

November 27, 2023

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Wealth Management Officer Salary By Experience Levels in Fountain City, WI

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RELEVANT JOB EXPERIENCE

Length of experience is a pay differentiator. Those with greater experience may have an advantage in negotiating salary. For those with less experience, other factors such as education or special skills could impact your pay. Please visit Professional Salary Report for more details.

Wealth Management Officer Salary By Level of Education in Fountain City, WI

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Average Salary Range for Wealth Management Officer in Fountain City, WI

Average Base Salary

Core compensation

170343

250200

208504

Average Total Cash Compensation

Includes base and annual incentives

209412

306468

247268

What is the average salary for Wealth Management Officer in 2024?

These charts show the average base salary (core compensation), as well as the average total cash compensation for the job of Wealth Management Officer in Fountain City, WI. The base salary for Wealth Management Officer ranges from $170,343 to $250,200 with the average base salary of $208,504. The total cash compensation, which includes base, and annual incentives, can vary anywhere from $209,412 to $306,468 with the average total cash compensation of $247,268.

View Average Salary for Wealth Management Officer as table

	Average Salary	Average Salary Range
Base Salary	$208,504	$170,343 - $250,200
Bonus	$38,764	$39,069 - $56,268
Total Pay	$247,268	$209,412 - $306,468

* Base Salary represents gross income before taxes and deductions. It does not include additional pay such as benefits, bonuses, profit sharing or commissions.

* Total Pay combines base salary, bonuses, profit sharing, tips, commissions, overtime pay and other forms of cash earnings, as applicable for this job.

Wealth Management Officer Salary Near Fountain City, WI

CITY, STATE	AVERAGE SALARY RANGE	COMPARE TO Fountain City, WI
CITY, STATE La Crosse, WI	AVERAGE SALARY RANGE $165,915 - $243,696	COMPARE TO Fountain City, WI
CITY, STATE Rochester, MN	AVERAGE SALARY RANGE $179,003 - $262,920	COMPARE TO Fountain City, WI
CITY, STATE Eau Claire, WI	AVERAGE SALARY RANGE $170,941 - $251,079	COMPARE TO Fountain City, WI
CITY, STATE Lakeville, MN	AVERAGE SALARY RANGE $189,056 - $277,686	COMPARE TO Fountain City, WI
CITY, STATE Burnsville, MN	AVERAGE SALARY RANGE $189,699 - $278,630	COMPARE TO Fountain City, WI
CITY, STATE Saint Paul, MN	AVERAGE SALARY RANGE $190,234 - $279,417	COMPARE TO Fountain City, WI

See salaries for Wealth Management Officer in locations close to Fountain City, WI. Pay for the same job may vary based on the location and on the location and on other factors such as the size of company, the industry, and other local conditions.

About Fountain City, Wisconsin

Fountain City is located at 44°7′28″N 91°42′34″W / 44.12444°N 91.70944°W / 44.12444; -91.70944 (44.124506, -91.709470), at the intersection of highways 35 and 95. According to the United States Census Bureau, the city has a total area of 5.57 square miles (14.43 km2), of which, 4.29 square miles (11.11 km2) are land and 1.28 square miles (3.32 km2) are covered by water. The city is located on a bend in the Mississippi River, where the river flows right at the base of the bluffs on the east side of the valley. Because of this, at some points, the city is only two houses wide; one on each sid...

Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia

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The Wealth Management Officer job could be listed using titles that are not exactly the same, but actually are for the same or very similar job. Here are some job titles in Fountain City, WI that might be a good fit for the type of job and salary you are looking for.

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170343

250200

About Fountain City, Wisconsin Fountain City is located at 44°7′28″N 91°42′34″W / 44.12444°N 91.70944°W / 44.12444; -91.70944 (44.124506, -91.709470), at the intersection of high....More

Fountain City, Wisconsin area prices were up 1.3% from a year ago

Wealth Management Officer Salary in popular cities: Milwaukee, Madison, Green Bay

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