Wealth Management Officer Salary in Milwaukee, WI

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How much does a Wealth Management Officer make in Milwaukee, WI? The average Wealth Management Officer salary in Milwaukee, WI is $217,811 as of May 28, 2024, but the salary range typically falls between $177,944 and $261,376. 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

$177,944 to $261,376

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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.

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Job Openings for Wealth Management Officer in Milwaukee, 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 - 31 days ago

Assistant Controller

Investments & Wealth Institute - Englewood , CO

IWI is a leader in financial advisory and wealth management education. Through our acclaimed ... Sitting between the Accounting Specialist and the CFO, the Assistant Controller will be responsible ...

ZipRecruiter ATS Jobs for ZipSearch/ZipAlerts - 14 days ago

Mortgage Loan Originator

Club Wealth - Sumner , WA

We are seeking an experienced mortgage loan officer with strong marketing, communication, and ... About Company Club Wealth is the fastest-growing Real Estate Coaching company in the group coaching ...

ZipRecruiter ATS Jobs for ZipSearch/ZipAlerts - 22 days ago

Co-Founder 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 - 76 days ago

CEO-Napa County Farm Bureau

Benchmark Consulting - Napa , CA

As an experienced professional, you have the wealth of knowledge and skills to pass on to the next ... Manage and help direct the other key management players and ensure the team is well motivated ...

LinkedIn - 5 days ago

Senior Director of Strategy Management

World Insurance Associates LLC - Santa Barbara , CA

... . Your primary objective will be to drive strategic initiatives and manage model portfolio strategies for wealth management clients within our World MAP Model Portfolio Program. Join us at ...

LinkedIn - 48 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 Milwaukee, 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 Milwaukee, WI

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LEVEL OF EDUCATION

Depending on the job, educational levels may have a significant impact on pay levels. Be informed and understand how things like education and certifications can help to increase potential earnings for the career you are interested in. Please visit Professional Salary Report for more details.

Average Salary Range for Wealth Management Officer in Milwaukee, WI

Average Base Salary

Core compensation

177944

261376

217811

Average Total Cash Compensation

Includes base and annual incentives

218763

320148

258306

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 Milwaukee, WI. The base salary for Wealth Management Officer ranges from $177,944 to $261,376 with the average base salary of $217,811. The total cash compensation, which includes base, and annual incentives, can vary anywhere from $218,763 to $320,148 with the average total cash compensation of $258,306.

View Average Salary for Wealth Management Officer as table

	Average Salary	Average Salary Range
Base Salary	$217,811	$177,944 - $261,376
Bonus	$40,495	$40,819 - $58,772
Total Pay	$258,306	$218,763 - $320,148

* 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 Milwaukee, WI

CITY, STATE	AVERAGE SALARY RANGE	COMPARE TO Milwaukee, WI
CITY, STATE Waukesha, WI	AVERAGE SALARY RANGE $176,505 - $259,261	COMPARE TO Milwaukee, WI
CITY, STATE Racine, WI	AVERAGE SALARY RANGE $175,866 - $258,323	COMPARE TO Milwaukee, WI
CITY, STATE Kenosha, WI	AVERAGE SALARY RANGE $175,866 - $258,323	COMPARE TO Milwaukee, WI
CITY, STATE Waukegan, IL	AVERAGE SALARY RANGE $178,884 - $262,756	COMPARE TO Milwaukee, WI
CITY, STATE Janesville, WI	AVERAGE SALARY RANGE $174,695 - $256,603	COMPARE TO Milwaukee, WI
CITY, STATE Mount Prospect, IL	AVERAGE SALARY RANGE $188,202 - $276,443	COMPARE TO Milwaukee, WI

See salaries for Wealth Management Officer in locations close to Milwaukee, 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 Milwaukee, Wisconsin

Milwaukee lies along the shores and bluffs of Lake Michigan at the confluence of three rivers: the Menomonee, the Kinnickinnic, and the Milwaukee. Smaller rivers, such as the Root River and Lincoln Creek, also flow through the city. Milwaukee's terrain is sculpted by the glacier path and includes steep bluffs along Lake Michigan that begin about a mile (1.6 km) north of downtown. In addition, 30 miles (48 km) southwest of Milwaukee is the Kettle Moraine and lake country that provides an industrial landscape combined with inland lakes. According to the United States Census Bureau, the city has ...

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 Milwaukee, WI that might be a good fit for the type of job and salary you are looking for.

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177944

261376

About Milwaukee, Wisconsin Milwaukee lies along the shores and bluffs of Lake Michigan at the confluence of three rivers: the Menomonee, the Kinnickinnic, and the Milwaukee. Sma....More

Milwaukee, Wisconsin area prices were up 1.8% from a year ago

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

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Learn more about: Compensation Packages, Employee Flight Risk, Gender Pay Gap, Job Openings for This Role