CFP Wealth Manager — Client-First Advisory

Annex Wealth Management; Madison (WI); On-site; USD 100,000 - 160,000; Full time

Benefits offered by this job

Medical, Dental, and Vision Insurance

Life & Disability Insurance

Paid Time Off (PTO)

401(k) Retirement Plan with employer/‑

Company Events

Professional growth opportunities

Summer hours

Job summary

Annex Wealth Management is seeking an experienced Wealth Manager to join our fee-only fiduciary team in Madison. You’ll provide comprehensive wealth management services, conduct discovery conversations, and guide clients through ongoing reviews and planning to meet their financial goals.

Ideal candidates have a CFP and 5+ years in wealth advisory roles, with strong investment knowledge and a client-first mindset.

Qualifications

• CFP certification required.
• Bachelor’s degree in Finance, Business, Economics, or related field.
• 5+ years of wealth advisory experience.
• Strong understanding of investment strategies and portfolio management.
• Client-centric relationship management and ability to drive referrals and asset growth.

Responsibilities

• Provide comprehensive wealth management to clients.
• Conduct meaningful discovery conversations focused on values, goals and objectives.
• Lead clients through ongoing relationship reviews and needs-based planning.
• Engage in business development and referrals to deliver results.
• Maintain relationships with internal partners and teammates; mentor new team members.

Skills

Investment knowledge

Relationship management

Communication

Education

CFP

Bachelor’s degree in Finance/Business/Economics

Tools

Salesforce

Hubspot

Black Diamond/Orion

Holistiplan

Emoney

Job description

Annex Wealth Management is seeking an experienced Wealth Manager to join our fee-only fiduciary team in Madison. You’ll provide comprehensive wealth management services, conduct discovery conversations, and guide clients through ongoing reviews and planning to meet their financial goals.

Ideal candidates have a CFP and 5+ years in wealth advisory roles, with strong investment knowledge and a client-first mindset.