Fiduciary Wealth Advisor - Client-First Planning

Annex Wealth Management; Appleton (WI); On-site; USD 110,000 - 170,000; 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贡献

Company Events

Opportunities for professional growth

Summer hours

Job summary

Annex Wealth Management is seeking a seasoned wealth advisory professional to join our Appleton team. We are a fee-only fiduciary firm, prioritizing the client’s best interests and ethical practices.

The role demands CFP certification, 5+ years in wealth management, and strong investment, planning, and relationship skills. We offer a comprehensive benefits package and a collaborative culture in a growth-focused environment.

Qualifications

• CFP certification and a Bachelor’s in Finance, Business, Economics or related field.
• 5+ years of experience in wealth advisory roles.
• Strong investment knowledge and portfolio planning skills.
• Excellent client relationship management and communication.
• Proven ability to drive referrals and asset growth.
• Proficiency with wealth management platforms (CRM/Planning tools).

Responsibilities

• Work within the Annex Wealth Management team to provide comprehensive wealth management to the communities we service.
• Facilitate the Financial Planning process by conducting discovery conversations focused on client values, goals, and objectives.
• Cultivate and lead clients through ongoing relationship reviews to address needs.
• Engage in business development including prospecting, referrals, and leveraging networks.
• Build and maintain strong relationships with internal partners and teammates.
• Mentor new team members and participate in ongoing training.
• Adhere to policies and procedures regarding securities transactions and ethics.

Skills

Client-Centric Relationship Management

Investment Expertise

Portfolio Strategy

Client-Focused Communication

Referral & Asset Growth Leadership

Education

CFP Certification

Bachelor's degree in Finance/Business/Economics

Tools

Salesforce

Hubspot

Black Diamond/Orion

Holistiplan

Emoney

Job description

Annex Wealth Management is seeking a seasoned wealth advisory professional to join our Appleton team. We are a fee-only fiduciary firm, prioritizing the client’s best interests and ethical practices.

The role demands CFP certification, 5+ years in wealth management, and strong investment, planning, and relationship skills. We offer a comprehensive benefits package and a collaborative culture in a growth-focused environment.