Fiduciary Wealth Manager – Client-First Advisor (WI)

Annex Wealth Management, LLC.; Appleton, Northern (WI, KY); Hybrid; USD 120,000 - 160,000; Full time

Benefits offered by this job

Medical, Dental, and Vision Insurance

Paid Time Off (PTO)

401(k) Retirement Plan with employer 0

Company events and growth

Job summary

Annex Wealth Management is seeking experienced Wealth Managers to provide high-touch advisory services to existing clients in a fiduciary, fee-only environment. You will manage a range of households with a client-first mindset, delivering informed investment strategies and proactive financial planning.

The role emphasizes mentorship of Associate Wealth Managers, cross-functional collaboration, and staying current on market trends to optimize client outcomes within a supportive culture that has

Qualifications

• CFP preferred. Bachelor’s degree in Finance, Business, Economics, or related field.
• 5+ years of experience in wealth advisory roles.
• Strong understanding of investment strategies, portfolio management, and financial planning principles.

Responsibilities

• Provide high-touch service as the primary Wealth Manager for existing clients, ensuring a seamless experience.
• Maintain active management of approved range of households, ensuring sustained client loyalty through proactive financial needs management and strategic solutions.
• Stay up to date on market trends, financial strategies, and regulatory changes to provide informed recommendations.
• Actively mentor Associate Wealth Managers to enhance prospecting, relationship-building, and conversion strategies.
• Partner with internal teams to enhance financial planning, portfolio management, compliance workflows, client experience, and others.

Skills

Relationship management

Client service

Mentorship

Strategic planning

Cross-functional collaboration

Communication

Education

Bachelor’s degree in Finance, Business, Economics, or related field

CFP preferred

Tools

Salesforce

Hubspot

Black Diamond/Orion

Holistiplan

eMoney

Job description

Annex Wealth Management is seeking experienced Wealth Managers to provide high-touch advisory services to existing clients in a fiduciary, fee-only environment. You will manage a range of households with a client-first mindset, delivering informed investment strategies and proactive financial planning.

The role emphasizes mentorship of Associate Wealth Managers, cross-functional collaboration, and staying current on market trends to optimize client outcomes within a supportive culture that has