Fiduciary Wealth Manager – Client-First Advisory

Educated Solutions Corp; Appleton (WI); On-site; USD 110,000 - 150,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

Life & Disability Insurance

PTO

401(k) Retirement Plan

Company events

Growth opportunities

Job summary

Educated Solutions Corp. seeks experienced Wealth Managers for Madison and Appleton locations. This salaried role focuses on doing what’s right for clients, with no pressure to sell commissionable products.

You will deliver high-touch advisory services and manage a defined range of client households. Ideal candidates have 5+ years in wealth advisory, CFP preferred, and strong proficiency with CRM and planning tools.

Qualifications

• Education: CFP preferred. Bachelor’s degree in Finance, Business, Economics, or related field.
• Experience: Minimum 5+ years in wealth advisory roles.
• Investment & portfolio: Strong understanding of investment strategies, portfolio management and planning.
• Client management: Exceptional client-centric relationship management skills.
• Referral growth: Proven ability to drive referrals, asset growth and retention.
• Technology: Proficiency in wealth management platforms and CRM tools.

Responsibilities

• Provide high-touch wealth advisory and client service for existing clients.
• Manage active client households and maintain loyalty through proactive needs management.
• Stay up to date on market trends and regulatory changes to inform recommendations.
• Mentor Associate Wealth Managers to enhance prospecting and relationship-building.
• Collaborate with internal teams to optimize financial planning and client experience.

Skills

5+ years wealth advisory

Client-centric relations

Referral growth

Asset growth leadership

Education

Bachelor's degree in Finance/Business/Economics

CFP preferred

Tools

Salesforce

HubSpot

Black Diamond/Orion

Holistiplan

eMoney

Job description

Educated Solutions Corp. seeks experienced Wealth Managers for Madison and Appleton locations. This salaried role focuses on doing what’s right for clients, with no pressure to sell commissionable products.

You will deliver high-touch advisory services and manage a defined range of client households. Ideal candidates have 5+ years in wealth advisory, CFP preferred, and strong proficiency with CRM and planning tools.