Fiduciary Wealth Manager — Client-First Financial Planner

Annex Wealth Management; Madison (WI); On-site; USD 110,000 - 170,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Paid Time Off

401(k) with employer matching

Company events

Summer hours

Professional growth opportunities

Job summary

Annex Wealth Management in Madison, WI seeks a CFP-certified Wealth Manager to deliver comprehensive planning and fiduciary guidance to individuals, families, and businesses. You will work within a team to provide client-first, knowledge-driven advice with a focus on long-term relationships.

The role emphasizes education, collaboration, and growth, with strong emphasis on ethical advisory practices, portfolio strategy, and proactive client service in a private, fee-only environment.

Qualifications

• CFP certification is required.
• Bachelor’s degree in Finance, Business, Economics or related field.
• 5+ years of experience in wealth advisory roles.
• Strong understanding of investment strategies and portfolio management.
• Excellent client communication and relationship management.

Responsibilities

• Provide comprehensive wealth management in collaboration with Annex Wealth Management team.
• Conduct discovery conversations focusing on values, goals, and objectives.
• Lead ongoing relationship reviews to address clients' needs.
• Drive business development through referrals and internal/external networks.
• Mentor new team members and uphold ethics and firm policies.

Skills

Client-Centric Relationship Management

Communication Skills

Leadership

Education

CFP Certification

Bachelor’s degree in Finance/Business/Economics

Tools

Salesforce/CRM

Hubspot

Black Diamond/Orion

Holistiplan

eMoney

Job description

Annex Wealth Management in Madison, WI seeks a CFP-certified Wealth Manager to deliver comprehensive planning and fiduciary guidance to individuals, families, and businesses. You will work within a team to provide client-first, knowledge-driven advice with a focus on long-term relationships.

The role emphasizes education, collaboration, and growth, with strong emphasis on ethical advisory practices, portfolio strategy, and proactive client service in a private, fee-only environment.