Fiduciary Wealth Manager (Salaried) — Client-First Advisory

Educated Solutions Corp; Madison (WI); On-site; USD 90,000 - 160,000; Full time

Benefits offered by this job

Medical, Dental, Vision Insurance

Life & Disability Insurance

PTO

401(k) Retirement Plan

Company Events

Professional Growth Opportunities

Job summary

Educated Solutions Corp is seeking experienced Wealth Managers for our Madison and Appleton locations. This salaried role focuses on doing what’s right for clients, with no conflicts of interest in selling commissionable products.

You will lead high-touch advisory for existing clients and mentor associates in relationship-building and growth strategies. Ideal candidates have 5+ years in wealth advisory, CFP preferred, and a finance/business/economics degree.

Qualifications

• CFP preferred.
• Bachelor’s degree in Finance, Business, Economics, or related field.

Responsibilities

• Provide high-touch advisory and service as the primary Wealth Manager for existing clients.
• Maintain active management of an approved range of households and foster client loyalty.
• Stay current on market trends, financial strategies, and regulatory changes to inform recommendations.
• Mentor Associate Wealth Managers to enhance prospecting, relationship-building, and conversion strategies.
• Collaborate with internal teams to improve financial planning, portfolio management, compliance workflows, and client experience.

Skills

Wealth advisory experience

Client relationship management

Leadership & mentorship

Financial planning principles

Regulatory awareness

Strategic thinking

Education

CFP preferred

Bachelor's degree in Finance/Business/Economics

Tools

Salesforce

HubSpot

Black Diamond/Orion

Holistiplan

eMoney

Job description

Educated Solutions Corp is seeking experienced Wealth Managers for our Madison and Appleton locations. This salaried role focuses on doing what’s right for clients, with no conflicts of interest in selling commissionable products.

You will lead high-touch advisory for existing clients and mentor associates in relationship-building and growth strategies. Ideal candidates have 5+ years in wealth advisory, CFP preferred, and a finance/business/economics degree.