Senior Wealth Advisor — Client‑First, Fiduciary Growth

Annex Wealth Management; Wisconsin; On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Medical, Dental, and Vision Insurance

Life & Disability Insurance

Paid Time Off (PTO)

401(k) Employer Contribution

Company events

Professional growth opportunities

Summer hours

Job summary

Annex Wealth Management, a private fiduciary wealth advisory firm, seeks experienced professionals to join our team at our Appleton headquarters. As a salaried Wealth Manager, you will deliver client‑centered financial planning, investment management, and ongoing relationship stewardship without selling pressure.

You will engage in discovery conversations, build long‑term client relationships, and drive asset growth while adhering to fiduciary standards and compliance requirements.

Qualifications

• CFP certification required; 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.
• Exceptional relationship management skills with a client-centric approach.
• Proven ability to drive referrals, organic asset growth, and retention.

Responsibilities

• Work within the Annex Wealth Management team to provide comprehensive wealth management to the communities we serve.
• Facilitate the financial planning process by conducting meaningful discovery conversations focusing on the prospect or client’s values, goals, and objectives.
• Build and lead clients through ongoing relationship reviews to ensure we are meeting and addressing their needs.
• Engage in business development, including prospecting, development of external and internal referral sources, and use of personal and professional contacts to deliver results.
• Build and maintain excellent working relationships with internal partners and teammates.
• Commit to continuing education, training, and talent development and act as a mentor to new team members.
• Adhere to internal and external policies and procedures regarding securities transactions and code of ethics.

Skills

Client relationship management

Financial planning

Investment portfolio management

Communication

Leadership

Education

CFP certification

Bachelor's degree in Finance/Business/Economics or related field

Tools

Salesforce

HubSpot

Black Diamond/Orion

Holistiplan

eMoney

Job description

Annex Wealth Management, a private fiduciary wealth advisory firm, seeks experienced professionals to join our team at our Appleton headquarters. As a salaried Wealth Manager, you will deliver client‑centered financial planning, investment management, and ongoing relationship stewardship without selling pressure.

You will engage in discovery conversations, build long‑term client relationships, and drive asset growth while adhering to fiduciary standards and compliance requirements.