Senior Wealth Manager - Fiduciary, Client-First Advisor

Annex-Wealth-Management; Madison (WI); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

PTO (Paid Time Off)

401(k) Retirement Plan

Company Events

Professional Growth

Summer Hours

Job summary

Annex Wealth Management is seeking an experienced Wealth Manager to provide high-touch advisory services for a select client base in Madison and Appleton, WI. You will lead client relationships, develop financial solutions, and collaborate with internal teams to ensure exceptional client experiences.

Ideal candidates have CFP and 5+ years in wealth advisory, strong investment knowledge, and a client-centric mindset.

Qualifications

• CFP preferred and a bachelor’s degree in finance, business, economics, or related field.
• 5+ years of wealth advisory experience in a client-centric setting.
• Strong investment, portfolio strategy, and financial planning knowledge.
• Exceptional relationship management and client-focused communication skills.
• Proven ability to drive referrals and organic asset growth.

Responsibilities

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

Skills

Relationship management

Client-focused communication

Referral & asset growth leadership

Investment strategy understanding

Portfolio management basics

Education

CFP preferred

Bachelor’s degree in Finance/Business/Economics

Tools

Salesforce

HubSpot

Black Diamond

Orion

Holistiplan

Emoney

Job description

Annex Wealth Management is seeking an experienced Wealth Manager to provide high-touch advisory services for a select client base in Madison and Appleton, WI. You will lead client relationships, develop financial solutions, and collaborate with internal teams to ensure exceptional client experiences.

Ideal candidates have CFP and 5+ years in wealth advisory, strong investment knowledge, and a client-centric mindset.