Wealth Manager

Annex Wealth Management; Appleton (WI); On-site; USD 110,000 - 180,000; Full time

Job summary

Annex Wealth Management in Appleton, WI seeks a Wealth Manager to lead high-touch client advisory and portfolio planning for an exclusive client base. You will mentor Junior Wealth Managers, collaborate with internal teams, and develop strategic financial solutions while upholding fiduciary standards and exceptional client service.

The role emphasizes integrity, clear communication, and long-term client relationships.

Qualifications

• CFP preferred; bachelor's degree in Finance, Business, Economics, or related field.
• 5+ years of wealth advisory experience.
• Strong investment, portfolio strategy, and financial planning knowledge.
• Exceptional client relationship skills with a client-centric approach.
• Ability to drive referrals and asset growth.

Responsibilities

• Provide high-touch wealth management and client advisory for existing clients.
• Manage households and drive ongoing relationships and client loyalty.
• Stay informed on market trends and regulatory changes to inform recommendations.
• Mentor Associate Wealth Managers to develop prospecting and relationship skills.
• Collaborate with internal teams to optimize financial planning, portfolio management, and compliance workflows.

Skills

Client relationship management

Asset growth leadership

Portfolio strategy

Financial planning

Communication skills

Education

CFP preferred

Bachelor’s degree in Finance, Business, Economics, or related field

Tools

Salesforce

Hubspot

Black Diamond/Orion

Holistiplan

Emoney

Job description

Wealth Manager

Appleton & Madison WI

Annex is a fee-only fiduciary firm. That means our Wealth Managers are salaried professionals charged with always doing what’s right for the client. Wealth Managers do not have conflicts of interest in pressuring clients to buy commissionable investment or insurance products. We are looking for articulate financial professionals that are interested in doing what’s right for the client without the pressure of selling products.

Key Responsibilities

• Exceptional Client Advisory & Service: Provide high-touch service as the primary Wealth Manager for existing clients, ensuring a seamless experience.
• Strategic Client Relationship Management: Maintain active management of approved range of households, ensuring sustained client loyalty through proactive financial needs management and strategic solutions.
• Market Insights & Financial Strategy Development: Stay up to date on market trends, financial strategies, and regulatory changes to provide informed recommendations.
• Mentorship & Team Development: Actively mentor Associate Wealth Managers to enhance prospecting, relationship-building, and conversion strategies.
• Cross-functional Collaboration & Process Optimization: Partner with internal teams to enhance financial planning, portfolio management, compliance workflows, client experience, and others. Lead all client needs through collaboration with Associate Wealth Managers and appropriate internal staff.

Annex Wealth Management – Know the Difference

Join Our Growing Team!

Are you in search of an employer that prioritizes a positive culture and encourages outstanding teamwork? ‘Know the Difference’ applies to our employees too. We are a proud seven-time recipient of the Milwaukee Journal Sentinel’s Top Workplaces Award. Our employees list ourvibrant culture and engaged teams as two of our best features!

Annex Wealth Management is a privately held, full-service advisory and wealth management firm acting as a fiduciary for individuals, families, and businesses. Our team approach means our clients consistently interact with a group of experienced professionals boasting key credentials, certifications, and achievements in investment, tax, insurance, estate planning, and more.

Communication and Education are key to Annex Wealth Management’s growth. Check us out on YouTube, our multiple podcasts, “Money Talk” on WTMJ; “The Investment Show” on WISN; and “The Annex Wealth Management Show” on WHBY and WFSX.

At Annex Wealth Management, our values aren’t just words – they guide how we work every day:

• Knowledge
• Accountability
• Integrity
• Courage
• Respect
• Ownership

Does this resonate with you? We’re looking for positive, talented individuals who naturally embody these principles in their work and interactions. If you’re ready to join a culture where these values are the foundation of everything we do, we’d love to hear from you.

What You’ll Need to Succeed

• Education and Certifications: CFP preferred. Bachelor’s degree in Finance, Business, Economics, or related field.
• Experience: 5+ years of experience in wealth advisory roles.
• Investment Expertise & Portfolio Strategy: Strong understanding of investment strategies, portfolio management, and financial planning principles.
• Client-Centric Relationship Management: Exceptional relationship management skills with a client-centric approach.
• Referral & Asset Growth Leadership: Proven ability to drive referrals, organic asset growth, and retention.
• Technology-Driven Wealth Management: Proficiency in wealth management platforms, CRM systems, and financial planning tools (i.e. Salesforce, Hubspot, Black Diamond/Orion, Holistiplan, Emoney, etc).
• Client-Focused Communication: Excellent communication skills and a client-first mindset, especially in high-touch service environments.

Comprehensive Benefits

We deeply value your leadership, talent, time, and commitment. In return, we offer a total rewards package designed to recognize and appreciate your contributions.

This includes a comprehensive suite of:

• Medical, Dental, and Vision Insurance
• Life & Disability Insurance
• Paid Time Off (PTO)
• 401(k) Retirement Plan: Build your future with our 401(k) plan and employer contribution
• Company Events: We believe in celebrating wins and creating connections – whether it’s through get togethers, our Annual Picnic, or company milestones
• Opportunities for professional growth and development
• Summer hours

We are committed to providing an environment where you can thrive and achieve your full potential.

Equal Employment Opportunity: Annex Wealth Management is an equal opportunity employer. We are committed to providing a work environment free from discrimination and harassment. All employment decisions are based on qualifications, merit, and business needs. We do not discriminate based on race, color, religion, national origin, sex, age, disability, genetic information, or any other protected status. We encourage applicants of all backgrounds to apply.