Wealth Manager

Windward Recruiting; Neenah (WI); On-site; USD 95,000 - 140,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

Life and disability coverage

Paid time off

401(k) plan with employer contribution

Professional development opportunities

Summer hours

Company-sponsored events

Collaborative culture

Job summary

Windward Recruiting seeks an experienced Wealth Manager in Wisconsin to provide comprehensive financial planning and fiduciary wealth management. You will build lasting client relationships, lead meaningful planning conversations, and grow a book via referrals and community engagement.

This in-office, full-time role involves collaboration with seasoned advisors and ongoing professional development to stay ahead of industry trends and regulatory requirements.

Qualifications

• CFP designation required.
• Bachelor's degree in Finance, Business, Economics, or related field.
• 5+ years of wealth advisory/financial planning experience.
• Experience with investment management and retirement planning.
• Proven ability to generate referrals and grow assets.
• Experience with Salesforce, Black Diamond/Orion, eMoney or similar tools.

Responsibilities

• Deliver comprehensive wealth management services with personalized strategies.
• Lead the financial planning process through discovery conversations.
• Build long-term client relationships with ongoing reviews and service.
• Grow client base through referrals, prospecting, and networks.
• Partner with internal advisors for integrated wealth management solutions.
• Maintain strong relationships with internal teams and promote collaboration.
• Stay current on industry trends and regulatory requirements.
• Mentor newer team members and promote best practices.
• Ensure adherence to regulatory and ethical standards.

Skills

CFP designation

Experience 5+ years

Investment management

Communication skills

Education

Bachelor's degree in Finance/Business/Economics

Tools

Salesforce

Black Diamond/Orion

eMoney

Holistiplan

HubSpot

Job description

We are seeking an experienced Wealth Manager who is passionate about providing comprehensive financial planning and wealth management services while acting in the best interest of every client.

This position is ideal for an experienced financial professional who enjoys building lasting client relationships, leading meaningful financial planning conversations, and growing a book of business through referrals, prospecting, and community engagement.

This is an excellent opportunity to join a collaborative, fee-only fiduciary advisory firm where advisors work alongside experienced professionals to deliver comprehensive wealth management solutions.

This is a full-time, in-office position based in Appleton, Wisconsin.

DUTIES & RESPONSIBILITIES

• Deliver comprehensive wealth management services by developing personalized financial strategies aligned with each client's goals, values, and objectives.
• Lead the financial planning process through meaningful discovery conversations, identifying client priorities and creating customized planning recommendations.
• Build and maintain long-term client relationships through ongoing review meetings, proactive communication, and exceptional service.
• Grow the firm's client base through business development efforts, including prospecting, cultivating referral sources, and leveraging personal and professional networks.
• Partner with internal advisors and subject matter experts to provide integrated wealth management solutions across investment, tax, estate, insurance, and retirement planning.
• Maintain strong working relationships with internal teams while contributing to a collaborative and client-first culture.
• Stay current on industry trends, financial planning strategies, and regulatory requirements through continuing education and professional development.
• Mentor and support newer team members while promoting best practices and knowledge sharing across the advisory team.
• Ensure adherence to all regulatory requirements, internal compliance policies, and ethical standards.

QUALIFICATIONS

• CFP designation required.
• Bachelor's degree in Finance, Business, Economics, or a related field required.
• 5+ years of experience in a wealth advisory or financial planning role.
• Strong understanding of investment management, portfolio construction, retirement planning, and comprehensive financial planning strategies.
• Demonstrated success developing and maintaining trusted client relationships within a high-touch advisory environment.
• Proven ability to generate referrals, retain client relationships, and contribute to organic asset growth.
• Experience utilizing financial planning software, CRM platforms, and portfolio management technology such as Salesforce, Black Diamond/Orion, eMoney, Holistiplan, HubSpot, or similar systems.
• Excellent communication and interpersonal skills with the ability to simplify complex financial concepts for clients.
• Self-motivated, collaborative, and committed to delivering an exceptional fiduciary client experience.

COMPENSATION & BENEFITS

Compensation is competitive and commensurate with experience.

The firm offers a comprehensive benefits package that includes

• medical, dental, and vision insurance;
• life and disability coverage;
• paid time off;
• a 401(k) plan with employer contributions;
• professional development opportunities;
• summer hours;
• company-sponsored events;
• a collaborative culture focused on employee growth, teamwork, and long-term success.