Wealth Manager - Appleton

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

Welcome to Annex Wealth Management

Join our growing team at our new Headquarters in Appleton!

Who We Are

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.

Our Core Values

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

About The Role

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

• 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.

Requirements

• Education and Certifications: CFP required; Bachelor’s degree in Finance, Business, Economics, or related field.
• Experience: 5+ years of experience in wealth advisory roles.
• Investment expertise and 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 and 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 (e.g., 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.

Benefits

• Medical, Dental, and Vision Insurance
• Life & Disability Insurance
• Paid Time Off (PTO)
• 401(k) Retirement Plan with employer contribution
• Company events—annual picnic, milestones, and other gatherings
• Opportunities for professional growth and development
• Summer hours

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.