Wealth Manager - Client-First Fiduciary Advisor

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

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.