Wealth Manager – Client‑First, Fiduciary Advisor

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

Benefits offered by this job

Medical, Dental & Vision Insurance

Life & Disability Insurance

Paid Time Off (PTO)

401(k) Retirement Plan with company"s"

Company events & milestones

Growth opportunities & development

Summer hours

Job summary

Annex Wealth Management is a private, fee-only fiduciary firm dedicated to unbiased financial guidance. We seek experienced Wealth Managers who will act in clients’ best interests, providing comprehensive planning and portfolio strategy with integrity.

This salaried role emphasizes education, mentorship, and ongoing professional development. You will work within a collaborative team, engaging with clients on financial planning, investments, tax and estate considerations, and proactive

Qualifications

• Certified Financial Planner (CFP) is required and CFP designation is preferred.
• Bachelor’s degree in Finance, Business, Economics, or related field.
• Minimum 5+ years in wealth advisory or related advisory roles.
• Strong understanding of investment strategies and financial planning.
• Proven client-centric relationship management and trust-building abilities.

Responsibilities

• Provide comprehensive wealth management to clients and communities served.
• Lead discovery conversations focusing on client values, goals, and objectives.
• Guide ongoing relationship reviews to meet client needs and retention.
• Drive referrals and asset growth through internal/external networks.
• Collaborate with internal partners and mentors, fostering teamwork.
• Adhere to policies and ethical standards in securities transactions.

Skills

Client relationship mgmt

Investment strategies

Financial planning

CRM proficiency

Communication

Education

CFP certification

Bachelor’s degree in Finance/business/economics

Tools

Salesforce

HubSpot

Black Diamond/Orion

Holistiplan

eMoney

Job description

Annex Wealth Management is a private, fee-only fiduciary firm dedicated to unbiased financial guidance. We seek experienced Wealth Managers who will act in clients’ best interests, providing comprehensive planning and portfolio strategy with integrity.

This salaried role emphasizes education, mentorship, and ongoing professional development. You will work within a collaborative team, engaging with clients on financial planning, investments, tax and estate considerations, and proactive