Wealth Manager - Client-First Fiduciary Growth

Wealth Management Group; Appleton (WI); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Medical, Dental, and Vision Insurance

401(k) Retirement Plan

Opportunities for professional growth and development

Job summary

Annex Wealth Management in Appleton, Wisconsin, is looking for talented Wealth Managers. You will provide comprehensive wealth management services, ensuring clients receive personalized, fiduciary advice without conflicts of interest. With a strong focus on culture and teamwork, we are proud of our recognition as a Top Workplace.

Successful candidates will have a CFP and extensive experience in wealth advisory roles. Our inclusive benefits package includes medical, dental, and vision insurance, paid time off, and 401(k) contributions.

Qualifications

• 5+ years of experience in wealth advisory roles.
• Strong understanding of portfolio management and financial planning principles.
• Excellent communication skills, particularly in client-focused settings.

Responsibilities

• Provide comprehensive wealth management to communities serviced.
• Facilitate the financial planning process with clients.
• Engage in business development for delivering results.

Skills

Exceptional relationship management skills

Strong understanding of investment strategies

Proficiency in wealth management platforms

Education

CFP required

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

Tools

Salesforce

Hubspot

Black Diamond/Orion

Job description

Annex Wealth Management in Appleton, Wisconsin, is looking for talented Wealth Managers. You will provide comprehensive wealth management services, ensuring clients receive personalized, fiduciary advice without conflicts of interest. With a strong focus on culture and teamwork, we are proud of our recognition as a Top Workplace.

Successful candidates will have a CFP and extensive experience in wealth advisory roles. Our inclusive benefits package includes medical, dental, and vision insurance, paid time off, and 401(k) contributions.