Wealth Manager - Madison

Annex Wealth Management; Madison (WI); On-site; USD 100,000 - 160,000; Full time

Benefits offered by this job

Medical, Dental, and Vision Insurance

Life & Disability Insurance

Paid Time Off (PTO)

401(k) Retirement Plan with employer/‑

Company Events

Professional growth opportunities

Summer hours

Job summary

Annex Wealth Management is seeking an experienced Wealth Manager to join our fee-only fiduciary team in Madison. You’ll provide comprehensive wealth management services, conduct discovery conversations, and guide clients through ongoing reviews and planning to meet their financial goals.

Ideal candidates have a CFP and 5+ years in wealth advisory roles, with strong investment knowledge and a client-first mindset.

Qualifications

• CFP certification required.
• Bachelor’s degree in Finance, Business, Economics, or related field.
• 5+ years of wealth advisory experience.
• Strong understanding of investment strategies and portfolio management.
• Client-centric relationship management and ability to drive referrals and asset growth.

Responsibilities

• Provide comprehensive wealth management to clients.
• Conduct meaningful discovery conversations focused on values, goals and objectives.
• Lead clients through ongoing relationship reviews and needs-based planning.
• Engage in business development and referrals to deliver results.
• Maintain relationships with internal partners and teammates; mentor new team members.

Skills

Investment knowledge

Relationship management

Communication

Education

CFP

Bachelor’s degree in Finance/Business/Economics

Tools

Salesforce

Hubspot

Black Diamond/Orion

Holistiplan

Emoney

Job description

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

We’re looking for positive, talented individuals who naturally embody these principles in their work and interactions. If you’re ready to join a culture where these values are the foundation of everything we do, we’d love to hear from you.

About the Role

Annex is a fee‑only fiduciary firm. 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 who 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
• Cultivate and lead clients through ongoing relationship reviews to ensure we are meeting and addressing their needs
• Engage in business development, including prospecting, developing external and internal referral sources, and using 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 the code of ethics

Requirements

• Education and Certifications: CFP required. Bachelor’s degree in Finance, Business, Economics, or a related field.
• Experience: 5+ years of experience in wealth advisory roles.
• Investment Expertise & 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 & 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).
• Client-Focused Communication: Excellent communication skills and a client‑first mindset, especially in high‑touch service environments.

Comprehensive Benefits

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

We are committed to providing an environment where you can thrive and achieve your full potential.

Equal Employment Opportunity: Annex Wealth Management is an equal‑opportunity employer. We are committed to 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.