Wealth Managers

Educated Solutions Corp; Appleton (WI); On-site; USD 110,000 - 150,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

Life & Disability Insurance

PTO

401(k) Retirement Plan

Company events

Growth opportunities

Job summary

Educated Solutions Corp. seeks experienced Wealth Managers for Madison and Appleton locations. This salaried role focuses on doing what’s right for clients, with no pressure to sell commissionable products.

You will deliver high-touch advisory services and manage a defined range of client households. Ideal candidates have 5+ years in wealth advisory, CFP preferred, and strong proficiency with CRM and planning tools.

Qualifications

• Education: CFP preferred. Bachelor’s degree in Finance, Business, Economics, or related field.
• Experience: Minimum 5+ years in wealth advisory roles.
• Investment & portfolio: Strong understanding of investment strategies, portfolio management and planning.
• Client management: Exceptional client-centric relationship management skills.
• Referral growth: Proven ability to drive referrals, asset growth and retention.
• Technology: Proficiency in wealth management platforms and CRM tools.

Responsibilities

• Provide high-touch wealth advisory and client service for existing clients.
• Manage active client households and maintain loyalty through proactive needs management.
• Stay up to date on market trends and regulatory changes to inform recommendations.
• Mentor Associate Wealth Managers to enhance prospecting and relationship-building.
• Collaborate with internal teams to optimize financial planning and client experience.

Skills

5+ years wealth advisory

Client-centric relations

Referral growth

Asset growth leadership

Education

Bachelor's degree in Finance/Business/Economics

CFP preferred

Tools

Salesforce

HubSpot

Black Diamond/Orion

Holistiplan

eMoney

Job description

Our client, a fee-only fiduciary firm is seeking experienced Wealth Managers for both their Madison and Appleton locations. The 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

• Exceptional Client Advisory & Service: Provide high-touch service as the primary Wealth Manager for existing clients, ensuring a seamless experience.
• Strategic Client Relationship Management: Maintain active management of approved range of households, ensuring sustained client loyalty through proactive financial needs management and strategic solutions.
• Market Insights & Financial Strategy Development: Stay up to date on market trends, financial strategies, and regulatory changes to provide informed recommendations.
• Mentorship & Team Development: Actively mentor Associate Wealth Managers to enhance prospecting, relationship-building, and conversion strategies.
• Cross-functional Collaboration & Process Optimization: Partner with internal teams to enhance financial planning, portfolio management, compliance workflows, client experience, and others. Lead all client needs through collaboration with Associate Wealth Managers and appropriate internal staff.

Requirements

What You’ll Need to Succeed

• Education and Certifications: CFP preferred. Bachelor’s degree in Finance, Business, Economics, or related field.
• Experience: Minimum 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 (i.e. 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.

We deeply value your leadership, talent, time, and commitment. In return, we offer a total rewards package designed to recognize and appreciate your contributions.

This includes a comprehensive suite of:

• Medical, Dental, and Vision Insurance
• Life & Disability Insurance
• Paid Time Off (PTO)
• 401(k) Retirement Plan: Build your future with our 401(k) plan and employer contribution
• Company Events: We believe in celebrating wins and creating connections – whether it’s through get togethers, our Annual Picnic, or company milestones
• Opportunities for professional growth and development