Wealth Managers

Educated Solutions Corp; Madison (WI); On-site; USD 90,000 - 160,000; Full time

Benefits offered by this job

Medical, Dental, Vision Insurance

Life & Disability Insurance

PTO

401(k) Retirement Plan

Company Events

Professional Growth Opportunities

Job summary

Educated Solutions Corp is seeking experienced Wealth Managers for our Madison and Appleton locations. This salaried role focuses on doing what’s right for clients, with no conflicts of interest in selling commissionable products.

You will lead high-touch advisory for existing clients and mentor associates in relationship-building and growth strategies. Ideal candidates have 5+ years in wealth advisory, CFP preferred, and a finance/business/economics degree.

Qualifications

• CFP preferred.
• Bachelor’s degree in Finance, Business, Economics, or related field.

Responsibilities

• Provide high-touch advisory and service as the primary Wealth Manager for existing clients.
• Maintain active management of an approved range of households and foster client loyalty.
• Stay current on market trends, financial strategies, and regulatory changes to inform recommendations.
• Mentor Associate Wealth Managers to enhance prospecting, relationship-building, and conversion strategies.
• Collaborate with internal teams to improve financial planning, portfolio management, compliance workflows, and client experience.

Skills

Wealth advisory experience

Client relationship management

Leadership & mentorship

Financial planning principles

Regulatory awareness

Strategic thinking

Education

CFP preferred

Bachelor's degree in Finance/Business/Economics

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