Wealth Manager – Client‑First, Fiduciary AdvisorWealth Manager – Client‑First, Fiduciary Advisor
Annex Wealth Management, LLC. • Madison (WI)
On-site
USD 120,000 - 180,000
Medical, Dental & Vision Insurance
Life & Disability Insurance
Paid Time Off (PTO)
+4
Wealth Advisor: Personal Finance & PlanningWealth Advisor: Personal Finance & Planning
WealthBridge Financial Group • Madison (WI)
On-site
USD 65,000 - 95,000
Health coverage
401(k) with company match
Life and disability insurance
+2
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Wealth Manager - MadisonAnnex Wealth Management • Madison (WI)
On-site
USD 100,000 - 160,000
Medical, Dental, and Vision Insurance
Life & Disability Insurance
Paid Time Off (PTO)
+4
Wealth Management Client Experience LeadWealth Management Client Experience Lead
Annex Wealth Management, LLC. • Madison (WI)
On-site
USD 55,000 - 85,000
Medical, dental, and vision insurance
401(k) plan with employer contribution
Life & disability insurance
+2
Financial AdvisorWealth Enhancement • Madison (WI)
On-site
USD 90,000 - 150,000
Medical, dental and vision coverage
401k with match
Paid time off: 18 days
+2
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Managing DirectorWealthBridge Financial Group • Waunakee (WI)
On-site
USD 150,000 - 230,000
Health coverage
401(k) Plan
Disability insurance
+2
Senior UHNW Trust & Wealth AdvisorSenior UHNW Trust & Wealth Advisor
UMB Bank • Madison (WI)
Hybrid
USD 110,000 - 236,000
401(k) matching program
Paid Time Off
Health insurance
+2
Holistic Wealth Advisor | Remote GrowthHolistic Wealth Advisor | Remote Growth
Equitable Advisors • Madison (WI)
On-site
USD 120,000 - 230,000
Comprehensive benefits package
Personalized training and support
Work-life balance
Financial ConsultantWealthBridge Financial Group • Verona (WI)
On-site
USD 65,000 - 90,000
Health coverage
401(k) plan
Life & disability
+2
Financial ConsultantWealthBridge Financial Group • Madison (WI)
On-site
USD 65,000 - 95,000
Health coverage
401(k) with company match
Life and disability insurance
+2
Senior UHNW Trust AdvisorSenior UHNW Trust Advisor
UMB Bank • Madison (WI)
Hybrid
USD 110,250 - 235,810
Paid Time Off
401(k) matching program
Health savings accounts
+2
Sr. Financial AdvisorClaire Myers Consulting • Madison (WI)
On-site
USD 120,000 - 200,000
Competitive base salary
Performance incentives
Referral bonuses
+1
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