Wealth Manager/Senior Wealth Manager

Annex Wealth Management LLC • Appleton, WI

3d

About The Position

Annex Wealth Management is hiring a Wealth Manager or Senior Wealth Manager in Appleton or Madison, Wisconsin. Annex is a fee-only fiduciary firm, and its Wealth Managers are salaried professionals expected to act in clients’ best interests without pressure to sell commissionable investment or insurance products. The role provides high-touch advisory service as the primary Wealth Manager for existing clients, manages client relationships and financial needs, and offers informed recommendations based on market trends, financial strategies, and regulatory changes.

The position also includes mentoring Associate Wealth Managers and collaborating with internal teams to support financial planning, portfolio management, compliance workflows, and the client experience. Annex is a privately held, full-service advisory and wealth management firm serving individuals, families, and businesses. Its team includes professionals with expertise and credentials in investment, tax, insurance, and estate planning. The company describes its culture as collaborative and guided by the values of Knowledge, Accountability, Integrity, Courage, Respect, and Ownership.

Requirements

• Minimum 5 years of experience in wealth advisory roles.
• Strong understanding of investment strategies, portfolio management, and financial planning principles.
• Exceptional relationship management skills and a client-centric approach.
• Proven ability to drive referrals, organic asset growth, and client retention.
• Proficiency with wealth management platforms, CRM systems, and financial planning tools; examples include Salesforce, HubSpot, Black Diamond/Orion, Holistiplan, and eMoney.
• Excellent communication skills and a client-first mindset, especially in high-touch service environments.

Nice To Haves

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

Responsibilities

• Provide high-touch service as the primary Wealth Manager for existing clients and ensure a seamless client experience.
• Actively manage an approved range of client households and support loyalty through proactive financial needs management and strategic solutions.
• Stay informed about market trends, financial strategies, and regulatory changes to provide informed recommendations.
• Mentor Associate Wealth Managers in prospecting, relationship-building, and conversion strategies.
• Collaborate with internal teams to improve financial planning, portfolio management, compliance workflows, and the client experience.
• Lead client needs in collaboration with Associate Wealth Managers and appropriate internal staff.

Benefits

• Medical, dental, and vision insurance.
• Life and disability insurance.
• Paid time off (PTO).
• 401(k) retirement plan with employer contribution.
• Company events, including get-togethers, an annual picnic, and company milestones.
• Opportunities for professional growth and development.
• Summer hours.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior