Wealth Manager

Annex Wealth Management • Appleton, WI

6d • Onsite

About The Position

Annex is a fee-only fiduciary firm. Our 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.

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.

At Annex Wealth Management, our values aren’t just words – they guide how we work every day: 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.

Requirements

• Bachelor’s degree in Finance, Business, Economics, or related field.
• 5+ years of experience in wealth advisory roles.
• Strong understanding of investment strategies, portfolio management, and financial planning principles.
• Exceptional relationship management skills with a client-centric approach.
• Proven ability to drive referrals, organic asset growth, and retention.
• Proficiency in wealth management platforms, CRM systems, and financial planning tools (i.e. Salesforce, Hubspot, Black Diamond/Orion, Holistiplan, Emoney, etc).
• Excellent communication skills and a client-first mindset, especially in high-touch service environments.

Nice To Haves

• CFP preferred.

Responsibilities

• Provide high-touch service as the primary Wealth Manager for existing clients, ensuring a seamless experience.
• Maintain active management of approved range of households, ensuring sustained client loyalty through proactive financial needs management and strategic solutions.
• Stay up to date on market trends, financial strategies, and regulatory changes to provide informed recommendations.
• Actively mentor Associate Wealth Managers to enhance prospecting, relationship-building, and conversion strategies.
• 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.

Benefits

• 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
• Summer hours

What This Job Offers

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