Wealth Manager

<p> </p> <h2 class="job-title">Wealth Manager</h2> <h3>Appleton & Madison WI</h3> <div class="col-xs-12 no-horiz-padding"> <p>Annex is a fee-only fiduciary firm. That means our Wealth Managers are <strong>salaried professionals</strong> charged with <strong>always doing what’s right for the client</strong>. Wealth Managers do not have conflicts of interest in pressuring clients to<em class="Highlight"> buy </em>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.</p> <u><strong>Key Responsibilities</strong></u> <ul> <li><strong>Exceptional Client Advisory & Service: </strong>Provide high-touch service as the primary Wealth Manager for existing clients, ensuring a seamless experience. </li> <li><strong>Strategic Client Relationship Management:</strong> Maintain active management of approved range of households, ensuring sustained client loyalty through proactive financial needs management and strategic solutions.  </li> <li><strong>Market Insights & Financial Strategy Development:</strong> Stay up to date on market trends, financial strategies, and regulatory changes to provide informed recommendations. </li> <li><strong>Mentorship & Team Development: </strong>Actively mentor Associate Wealth Managers to enhance prospecting, relationship-building, and conversion strategies. </li> <li><strong>Cross-functional Collaboration & Process Optimization: </strong>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. </li> </ul> <p> </p> <h3><u><strong>Annex Wealth Management</strong></u> <strong>– Know the Difference</strong></h3> <p>Join Our Growing Team!</p> Are you in search of an employer that prioritizes a positive culture and encourages outstanding teamwork? ‘Know the Difference’ applies to our employees too. We are a proud seven-time recipient of the Milwaukee Journal Sentinel's Top Workplaces Award. Our employees list our <u>vibrant culture</u> and <u>engaged teams</u> as two of our best features!<br> <p>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.</p> <br> <p>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.</p> <p>At Annex Wealth Management, our values aren’t just words – they guide how we work every day:</p> <ul> <li><strong>Knowledge</strong></li> <li><strong>Accountability</strong></li> <li><strong>Integrity</strong></li> <li><strong>Courage</strong></li> <li><strong>Respect</strong></li> <li><strong>Ownership</strong></li> </ul> <p><strong>Does this resonate with you?</strong> 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.</p> <p> </p> </div> <div class="col-xs-12 no-horiz-padding"> <p class="drawer-body-p"> </p> <h3><u><strong>What You’ll Need to Succeed</strong></u></h3> <ul> <li><strong>Education and Certifications:</strong> CFP preferred. Bachelor’s degree in Finance, Business, Economics, or related field.</li> <li><strong>Experience:</strong> 5+ years of experience in wealth advisory roles.</li> <li><strong>Investment Expertise & Portfolio Strategy:</strong> Strong understanding of investment strategies, portfolio management, and financial planning principles.</li> <li><strong>Client-Centric Relationship Management:</strong> Exceptional relationship management skills with a client-centric approach.</li> <li><strong>Referral & Asset Growth Leadership:</strong> Proven ability to drive referrals, organic asset growth, and retention.</li> <li><strong>Technology-Driven Wealth Management:</strong> Proficiency in wealth management platforms, CRM systems, and financial planning tools (i.e. Salesforce, Hubspot, Black Diamond/Orion, Holistiplan, Emoney, etc).</li> <li><strong>Client-Focused Communication:</strong> Excellent communication skills and a client-first mindset, especially in high-touch service environments.</li> </ul> <p> </p> <h3><u><strong>Comprehensive Benefits</strong></u></h3> <p>We deeply value your leadership, talent, time, and commitment. In return, we offer a total rewards package designed to recognize and appreciate your contributions.</p> <p>This includes a comprehensive suite of:</p&gt