Wealth Manager - Madison

About the role

Work within the Annex Wealth Management team to provide comprehensive wealth management to the communities we service
Facilitate the Financial Planning process by conducting meaningful discovery conversations focusing on the prospect or client’s values, goals, and objectives
Cultivate and lead clients through ongoing relationship reviews to ensure we are meeting and addressing their needs
Responsible for engaging in business development (to include prospecting, development of external and internal referral sources, use of personal and professional contacts) to deliver results
Build and maintain excellent working relationships with internal partners and teammates
Commit to continuing education, training and talent development and act as a mentor to new team members
Adhere to internal and external policies and procedures regarding securities transactions and code of ethics

Requirements

• Educational and Certifications: CFP required. Bachelor’s degree in Finance, Business, Economics, or related field.
• Experience: 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.

Qualifications

• Education and Certifications: CFP required. Bachelor’s degree in Finance, Business, Economics, or related field.
• Experience: 5+ years of experience in wealth advisory roles.

Skills

• 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.

Benefits

• 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
• Summer hours

Pay

Salary is commensurate with experience.

Schedule

Full-time position.