Top 30 Wealth management Jobs in Appleton Wi

Wealth Manager
Annex Wealth Management —Appleton, WI
- Full-time
- 5 years
- Mid-level
- Office
- Health savings account
- Disability insurance
Quick Apply
7d
VP, Financial Consultant - Appleton, WI
Charles Schwab —Appleton, WI
- $70,000 - $95,000 a year
- Background check
- Senior level
- Paid parental leave
- Employee stock purchase plan
Wealth Management Trainee (WI)
Bankers Life —Oshkosh, WI
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Wealth Management Trainee (WI)
Bankers Life —Green Bay, WI
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Financial Planner
KerberRose S.C. —Appleton, WI
- CPA
- Office
- 8 years
SVP, Advisor
NFP Corp —Appleton, WI
- $204,400 - $347,500 a year
- Full-time
- Mid-level
- Finance
- Supervising experience
- Paid holidays
- Paid time off
7d
Financial Consultant
WealthBridge Financial Group —Ashwaubenon, WI
- $100,000 - $175,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
Personal Trust Manager - Fox Valley
Associated Bank —Neenah, WI
- $167,930 - $287,880 a year
- Full-time
- Background check
- 5 years
- Office
- Employee stock purchase plan
- 401(k)
Senior Sales Relationship Manager - Personal Trust
Associated Bank —Neenah, WI
- $116,690 - $200,040 a year
- Full-time
- Background check
- CPA
- Finance
- Employee stock purchase plan
- 401(k)
Wealth Management Commercial Post Underwriter
U.S. Bank National Association —Oshkosh, WI
- $27.50 - $36.68 an hour
- Full-time
- Mid-level
- Office
- Finance
- Paid holidays
- Disability insurance
9d
Financial Advisor/Wealth Manager
Professions Inc —Oshkosh, WI
- Mid-level
- Business development
- Mentoring
Quick Apply
Vice President, FP&A Advice & Wealth Management (AWM) & Insurance
Thrivent Financial for Lutherans —Appleton, WI
- $259,869 - $389,805 a year
- Full-time
- Hybrid work
- CPA
- Writing skills
- Office
- Paid parental leave
- Health savings account
Quick Apply
Financial Advisor
Northwestern Mutual —Appleton, WI
- $61,000 - $250,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Health insurance
- Dental insurance
Relationship Manager – Private Wealth & Tax Solutions
Wilson Hand LLC —United States
- $175,000 - $950,000 a year
- Full-time
- Remote
- CPA
- Bachelor's degree
- Accounting
- Flexible schedule
Quick Apply
Regional Vice President of Sales (Florida)
Fisher Investments —United States
- From $175,000 a year
- 5 years
- Office
- Senior level
- Health insurance
- Dental insurance
9d

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Wealth Manager
Annex Wealth Management —Appleton, WI
Bachelor’s degree in Finance, Business, Economics, or related field. *Technology-Driven Wealth Management:* Proficiency in wealth management platforms, CRM…
Quick Apply
7d

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wealth management jobs near appleton wi

Wealth Manager

Annex Wealth Management -
Appleton, WI

Quick Apply

Job Details

Full-time
7 days ago

Benefits

Health savings account
Disability insurance
Health insurance
Dental insurance
401(k)
Flexible spending account
Financial planning services
Paid time off
Parental leave
Vision insurance
Employee discount
Life insurance
Referral program

Qualifications

Financial planning software
Teamwork
CFP
Referral-based lead generation
Sales referrals
Investment management software
Finance
Business development
Bachelor's degree
Portfolio management advisory services
Investment client management
Sales management systems proficiency
Client retention strategy
CRM system proficiency
Client referrals
Relationship building in financial sales
Account management

Full Job Description

About the Role

Annex is a fee-only fiduciary firm. That means 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.

Key Responsibilities

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 conversation 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 address 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

Annex Wealth Management – Know the Difference

Join Our Growing Team in Appleton!

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 and as two of our best features!

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

Does this resonate with you? 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.

What You’ll Need to Succeed

Education 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.

Comprehensive Benefits

We deeply value your leadership, talent, time, and commitment. In return, we offer a total rewards package designed to recognize and appreciate your contributions.

This includes a 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

We are committed to providing an environment where you can thrive and achieve your full potential.

Equal Employment Opportunity: Annex Wealth Management is an equal opportunity employer. We are committed to providing a work environment free from discrimination and harassment. All employment decisions are based on qualifications, merit, and business needs. We do not discriminate based on race, color, religion, national origin, sex, age, disability, genetic information, or any other protected status. We encourage applicants of all backgrounds to apply.

Benefits:

401(k)
Dental insurance
Employee discount
Financial planning services
Flexible spending account
Health insurance
Health savings account
Life insurance
Paid time off
Parental leave
Referral program
Vision insurance

Work Location: In person

Quick Apply

Refine Your Search

wealth management jobs in appleton wi

Wealth Manager

VP, Financial Consultant - Appleton, WI

Wealth Management Trainee (WI)

Wealth Management Trainee (WI)

Financial Planner

SVP, Advisor

Financial Consultant

Personal Trust Manager - Fox Valley

Senior Sales Relationship Manager - Personal Trust

Wealth Management Commercial Post Underwriter

Financial Advisor/Wealth Manager

Vice President, FP&A Advice & Wealth Management (AWM) & Insurance

Financial Advisor

Relationship Manager – Private Wealth & Tax Solutions

Regional Vice President of Sales (Florida)

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