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Community Wealth Foundation Jobs (NOW HIRING)

Annex Wealth Management

Wealth Advisor

Madison, WI · On-site

If you're ready to join a culture where these values are the foundation of everything we do, we'd ... including community engagement * Cultivate Referral Networks: Foster ongoing, productive ...

Corient Private Wealth LLC

Wealth Advisor

Morristown, NJ · On-site

$125K - $150K/yr

... communities they care about. We focus on exceeding expectations, simplifying lives, and ... This role is ideal for someone with a solid foundation in financial planning who is ready to take ...

Professions Inc

Private Wealth Advisor

Naples, FL · On-site

Our client is on a mission to empower customers and communities with smart financial decisions ... foundation for career growth. The role of Private Wealth Advisor involves guiding clients in wealth ...

Professions Inc

Private Wealth Advisor

Sarasota, FL · On-site

Our client is on a mission to empower customers and communities with smart financial decisions ... foundation for career growth. The role of Private Wealth Advisor involves guiding clients in wealth ...

Professions Inc

Private Wealth Advisor

Charlotte, NC

Our client is on a mission to empower customers and communities with smart financial decisions ... foundation for career growth. The role of Private Wealth Advisor involves guiding clients in wealth ...

RK Partners

Wealth Advisor-New York

New York, NY

$165K - $175K/yr

Spirit of Generosity in Working With and Within Their Community * Excellent Interpersonal and ... foundation of exponential success. The program is facilitated by the brightest minds at the firm ...

RK Partners

Wealth Advisor-New York

Chicago, IL · On-site

$165K - $175K/yr

Spirit of Generosity in Working With and Within Their Community * Excellent Interpersonal and ... foundation of exponential success. The program is facilitated by the brightest minds at the firm ...

RK Partners

Wealth Advisor-New York

Chicago, IL

Spirit of Generosity in Working With and Within Their Community * Excellent Interpersonal and ... foundation of exponential success. The program is facilitated by the brightest minds at the firm ...

RK Partners

Wealth Advisor-New York

Huntington, NY

Spirit of Generosity in Working With and Within Their Community * Excellent Interpersonal and ... foundation of exponential success. The program is facilitated by the brightest minds at the firm ...

RK Partners

Wealth Advisor-New York

Westchester, NY

Spirit of Generosity in Working With and Within Their Community * Excellent Interpersonal and ... foundation of exponential success. The program is facilitated by the brightest minds at the firm ...

RK Partners

Wealth Advisor-New York

Chicago, IL · On-site

Spirit of Generosity in Working With and Within Their Community * Excellent Interpersonal and ... foundation of exponential success. The program is facilitated by the brightest minds at the firm ...

RK Partners

Wealth Advisor-New York

New York, NY

$165K - $175K/yr

Spirit of Generosity in Working With and Within Their Community * Excellent Interpersonal and ... foundation of exponential success. The program is facilitated by the brightest minds at the firm ...

RK Partners

Wealth Advisor-New York

Yonkers, NY

$165K - $175K/yr

Spirit of Generosity in Working With and Within Their Community * Excellent Interpersonal and ... foundation of exponential success. The program is facilitated by the brightest minds at the firm ...

RK Partners

Wealth Advisor-New York

New York, NY

Spirit of Generosity in Working With and Within Their Community * Excellent Interpersonal and ... foundation of exponential success. The program is facilitated by the brightest minds at the firm ...

RK Partners

Wealth Advisor-New York

Huntington, NY · On-site

$165K - $175K/yr

Spirit of Generosity in Working With and Within Their Community * Excellent Interpersonal and ... foundation of exponential success. The program is facilitated by the brightest minds at the firm ...

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How much do community wealth foundation jobs pay per hour?

As of Jun 11, 2026, the average hourly pay for community wealth foundation in the United States is $18.46, according to ZipRecruiter salary data. Most workers in this role earn between $15.38 and $19.71 per hour, depending on experience, location, and employer.

What are the primary challenges faced when working at a Community Wealth Foundation, and how can new team members effectively contribute?

Working at a Community Wealth Foundation often involves navigating complex community needs, building trust with diverse stakeholders, and managing multiple initiatives simultaneously. New team members can effectively contribute by proactively engaging with local partners, seeking to understand the unique economic and social dynamics of the communities served, and collaborating closely with colleagues across program, fundraising, and outreach teams. Flexibility and strong communication skills are essential to address evolving priorities and to ensure the foundation’s initiatives create meaningful impact.

What is a Community Wealth Foundation?

A Community Wealth Foundation is an organization dedicated to building and sustaining local wealth within communities. These foundations focus on strategies like supporting local businesses, fostering community ownership, and reinvesting resources to benefit residents. Their goal is to create a more equitable and resilient local economy by keeping capital circulating within the community. Community Wealth Foundations often collaborate with other organizations, government entities, and residents to develop inclusive economic opportunities. They play a key role in addressing systemic inequalities and promoting long-term community well-being.

What is the difference between Community Wealth Foundation vs Community Development Specialist?

AspectCommunity Wealth FoundationCommunity Development Specialist
Primary FocusBuilding economic resilience and community ownershipPlanning and implementing community development projects
Required CredentialsTypically a degree in social sciences, economics, or related fieldsDegree in urban planning, social work, or related areas
Work EnvironmentNonprofit organizations, community groupsGovernment agencies, nonprofits, consulting firms
Industry UsageUsed in social impact and economic empowerment sectorsCommon in urban planning and community services

While both roles aim to improve communities, the Community Wealth Foundation focuses on fostering economic resilience and ownership, whereas a Community Development Specialist concentrates on planning and executing specific community projects. Understanding these differences helps in choosing the right career path or collaboration opportunity.

What are the key skills and qualifications needed to thrive as a Community Wealth Foundation professional, and why are they important?

To thrive in a Community Wealth Foundation role, you need a strong background in economic development, nonprofit management, and community engagement, often supported by a relevant degree or practical experience. Familiarity with grant management software, impact measurement tools, and CRM platforms is highly valuable. Outstanding relationship-building, communication, and strategic planning skills set successful professionals apart. These competencies enable effective resource allocation, stakeholder collaboration, and sustainable community impact.
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What job categories do people searching Community Wealth Foundation jobs look for? The top searched job categories for Community Wealth Foundation jobs are:
Community Wealth Foundation jobs near you
Wealth Advisor

Wealth Advisor

Annex Wealth Management

Madison, WI • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 27 days ago

Job description

Ready to ignite growth by driving meaningful AUM and mentoring a team, operating exclusively as a fee-only fiduciary?
Annex Wealth Management - Know the Difference
Join Our Growing Team at our Madison branch.
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 vibrant culture and engaged teams 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.
About the Role
Annex is a fee-only fiduciary firm. That means our Wealth Advisors are salaried professionals charged with always doing what's right for the client. Drive the growth of our firm by acquiring new clients, increasing assets under management, and expanding our market presence. You'll use your sharp business development skills to prospect internally and externally, mentor team members, and ensure exceptional client service.
Key Responsibilities
  • Lead Strategic Client Acquisition: Identify, cultivate, and convert new high-value business opportunities to generate meaningful growth in billable Assets Under Management
  • Develop and Execute Prospecting Plans: Create and implement a strategic prospecting plan detailing actionable approaches for AUM generation through both internal and external channels, including community engagement
  • Cultivate Referral Networks: Foster ongoing, productive relationships with Centers of Influence (COIs) to ensure sustained lead generation for the firm
  • Deliver Client Advisory & Insights: Provide high-touch service to prospective and existing clients, offering expert market insights and strategic financial recommendations
  • Drive Relationship Conversion: Demonstrate exceptional ability to build trust, rapport, and meaningful relationships with clients to drive successful conversions across high-value opportunities
  • Provide Mentorship and Development: Actively mentor Associate Wealth Managers to enhance their prospecting, relationship-building, and opportunity conversion strategies
  • Ensure Exceptional Service Delivery: Uphold high standards of professionalism and ethical conduct to ensure the consistent delivery of exceptional client service
  • Collaborate and Optimize Processes: Partner with internal teams (e.g., financial planning, portfolio management, compliance) to enhance workflows, optimize the client experience, and facilitate the seamless transition of qualified prospects
  • Support Firm Events: Participate in and support Annex events, including attending, performing participant follow-up, and collaborating with Marketing to craft and execute large-scale events

Requirements
What You'll Need to Succeed
  • Education and Certifications: Bachelor's degree in Finance, Business, Economics, or related field. CFP certification is preferred. Candidates who do not have the certification at the time of hire must obtain it within 24 months of their start date.
  • Experience: 5+ years of experience in wealth advisory roles
  • Opportunity Management & Referral Leadership: Demonstrated ability to grow AUM, expand high-net-worth relationships, and drive strong referral outcomes
  • Client Engagement & Closing Skills: Demonstrates exceptional ability to build trust and rapport with clients, effectively connect and develop meaningful relationships, and drive conversions across high-value opportunities
  • Financial Strategy & Portfolio Expertise: Strong grasp of financial planning, portfolio management, and investment principles
  • Mentorship & Leadership Skills: Proven success in guiding and developing team members in a performance-driven environment
  • Technology-Driven Wealth Management: Proficiency in wealth management platforms, CRM systems, and financial planning tools
  • 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.

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