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Designed Wealth Management Jobs (NOW HIRING)

Annex Wealth Management

Wealth Manager

Appleton, WI · On-site

Annex Wealth Management - Know the Difference Join Our Growing Team at our new Headquarters in ... In return, we offer a total rewards package designed to recognize and appreciate your contributions.

Bank of America

Wealth Management Specialist

Miami, FL · On-site

Role is designed to allow employees to study and obtain all required registrations. The Elite Growth Practice (EGP) Private Wealth Relationship Manager position may be filled at a Trainee, Specialist ...

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Designed Wealth Management information

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$97.7K

$117K

How much do designed wealth management jobs pay per year?

As of Jun 22, 2026, the average yearly pay for designed wealth management in the United States is $97,727.00, according to ZipRecruiter salary data. Most workers in this role earn between $86,500.00 and $109,000.00 per year, depending on experience, location, and employer.

What is the difference between Designed Wealth Management vs Financial Advisor?

AspectDesigned Wealth ManagementFinancial Advisor
CredentialsCFP, CFA, or similar certifications often preferredCFP, Series 7, Series 66, or similar licenses
Work EnvironmentTypically in financial firms, wealth management firms, or private banksIn banks, independent firms, or as solo practitioners
Employer & IndustryFinancial services, wealth management, private bankingFinancial services, investment advisory, banking

Designed Wealth Management professionals focus on creating comprehensive, personalized financial plans for high-net-worth clients, often working within specialized firms. Financial Advisors provide investment advice, financial planning, and portfolio management, serving a broader client base. While both roles require similar certifications and work in the financial industry, Designed Wealth Management emphasizes tailored wealth strategies for affluent clients, whereas Financial Advisors may serve clients across various income levels.

Is $200,000 enough to work with a financial advisor?

For a Designed Wealth Management professional, $200,000 can be a sufficient starting point for clients seeking personalized financial planning and investment management, depending on their goals and the complexity of their financial situation. Many advisors set minimum account sizes that vary, but clients with this amount often qualify for comprehensive services, especially if they are seeking long-term wealth growth or estate planning. Skills in financial analysis and planning tools are essential for serving clients with this level of assets effectively.

What is the highest paying job in wealth management?

The highest paying roles in wealth management are typically senior positions such as Chief Investment Officer or Managing Director, which can earn multi-million dollar compensation packages including bonuses and profit sharing. These roles require extensive experience, advanced certifications like the CFA, and strong client management skills.

What jobs make $1,000,000 a year?

In the field of wealth management, high-earning roles such as senior financial advisors, private bankers, and portfolio managers can reach or exceed $1 million annually through a combination of base salary, commissions, and bonuses. These positions typically require extensive experience, strong client relationships, and often involve managing large assets or high-net-worth clients. Success in these roles depends on skills, certifications, and the ability to generate significant revenue for firms.

Can financial advisors make $500,000 a year?

Financial advisors can earn $500,000 or more annually, especially those with extensive client bases, high-net-worth clients, or specialized expertise. Achieving this level often requires years of experience, strong sales skills, certifications like the CFP, and a focus on high-value financial planning or investment management.
What cities are hiring for Designed Wealth Management jobs? Cities with the most Designed Wealth Management job openings:
What states have the most Designed Wealth Management jobs? States with the most job openings for Designed Wealth Management jobs include:
Wealth Manager

Wealth Manager

Annex Wealth Management

Appleton, WI • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 8 days ago

Job description

Annex Wealth Management - Know the Difference
Join Our Growing Team at our new Headquarters 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 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 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

Requirements
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.

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