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Optimize Wealth Management Jobs (NOW HIRING)

Annex Wealth Management

Wealth Advisor

Madison, WI · On-site

Annex Wealth Management - Know the Difference Join Our Growing Team at our Madison branch. Are you ... portfolio management, compliance) to enhance workflows, optimize the client experience, and ...

Annex Wealth Management LLC

Wealth Advisor

Madison, WI · On-site

Annex Wealth Management - Know the Difference Join Our Growing Team at our Madison branch. Are you ... portfolio management, compliance) to enhance workflows, optimize the client experience, and ...

HORAN Wealth

Wealth Advisor

Cincinnati, OH · On-site

HORAN Wealth is a leading Registered Investment Advisor (RIA) firm dedicated to providing ... Monitor and adjust portfolios as needed to optimize performance. * Insurance and Risk Management:

HORAN Wealth

Senior Wealth Advisor

Pittsburgh, PA

Senior Wealth Advisor Full or Part Time: Full-Time Department: HORAN Wealth FLSA Status: Exempt ... Monitor and adjust portfolios as needed to optimize performance. * Insurance and Risk Management:

Fifth Third

Wealth Management Advisor

Lexington, KY · On-site

... wealth planning, investments, private banking, risk management, and trust services. Ensures ... Partners and leverages internal and external service providers to optimize effectiveness and ...

Willis Johnson Wealth

Wealth Manager

Houston, TX · On-site

$120K - $150K/yr

Willis Johnson Wealth is a fast growing, award winning, wealth management firm specializing in corporate executives and professionals. We help our clients optimize everything in their personal ...

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

AspectOptimize Wealth ManagementFinancial Advisor
CredentialsCertifications like CFP, CFA often preferredCFP, Series 7, Series 66 certifications common
Work EnvironmentPrivate firms, wealth management firms, banksIndependent or firm-based, financial planning firms
Industry UsageUsed in wealth management and investment firmsCommon across financial planning and investment sectors

Optimize Wealth Management and Financial Advisor roles share similar credentials and work environments, focusing on client financial planning and investment strategies. However, Optimize Wealth Management often emphasizes comprehensive wealth strategies, including estate and tax planning, while Financial Advisors may focus more on investment products and portfolio management. Both roles serve clients seeking financial growth and security, but their scope and specialization can differ based on firm services and client needs.

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Infographic showing various Optimize Wealth Management job openings in the United States as of June 2026, with employment types broken down into 2% As Needed, 30% Full Time, 67% Part Time, and 1% Nights. Highlights an 92% Physical, 3% Hybrid, and 5% Remote job distribution.
Wealth Advisor

Wealth Advisor

Annex Wealth Management

Madison, WI • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 22 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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