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Annex Wealth Management

Wealth Manager - Appleton

WI · On-site

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 ...

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Wealth Management information

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$75K

$97.7K

$117K

How much do wealth management jobs pay per year?

As of Jul 21, 2026, the average yearly pay for 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 does a wealth management job do?

A wealth management professional provides financial planning, investment advice, and portfolio management services to high-net-worth clients. They analyze clients' financial situations, develop strategies to meet their goals, and often use tools like financial software; certifications such as CFP or CFA are common. The role typically involves client meetings, market research, and ongoing portfolio monitoring.

What jobs fall under wealth management?

Jobs under wealth management include financial advisors, portfolio managers, estate planners, and private bankers. These roles involve providing financial planning, investment management, and estate services to high-net-worth clients, often requiring certifications like the CFP or CFA. Professionals in this field analyze client needs and develop tailored strategies to grow and protect wealth.

What Is Wealth Management?

Wealth management is a discipline within the financial industry that focuses on advising clients about how to manage and increase their wealth. Wealth management services may include estate planning, advising on banking services and investments, assessing a client’s legal obligations and taxes, and planning for retirement and family obligations, such as setting up trusts and college funds. Wealth management clients include individuals, small businesses, and large corporations.

Can financial advisors make $500,000 a year?

Financial advisors in wealth management can earn $500,000 or more annually, especially those with extensive client portfolios, high-net-worth clients, or senior positions. Achieving this level often requires advanced certifications like the CFP or CFA, strong sales skills, and years of experience in the industry.

What are some common challenges faced by professionals in Wealth Management and how can they be addressed?

Professionals in Wealth Management often encounter challenges such as managing diverse client expectations, staying updated with complex financial regulations, and adapting to shifting market conditions. Building strong client relationships and clear communication can help in understanding client goals and addressing concerns proactively. Continuous learning, leveraging technology, and collaborating with specialists like tax advisors and portfolio managers are essential strategies to navigate these challenges and provide comprehensive financial solutions.

What is the difference between Wealth Management vs Financial Advisor?

AspectWealth ManagementFinancial Advisor
CredentialsCertifications like CFP, CFA often preferredCFP, Series 7, Series 66 often required
Work EnvironmentHigh-net-worth client focus, comprehensive servicesGeneral client financial planning, investment advice
Employer & IndustryPrivate banks, wealth management firmsIndependent, banks, financial planning firms

Wealth management typically involves providing comprehensive financial services to high-net-worth clients, including estate planning and tax strategies, often requiring advanced certifications. Financial advisors generally offer investment advice and financial planning to a broader client base. While overlapping in client interaction and certifications, wealth management emphasizes a holistic approach for affluent clients, whereas financial advisors serve a wider audience with more focused services.

Can you make 7 figures in wealth management?

Wealth management professionals can potentially earn seven-figure incomes, especially those who manage large client portfolios, have extensive experience, and hold advanced certifications like the CFA or CFP. High earnings often depend on client base size, commission structures, and business development skills, with top performers in the industry reaching these income levels through a combination of salary, bonuses, and commissions.

What are the key skills and qualifications needed to thrive in Wealth Management, and why are they important?

To thrive in Wealth Management, you need a solid understanding of financial markets, investment strategies, and portfolio management, typically supported by a degree in finance, economics, or a related field, and often a CFA or CFP certification. Expertise in financial planning software, risk assessment tools, and CRM systems is essential for managing client portfolios and relationships. Strong interpersonal skills, trustworthiness, and effective communication set top wealth managers apart in building long-term client trust. These skills and qualifications are crucial for delivering tailored financial advice, growing client assets, and maintaining compliance in a competitive industry.

What is wealth management?

Wealth management is a professional service that combines financial and investment advice, accounting and tax services, retirement planning, and legal or estate planning for individuals, typically with high net worth. The goal is to help clients grow, protect, and manage their wealth over time. Wealth managers create customized strategies tailored to each client's specific financial goals and circumstances. These services often involve a long-term relationship, with regular reviews and adjustments as a client's needs change.
More about Wealth Management jobs
What cities are hiring for Wealth Management jobs? Cities with the most Wealth Management job openings:
What are the most commonly searched types of Wealth Management jobs? The most popular types of Wealth Management jobs are:
What states have the most Wealth Management jobs? States with the most job openings for Wealth Management jobs include:
What job categories do people searching Wealth Management jobs look for? The top searched job categories for Wealth Management jobs are:
Wealth Management jobs near you
Infographic showing various Wealth Management job openings in the United States as of July 2026, with employment types broken down into 1% As Needed, 83% Full Time, 13% Part Time, 1% Temporary, and 2% Contract. Highlights an 93% Physical, 2% Hybrid, and 5% Remote job distribution, with an average salary of $97,727 per year, or $47 per hour.
Wealth Manager - Appleton

Wealth Manager - Appleton

Annex Wealth Management

WI • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 4 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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