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Annex Wealth Management

Wealth Manager - Appleton

WI · On-site

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 ...

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How much do wealth management firm jobs pay per year?

As of Aug 17, 2026, the average yearly pay for wealth management firm 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 a wealth management firm?

A wealth management firm is a company that provides financial services and advice to help individuals and families manage their wealth. These services often include investment management, financial planning, tax strategies, retirement planning, estate planning, and risk management. Wealth management firms typically work with clients who have significant assets and offer personalized solutions to help them meet their financial goals. The goal is to preserve and grow wealth over time while addressing each client's unique needs and objectives.

What are the key skills and qualifications needed to thrive at a wealth management firm, and why are they important?

To succeed at a wealth management firm, professionals typically need a strong background in finance, investment analysis, and portfolio management, often supported by a bachelor's degree in finance or a related field. Familiarity with financial planning software, portfolio management systems, and relevant certifications such as CFP or CFA is highly valued. Excellent interpersonal skills, client relationship management, and strong ethical judgment set top performers apart. These skills are essential for building client trust, delivering tailored financial solutions, and navigating complex market environments.

What are some common challenges faced by professionals working at a wealth management firm?

Professionals at wealth management firms often face challenges such as managing client expectations, keeping up with constantly changing financial regulations, and balancing personalized service with firm-wide investment strategies. Navigating volatile markets while maintaining strong client relationships requires excellent communication and adaptability. Additionally, collaborating with internal teams like tax advisors, legal consultants, and investment analysts is key to providing comprehensive solutions for clients.

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

AspectWealth Management FirmFinancial Advisor
CredentialsCFP, CFA, Series 7/66CFP, Series 7/66
Work EnvironmentMultiple advisors, team-based, office or remoteIndividual or small team, client meetings
Employer & IndustryFinancial services firms, banks, independent firmsIndependent or firm-employed, financial planning industry
Search & Comparison IntentUnderstanding firm services vs individual adviceFinding a personal financial advisor

Wealth management firms typically offer comprehensive services through a team of professionals, serving high-net-worth clients with a broad range of financial solutions. Financial advisors often work independently or within firms, focusing on personalized financial planning and investment advice. While both hold similar credentials, wealth management firms provide a more extensive, team-based approach, whereas financial advisors tend to offer more individualized services.

Is it hard to get a job in wealth management?

Getting a job in wealth management can be competitive, often requiring relevant education such as a finance or business degree, and industry certifications like the Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA). Strong interpersonal skills, sales ability, and experience with financial planning tools are also important for success in this field.

What does a job in wealth management do?

A job in wealth management involves providing financial planning, investment advice, and portfolio management services to high-net-worth clients. Professionals in this field analyze clients' financial situations, develop strategies to grow and protect their assets, and often hold certifications such as the CFP or CFA. The role requires strong analytical skills, knowledge of financial markets, and client relationship management.

What positions are there in wealth management firm?

A wealth management firm typically employs a variety of roles including financial advisors, portfolio managers, client service associates, compliance officers, and research analysts. These positions require skills in financial planning, investment analysis, and client relationship management, often supported by certifications such as the CFP or CFA. The team collaborates to provide comprehensive financial services to high-net-worth clients.
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Wealth Management Firm jobs near you
Infographic showing various Wealth Management Firm job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 84% Full Time, 13% Part Time, and 2% Contract. Highlights an 84% Physical, 3% Hybrid, and 13% Remote job distribution, with an average salary of $97,727 per year, or $47 per hour.

Tax Director with Wealth Management Firm

Levelociti

Bedford, NH • Hybrid

$160K - $200K/yr

Full-time

Retirement

Re-posted 3 days ago

Job description

Job Title: Tax Director

Company Profile: Boutique Wealth Management Firm with Tax Operations

Role Summary: Primary point of contact with clients to service tax compliance & planning needs

Compensation: Up to $190k base + annual bonus & full benefits

Hybrid Schedule: 3 days in office (Bedford, NH 03110)

Target Start Date: Within next 30 days


We're a boutique Wealth Management firm based in Bedford, NH that's been in business for 40+ years servicing our clients for their financial advising & tax needs.


We are looking to find a high level licensed tax professional at the Tax Senior Manager / Director level to continue servicing our clients for their tax compliance & advisory needs. The current Director is looking to transition more to the Wealth Management pathway, which is the cause for the role opening up.


Qualifications


  • CPA or EA licensed
  • Local to the Bedford, NH market
  • 10+ years of tax experience
  • Comfortable with client facing work (majority of our work after 4/15 is tax planning & strategy)


Compensation & Benefits


  • Base; Up to $190k base
  • Annual bonus
  • 401k
  • Benefits


If you're interested to apply, please submit your application or email me directly at kyle.westhorpe@levelociti.com


To view additional roles we are recruiting for, please visit: https://levelociti.com/job-search/