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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 Sep 7, 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, 83% Full Time, 14% Part Time, and 2% Contract. Highlights an 89% Physical, 2% Hybrid, and 9% Remote job distribution, with an average salary of $97,727 per year, or $47 per hour.

Client Service Associate (Wealth Management)

Sanctuary Wealth Group LLC

Fort Myers, FL

Full-time

Re-posted 2 days ago

Key responsibilities

  • Serve as a primary point of contact for client service requests, questions, and account-related needs.

  • Coordinate client meetings, prepare meeting materials, and support advisors before and after client interactions.

  • Process account paperwork, client forms, and operational requests, and support account reviews and ongoing client maintenance activities.

Job description

Description

 Client Service Associate (Wealth Management)

Location: Fort Myers, FL
Work Model: Full-Time | In-Office Monday-Friday

Hiring Firm: 1280 Financial Partners 

Experience: Open to a range of experience levels | Wealth Management, Financial Services, or Banking Client Service Environments

Compensation: Competitive compensation package commensurate with experience, qualifications, and overall fit. 

The team is open to considering both entry-level candidates seeking to build a career in wealth management as well as more experienced Client Service Associates who can contribute at a higher level from day one. Comprehensive benefits and discretionary bonus potential included.


About the Role - The Client Service Associate serves as a key member of the client service and operations team, supporting advisors and clients throughout the lifecycle of the relationship. This role is ideal for someone with previous experience in wealth management, banking, financial services, or a highly professional client-facing environment who enjoys building relationships, solving problems, and delivering exceptional service.


The ideal candidate is organized, detail-oriented, proactive, and eager to learn. They enjoy being part of a collaborative team, taking ownership of their work, and are looking for a long-term opportunity within a growing independent wealth management firm.


This is not an advisor-track position. We are seeking someone who genuinely enjoys client service, operations, relationship support, and becoming an integral part of a high-performing wealth management team. 

Your Role & Responsibilities


Client Service & Administrative Support

Serve as a primary point of contact for client service requests, questions, and account-related needs

Deliver a white-glove client experience through timely, professional, and accurate communication

Build trusted relationships with clients and proactively assist in resolving service issues

Coordinate client meetings, prepare meeting materials, and support advisors before and after client interactions

Assist with client onboarding and ensure a seamless transition for new relationships

Maintain accurate and detailed client records and documentation


Account Administration & Operations

Process account paperwork, client forms, and operational requests

Assist with money movement requests, check deposits, rollovers, and account maintenance activities

Coordinate with custodians and third-party providers as needed

Support account reviews, service initiatives, and ongoing client maintenance activities

Ensure compliance with firm policies, procedures, and regulatory requirements


Advisor & Team Support

Partner closely with advisors and fellow client service professionals to support daily operations

Assist with scheduling, workflow management, and internal coordination efforts

Support client events, educational seminars, and relationship-building initiatives as needed

Identify opportunities to improve processes, increase efficiency, and enhance the client experience


Team Support & Continuous Improvement

Work closely with all members of the firm to support business operations

Proactively identify meaningful tasks and opportunities to support the team when immediate priorities are complete. 

Contribute ideas for improving client service, efficiency, and firm operations

Take ownership of responsibilities and seek opportunities to learn and grow

Requirements

 What We're Looking For

Required Qualifications

0-3+ years of experience in wealth management or financial services

Strong client service orientation with exceptional verbal and written communication skills

High level of professionalism, discretion, and attention to detail

Strong organizational skills with the ability to manage multiple priorities simultaneously

Ability to work independently while also thriving in a collaborative team environment

Proficiency with Microsoft Outlook, Word, Excel, and Teams

Demonstrated ability to learn new systems and technology platforms quickly

Positive attitude, strong work ethic, and willingness to support the broader team

Ability to work onsite full-time in Fort Myers, FL


Preferred Qualifications

Previous experience supporting financial advisors, wealth managers, RIAs, broker-dealers, or private banking teams

Series 7 and/or Series 66 licenses (or willingness to pursue licensing)

Experience working with BNY Pershing and/or Charles Schwab Advisor Services

Familiarity with custodial account servicing, ACAT transfers, money movement requests, and account maintenance workflows.

Associate's or Bachelor's degree 

Understanding of financial planning, investment management, retirement planning, or wealth management concepts.


Join Our Team at 1280 Financial Partners - 1280 Financial Partners is an independent wealth management firm committed to delivering objective advice, comprehensive planning, disciplined investment management, and white-glove service to individuals, families, and institutions. 


Founded by a team of advisors who collectively managed approximately $2 billion in client assets prior to launching the firm, 1280 Financial Partners combines the resources and sophistication of a large wealth management organization with the culture and accessibility of a boutique practice. Our team has been recognized among Forbes Best-in-State Wealth Management Teams and is built on a foundation of integrity, accountability, transparency, and exceptional client service.


Why Join 1280 Financial Partners?

Join a rapidly growing independent wealth management firm

Work alongside a highly experienced team of advisors and wealth management professionals

Competitive compensation and bonus opportunity

Comprehensive benefits package

Long-term career stability and growth potential

Collaborative, team-oriented culture

Direct exposure to firm leadership and decision-makers

Opportunity to make a meaningful impact on clients' financial lives


The Ideal Candidate - The ideal candidate is curious, coachable, resourceful, and genuinely enjoys helping others. This individual takes ownership of their work, adapts quickly, and brings a proactive, solutions-oriented mindset to support the needs of both the team and its clients.


They value relationships, communicate professionally, and understand that exceptional client service is at the heart of a successful wealth management practice. Most importantly, they are looking for more than just their next job; they are looking for an opportunity to become an integral part of a growing team and a trusted resource for clients and colleagues alike.

Apply