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Wealth Manager Jobs in Appleton, WI (NOW HIRING)

Annex Wealth Management

Wealth Manager - Appleton

WI · On-site

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 ...

KerberRose S.C.

Tax & Wealth Advisor

Appleton, WI

Description KerberRose Wealth Management is seeking a Tax & Wealth Advisor to join our growing team. This unique role combines tax preparation, tax planning, and client advisory services to help ...

KerberRose S.C.

Tax & Wealth Advisor

Green Bay, WI · On-site

Description KerberRose Wealth Management is seeking a Tax & Wealth Advisor to join our growing team. This unique role combines tax preparation, tax planning, and client advisory services to help ...

KerberRose S.C.

Tax & Wealth Advisor

Appleton, WI · On-site

KerberRose Wealth Management is seeking a Tax & Wealth Advisor to join our growing team. This unique role combines tax preparation, tax planning, and client advisory services to help individuals ...

KerberRose S.C.

Tax & Wealth Advisor

Green Bay, WI · On-site

KerberRose Wealth Management is seeking a Tax & Wealth Advisor to join our growing team. This unique role combines tax preparation, tax planning, and client advisory services to help individuals ...

US Bank

PWM Private Wealth Advisor

Green Bay, WI

$118K - $144K/yr

Private Wealth Management (PWM) Private Wealth Advisor is responsible for building a team of trust, banking and investment professionals around high net worth clients or client relationships.

MRINetwork Jobs

Trust Officer Manager

Neenah, WI · On-site

Our longstanding Regional Bank is seeking a Regional Wealth Management Leader, a Trust Officer Manager, to oversee profitability, compliance, strategy, and growth for its Trust and Wealth Management ...

MRINetwork Jobs

Trust Officer Manager

Neenah, WI · On-site

Our longstanding Regional Bank is seeking a Regional Wealth Management Leader, a Trust Officer Manager, to oversee profitability, compliance, strategy, and growth for its Trust and Wealth Management ...

MRINetwork Jobs

Trust Officer Manager

Neenah, WI · On-site

Our longstanding Regional Bank is seeking a Regional Wealth Management Leader, a Trust Officer Manager, to oversee profitability, compliance, strategy, and growth for its Trust and Wealth Management ...

MRINetwork Jobs

Trust Officer Manager

Neenah, WI · On-site

Our longstanding Regional Bank is seeking a Regional Wealth Management Leader, a Trust Officer Manager, to oversee profitability, compliance, strategy, and growth for its Trust and Wealth Management ...

MRINetwork Jobs

Trust Officer Manager

Neenah, WI · On-site

Our longstanding Regional Bank is seeking a Regional Wealth Management Leader, a Trust Officer Manager, to oversee profitability, compliance, strategy, and growth for its Trust and Wealth Management ...

MRINetwork Jobs

Trust Officer Manager

Neenah, WI · On-site

Our longstanding Regional Bank is seeking a Regional Wealth Management Leader, a Trust Officer Manager, to oversee profitability, compliance, strategy, and growth for its Trust and Wealth Management ...

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Showing results 1-20

All JobsWealth JobsWealth Manager JobsWealth Manager Jobs in Appleton, WI

Wealth Manager information

See Appleton, WI salary details

$23.3K

$56.6K

$110.4K

How much do wealth manager jobs pay per year?

As of Sep 13, 2026, the average yearly pay for wealth manager in Appleton, WI is $56,650.00, according to ZipRecruiter salary data. Most workers in this role earn between $40,000.00 and $65,200.00 per year, depending on experience, location, and employer.

What is a wealth manager?

A wealth manager is a financial professional who provides comprehensive financial planning and investment management services to individuals, families, or businesses. They help clients grow, protect, and transfer their wealth by offering tailored advice on investments, retirement planning, tax strategies, estate planning, and more. Wealth managers often coordinate with other professionals, such as accountants and attorneys, to deliver holistic financial solutions. Their goal is to help clients achieve long-term financial goals and maintain financial security.

What does a wealth manager do?

The job duties of a wealth manager include working to advise clients about investment opportunities and strategies. In this career, your responsibilities may involve providing retirement advice for a client, explaining and helping facilitate investments in a variety of different investment products, and providing information about issues related to taxes and estate planning. A wealth management consultant may work independently or as a member of a financial services company or bank. Some wealth managers help clients plan investments and gain access to complicated or exclusive investment vehicles that are not available to retail investors.

How do wealth managers typically collaborate with other financial professionals to serve their clients?

Wealth Managers often work closely with a team of financial professionals, including tax advisors, estate planners, and investment analysts, to provide comprehensive financial solutions for their clients. Collaboration is key, as clients’ needs are multifaceted and may require coordinated expertise in areas like tax optimization, retirement planning, or risk management. Regular meetings and open communication channels ensure that all professionals are aligned on the client’s goals and strategies. This team-based approach not only enhances the quality of service but also allows Wealth Managers to offer more tailored and effective advice.

What are the key skills and qualifications needed to thrive as a wealth manager, and why are they important?

To thrive as a Wealth Manager, you need a deep understanding of investment strategies, financial planning, and regulatory compliance, typically supported by a degree in finance or economics and relevant certifications like CFP or CFA. Familiarity with portfolio management software, financial modeling tools, and CRM systems is essential for analyzing client portfolios and managing relationships. Exceptional interpersonal skills, trustworthiness, and strong communication abilities help build lasting client relationships and provide tailored advice. These skills are crucial for successfully growing client assets, retaining clients, and navigating complex financial markets.

What is the difference between Wealth Manager vs Financial Advisor?

AspectWealth ManagerFinancial Advisor
CredentialsCFP, CFA, or equivalent certifications often preferredCFP, Series 7, Series 66, or similar licenses
Work EnvironmentTypically works with high-net-worth clients, offering comprehensive wealth managementWorks with a broad client base, providing investment and financial planning advice
Employer & IndustryPrivate banks, wealth management firms, financial institutionsIndependent firms, banks, insurance companies, financial planning firms

Wealth Managers and Financial Advisors both assist clients with financial planning and investments. However, Wealth Managers usually focus on high-net-worth clients with comprehensive services, while Financial Advisors serve a wider range of clients with investment and planning advice. The roles often overlap, but the scope and client base differ.

Is wealth management a high paying career?

Wealth management can be a high-paying career, especially for experienced professionals who manage large client portfolios and hold relevant certifications like the Certified Financial Planner (CFP). Salaries often include a base salary plus commissions or fees based on assets under management, with top earners making six figures or more annually.
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Wealth Manager jobs near you
Infographic showing various Wealth Manager job openings in Appleton, WI as of August 2026, with employment types broken down into 87% Full Time, 12% Part Time, and 1% Contract. Highlights an 83% Physical, 2% Hybrid, and 15% Remote job distribution, with an average salary of $56,650 per year, or $27.2 per hour.

Wealth Manager - Appleton

WI • On-site

Annex Wealth Management
Investment Management and Consulting Services • 51 - 200 employees
Learn more about Annex Wealth Managementexternal

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 27 days ago

Job description

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
  • Exceptional Client Advisory & Service: Provide high-touch service as the primary Wealth Manager for existing clients, ensuring a seamless experience.
  • Strategic Client Relationship Management: Maintain active management of approved range of households, ensuring sustained client loyalty through proactive financial needs management and strategic solutions.
  • Market Insights & Financial Strategy Development: Stay up to date on market trends, financial strategies, and regulatory changes to provide informed recommendations.
  • Mentorship & Team Development: Actively mentor Associate Wealth Managers to enhance prospecting, relationship-building, and conversion strategies.
  • Cross-functional Collaboration & Process Optimization: Partner with internal teams to enhance financial planning, portfolio management, compliance workflows, client experience, and others. Lead all client needs through collaboration with Associate Wealth Managers and appropriate internal staff.

Annex Wealth Management - Know the Difference
Join Our Growing Team 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.
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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