Senior Wealth Advisor — Client‑First, Fiduciary
Job in
Appleton, Outagamie County, Wisconsin, 54914, USA
Listed on 2026-07-24
Listing for:
Annex Wealth Management
Full Time
position Listed on 2026-07-24
Job specializations:
-
Finance & Banking
Wealth Management, Portfolio & Asset Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Annex Wealth Management, a private fiduciary wealth advisory firm, seeks experienced professionals to join our team at our Appleton headquarters. As a salaried Wealth Manager, you will deliver client‑centered financial planning, investment management, and ongoing relationship stewardship without selling pressure.
You will engage in discovery conversations, build long‑term client relationships, and drive asset growth while adhering to fiduciary standards and compliance requirements.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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