CFP Wealth Manager — Client-First Advisory
Job in
Madison, Dane County, Wisconsin, 53774, USA
Listed on 2026-08-22
Listing for:
Annex Wealth Management
Full Time
position Listed on 2026-08-22
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Job Description & How to Apply Below
Annex Wealth Management is seeking an experienced Wealth Manager to join our fee-only fiduciary team in Madison. You’ll provide comprehensive wealth management services, conduct discovery conversations, and guide clients through ongoing reviews and planning to meet their financial goals.
Ideal candidates have a CFP and 5+ years in wealth advisory roles, with strong investment knowledge and a client-first mindset.
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