CFP Wealth Manager — Client-First Advisory
Listed on 2026-10-06
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management, Financial Services
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.
We invite applications for the CFP Wealth Manager — Client-First Advisory position located in Madison, WI, United States.
This opportunity is part of our work in Finance.
The advertised compensation is 100..
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the CFP Wealth Manager — Client-First Advisory role in the description above.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).