Wealth Manager – Client‑First, Fiduciary Advisor
Listed on 2026-11-04
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Finance & Banking
Wealth Management, Portfolio & Asset Management, Financial Advisor / Consultant
Annex Wealth Management is a private, fee-only fiduciary firm dedicated to unbiased financial guidance. We seek experienced Wealth Managers who will act in clients’ best interests, providing comprehensive planning and portfolio strategy with integrity.
This salaried role emphasizes education, mentorship, and ongoing professional development. You will work within a collaborative team, engaging with clients on financial planning, investments, tax and estate considerations, and proactive
Step into the Wealth Manager – Client‑First, Fiduciary Advisor role at Annex Wealth Management, LLC. in Madison, WI, United States and grow with us.
If your experience matches this role, we encourage you to apply.
All applications are reviewed carefully by our team.
The position is based in Madison, WI, United States.
This opportunity is part of our work in Finance.
The advertised compensation is 120..
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