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Annex Wealth Management
Annex Wealth Management is seeking a Wealth Manager to provide high-touch advisory services and strategic financial planning to existing clients in Appleton, WI. This on-site role focuses on building lasting client relationships, driving organic asset growth, and mentoring associate team members within a fee-only fiduciary firm. The position requires a CFP certification and over five years of experience in wealth advisory to ensure exceptional client service and portfolio management.
Annex Wealth Management delivers comprehensive, custom-tailored wealth management services to each client. Our fiduciary commitment and fee-only compensation help nurture a relationship rooted in trust.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Annex Wealth Management.
Annex Wealth Management didn’t post a salary, so this is our estimate from similar listings.
6% above the average for this role