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.
#J-18808-LjbffrCFP Wealth Manager — Client-First Advisory in madison at Unknown Company
This position is listed as full time and onsite.