Senior Wealth Manager - Fiduciary, Client-First Advisor
Annex Wealth Management
Annex Wealth Management is seeking an experienced Wealth Manager to provide high-touch advisory services for a select client base in Madison and Appleton, WI. You will lead client relationships, develop financial solutions, and collaborate with internal teams to ensure exceptional client experiences.
Ideal candidates have CFP and 5+ years in wealth advisory, strong investment knowledge, and a client-centric mindset.
#J-18808-LjbffrVacancy posted 5 days ago
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