Wealth Manager

We are seeking an experienced Wealth Manager who is passionate about providing comprehensive financial planning and wealth management services while acting in the best interest of every client. This position is ideal for an experienced financial professional who enjoys building lasting client relationships, leading meaningful financial planning conversations, and growing a book of business through referrals, prospecting, and community engagement. This is an excellent opportunity to join a collaborative, fee-only fiduciary advisory firm where advisors work alongside experienced professionals to deliver comprehensive wealth management solutions. This is a full-time, in-office position based in Appleton, Wisconsin. DUTIES & RESPONSIBILITIES Deliver comprehensive wealth management services by developing personalized financial strategies aligned with each client's goals, values, and objectives. Lead the financial planning process through meaningful discovery conversations, identifying client priorities and creating customized planning recommendations. Build and maintain long-term client relationships through ongoing review meetings, proactive communication, and exceptional service. Grow the firm's client base through business development efforts, including prospecting, cultivating referral sources, and leveraging personal and professional networks. Partner with internal advisors and subject matter experts to provide integrated wealth management solutions across investment, tax, estate, insurance, and retirement planning. Maintain strong working relationships with internal teams while contributing to a collaborative and client-first culture. Stay current on industry trends, financial planning strategies, and regulatory requirements through continuing education and professional development. Mentor and support newer team members while promoting best practices and knowledge sharing across the advisory team. Ensure adherence to all regulatory requirements, internal compliance policies, and ethical standards. QUALIFICATIONS CFP designation required. Bachelor's degree in Finance, Business, Economics, or a related field required. 5+ years of experience in a wealth advisory or financial planning role. Strong understanding of investment management, portfolio construction, retirement planning, and comprehensive financial planning strategies. Demonstrated success developing and maintaining trusted client relationships within a high-touch advisory environment. Proven ability to generate referrals, retain client relationships, and contribute to organic asset growth. Experience utilizing financial planning software, CRM platforms, and portfolio management technology such as Salesforce, Black Diamond/Orion, eMoney, Holistiplan, HubSpot, or similar systems. Excellent communication and interpersonal skills with the ability to simplify complex financial concepts for clients. Self-motivated, collaborative, and committed to delivering an exceptional fiduciary client experience. COMPENSATION & BENEFITS Compensation is competitive and commensurate with experience. The firm offers a comprehensive benefits package that includes medical, dental, and vision insurance; life and disability coverage; paid time off; a 401(k) plan with employer contributions; professional development opportunities; summer hours; company-sponsored events; a collaborative culture focused on employee growth, teamwork, and long-term success. #J-18808-Ljbffr