About this role
Wealth Manager at Annex Wealth Management LLC. Location: Appleton, Wisconsin, United States. Role: providing wealth, conducting discovery, cultivating relationships Requirements: CFP required, Bachelor's in Finance/Business/Economics, 5+ years in wealth advisory, strong investment and portfolio strategy knowledge, client relationship and business development skills, proficiency with Salesforce, HubSpot, Black Diamond, Orion, Holistiplan, and eMoney. Category: Finance and Accounting Seniority: Senior Level Tools: Salesforce, HubSpot, Black Diamond, Orion, Holistiplan, eMoney Certifications: cfp Commitment: Full Time Workplace: Onsite Languages: English