Wealth Strategist – Annex Private Client - Full-time

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Annex Wealth Management is an elite, privately held, full-service advisory and wealth management firm acting as a fiduciary for individuals, families, and businesses. Our team approach means our clients consistently interact with a group of experienced professionals boasting key credentials, certifications, and achievements in investment, tax, insurance, estate planning, and more.

Communication and Education are key to Annex Wealth Management's growth. Check us out on YouTube, Money Talk on WTMJ; The Investment Show on WISN; and The Annex Wealth Management Show on WHBY and WFSX.

Wealth Strategist – Annex Private Client

Our team is comprised of passionate, forward-thinking professionals eager to take on the challenge of meeting client's unique wealth management goals. We are looking for a candidate that is inspired by our values and motivated to help people achieve their investment, financial, and life goals.

The Private Client Wealth Strategist provides expert advice and thought leadership for high-net-worth and ultra-high-net-worth clients. The Wealth Strategist provides overall wealth planning expertise, with significant depth in one or more areas including investments, estate planning, retirement planning, personal and business taxation, or executive compensation. As part of the Private Client team, the Wealth Strategist works with clients and their external accountants, attorneys, and other advisors to design and deliver on planning strategies and opportunities.

Your Role

• Actively collaborate with Private Client team members to develop planning strategies and build advanced financial plans and tax plans for clients. The Wealth Strategist will lead the recommendation of strategies within his/her area of expertise.
• Participate in client meetings to deliver planning strategy and solution recommendations.
• Participate in new business opportunities and prospect meetings as needed to represent Annex Private client services and capabilities.
• Collaborate with Annex Wealth Management's internal professionals and clients' external attorneys, accountants, or other advisors on design and delivery of planning strategies.
• Prepare and deliver content relevant to high-net-worth and ultra-high-net-worth clients and prospects and centers of influence through channels such as written pieces, radio segments, and presentations.
• Maintain and grow deep subject matter expertise on tax, regulatory, and legal issues and industry trends that impact clients. Use this knowledge to help drive strategy and to provide support to Wealth Managers.

What We Are Looking For

• Bachelor's degree and Certified Financial Planner (CFP®), CPA, or JD designation required.
• Minimum of 5 years of experience working with high-net-worth clients in an accounting firm, law firm, family office, bank, or financial services firm.
• Knowledge of complex planning in areas of investments, tax planning, financial planning, or estate planning.
• Strong written and verbal communication skills with the ability to communicate complex strategies in an easy-to-understand format.
• Demonstrated ability to work on a team.
• Strong organizational skills, with the ability to manage multiple priorities while maintaining attention to detail.
• Proficiency with financial planning and tax projection software (ex. eMoney, Holistiplan, Bloomberg Tax) is a plus.
• Proficient in Microsoft suite of products (Word, Excel, PowerPoint)

What You Can Expect

In return for your leadership, talent, time, and commitment, we offer the competitive compensation and benefits you would expect of an industry leader, including paid short and long term disability, vacations, and a 401(k) plan.

Equal Employment Opportunity

Annex Wealth Management is an equal opportunity employer. We are committed to providing a work environment free from discrimination and harassment. All employment decisions are based on qualifications, merit, and business needs. We do not discriminate based on race, color, religion, national origin, sex, age, disability, genetic information, or any other protected status. We encourage applicants of all backgrounds to apply.

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