Associate Wealth Manager (with 2-3 years experience) - Full-time

Join Our Growing Team in Our New Headquarters in Brookfield!!!

Are you in search of an employer that prioritizes a positive culture and encourages outstanding teamwork? ‘Know the Difference' applies to our employees too! We are a proud 6-Time recipient of the Milwaukee Journal Sentinel's Top Workplaces Award. Our employees list our vibrant culture and engaged teams as two of our best features!

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.

Associate Wealth Manager

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 Associate Wealth Manager (AWM) is the pathway to become a full Wealth Manager. The AWM assists the Wealth Manager in advancing trusted relationships with clients and is responsible for maintaining client contact, servicing client needs and troubleshooting problems.

Your Role

• Establish and maintain effective relationships and provide client service that builds satisfaction and confidence
• Provide support to Wealth Managers by gathering the necessary data to manage client relationships. Update and inform Wealth Manager about client activity as appropriate
• Analyze and evaluate the financial status of clients and prospects
• Participate in 1-4 client or prospect meetings or calls each week
• Responsible for engaging in business development programs and events
• Understand The Annex Know the Difference process and how to deliver the value of Annex Wealth Management
• Demonstrate critical thinking and good judgment in all situations
• Research and communicate the resolution of complex problems and implement solutions
• Ensure completion of internal projects
• Develop and present financial planning recommendations, including but not limited to, retirement and education projections
• Provide effective, timely and proactive communication with clients, colleagues and third parties

What We Are Looking For

• Undergraduate degree required
• 2 -3 years of experience in Wealth Management serving clients required
• Series 65 required or obtained within 180 days
• CFP recommended or willingness to obtain within one year
• Successful candidates will demonstrate an aptitude to learn and grow in responsibilities and accountabilities over time
• Demonstrated ability to build mutually beneficial relationships required
• Must be detail oriented and have demonstrated ability to solve problems and meet deadlines
• Must be able to follow defined processes where they exist while also making adjustments and using good judgment when business circumstances dictate

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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