Wealth Manager

Annex Wealth Management LLC • Madison, WI

215d

About The Position

Annex Wealth Management is a 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. At Annex Wealth Management, our values aren’t just words – they guide how we work every day: Knowledge, Accountability, Integrity, Courage, Respect, Ownership. We're looking for positive, talented individuals who naturally embody these principles in their work and interactions.

Requirements

• Bachelor’s degree in Finance, Business, Economics, or related field.
• 5+ years of experience in wealth advisory roles.
• Strong understanding of investment strategies, portfolio management, and financial planning principles.
• Exceptional relationship management skills with a client-centric approach.
• Proven ability to drive referrals, organic asset growth, and retention.
• Proficiency in wealth management platforms, CRM systems, and financial planning tools (i.e. Salesforce, Hubspot, Black Diamond/Orion, Holistiplan, Emoney, etc).
• Excellent communication skills and a client-first mindset, especially in high-touch service environments.

Nice To Haves

• Advanced designations preferred, (ex. CFP).

Responsibilities

• Work within the Annex Wealth Management team to provide comprehensive wealth management to the communities we service.
• Facilitate the Financial Planning process by conducting meaningful discovery conversations focusing on the prospect or client’s values, goals, and objectives.
• Cultivate and lead clients through ongoing relationship reviews to ensure we are meeting and addressing their needs.
• Responsible for engaging in business development (to include prospecting, development of external and internal referral sources, use of personal and professional contacts) to deliver results.
• Build and maintain excellent working relationships with internal partners and teammates.
• Commit to continuing education, training and talent development and act as a mentor to new team members.
• Adhere to internal and external policies and procedures regarding securities transactions and code of ethics.

Benefits

• Medical, Dental, and Vision Insurance
• Life & Disability Insurance
• Paid Time Off (PTO)
• 401(k) Retirement Plan: Build your future with our 401(k) plan and employer contribution
• Company Events: We believe in celebrating wins and creating connections – whether it’s through get-togethers, our Annual Picnic, or company milestones
• Opportunities for professional growth and development
• Summer hours

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Bachelor's degree
• Number of Employees: 11-50 employees