Associate Wealth Manager (with 2-3 years experience)
Company: Annex Wealth Management LLC
Location: Brookfield
Posted on: April 24, 2024
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Job Description:
Description: 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 Requirements: 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.
PI2c8d9a1026dd-26276-34110738
Keywords: Annex Wealth Management LLC, West Allis , Associate Wealth Manager (with 2-3 years experience), Executive , Brookfield, Wisconsin
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