Annex Wealth Management is looking to add a Wealth Manager to our Ignite team in Elm Grove.

JOB PURPOSE:

• Conduct initial portfolio reviews with prospects and clients to determine or validate current investment objectives and prepare recommendations of appropriate investment models and allocations
• Participate in data gathering, risk tolerance, and goal setting exercises with new prospective clients and deliver the initial framework for a financial plan
• 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
• Adhere to internal and external policies and procedures regarding securities transactions and code of ethics

QUALIFICATIONS:

• 2-5 years of experience in a client-facing financial advisor position
• Experience managing discretionary and brokerage relationships
• Ability to communicate sophisticated investment strategies to all levels of clients and prospects
• Sales experience including: profiling, overcoming objections, negotiation, team selling approach, closing the sale and asking for referrals
• Demonstrated understanding of comprehensive wealth management concepts including retirement, tax, estate, and distribution planning strategies
• Ability to work in a team based environment
• Thorough understanding of the financial markets
• Passion for providing a fiduciary standard of care to clients