Wealth Manager
Elm Grove, WI 
Posted 23 days ago
Position No Longer Available
Position No Longer Available
Job Description

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


  • 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


  • 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


Position No Longer Available
Job Summary
Annex Wealth Management
Start Date
As soon as possible
Employment Term and Type
Regular, Full Time
Required Experience
2 to 5 years
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