Wealth Manager
Elm Grove, WI 
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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.


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

 

Position No Longer Available
Job Summary
Company
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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