Wealth Management Specialist, Sr. jobs in Wisconsin

Description

Annex Wealth Management – Know the Difference

Join Our Growing Team in Our Spectacular New Location in Brookfield (or any of our locations)

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 5-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.

Wealth Manager

Annex is a fee-only fiduciary firm. That means our Wealth Managers are salaried professionals charged with always doing what’s right for the client. Wealth Managers do not have conflicts of interest in pressuring clients to buy commissionable investment or insurance products. We are looking for articulate financial professionals that are interested in doing what’s right for the client without the pressure of selling products. 

This allows the Wealth Manager to focus on:

1. Regularly meeting with clients to help coordinate their financial, tax, and estate plans utilizing the expertise of our in-house teams
2. Coordinating the investment strategy with our investment team to help best accomplish the above goals
3. Meeting with prospective clients to show them how Annex works and explore if a working relationship would be valuable to them
4. Being an Annex ambassador and engaging with others in your community

Your Role

• 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

Requirements

• 4 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

What You Can Expect

In return for your talent, time, and commitment, we offer the competitive compensation and benefits you would expect of an industry leader, including paid holidays, 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.