Description
Annex Wealth Management is hiring an on-site Associate Wealth Manager in Whitefish Bay, Wisconsin, as a direct pipeline to becoming a Wealth Manager. The role supports Wealth Managers by preparing client materials, attending meetings, managing client requests, supporting portfolio reviews, coordinating with financial planning, investment, and tax teams, maintaining compliance records, and facilitating implementation of financial recommendations. The position requires a bachelor’s degree in a relevant field, Series 65 or equivalent within six months, two or more years of financial services or client advisory experience, and proficiency with CRM and wealth management tools. Benefits include medical, dental, and vision insurance, a 401(k) plan, life and disability insurance, paid time off, and professional development opportunities.
