Wealth Advisor

Annex Wealth Management – Know the Difference

Ready to ignite growth by driving meaningful AUM and mentoring a team, operating exclusively as a fee‑only fiduciary?

Join Our Growing Team at our Appleton branch.

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 seven‑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 a 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 You Tube, our multiple podcasts, “Money Talk” on WTMJ; “The Investment Show” on WISN; and “The Annex Wealth Management Show” on WHBY and WFSX.

·
Knowledge

·
Accountability

·
Integrity

·
Courage

·
Respect

·
Ownership

Does this resonate with you? We’re looking for positive, talented individuals who naturally embody these principles in their work and interactions. If you’re ready to join a culture where these values are the foundation of everything we do, we’d love to hear from you.

Annex is a fee‑only fiduciary firm. That means our Wealth Advisors are salaried professionals charged with always doing what’s right for the client
. Drive the growth of our firm by acquiring new clients, increasing assets under management, and expanding our market presence. You’ll use your sharp business development skills to prospect internally and externally, mentor team members, and ensure exceptional client service.

• Lead Strategic Client Acquisition:
  Identify, cultivate, and convert new high‑value business opportunities to generate meaningful growth in billable AUM.
• Develop and Execute Prospecting Plans:
  Create and implement a strategic prospecting plan detailing actionable approaches for AUM generation through both internal and external channels, including community engagement.
• Cultivate Referral Networks:
  Foster ongoing, productive relationships with Centers of Influence (COIs) to ensure sustained lead generation for the firm.
• Deliver Client Advisory & Insights:
  Provide high‑touch service to prospective and existing clients, offering expert market insights and strategic financial recommendations.
• Drive Relationship Conversion:
  Demonstrate exceptional ability to build trust, rapport, and meaningful relationships with clients to drive successful conversions across high‑value opportunities.
• Provide Mentorship and Development:
  Actively mentor Associate Wealth Managers to enhance their prospecting, relationship‑building, and opportunity conversion strategies.
• Ensure Exceptional Service Delivery:
  Uphold high standards of professionalism and ethical conduct to ensure the consistent delivery of exceptional client service.
• Collaborate and Optimize Processes:
  Partner with internal teams (e.g., financial planning, portfolio management, compliance) to enhance workflows, optimize the client experience, and facilitate the seamless transition of qualified prospects.
• Support Firm Events:
  Participate in and support Annex events, including attending, performing participant follow‑up, and collaborating with Marketing to craft and execute large‑scale events.

What You’ll Need to Succeed

• Education and
  
  Certifications:
  
  Bachelor’s degree in Finance, Business, Economics, or related field. CFP certification is preferred. Candidates who do not have the certification at the time of hire must obtain it within 24 months of their start date.
• Experience:
  
  5+ years of experience in wealth advisory roles.
• Opportunity Management & Referral Leadership:
  Demonstrated ability to grow AUM, expand high‑net‑worth relationships, and drive strong referral outcomes.
• Client Engagement & Closing
  
  Skills:
  
  Demonstrates exceptional ability…