Wealth Manager - Appleton

Welcome to Annex Wealth Management

Join our growing team at our new Headquarters in Appleton!

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

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.

• Work within the Annex Wealth Management team to provide comprehensive wealth management to the communities we serve.
• Facilitate the financial planning process by conducting meaningful discovery conversations focusing on the prospect or client’s values, goals, and objectives.
• Build and lead clients through ongoing relationship reviews to ensure we are meeting and addressing their needs.
• Engage in business development, including prospecting, development of external and internal referral sources, and use of personal and professional contacts to deliver results.
• Build and maintain excellent working relationships with internal partners and teammates.
• Commit to continuing education, training, and talent development and act as a mentor to new team members.
• Adhere to internal and external policies and procedures regarding securities transactions and code of ethics.

• Education and
  
  Certifications:
  
  CFP required;
  Bachelor’s degree in Finance, Business, Economics, or related field.
• Experience:
  
  5+ years of experience in wealth advisory roles.
• Investment expertise and portfolio strategy:
  Strong understanding of investment strategies, portfolio management, and financial planning principles.
• Client‑centric relationship management:
  Exceptional relationship management skills with a client‑centric approach.
• Referral and asset growth leadership:
  Proven ability to drive referrals, organic asset growth, and retention.
• Technology‑driven wealth management:
  Proficiency in wealth management platforms, CRM systems, and financial planning tools (e.g., Salesforce, Hub Spot, Black Diamond/Orion, Holistiplan, eMoney, etc.).
• Client‑focused communication:
  Excellent communication skills and a client‑first mindset, especially in high‑touch service environments.

• Medical, Dental, and Vision Insurance
• Life & Disability Insurance
• Paid Time Off (PTO)
• 401(k) Retirement Plan with employer contribution
• Company events—annual picnic, milestones, and other gatherings
• Opportunities for professional growth and development
• Summer hours

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.