Wealth Advisor – Business Development

Annex Wealth Management – Know the Difference

Join Our Growing Team at our Madison branch.

Annex Wealth Management is a privately held, full-service advisory and wealth management firm acting as a fiduciary for individuals, families, and businesses.

We operate exclusively as a fee-only fiduciary, charged with always doing what’s right for the client.

We are looking for a senior wealth advisor to drive growth by acquiring new clients, increasing assets under management, and expanding our market presence. The advisor will develop business development strategies, 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 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 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.
• 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.
• Collaborate and Optimize Processes:
  Partner with internal teams to enhance workflows and facilitate the seamless transition of qualified prospects.
• Support Firm Events:
  Participate in firm events and collaborate with Marketing on large‑scale events.

• Education and
  
  Certifications:
  
  Bachelor’s degree in Finance, Business, Economics, or related field. CFP certification preferred. Candidates without CFP must obtain it within 24 months.
• Experience:
  
  5+ years in wealth advisory.
• Opportunity Management & Referral Leadership:
  Proven ability to grow AUM, expand high‑net‑worth relationships, and drive strong referral outcomes.
• Client Engagement & Closing
  
  Skills:
  
  Ability to build trust and rapport with clients and drive conversions across high‑value opportunities.
• Financial Strategy & Portfolio Expertise:
  Strong grasp of financial planning, portfolio management, and investment principles.
• Mentorship & Leadership
  
  Skills:
  
  Proven success in guiding and developing team members.
• Technology‑Driven Wealth Management:
  Proficiency in wealth management platforms, CRM systems, and financial planning tools.
• Client‑Focused Communication:
  Excellent communication skills and client‑first mindset.

We offer a total rewards package designed to recognize and appreciate your contributions.

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

We are committed to providing an environment where you can thrive and achieve your full potential.

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.