Insurance Planning Specialist — Wealth Management
Listed on 2026-10-14
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Finance & Banking
Financial Advisor / Consultant -
Insurance
Financial Advisor / Consultant
Annex Wealth Management is seeking an Insurance Planning Associate in Brookfield, WI to support insurance and annuity planning within a fiduciary financial planning framework. You will analyze existing coverage and assist wealth managers with client-specific solutions in a collaborative, team-oriented environment.
The role emphasizes learning about permanent vs term insurance, annuity income planning, and staying current on industry changes while contributing to a balanced workload.
As a Insurance Planning Specialist — Wealth Management, you will play an important part at Annex Wealth Management, LLC. in Town of Brookfield, WI, United States.
Learn more about the Insurance Planning Specialist — Wealth Management role in the description above.
We appreciate your interest in this position.
Join Annex Wealth Management, LLC. and contribute to our ongoing work.
Take a moment to read everything above and see whether this role is right for you.
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