Insurance Planning Specialist — Wealth Management
Listed on 2026-10-18
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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.
We would love to welcome a new Insurance Planning Specialist — Wealth Management to our organisation in Town of Brookfield, WI, United States.
Consider building your career as a Insurance Planning Specialist — Wealth Management at Annex Wealth Management, LLC.
The Insurance Planning Specialist — Wealth Management position in the Finance field is open for applications.
We have an opening for a Insurance Planning Specialist — Wealth Management in Town of Brookfield, WI, United States within Finance.
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