Insurance Planning Associate - Brookfield, WI Brookfield, WI

Brookfield, WI

Want to be the architect of lasting client relationships and a champion for their financial well-being?

Insurance Planning Associate

This role’s primary purpose is to support insurance and annuity planning within a comprehensive, fiduciary financial planning framework. You will focus on analyzing existing coverage, evaluating planning gaps, and assisting wealth managers with thoughtful, client‑specific insurance solutions. We offer a collaborative, team‑oriented environment with a reasonable and balanced workload.

• Insurance Policy Review & Analysis
  ?– Review existing life insurance, annuity, and related policies that clients bring to the firm. Assess policy structure, costs, performance, and suitability relative to the client’s financial plan
• Coverage Assessment –Help determine whether clients have an appropriate level and type of life insurance or annuity exposure based on goals such as income replacement, legacy planning, retirement income, or risk management
• Planning & Illustration Support
  – Coordinate with clients and insurance carriers to obtain in‑force illustrations, request policy updates or modifications, and gather detailed policy data needed for analysis. Prepare clear summaries and comparison to support planning decisions
• Insurance Strategy Development
  ?– Under mentorship, learn and support insurance planning strategies used in wealth management, including permanent versus term insurance analysis, annuity income planning, and long‑term care solutions.?
• Advisor Collaboration
  ?– Assist financial advisors who are not insurance or annuity specialists by serving as a technical resource, helping them understand and deliver effective insurance and annuity planning recommendations to clients.?
• Operational Contribution
  ?– Contribute suggestions to refine operational processes for the insurance planning team.
• Ongoing Education
  ?– Stay informed on insurance products, carrier updates, regulatory changes, and evolving best practices in insurance and annuity planning

Join Our Growing Team in Madison!

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.

At Annex Wealth Management, our values aren’t just words – they guide how we work every day:

• 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.

• Insurance & Annuity Experience – 0-3 years of experience working with insurance and or annuity products in a sales, service, support, or planning capacity.
• Professional Aspirations
  – Interest in building a long‑term career in financial planning…