Aspiring Wealth Manager—Client-Focused Associate

Annex Wealth Management, LLC.; Whitefish Bay (WI); Presencial; USD 55 000 - 75 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Health benefits

Life & Disability Insurance

PTO

401(k) plan with employer contribution

Company events

Growth opportunities

Summer hours

Resumo da oferta

Annex Wealth Management seeks an Associate Wealth Manager in Whitefish Bay, WI to support Wealth Managers in delivering high‑quality advisory services. You will prepare client materials, attend meetings, coordinate across planning, investment and tax teams, and maintain accurate records, all without business development duties.

This role builds foundational experience in advisory processes, client relationships and operations, positioning you for long‑term growth within our fiduciary,

Qualificações

• Bachelor’s degree in Finance, Business, Economics, or related field.
• Series 65 or equivalent within 6 months (CFP in progress).
• 2+ years in financial services, wealth management, or client advisory support.
• Knowledge of financial planning strategies and portfolio management.

Responsabilidades

• Accurate & Timely Client Meeting Preparation: before scheduled client meetings.
• In-Meeting Support & Documentation: attend meetings, capture notes, track follow-ups.
• Client Request Management: respond promptly with high service standards.
• Portfolio Review Support: assist in ongoing reviews and strategy alignment.
• Cross-Functional Collaboration: work with planning, investment, and tax teams.
• Compliance & Record Maintenance: keep files compliant and up-to-date.
• Advisory Implementation Coordination: ensure timely execution with internal teams.
• Proactive Client Engagement: pre-call data management and post-meeting follow-ups.
• Annex Event Engagement: support events with attendance and follow-up.

Conhecimentos

Client-focused communication

Team-based collaboration

Organizational excellence

Technology proficiency

Cross-functional coordination

Formação académica

Bachelor's degree in Finance or related

Series 65 or equivalent

Working towards CFP

Ferramentas

CRM platforms

Wealth management tools

Financial reporting software

Descrição da oferta de emprego

Annex Wealth Management seeks an Associate Wealth Manager in Whitefish Bay, WI to support Wealth Managers in delivering high‑quality advisory services. You will prepare client materials, attend meetings, coordinate across planning, investment and tax teams, and maintain accurate records, all without business development duties.

This role builds foundational experience in advisory processes, client relationships and operations, positioning you for long‑term growth within our fiduciary,