Associate Wealth Manager: Growth Path to Advisor

Annex Wealth Management LLC; Whitefish Bay (WI); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

401(k) plan with employer contribution

Life & Disability Insurance

Paid Time Off (PTO)

Company events

Summer hours

Professional growth and development

Job summary

Annex Wealth Management in Whitefish Bay, Wisconsin, is seeking an Associate Wealth Manager to support Wealth Managers and deliver high-quality financial advisory services. This role focuses on client materials, meeting attendance, and cross-department coordination, with no sales duties, building foundational experience in advisory processes, client relationships, and operations.

You will collaborate with planning, investment, and tax teams to support client goals, maintain accurate records, and

Qualifications

• Bachelor’s degree in Finance, Business, Economics, or related field.
• Series 65 or equivalent within 6 months; CFP in progress.

Responsibilities

• Prepare client materials and attend meetings.
• Coordinate across departments to maintain records.
• Support Wealth Managers and enhance client experience.
• Assist in advisory processes and client engagement.
• Maintain compliance and documentation.

Skills

Client-focused communication

Organizational excellence

Team-based collaboration

Financial planning knowledge

Investment knowledge

Education

Bachelor's degree in Finance/Economics/Business

Series 65 or equivalent

Tools

CRM platforms

Wealth management tools

Financial reporting software

Job description

Annex Wealth Management in Whitefish Bay, Wisconsin, is seeking an Associate Wealth Manager to support Wealth Managers and deliver high-quality financial advisory services. This role focuses on client materials, meeting attendance, and cross-department coordination, with no sales duties, building foundational experience in advisory processes, client relationships, and operations.

You will collaborate with planning, investment, and tax teams to support client goals, maintain accurate records, and