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Company: Annex Wealth Management LLC
Location: Brookfield
Posted on: June 9, 2024

Job Description:

Description:Join Our Growing Team in Our New Headquarters in Brookfield!!!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 6-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 an elite, 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 YouTube, Money Talk on WTMJ; The Investment Show on WISN; and The Annex Wealth Management Show on WHBY and WFSX.TraderOur team is comprised of passionate, forward-thinking professionals eager to take on the challenge of meeting client's unique wealth management goals. We are looking for a candidate that is inspired by our values and motivated to help people achieve their investment, financial, and life goals.The Trader executes the day-to-day implementation of model investment strategies. This entry level position works alongside the Investment Committee in managing client portfolios. The Trader plays an integral role of liaison between the Wealth Managers, Client Service Managers, and the Investment Management team.Your Role

  • Execute trades within client portfolios that include rebalancing, raising cash & investing new cash
  • Enhance the tax efficiency of client portfolios and carry out tax loss harvesting strategies
  • Assist Wealth Managers and Client Service Managers with policies and procedures related to investment management
  • Recommend and implement transition plans to realign recently transferred assets in accordance with clients' stated asset allocation strategy
  • Works to assist other members of Trading and Research teams.
  • Collaborate with the Operations and Compliance departments to ensure investment team's adherence to firm policies and guidelines Requirements:What We Are Looking For
    • Bachelor's degree in Finance or Economics or related degree
    • 1-3 years of research, trading, and portfolio management experience
    • Series 65 or willingness to pursue
    • Experience working in a fast paced, team environment
    • Experience with Excel, Black Diamond, Eze preferredWhat You Can ExpectIn return for your leadership, talent, time, and commitment, we offer the competitive compensation and benefits you would expect of an industry leader, including paid short and long term disability, vacations, and a 401(k) plan.Equal Employment OpportunityAnnex Wealth Management is an equal opportunity employer. We are committed to providing a work environment free from discrimination and harassment. All employment decisions are based on qualifications, merit, and business needs. We do not discriminate based on race, color, religion, national origin, sex, age, disability, genetic information, or any other protected status. We encourage applicants of all backgrounds to apply.PI63761a9bfc2f-31181-34286526

Keywords: Annex Wealth Management LLC, Wauwatosa , Trader, Accounting, Auditing , Brookfield, Wisconsin

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