Associate Wealth Manager (with 2-3 years experience)
Company: Annex Wealth Management LLC
Location: Brookfield
Posted on: April 19, 2024
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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.Associate Wealth ManagerOur 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 Associate Wealth Manager (AWM) is the pathway to
become a full Wealth Manager. The AWM assists the Wealth Manager in
advancing trusted relationships with clients and is responsible for
maintaining client contact, servicing client needs and
troubleshooting problems.Your Role
Keywords: Annex Wealth Management LLC, Wauwatosa , Associate Wealth Manager (with 2-3 years experience), Executive , Brookfield, Wisconsin
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here to apply!
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