Wealth Advisor

Ready to ignite growth by driving meaningful AUM and mentoring a team, operating exclusively as a fee-only fiduciary?

Annex Wealth Management - Know the Difference

Join Our Growing Team at our Appleton branch.

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 YouTube, 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.

About the Role

Annex is a fee-only fiduciary firm. That means our Wealth Advisors are salaried professionals charged with always doing what's right for the client . Drive the growth of our firm by acquiring new clients, increasing assets under management, and expanding our market presence. You'll use your sharp business development skills to prospect internally and externally, mentor team members, and ensure exceptional client service.

Key Responsibilities

Requirements

What You'll Need to Succeed

Comprehensive Benefits

We deeply value your leadership, talent, time, and commitment. In return, we offer a total rewards package designed to recognize and appreciate your contributions.

This includes a comprehensive suite of :

We are committed to providing an environment where you can thrive and achieve your full potential.

Equal Employment Opportunity : Annex 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.