About the Role Annex is a fee-only fiduciary firm. That means our Wealth Managers are
salaried professionals charged with
always doing what's right for the client. Wealth Managers do not have conflicts of interest in pressuring clients to buy commissionable investment or insurance products. We are looking for articulate financial professionals that are interested in doing what's right for the client without the pressure of selling products.
Key Responsibilities - Work within the Annex Wealth Management team to provide comprehensive wealth management to the communities we service
- Facilitate the Financial Planning process by conducting meaningful discovery conversation focusing on the prospect or client's values, goals, and objectives
- Cultivate and lead clients through ongoing relationship reviews to ensure we are meeting and address their needs
- Responsible for engaging in business development (to include prospecting, development of external and internal referral sources, use of personal and professional contacts) to deliver results
- Build and maintain excellent working relationships with internal partners and teammates
- Commit to continuing education, training and talent development and act as a mentor to new team members
- Adhere to internal and external policies and procedures regarding securities transactions and code of ethics
Requirements
What You'll Need to Succeed - Education and Certifications: CFP required. Bachelor's degree in Finance, Business, Economics, or related field.
- Experience: 5+ years of experience in wealth advisory roles.
- Investment Expertise & Portfolio Strategy: Strong understanding of investment strategies, portfolio management, and financial planning principles.
- Client-Centric Relationship Management: Exceptional relationship management skills with a client-centric approach.
- Referral & Asset Growth Leadership: Proven ability to drive referrals, organic asset growth, and retention.
- Technology-Driven Wealth Management: Proficiency in wealth management platforms, CRM systems, and financial planning tools (i.e. Salesforce, Hubspot, Black Diamond/Orion, Holistiplan, Emoney, etc).
- Client-Focused Communication: Excellent communication skills and a client-first mindset, especially in high-touch service environments.
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:
- Medical, Dental, and Vision Insurance
- Life & Disability Insurance
- Paid Time Off (PTO)
- 401(k) Retirement Plan: Build your future with our 401(k) plan and employer contribution
- Company Events: We believe in celebrating wins and creating connections - whether it's through get togethers, our Annual Picnic, or company milestones
- Opportunities for professional growth and development
- Summer hours
We are committed to providing an environment where you can thrive and achieve your full potential.
