Wealth Manager - Mequon

Company: Annex Wealth Management LLC
Location: Mequon
Posted on: January 27, 2023

Job Description:

Description: 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. This allows the Wealth Manager to focus on:Regularly meeting with clients to help coordinate their financial, tax, and estate plans utilizing the expertise of our in-house teamsCoordinating the investment strategy with our investment team to help best accomplish the above goalsMeeting with prospective clients to show them how Annex works and explore if a working relationship would be valuable to themRequirements: Your RoleConduct initial portfolio reviews with prospects and clients to determine or validate current investment objectives and prepare recommendations of appropriate investment models and allocationsParticipate in data gathering, risk tolerance, and goal setting exercises with new prospective clients and deliver the initial framework for a financial planResponsible for engaging in business development (to include prospecting, development of external and internal referral sources, use of personal and professional contacts) to deliver resultsBuild and maintain excellent working relationships with internal partners and teammatesAdhere to internal and external policies and procedures regarding securities transactions and code of ethicsPI201750938

Keywords: Annex Wealth Management LLC, Milwaukee , Wealth Manager - Mequon, Executive , Mequon, Wisconsin