Annex Wealth Management · 2 hours ago
Financial Planning Associate
Brookfield, WI
Full-time
Onsite
New Grad, Entry LevelAnnex Wealth Management is a privately held, full-service registered investment advisor acting as a fiduciary for individuals, families, and businesses. The Financial Planning Associate plays a critical role in delivering comprehensive and accurate financial planning services to clients, conducting in-depth analysis, and contributing to the firm's tax services.
Business Information SystemsConsultingFinancial Services
Responsibilities
Perform in-depth personal financial planning analysis and research, developing technical subject matter expertise
Coordinate tax administration during tax season, managing workflows with precision and handling a manageable volume of low-stakes client interactions
Participate in special projects and other administrative duties, ensuring accuracy and organization in all production
Develop and refine communication skills to become an expert on technical financial planning topics, leading to eventual unsupervised client meetings and external opportunities in radio, video, or writing
Qualification
Required
Superior organization and attention to detail for both administrative duties and technical client work
A proactive, collaborative team player who is committed to putting the team before self and following established processes
A strong commitment to continuous learning and professional development, with a positive attitude and a sense of urgency toward obtaining the CFP® designation
Sharp-minded, intellectually curious people with a passion for problem-solving
Benefits
Medical, dental, and vision insurance
401(k) plan to help you secure your financial future
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
Company
Annex Wealth Management
Annex is an investment advisor that serving the complete financial needs of family, individual and business clients.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Naomi Ackley
Chief Compliance Officer
Recent News
2025-10-30
BizTimes Milwaukee
2025-09-13
Company data provided by crunchbase