Wealth Strategist - Annex Private Client
Company: Annex Wealth Management LLC
Location: Brookfield
Posted on: April 24, 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. Wealth Strategist - Annex Private Client Our 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 Private Client Wealth Strategist
provides expert advice and thought leadership for high-net-worth
and ultra-high-net-worth clients. The Wealth Strategist provides
overall wealth planning expertise, with significant depth in one or
more areas including investments, estate planning, retirement
planning, personal and business taxation, or executive
compensation. As part of the Private Client team, the Wealth
Strategist works with clients and their external accountants,
attorneys, and other advisors to design and deliver on planning
strategies and opportunities. Your Role Actively collaborate with
Private Client team members to develop planning strategies and
build advanced financial plans and tax plans for clients. The
Wealth Strategist will lead the recommendation of strategies within
his/her area of expertise. Participate in client meetings to
deliver planning strategy and solution recommendations. Participate
in new business opportunities and prospect meetings as needed to
represent Annex Private client services and capabilities.
Collaborate with Annex Wealth Management's internal professionals
and clients' external attorneys, accountants, or other advisors on
design and delivery of planning strategies. Prepare and deliver
content relevant to high-net-worth and ultra-high-net-worth clients
and prospects and centers of influence through channels such as
written pieces, radio segments, and presentations. Maintain and
grow deep subject matter expertise on tax, regulatory, and legal
issues and industry trends that impact clients. Use this knowledge
to help drive strategy and to provide support to Wealth Managers.
Requirements: What We Are Looking For Bachelor's degree and
Certified Financial Planner (CFP), CPA, or JD designation required.
Minimum of 5 years of experience working with high-net-worth
clients in an accounting firm, law firm, family office, bank, or
financial services firm. Knowledge of complex planning in areas of
investments, tax planning, financial planning, or estate planning.
Strong written and verbal communication skills with the ability to
communicate complex strategies in an easy-to-understand format.
Demonstrated ability to work on a team. Strong organizational
skills, with the ability to manage multiple priorities while
maintaining attention to detail. Proficiency with financial
planning and tax projection software (ex. eMoney, Holistiplan,
Bloomberg Tax) is a plus. Proficient in Microsoft suite of products
(Word, Excel, PowerPoint) What You Can Expect In return for your
leadership, talent, time, and commitment, we offer the competitive
compensation and benefits you would expect of an industry leader,
including paid short and long term disability, vacations, and a
401(k) plan. 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. PI80b3b5cc00ef-26276-34215888
Keywords: Annex Wealth Management LLC, Wheaton , Wealth Strategist - Annex Private Client, Other , Brookfield, Illinois
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