Hybrid 401(k) Relationship Manager bei Annex Wealth Management LLC

Description

Annex Wealth Management – Know the Difference 

Join Our Growing Team at Headquarters in Brookfield, WI! (On-site gym included)!

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 registered investment advisor 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 you do, we’d love to hear from you. 

What You’ll Do 

This role's primary purpose is to retain corporate retirement clients by developing and maintaining collaborative relationships. A secondary responsibility is to facilitate the integration of our Associate Wealth Manager's suite of comprehensive services to support the financial planning needs of the client’s workforce. 

• Client Retention: Be the go-to person for our clients, from onboarding new accounts to maintaining long-term partnerships
• Plan & Investment Oversight: Lead comprehensive plan reviews and coordinate investment reporting, ensuring all strategies are aligned with client goals
• Client & Participant Engagement: Serve as the primary contact for all inquiries, hosting engaging client reviews and one-on-one meetings to provide personalized guidance
• Fund & Administration: Take charge of all fund changes and administrative tasks, ensuring seamless and accurate execution

Requirements

What You’ll Need to Succeed 

• Proven Experience: 2–3 years of experience in qualified plans or related fields, with a strong interest in Retirement Plan Services
• Certifications: A Series 65 securities license is required (or a willingness to obtain it within six months of hire)
• Work Style: You thrive in an autonomous environment and can manage tasks with minimal supervision
• Team Approach: A proactive team player who is ready to handle administrative duties to support overall team success

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: 

• Benefits: Our benefits package includes medical, dental, and vision insurance, as well as a 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 

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.