Annex Wealth Management LLC • Brookfield, WI 53045
Job #2688202030
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.
Trader
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 Trader executes the day-to-day implementation of model investment strategies. This entry level position works alongside the Investment Committee in managing client portfolios. The Trader plays an integral role of liaison between the Wealth Managers, Client Service Managers, and the Investment Management team.
Your Role
Requirements:
What We Are Looking For
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.
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