Client Acquisition Associate at Annex Wealth Management LLC

Brookfield, Wisconsin, United States -

Full Time

Start Date

Immediate

Expiry Date

20 May, 26

Salary

0.0

Posted On

19 Feb, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Prospect Research, Outbound Outreach, Lead Qualification, Discovery Meeting Scheduling, CRM Management, Data Accuracy, Messaging Alignment, Sales Leadership Collaboration, Activity Target Achievement, Professionalism, Communication, Coachability, Organization, Attention To Detail, Technology Proficiency

Industry

Financial Services

Description

Description Your launchpad into wealth management – get rewarded for the results you create! Client Acquisition Associate Ready to launch your career in wealth management? The Client Acquisition Associate jump-starts Annex’s growth by finding prospects, sparking real conversations, and booking qualified meetings for our Wealth Advisors. This role blends structured training with hands-on sales experience to build confidence, communication skills, and long-term career momentum. With consistent outreach, sharp CRM habits, and close partnership with sales leadership, you’ll fuel our pipeline, help more families access fiduciary guidance, and earn competitive, performance-driven compensation along the way. What You’ll Do Lead/Prospect Research & Identification: Conduct research to identify individuals who fit Annex’s ideal client profile, leveraging marketing-generated lists and other approved sources to ensure high-quality outreach. Outbound Outreach & Initial Engagement: Proactively contact prospects through phone, email, SMS to spark conversations, build interest, and create positive first impressions. Lead Qualification & Sales Readiness Assessment: Evaluate inbound and outbound leads to determine interest, fit, and readiness – ensuring only well-qualified opportunities move forward. Discovery Meeting Scheduling: Schedule discovery meetings for Wealth Advisors, ensuring all necessary details are captured, documented and communicated. CRM Management & Data Accuracy: Maintain clean, accurate and current records in all CRM systems, ensuring activities, notes, and lead status updates are thoroughly documented. Messaging Alignment & Collaboration: Collaborate with sales leadership and team members to refine outreach scripts and messaging strategies based on real-time feedback while adhering to compliance standards. Activity Targets & Performance Consistency: Meet or exceed weekly and monthly outreach and meeting-setting targets with strong follow-through. Work Ethic & Professionalism: Demonstrate reliability, organization, punctuality, and accountability while maintaining a professional demeanor in all interactions. Requirements What You’ll Need to Succeed Education and Experience: 0-2 years of experience in sales, customer service, or client-facing roles; sales exposure is helpful but not required. User-Focused Communication: Excellent communication skills with a service-first mindset, communicate with confidence to professionals and prospects. Coachability & Growth Mindset: Openness to feedback, passionate about continuous learning, and enthusiasm for skill development in a structured environment. Organization & Attention to Detail: Ability to manage multiple tasks, keep accurate CRM records, and maintain organized workflows. Technology Proficiency: Ability to learn and develop proficiency with internal systems, CRM tools, and relevant software. 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 we do, we'd love to hear from you. Annex Wealth Management – Know the Difference Join Our Growing Team at our Headquarters in Brookfield, WI! (On-site gym)! 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 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, our multiple podcasts, “Money Talk” on WTMJ; “The Investment Show” on WISN; and “The Annex Wealth Management Show” on WHBY and WFSX. 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: Medical, Dental, and Vision Insurance 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 Parental Leave Opportunities for professional growth and development Holiday & Summer hours Casual Fridays 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.

Responsibilities

The Client Acquisition Associate will fuel the company's pipeline by conducting research to identify ideal client prospects, engaging them through proactive outreach via phone, email, and SMS, and scheduling qualified discovery meetings for Wealth Advisors. This role requires maintaining accurate CRM records, adhering to compliance standards, and consistently meeting activity targets.