Financial Planning Associate at Annex Wealth Management LLC

Brookfield, Wisconsin, United States -

Full Time

Start Date

Immediate

Expiry Date

16 Dec, 25

Salary

0.0

Posted On

17 Sep, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Analytical Thinking, Problem Solving, Attention to Detail, Collaboration, Continuous Learning, Communication, Technical Expertise

Industry

Financial Services

Description

Description Annex HQ Are you an analytical thinker with a passion for problem-solving and a commitment to helping people achieve their financial goals? The Financial Planning Associate plays a critical role in delivering comprehensive and accurate financial planning services to our clients. This position is the technical engine of our team, responsible for conducting in-depth analysis, developing expertise in key financial planning domains, and contributing to the firm's tax services. By consistently achieving high standards in task completion and professional development, you will directly support our mission to empower clients and contribute to the growth and reputation of the Annex Financial Planning team. Annex Wealth Management – Know the Difference Join Our Growing Team at Headquarters in Brookfield, WI! 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 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. Requirements What You’ll Need to Succeed Organization and Attention to Detail: Superior organization and attention to detail for both administrative duties and technical client work. Collaborative, Team Player: A proactive, collaborative team player who is committed to putting the team before self and following established processes. Be a Sponge: A strong commitment to continuous learning and professional development, with a positive attitude and a sense of urgency toward obtaining the CFP® designation. Analytical Thinkers: Sharp-minded, intellectually curious people with a passion for problem-solving. 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.

Responsibilities

The Financial Planning Associate conducts in-depth analysis and develops expertise in key financial planning domains. They also coordinate tax administration and participate in special projects while ensuring accuracy and organization.