About this role
Senior Wealth Manager - Private Client Team at Annex Wealth Management LLC. Location: Brookfield, Wisconsin, United States. Role: advising clients, leading teams, mentoring advisors Requirements: Bachelor's degree required, 15+ years wealth management experience with HNW/UHNW clients and leadership experience; CFP or CFA preferred; proficiency with eMoney; strong communication and regulatory knowledge. Category: Finance and Accounting Seniority: Senior Level Tools: eMoney Certifications: cfp, cfa Commitment: Full Time Workplace: Onsite Languages: English