Company · 4 open roles
Careers at Annex Wealth Management LLC
Annex Wealth Management LLC has 4 active roles on ResuMinder right now. Score your CV instantly and use the ResuMinder extension to apply in seconds — no manual form-filling.
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4 positions at Annex Wealth Management LLC
Client Service Manager - Madison
Annex Wealth Management LLC·Madison, Wisconsin, United States
Client Service Manager - Madison at Annex Wealth Management LLC. Location: Madison, Wisconsin, United States. Role: managing transactions, resolving inquiries, coordinating relationships Requirements: 2+ years client-facing experience in investment/wealth management or brokerage;…
Client Operations Specialist
Annex Wealth Management LLC·Wisconsin, United States
Client Operations Specialist at Annex Wealth Management LLC. Location: Wisconsin, United States. Role: opening accounts, processing requests, resolving issues Requirements: Perform back-office operations including account setup, money-movement processing (cashiering, ACH, interna…
Wealth Manager
Annex Wealth Management LLC·Appleton, Wisconsin, United States
Wealth Manager at Annex Wealth Management LLC. Location: Appleton, Wisconsin, United States. Role: providing wealth, conducting discovery, cultivating relationships Requirements: CFP required, Bachelor's in Finance/Business/Economics, 5+ years in wealth advisory, strong investmen…
Senior Wealth Manager - Private Client Team
Annex Wealth Management LLC·Brookfield, Wisconsin, United States
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 cli…