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Annex Wealth Management

Fiduciary wealth management and planning for individuals and businesses.

financial-serviceswealth-management
annexwealth.com ↗
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Company facts

Founded
2001
Employees
125
Headquarters
United States
Type
Private
Subsidiaries
Annex Insurance Services LLC, Annex Advisory Services LLC, Annex Tax Services LLC

Open positions

7 jobs
Annex Wealth Management
3 views 3 days ago

Senior Tax Manager

Open 75d On-siteNorth AmericaFull-timeSenior
United States
Brookfield

Brookfield, WI Are you an experienced Senior Level Tax Manager who enjoys doing tax prep, but want something different? Maybe you’re after a more reasonable workload, a truly collaborative team environment, or to move…

Business Development
Annex Wealth Management
4 views 3 days ago

Wealth Manager/Senior Wealth Manager

Open 75d North AmericaSenior
United States
Madison or Appleton

Appleton & Madison WI Annex is a fee-only fiduciary firm. That means our Wealth Managers are salaried professionals charged with always doing what’s right for the client . Wealth Managers do not have conflicts of…
Annex Wealth Management
3 views 3 days ago

Supervisor of Client Service

Open 75d North America
United States
Delafield

Are you excited by a role that lets you lead with influence and contribute directly as a player-coach ? About the Role The Supervisor of Client Service is a true player - coach who leads the team while actively working…
Annex Wealth Management
3 views 3 days ago

Associate Wealth Manager - Whitefish Bay

Open 75d North America
United States
Whitefish Bay, WI

Whitefish Bay, WI Unlock your future in wealth management: The Associate Wealth Manager role is your direct pipeline to potentially becoming a Wealth Manager at our firm! The purpose of the Associate Wealth Manager is…

Business Development
Annex Wealth Management
3 views 3 days ago

Client Service Manager - Madison or Delafield

New North America
United States
Madison or Delafield, WI

Multiple Locations in WI Are you an organized, client-focused individual ready to be a primary point of contact for clients? Client Service Manager We are seeking an exceptionally organized and client-centric…
Annex Wealth Management
3 days ago

Talent Acquisition Specialist

New North AmericaInternshipIntern
United States
Brookfield

Brookfield, WI Ready to make an immense impact by helping build the talent that fuels innovation, strengthens culture, and drives organizational success? The Talent Acquisition Specialist plays a pivotal role in…

Candidate Experience Talent Sourcing
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Annex Wealth Management
3 days ago

Client Service Manager - Brookfield

New North America
United States
Brookfield, WI

Client Service ManagerBrookfield, WI (On-Site) Are you an organized, client-focused individual ready to be a primary point of contact for clients? Client Service Manager We are seeking an exceptionally organized and…