Job Description

Annex Wealth Management – Know the Difference

Join Our Growing Team in Our New Headquarters in Brookfield (gym included)!

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 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.

Trader

The primary purpose of the Investments Trader role is to execute accurate and timely trades in alignment with firm strategies, contributing directly to the efficiency and integrity of Annex's investment operations. This role is critical in minimizing trade errors, ensuring precise case and task completion, and effectively implementing firm-wide trading changes, thereby safeguarding client assets and supporting the firm's financial objectives. The Trader's commitment to continuous learning and collaboration fosters a positive team environment and strengthens the overall effectiveness of the investment operations department.

What You’ll Do

• Portfolio Trading: Execute trades within client portfolios, including rebalancing, raising cash, and investing new funds
• Tax Efficiency: Enhance the tax efficiency of client portfolios and carry out tax-loss harvesting strategies
• Policy Support: Assist Wealth Managers and Client Service Managers with policies and procedures related to investment management
• Asset Transition Planning: Recommend and implement transition plans to realign recently transferred assets in accordance with clients’ stated asset allocation strategy
• Team Support: Work to assist other members of the Trading and Research teams
• Compliance Collaboration: Collaborate with the Operations and Compliance departments to ensure the investment team adheres to firm policies and guidelines

Preferred Qualifications

• Proven Experience: 2+ years of research, trading, and portfolio management experience
• Education: Bachelor’s degree in Finance or Economics or related degree
• Certifications: Series 65 or willingness to pursue
• Industry Exposure: Experience working in a fast paced, team environment
• Software: Experience with Excel, Black Diamond, Eze preferred
• Market Knowledge: Thorough understanding of the financial markets
• Fiduciary Commitment: Passion for providing a fiduciary standard of care to clients
• Team Approach: Positive, proactive, collaborative member of the trading team. Active learner, active participant in team meetings, positive contributor to team and contributes positively to team and firm morale and culture

What You Can Expect

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, opportunities for professional growth and development, summer hours, and eight paid holidays throughout the year. Our benefits package includes medical, dental, and vision insurance, as well as a 401(k) plan to help you secure your financial future. 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.

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