Annex Wealth Management

Annex Wealth Management LLC - Office Administrator

Office Administrator

1+ years office administrative experience; associate or bachelor's degree; strong communication and organizational skills; proficient with Microsoft Office and office software.

Annex Wealth Management LLC

Tax Manager

CPA/EA/tax attorney; 5+ years individual tax prep; wealth management focus; CFP/PFS preferred or willing to obtain; Series 65 within 180 days; strong communication and teamwork; proficient tax software.

Annex Wealth Management LLC - Client Service Manager - Appleton

Client Service Manager

Two+ years in a client-facing role; financial knowledge; highly organized; strong communication and interpersonal skills; team-oriented.

Wealth Advisor

5+ years wealth advisory experience; CFP preferred; Bachelor’s in Finance/Business/Economics; must obtain CFP if not held within 24 months; proficiency in wealth platforms and client development.

Annex Wealth Management LLC - Client Service Manager - Private Client Team

Two+ years in a client-facing role within wealth management; strong organizational, communication, and multitasking; knowledge of financial planning/investment tools; CRM experience.

5+ years wealth advisory experience; CFP preferred; Bachelor's in Finance/Business/Economics; must obtain CFP within 24 months if not already held.

Annex Wealth Management LLC - General Application

General Application

General application for Annex Wealth Management LLC; no specific qualifications listed.

Title	Location	Date
Annex Wealth Management LLC - Office Administrator Full Time · 1+ YOE Delafield, Wisconsin, United States · Onsite	Delafield, Wisconsin, United States Onsite	Apr 17, 2026
Tax Manager Full Time, Contract, Temporary, Internship, Part Time, Seasonal, Volunteer · 5+ YOE Brookfield, Wisconsin, United States · Onsite	Brookfield, Wisconsin, United States Onsite	Apr 16, 2026
Annex Wealth Management LLC - Client Service Manager - Appleton Full Time · 2+ YOE Appleton, Wisconsin, United States · Onsite	Appleton, Wisconsin, United States Onsite	Apr 16, 2026
Wealth Advisor Full Time · 5+ YOE Madison, Wisconsin, United States · Onsite	Madison, Wisconsin, United States Onsite	Mar 17, 2026
Annex Wealth Management LLC - Client Service Manager - Private Client Team Full Time · 2+ YOE Brookfield, Wisconsin, United States · Onsite	Brookfield, Wisconsin, United States Onsite	Jan 16, 2026
Wealth Advisor Full Time · 5+ YOE Appleton, Wisconsin, United States · Onsite	Appleton, Wisconsin, United States Onsite	Oct 13, 2025
Annex Wealth Management LLC - General Application Full Time Remote, United States · Remote	Remote, United States Remote	Jul 8, 2025

Activities	wealth managementfinancial planningtax preparationinvestment advisory servicesinsurance assessment
Headquarters	US
Industries	Wealth ManagementFinancial Services
Name	Annex Wealth Management
Employees	125
Type	Private
Parent Company	Annex HoldCo II, LLC
Subsidiaries	Annex Insurance Services LLCAnnex Advisory Services LLCAnnex Tax Services LLC
Tagline	Fiduciary wealth management and planning for individuals and businesses.
Founded	2,001
Website	annexwealth.com

Annex Wealth Management

About Annex Wealth Management