Jobs at Annex Wealth Management, LLC

Prepare individual tax returns using CCH Axcess, support estimated payments and withholding calculations, and develop proactive tax strategies such as Roth conversions, charitable giving, equity compensation, and capital gain harvesting. Collaborate with financial advisors, learn financial planning software, stay current on tax law, and potentially advise wealth management clients. The role includes mentorship, ongoing education, and no sales or time-tracking responsibilities.

Serve as the primary Wealth Manager for existing clients, delivering high-touch fiduciary advice, strategic financial planning, portfolio guidance, and proactive relationship management. Develop market-informed financial strategies, support referrals and asset growth, mentor Associate Wealth Managers, and collaborate across planning, portfolio management, compliance, and client experience teams. The role requires strong investment expertise, client communication, relationship management, and proficiency with wealth management, CRM, and financial planning platforms.

Support insurance and annuity planning within a fiduciary wealth-management framework. Responsibilities include reviewing policies, assessing coverage gaps, analyzing costs and performance, obtaining illustrations, preparing client-specific comparisons, supporting insurance strategies, assisting advisors, improving processes, and staying current on products and regulations.

Manage complex individual tax return reviews, develop tax planning strategies for high-net-worth clients, collaborate with wealth managers and financial planners, educate clients on tax matters, maintain tax expertise, and adopt technology to improve preparation and planning efficiency. The role requires no sales or business development responsibilities.

Support Wealth Managers by preparing client materials, attending meetings, documenting action items, responding to client requests, coordinating advisory implementation, maintaining compliant records, and collaborating with planning, investment, and tax teams. Build advisory process experience without business development or sales responsibilities.