Teams at Annex Wealth Management, LLC

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.

Drive new 401(k) plan business through prospecting and consultative sales (≈60%) and manage client retention, plan reviews, participant education, fund changes, and administrative duties (≈40%). Collaborate internally to integrate financial planning resources.