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Wealth Advisor

Annex Wealth Management | Madison, United States | Posted July 04, 2026

Position Overview

Description Ready to ignite growth by driving meaningful AUM and mentoring a team, operating exclusively as a fee-only fiduciary?

Annex Wealth Management – Know the Difference

Join Our Growing Team at our Madison branch.

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 ...

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