Wealth Manager
Appleton, WI · On-site
We are a proud seven-time recipient of the Milwaukee Journal Sentinel's Top Workplaces Award. Our ... If you're ready to join a culture where these values are the foundation of everything we do, we'd ...
Wealth Manager
Appleton, WI · On-site
We are a proud seven-time recipient of the Milwaukee Journal Sentinel's Top Workplaces Award. Our ... If you're ready to join a culture where these values are the foundation of everything we do, we'd ...
Wealth Manager - Appleton
WI · On-site
We are a proud seven-time recipient of the Milwaukee Journal Sentinel's Top Workplaces Award. Our ... If you're ready to join a culture where these values are the foundation of everything we do, we'd ...
Wealth Manager - Appleton
WI · On-site
We are a proud seven-time recipient of the Milwaukee Journal Sentinel's Top Workplaces Award. Our ... If you're ready to join a culture where these values are the foundation of everything we do, we'd ...
Sentinel Foundation information
What is the difference between Sentinel Foundation vs Sentinel Technician?
| Aspect | Sentinel Foundation | Sentinel Technician |
|---|---|---|
| Certifications | Typically requires foundational certifications in security or surveillance systems | Requires technical certifications related to installation, maintenance, and troubleshooting |
| Work Environment | Primarily involved in planning, system design, and overseeing security infrastructure | Hands-on role involving installation, repair, and maintenance of security equipment |
| Employer & Industry Usage | Used by security firms, government agencies, and large organizations for security system planning | Employed by security companies, tech firms, and installation services for technical tasks |
The Sentinel Foundation role focuses on planning and overseeing security systems, while the Sentinel Technician handles the technical installation and maintenance. Both roles are essential in the security industry but differ in responsibilities and required skills.
What are some unique challenges faced by professionals working at the Sentinel Foundation, and how can applicants prepare to address them?
Professionals at the Sentinel Foundation often encounter complex challenges such as managing sensitive information, working under strict confidentiality guidelines, and adapting quickly to evolving threats or humanitarian situations. Team members regularly collaborate across disciplines—including technology, legal, and field operations—to achieve the Foundation's goals. Applicants can prepare by developing strong communication skills, staying informed about global security or humanitarian issues, and demonstrating flexibility and resilience in fast-paced, high-stakes environments.
What are the key skills and qualifications needed to thrive as a Sentinel Foundation cybersecurity professional, and why are they important?
To thrive as a cybersecurity professional at the Sentinel Foundation, a solid background in information security, risk assessment, and incident response is generally required, often supported by a degree in computer science or related field. Familiarity with security information and event management (SIEM) tools, network monitoring systems, and certifications such as CISSP or CEH is typically essential. Strong analytical thinking, attention to detail, and effective communication skills help professionals excel in both technical tasks and collaboration with diverse teams. These skills are crucial for identifying vulnerabilities, mitigating threats, and ensuring the safety and resilience of digital assets.
What is a Sentinel Foundation?
A Sentinel Foundation is typically an organization or initiative focused on safeguarding communities, critical infrastructure, or sensitive information from threats such as cyberattacks, natural disasters, or other risks. These foundations may work to provide education, resources, and direct support to enhance security and resilience. The specific mission can vary, but often includes collaboration with public and private sectors to promote safety and preparedness. Sentinel Foundations may also engage in advocacy, research, and the development of innovative solutions to emerging threats.
What are popular job titles related to Sentinel Foundation jobs in Appleton, WI? For Sentinel Foundation jobs in Appleton, WI, the most frequently searched job titles are:
What job categories do people searching Sentinel Foundation jobs in Appleton, WI look for? The top searched job categories for Sentinel Foundation jobs in Appleton, WI are:
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Other
Medical, Dental, Vision, Life, Retirement, PTO
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Job description
Description
Annex Wealth Management - Know the Difference
Join Our Growing Team at our new Headquarters in Appleton!
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.
At Annex Wealth Management, our values aren't just words - they guide how we work every day:
- Knowledge
- Accountability
- Integrity
- Courage
- Respect
- Ownership
Does this resonate with you? We're looking for positive, talented individuals who naturally embody these principles in their work and interactions. If you're ready to join a culture where these values are the foundation of everything we do, we'd love to hear from you.
About the Role
Annex is a fee-only fiduciary firm. That means our Wealth Managers are salaried professionals charged with always doing what's right for the client. Wealth Managers do not have conflicts of interest in pressuring clients to buy commissionable investment or insurance products. We are looking for articulate financial professionals that are interested in doing what's right for the client without the pressure of selling products.
Key Responsibilities
- Work within the Annex Wealth Management team to provide comprehensive wealth management to the communities we service
- Facilitate the Financial Planning process by conducting meaningful discovery conversation focusing on the prospect or client's values, goals, and objectives
- Cultivate and lead clients through ongoing relationship reviews to ensure we are meeting and address their needs
- Responsible for engaging in business development (to include prospecting, development of external and internal referral sources, use of personal and professional contacts) to deliver results
- Build and maintain excellent working relationships with internal partners and teammates
- Commit to continuing education, training and talent development and act as a mentor to new team members
- Adhere to internal and external policies and procedures regarding securities transactions and code of ethics
Requirements
What You'll Need to Succeed
- Education and Certifications: CFP required. Bachelor's degree in Finance, Business, Economics, or related field.
- Experience: 5+ years of experience in wealth advisory roles.
- Investment Expertise & Portfolio Strategy: Strong understanding of investment strategies, portfolio management, and financial planning principles.
- Client-Centric Relationship Management: Exceptional relationship management skills with a client-centric approach.
- Referral & Asset Growth Leadership: Proven ability to drive referrals, organic asset growth, and retention.
- Technology-Driven Wealth Management: Proficiency in wealth management platforms, CRM systems, and financial planning tools (i.e. Salesforce, Hubspot, Black Diamond/Orion, Holistiplan, Emoney, etc).
- Client-Focused Communication: Excellent communication skills and a client-first mindset, especially in high-touch service environments.
Comprehensive Benefits
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:
- Medical, Dental, and Vision Insurance
- Life & Disability Insurance
- Paid Time Off (PTO)
- 401(k) Retirement Plan: Build your future with our 401(k) plan and employer contribution
- Company Events: We believe in celebrating wins and creating connections - whether it's through get togethers, our Annual Picnic, or company milestones
- Opportunities for professional growth and development
- Summer hours
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.
About Annex Wealth Management
Sourced by ZipRecruiter
Industry
Investment management and consulting services
Company size
51 - 200 Employees
Headquarters location
Elm Grove, WI, US
Year founded
2001