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Estate Planning Attorney - Brookfield, WIAnnex Wealth Management · Brookfield, WI
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Annex Wealth Management

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Estate Planning Attorney - Brookfield, WI

🗓️ Posted 2026-10-07 Brookfield, WI Hybrid Legal
💰 Salary Not shared 📊 Market US$8,333–US$16,667/mo

About the Company

Know The Difference Annex is a fast-growing registered investment advisor founded with the goal of serving the complete financial needs of family, individual and business clients. We've earned a reputation for excellence in our industry by providing comprehensive and objective services. We strive to understand the nature and special circumstances of each of our clients, focusing on their personal financial situation, and providing ongoing management and solutions. We believe that integrity, customer service and hard work are the foundations for everything else we do. We are committed to working with our clients as a fiduciary providing independent and unbiased advice. In doing so, we strive to provide objective, creative and focused planning. We educate and explain in order to help our clients understand their financial situation and assist in the decision-making process. Financial Services Specialties: fiduciary, finance, retirement, savings, financial advice, 401k, investment, advisor, technology, trust, team

Responsibilities

  • ● Estate Planning Attorney
  • ● Brookfield, WI
  • ● The Estate Planning Attorney is a key strategic partner in helping clients protect what matters most-bringing together estate, trust, wealth transfer, charitable, and business succession planning to create clear, effective, and future focused strategies. This role serves as the firm's estate planning expert, uncovering opportunities, evaluating existing plans, educating clients and advisors, and coordinating with outside counsel to ensure every recommendation is implemented smoothly. By working closely with our wealth management, financial planning, tax, and wealth strategist teams, the Estate Planning Attorney strengthens the overall client experience and supports advanced planning needs .
  • ● What This Role Does
  • ● Independent Engagement - Able to handle all estate planning tasks on their own with little oversight
  • ● Client Experience - Regularly meets with clients for estate planning introductions and reviews of both simple and complex estate plans
  • ● Collaboration - Contributor to client events and webinars as a presenter and content creator. Collaborate with internal team members to provide a spectrum of comprehensive planning.
  • ● Annex Wealth Management - Know the Difference
  • ● 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:
  • ● Accountability
  • ● 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.
  • ● What You'll Need to Succeed
  • ● Communication Skills - Excellent interpersonal communication skills, with the ability to explain complex ideas and strategies in an easy-to-understand manner.
  • ● Problem-Solving Skills - Capable of understanding how a client's estate plan interacts with their financial, tax, and investment planning.
  • ● Emotional Intelligence - Deep empathy for client needs and expectations, while designing thoughtful interactions that feel proactive, personal and in the "Annex Way."
  • ● Technical Proficiency - Comfortable presenting during client webinars and live events and drafting related content. Knowledge of financial planning software (eMoney), CRM systems, estate planning software (Vanila), and other relevant technology platforms a plus.