Estate Planning Attorney Strategic Wealth Counsel Job at Annex Wealth Management, Brookfield, WI

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  • Annex Wealth Management
  • Brookfield, WI

Job Description

Annex Wealth Management, LLC. is seeking an Estate Planning Attorney to act as the firm’s estate planning expert, coordinating with wealth management, tax, and planning teams to implement recommendations smoothly.

The role emphasizes client education, collaboration with internal teams, and coordination with outside counsel to strengthen the client experience. Ideal candidates will have a JD with at least 3 years’ estate planning experience, strong communication and problem-solving skills, and a

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