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Annex Wealth Management
The Insurance Planning Associate supports insurance and annuity planning within a comprehensive, fiduciary financial planning framework at Annex Wealth Management. This role focuses on analyzing existing coverage, evaluating planning gaps, and assisting wealth managers with client-specific insurance solutions. The position offers a collaborative team environment with opportunities for professional growth and education in insurance planning.
Annex Wealth Management delivers comprehensive, custom-tailored wealth management services to each client. Our fiduciary commitment and fee-only compensation help nurture a relationship rooted in trust.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Annex Wealth Management.
Annex Wealth Management didn’t post a salary, so this is our estimate from similar listings.
12% above the average for this role
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