I applied through other source. I interviewed at Annex Wealth Management in May 2026
Interview
Applied online. Got an email about setting up an intro call. I set it up but on the day of recieved an email that said they would be out of the office at that time. Rescheduled for another day and time then recieved a text saying their meeting was running late can we reschedule same time tomorrow. I replied yes and never recieved the call. Not the first time this happened with Annex. I applied for another position a few years ago. Had a call set up, I had a meeting that ran late and asked if we could reschedule. Never heard from them after.
I interviewed at Annex Wealth Management (Brookfield, WI)
Interview
Great Interview process and a great hiring staff that made me feel like they wanted me. They gave clear expectations and asked more decision based questions as opposed to analtical questions.
Interview questions [1]
Question 1
How do you handle a situation where something doesnt turn out the way you thought it would.
I applied online. The process took 3 weeks. I interviewed at Annex Wealth Management (Elm Grove, WI) in May 2022
Interview
The hiring and interview process was definitely one of the better experiences I've had! Everyone was very forthright and honest about the company, position, benefits, etc. They also had a very nice and professional office and everyone there seemed happy to be at work.
The interviews themselves were a mixture of behavioral questions (tell me about a time when) and just general conversation. It was a really nice mix.
The only thing that turned me off was the salary and benefits negotiations. I had a better offer on the table elsewhere and Annex didn't improve the initial offer much, and when one part was improved (salary), another was lessened (bonus %). So a less competitive offer combined with a wonky way of adjusting the overall offer during negotiations left me to decline the position.
Interview questions [1]
Question 1
What kind of role do you see yourself in, in 5 years and why?