Baird

3 weeks ago

Associate Financial Advisor

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 6 hours agoStatus: Live

Job Summary

Assist a Financial Advisor in delivering sophisticated wealth management solutions to individuals and families. Focus areas include portfolio management, investment analysis, asset allocation studies, and client reporting, with opportunities to contribute to business development and enhance client service within a collaborative wealth management team.

Location: Seattle

Workplace: Onsite

Employment Type: Full time

Job Function: Consulting & Advisory

Seniority: Entry level

Key Responsibilities

•Guide the investment decision process by analyzing existing and potential opportunities and aiding in performance analysis and reporting functions.
•Create asset allocation studies utilizing data collected in the client profiling process.
•Ensure knowledge of entire investment solution suite and recommend investment solutions to the Financial Advisor or for client use based upon clients’ needs and constraints.
•Monitor portfolios and implement portfolio changes.
•Prepare client reports and maintain models and trade activity history.

Pay and Benefits

Salary: USD 71,800 - 97,100 annually

Key Requirements

•Undergraduate degree in Finance, Accounting, Economics or equivalent.
•Must hold or pursue professional designations (e.g., CFP, CPWA, JD) within one year of starting the role.
•Must hold SIE, Series 7/66 or Series 7/63/65 licenses.
•Minimum of three years of investment experience in a client-facing role.
•Excellent presentation, interpersonal and written communication skills.

Experience:3+ yearsFinanceWealth managementInvestment

Education:Bachelor's

Skills:CommunicationProblem-solvingInterpersonal

Licenses:SIESeries 7/66Series 7/63/65

Certifications:CFPCPWAJDSIESeries7Series66Series63Series65

Languages:English

Company Brief

Baird

Robert W. Baird & Co. is an employee-owned financial services firm providing wealth management, investment banking, asset management, and capital markets services to individuals, institutions, and corporations across the U.S. and internationally.

Industry: Wealth Management

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Established Company

Headquarters: Milwaukee, United States

Founded: 1919

Website LinkedIn

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Baird

3 weeks ago

Associate Financial Advisor

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 6 hours agoStatus: Live

Job Summary

Location: Seattle

Workplace: Onsite

Employment Type: Full time

Job Function: Consulting & Advisory

Seniority: Entry level

Key Responsibilities

•Guide the investment decision process by analyzing existing and potential opportunities and aiding in performance analysis and reporting functions.
•Create asset allocation studies utilizing data collected in the client profiling process.
•Ensure knowledge of entire investment solution suite and recommend investment solutions to the Financial Advisor or for client use based upon clients’ needs and constraints.
•Monitor portfolios and implement portfolio changes.
•Prepare client reports and maintain models and trade activity history.

Pay and Benefits

Salary: USD 71,800 - 97,100 annually

Key Requirements

•Undergraduate degree in Finance, Accounting, Economics or equivalent.
•Must hold or pursue professional designations (e.g., CFP, CPWA, JD) within one year of starting the role.
•Must hold SIE, Series 7/66 or Series 7/63/65 licenses.
•Minimum of three years of investment experience in a client-facing role.
•Excellent presentation, interpersonal and written communication skills.

Experience:3+ yearsFinanceWealth managementInvestment

Education:Bachelor's

Skills:CommunicationProblem-solvingInterpersonal

Licenses:SIESeries 7/66Series 7/63/65

Certifications:CFPCPWAJDSIESeries7Series66Series63Series65

Languages:English

Company Brief

Baird

Industry: Wealth Management

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Established Company

Headquarters: Milwaukee, United States

Founded: 1919

Website LinkedIn