Financial Advisor in Training

Baird
United States
Workplace: OnsiteFull timeFunction: Education & TrainingEducation: bachelorsSkills: ["Communication","Presentation","Coachable","Teamwork","Entrepreneurial mindset"]

Join a structured, multi-year Financial Advisor Training Program designed to develop confident, capable advisors through licensing (Series 7, 66, Life & Health) and hands-on client planning. You’ll shadow senior advisors, support client planning, build performance reports, and progressively lead advisory discussions while learning to deliver exceptional wealth management experiences.

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Baird
Baird
3 months ago

Financial Advisor in Training

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 5 days agoStatus: Live
Reposted: similar role first listed 6 months ago

Job Summary

Join a structured, multi-year Financial Advisor Training Program designed to develop confident, capable advisors through licensing (Series 7, 66, Life & Health) and hands-on client planning. You’ll shadow senior advisors, support client planning, build performance reports, and progressively lead advisory discussions while learning to deliver exceptional wealth management experiences.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Education & Training

Key Responsibilities

  • •Pass all required licensing (Series 7, 66, Life & Health) and train incoming Associate Financial Advisor/Client Specialist successors as applicable.
  • •Prepare for, attend, and shadow senior advisors in client meetings and calls; take meeting notes and complete all follow-up tasks.
  • •Memorialize and support the team service model and Standard of Care, including building performance reports.
  • •Research investment solutions and assist senior advisors with portfolio‑related analysis and tasks.
  • •Develop team marketing/branding and value proposition, and lead brokerage‑to‑fee conversion conversations with clients.

Key Requirements

  • •Bachelor’s Degree
  • •Minimum 3 years of professional experience prior to entering the four-year development path
  • •Currently have or the ability to obtain SIE, Series 7, Series 66 (or 63 and 65), and Life & Health Insurance
  • •Pursuit of advanced designations throughout the program preferred (AAMS, CFP, CDFA, CFA, CIMA, SPWA, CWS, TPCP)
  • •Strong interpersonal, communication, and presentation skills
Experience:FinanceWealth managementFinancial planning
Education:Bachelor's
Skills:CommunicationPresentationCoachableTeamworkEntrepreneurial mindset
Licenses:Series 7Series 66Life & Health Insurance
Certifications:Series 7Series 66Life & Health Insurance

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
WebsiteLinkedIn