Baird

1 month ago

Financial Advisor in Training

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 4 hours agoStatus: Live

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

Website LinkedIn

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Baird

1 month ago

Financial Advisor in Training

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 4 hours agoStatus: Live

Job Summary

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

Industry: Wealth Management

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Established Company

Headquarters: Milwaukee, United States

Founded: 1919

Website LinkedIn