Associate Financial Advisor

Baird
Milwaukee
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditExperience: 5+ yearsEducation: bachelorsSkills: ["Communication","Coaching","Leadership","Compliance mindset","Goal orientation","Strategic management"]

Oversee branch operations while leading recruiting, coaching, and development of Financial Advisors and support staff. Drive local revenue growth and profitability, manage budgets and expenses, and partner with Wealth Centers to hit WM metric goals. Ensure compliance and legal requirements are met, address associate relations and staffing metrics with HR, and represent the branch as a local community ambassador.

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Baird
Baird
1 day ago

Associate Financial Advisor

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Source: Company careers pageValidated by: Fursa AI
Last checked: 10 hours agoStatus: Live
Reposted: similar role first listed 3 months ago

Job Summary

Oversee branch operations while leading recruiting, coaching, and development of Financial Advisors and support staff. Drive local revenue growth and profitability, manage budgets and expenses, and partner with Wealth Centers to hit WM metric goals. Ensure compliance and legal requirements are met, address associate relations and staffing metrics with HR, and represent the branch as a local community ambassador.
Location: Milwaukee
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Manager level

Key Responsibilities

  • •Oversee branch operations, managing Financial Advisors and support staff.
  • •Lead recruiting efforts for Financial Advisors, including sourcing, follow-up, and recruiting success.
  • •Coach and develop next-gen and experienced Financial Advisors; help associates understand PWM’s strategy.
  • •Drive revenue growth and profitability, including office and budget management.
  • •Manage compliance and legal issues and partner with HR on associate relations and staffing metrics.

Key Requirements

  • •Bachelor’s degree required.
  • •5+ years of industry experience.
  • •Must hold SIE, Series 7 and 66, 9, 10, Life, Health, and Variable Annuity Insurance Licenses.
  • •Strong communication skills with the ability to ask probing questions and respond clearly and candidly.
  • •Ability to manage legal and compliance issues and uphold ethics/compliance.
Experience:5+ yearsFinancial servicesWealth management
Education:Bachelor's
Skills:CommunicationCoachingLeadershipCompliance mindsetGoal orientationStrategic management
Licenses:SIESeries 7Series 66Series 9Series 10Life insurance licenseHealth insurance licenseVariable Annuity insurance license

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