Associate Financial Advisor

Baird
Pittsburgh
Workplace: OnsiteFull timeFunction: Finance & AccountingEducation: bachelorsSkills: ["Presentation","Interpersonal communication","Written communication","Independent work","Self-starter","Customer-facing collaboration"]

Help a Financial Advisor deliver sophisticated wealth management solutions by reviewing and analyzing data to create customized annual financial plans. Partner to deliver plans to clients, support financial education, and identify and document opportunity closes. Serve as a specialist for financial planning topics, monitor client-related revenues, and assist with marketing activities to grow planning business. Requires relevant licenses and at least three years of client-facing investment experience.

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Baird
Baird
4 days ago

Associate Financial Advisor

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Last checked: 20 hours agoStatus: Live

Job Summary

Help a Financial Advisor deliver sophisticated wealth management solutions by reviewing and analyzing data to create customized annual financial plans. Partner to deliver plans to clients, support financial education, and identify and document opportunity closes. Serve as a specialist for financial planning topics, monitor client-related revenues, and assist with marketing activities to grow planning business. Requires relevant licenses and at least three years of client-facing investment experience.
Location: Pittsburgh
Workplace: Onsite
Employment Type: Full time
Job Function: Finance & Accounting

Key Responsibilities

  • •Review, research, and analyze data to create customized annual financial plans for clients.
  • •Deliver financial plans to clients in partnership with the Financial Advisor/Team.
  • •Provide or lead financial education (e.g., long-term planning, Social Security/Medicare, tax return reviews).
  • •Research relevant news to share with clients as an added touch point.
  • •Document, follow up, and support the closing of opportunities identified from the financial planning process.

Key Requirements

  • •Undergraduate degree in Finance, Accounting, Economics, or equivalent.
  • •Must have or be committed to pursuing CFP, CPWA, JD or equivalent within one year of starting.
  • •Must hold SIE and Series 7/66 or Series 7/63/65 licenses.
  • •Minimum three years of investment experience in a client-facing role.
  • •Excellent presentation skills with strong interpersonal and written communication abilities.
Education:Bachelor's in Finance, Accounting, Economics
Skills:PresentationInterpersonal communicationWritten communicationIndependent workSelf-starterCustomer-facing collaboration
Licenses:SIESeries 7/66Series 7/63/65
Certifications:CFPCPWAJD

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