Associate Financial Advisor

Baird
United States
Workplace: OnsiteFull timeUSD 59,300 - 80,200 annuallyFunction: Consulting & AdvisoryExperience: 3+ yearsEducation: bachelorsSkills: ["Communication","Presentation","Interpersonal","Written communication","Self-motivation"]

The role supports a senior Financial Advisor or team to deliver sophisticated wealth management solutions, focusing on financial planning, portfolio analysis, and investment advisory. You’ll prepare annual financial plans, assist with client education, develop investment recommendations, and help grow client relationships across two U.S. locations, contributing to the team’s wealth-management strategy.

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Baird
Baird
7 months ago

Associate Financial Advisor

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Source: Company careers pageValidated by: Fursa AI
Last checked: 1 day agoStatus: Live
Reposted: similar role first listed 10 months ago

Job Summary

The role supports a senior Financial Advisor or team to deliver sophisticated wealth management solutions, focusing on financial planning, portfolio analysis, and investment advisory. You’ll prepare annual financial plans, assist with client education, develop investment recommendations, and help grow client relationships across two U.S. locations, contributing to the team’s wealth-management strategy.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Consulting & Advisory
Seniority: Entry level

Key Responsibilities

  • •Create customized, annual financial plans for clients by reviewing, researching, and analyzing data.
  • •Deliver the financial plan to clients in partnership with the Financial Advisor/Team.
  • •Engage with next generation clients through planning and education.
  • •Identify and recommend investment solutions to implement the plan with the Advisor/Team; assist with marketing to generate planning business.
  • •Document, follow up, and support closing of opportunities identified from the planning process.

Pay and Benefits

Salary: USD 59,300 - 80,200 annually

Key Requirements

  • •Bachelor’s degree in Finance, Accounting, Economics or equivalent.
  • •Pursuit of specialized designations (e.g., CFP, CPWA, JD) or higher education within one year.
  • •Must hold SIE and 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; proven self-starter who can work independently.
Experience:3+ yearsWealth managementFinancial services
Education:Bachelor's
Skills:CommunicationPresentationInterpersonalWritten communicationSelf-motivation
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