Baird

1 month ago

Associate Financial Advisor

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 5 hours agoStatus: Live

Job Summary

Support a Financial Advisor or team by delivering tailored wealth management services, including financial planning, portfolio analysis, and investment research; help build the client base through education, outreach, and marketing collaborations; coordinate with advisors to present financial plans and identify optimal investment solutions for individuals and families.

Location: Phoenix

Workplace: Onsite

Employment Type: Full time

Job Function: Consulting & Advisory

Seniority: Entry level

Key Responsibilities

•Provide or lead financial education, such as long-term planning, social security/Medicare, tax return reviews utilizing our team of experts
•Review, research and analyze data to create customized, annual financial plans for clients
•Deliver the financial plan to clients in partnership with the Financial Advisor/Team
•Connect with next generation clients through planning
•Take the planning results and identify the best investment solutions to implement the plan in partnership with the Financial Advisor/Team, and assist with marketing efforts to solicit additional planning business with the existing client base and to establish the team as a planning team in front of prospects

Key Requirements

•Undergraduate degree in Finance, Accounting, Economics or equivalent.

Experience:3+ yearsWealth managementFinancial services

Education:Bachelor's in FinanceNot specified

Skills:CommunicationPresentationInterpersonalWritten communicationSelf-motivated

Certifications:SIESeries 7/66Series 7/63/65

Languages:English

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

Associate Financial Advisor

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 5 hours agoStatus: Live

Job Summary

Location: Phoenix

Workplace: Onsite

Employment Type: Full time

Job Function: Consulting & Advisory

Seniority: Entry level

Key Responsibilities

•Provide or lead financial education, such as long-term planning, social security/Medicare, tax return reviews utilizing our team of experts
•Review, research and analyze data to create customized, annual financial plans for clients
•Deliver the financial plan to clients in partnership with the Financial Advisor/Team
•Connect with next generation clients through planning
•Take the planning results and identify the best investment solutions to implement the plan in partnership with the Financial Advisor/Team, and assist with marketing efforts to solicit additional planning business with the existing client base and to establish the team as a planning team in front of prospects

Key Requirements

•Undergraduate degree in Finance, Accounting, Economics or equivalent.

Experience:3+ yearsWealth managementFinancial services

Education:Bachelor's in FinanceNot specified

Skills:CommunicationPresentationInterpersonalWritten communicationSelf-motivated

Certifications:SIESeries 7/66Series 7/63/65

Languages:English

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