Associate Financial Advisor

Baird
Phoenix
Workplace: OnsiteFull timeFunction: Consulting & AdvisoryExperience: 3+ yearsEducation: bachelorsSkills: ["Communication","Presentation","Interpersonal","Written communication","Self-motivated"]

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.

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Baird
Baird
3 months ago

Associate Financial Advisor

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 13 days agoStatus: Live
Reposted: similar role first listed 7 months ago

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
WebsiteLinkedIn