Baird

1 day ago

AFAT Advisor Associate

✓ 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

Serve clients and Baird associates by delivering personalized wealth management planning and education on retirement, investments, debt management, and benefits. Analyze client data to build customized annual financial plans, join planning meetings with teammates, and translate planning outcomes into recommended investment solutions. Support marketing and communications efforts, proactively engage associates to increase awareness, and help with documentation, follow-up, and opportunity closure.

Location: Milwaukee

Workplace: Onsite

Employment Type: Full time

Job Function: Finance & Accounting

Seniority: Entry level

Key Responsibilities

•Provide high-quality client service within the team’s client service and wealth management strategy.
•Engage associate clients and their immediate family to deliver financial planning and investment advice.
•Review, research, and analyze client data to create customized annual financial plans.
•Sit in on financial planning meetings with clients in partnership with other team members.
•Support associate engagement through educational efforts and marketing-related communications, follow-up, and opportunity documentation.

Key Requirements

•Minimum one year of industry experience in a client-facing role.
•Must hold SIE and Series 7/66 or Series 7/63/65 licenses.
•Pursue CFP/CPWA/CPA (or equivalent) within one year of assuming the role.
•Must have an undergraduate degree.
•Ability to build trusted relationships and lead client conversations with professionalism, empathy, and confidence.

Education:Bachelor's

Skills:Self-starterOrganizational skillsAbility to work independentlyRelationship buildingClient communication

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

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 day ago

AFAT Advisor Associate

✓ 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: Milwaukee

Workplace: Onsite

Employment Type: Full time

Job Function: Finance & Accounting

Seniority: Entry level

Key Responsibilities

•Provide high-quality client service within the team’s client service and wealth management strategy.
•Engage associate clients and their immediate family to deliver financial planning and investment advice.
•Review, research, and analyze client data to create customized annual financial plans.
•Sit in on financial planning meetings with clients in partnership with other team members.
•Support associate engagement through educational efforts and marketing-related communications, follow-up, and opportunity documentation.

Key Requirements

•Minimum one year of industry experience in a client-facing role.
•Must hold SIE and Series 7/66 or Series 7/63/65 licenses.
•Pursue CFP/CPWA/CPA (or equivalent) within one year of assuming the role.
•Must have an undergraduate degree.
•Ability to build trusted relationships and lead client conversations with professionalism, empathy, and confidence.

Education:Bachelor's

Skills:Self-starterOrganizational skillsAbility to work independentlyRelationship buildingClient communication

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

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