Baird

5 months ago

Financial Advisor in Training

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 14 hours agoStatus: Live

Job Summary

A structured, multi-year development program to train and license you as a Financial Advisor within a real-world wealth management practice. You’ll support client planning, assist senior advisors, and progressively lead engagement opportunities while completing required licenses and building a practice focused on new business development and client relationships.

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Education & Training

Seniority: Mid level

Key Responsibilities

•Pass all required licensing (Series 7, 66, Life & Health) and train incoming Associate Financial Advisor/Client Specialist successors as applicable.
•Prepare for, attend, and shadow senior advisors in client meetings and calls; take meeting notes and complete all follow‑up tasks.
•Memorialize and support the team service model and Standard of Care, including building performance reports.
•Research investment solutions and assist senior advisors with portfolio‑related analysis and tasks.
•Develop team marketing/branding and value proposition, and lead brokerage‑to‑fee conversion conversations with clients.

Pay and Benefits

Salary: USD 60,000 - 100,000 annually

Key Requirements

•Bachelor’s Degree
•Minimum 3 years of professional experience prior to entering the four-year development path
•Currently have or ability to obtain SIE, Series 7, Series 66 (or 63 and 65), and Life & Health Insurance
•Pursuit of advanced designations throughout the program preferred (AAMS, CFP, CDFA, CFA, CIMA, SPWA, CWS, TPCP)
•Entrepreneurial mindset with a focus on quality new client acquisition

Experience:3+ yearsWealth managementFinancial services

Education:Bachelor's

Skills:CommunicationInterpersonalPresentationCoachableCollaborative

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

5 months ago

Financial Advisor in Training

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 14 hours agoStatus: Live

Job Summary

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Education & Training

Seniority: Mid level

Key Responsibilities

•Pass all required licensing (Series 7, 66, Life & Health) and train incoming Associate Financial Advisor/Client Specialist successors as applicable.
•Prepare for, attend, and shadow senior advisors in client meetings and calls; take meeting notes and complete all follow‑up tasks.
•Memorialize and support the team service model and Standard of Care, including building performance reports.
•Research investment solutions and assist senior advisors with portfolio‑related analysis and tasks.
•Develop team marketing/branding and value proposition, and lead brokerage‑to‑fee conversion conversations with clients.

Pay and Benefits

Salary: USD 60,000 - 100,000 annually

Key Requirements

•Bachelor’s Degree
•Minimum 3 years of professional experience prior to entering the four-year development path
•Currently have or ability to obtain SIE, Series 7, Series 66 (or 63 and 65), and Life & Health Insurance
•Pursuit of advanced designations throughout the program preferred (AAMS, CFP, CDFA, CFA, CIMA, SPWA, CWS, TPCP)
•Entrepreneurial mindset with a focus on quality new client acquisition

Experience:3+ yearsWealth managementFinancial services

Education:Bachelor's

Skills:CommunicationInterpersonalPresentationCoachableCollaborative

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