Associate Financial Advisor

Baird; Durango; Presencial; EUR 51.930 - 70.233; Jornada completa

Descripción de la vacante

Baird is seeking an Associate Financial Advisor to support an Advisor or team in delivering sophisticated wealth management solutions to individuals and families.

Responsibilities include creating annual financial plans, delivering plans with the team, educating clients on planning topics, identifying investment solutions, and supporting client acquisition efforts. Requires degree in Finance/Accounting/Economics and relevant licenses with investment experience.

Formación

• Undergraduate degree in finance, accounting, economics or equivalent.
• Pursue and achieve specialized designations (CFP/CPWA/JD) within one year.
• Hold SIE and Series 7/66 or Series 7/63/65 licenses.
• Minimum three years of investment experience in a client-facing role.
• Excellent presentation, interpersonal and written communication skills.

Responsabilidades

• Review, research and analyze data to create customized, annual financial plans.
• Deliver the financial plan to clients in partnership with the Advisor/Team.
• Engage next generation clients through planning initiatives.
• Provide or lead financial education on long-term planning, taxes and Medicare with the team.
• Identify best investment solutions to implement plans with the Advisor/Team.
• Support marketing efforts to solicit more planning business from clients.
• Share relevant news articles related to client plans as touchpoints.
• Document, follow up and support closing of opportunities from planning.
• Serve as a Team specialist for planning queries and client scenarios.
• Monitor client revenues related to planning to maximize opportunities.
• Operate within the wealth management strategy for high-quality service.
• Engage clients/prospects to position the Advisor for new business.
• Performs other duties and special projects as necessary.

Conocimientos

Excellent presentation skills

Interpersonal skills

Written communication skills

Self-starter

Educación

Bachelor's degree in Finance, Accounting, Economics or equivalent

CFP/CPWA/JD or higher-level education within 1 year

SIE, Series 7/66 or Series 7/63/65 licenses

Descripción del empleo

About the Role:

The Associate Financial Advisor provides specialized services to an individual Financial Advisor or Financial Advisor team to assist in their ability to offer sophisticated wealth management solutions to individuals and families and strategically build the client base. Specialized areas of emphasis include financial planning, portfolio management and analysis and/or investment analysis.

The Impact You’ll Make:

• 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
• Provide or lead financial education, such as long-term planning, social security/Medicare, tax return reviews utilizing our team of experts
• Take the planning results and identify the best investment solutions to implement the plan in partnership with the Financial Advisor/Team Assist with marketing efforts, such as a newsletter or LinkedIn presence, to solicit additional planning business with the existing client base and to establish the team as a planning team in front of prospects
• Research relevant news articles related to the topic’s covered in a client’s plan to share with them as an added touch point
• Document, follow up, and support the closing of opportunities identified from the financial planning process
• Serve as a Team specialist for queries on financial planning topics and consult with the Financial Advisors/Team on specific client scenarios
• Monitor and track client revenues related to financial planning work to ensure sales opportunities are maximized
• Operate within the team’s client service and wealth management strategy to ensure high quality client service
• Engage the client/prospect, frame the discussion, and convey the mission to better position the Advisor for additional business opportunities
• Performs other duties and special projects as necessary

What You’ll Bring to Baird:

• Must have an undergraduate degree in Finance, Accounting, Economics or equivalent
• Must have or be capable of and committed to pursuing and achieving specialized professional designations (ie, CFP, CPWA, JD) or higher-level education equivalent within one year of assuming the Associate Financial Advisor role
• Must hold SIE, Series 7/66 or Series 7/63/65 licenses
• Minimum of three years of investment experience in a client facing role
• Excellent presentation skills, very strong interpersonal and written communication skills
• Proven self-starter, highly motivated, with the ability to work independently

Compensation and Benefits:

• $59,300 -$80,200 annual salary range
• Compensation is commensurate with experience, performance and/or firm profitability
• You’ll have the opportunity to advance your career while enjoying our comprehensive benefits designed for your life, career and future

Accepting applications on a rolling basis.

Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.