Wealth Planning Associate – Client-Focused 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

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.