AFAT Advisor Associate

ROBERT W. BAIRD & CO. INCORPORATED; Milwaukee (WI); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Competitive benefits

Job summary

ROBERT W. BAIRD & CO. INCORPORATED is seeking an AFAT Advisor Associate to collaborate with the team in delivering a full wealth management experience.

You will create tailored financial plans, educate associates and their families, and work with internal partners to implement investment solutions. The role emphasizes relationship-building, professional development toward CFP/CPWA/CPA, and contributing to the team’s education and outreach efforts within a collaborative, service-driven

Qualifications

• One year of client-facing industry experience.
• Licenses: SIE and Series 7/66 or 7/63/65.
• Undergraduate degree; pursuing CFP/CPWA/CPA within one year.

Responsibilities

• Deliver personalized financial planning and investment advice to associates and their families.
• Lead educational conversations and participate in client meetings.
• Develop customized annual financial plans based on data analysis.
• Support marketing, education resources, and department communications.
• Build trusted relationships and follow up on opportunities to add value.

Skills

SIE license

Series 7/66 or 7/63/65 licenses

Client-facing experience

Strong presentation skills

Excellent written communication

Education

Undergraduate degree

Job description

About the Role:

Baird's Associate Financial Advice Team (AFAT) is a dedicated financial advisor team focused on delivering a full Wealth Management Experience to Baird Associates and their immediate families. The team provides personalized guidance across a range of financial topics, including retirement planning, investment consulting, debt management, education funding, and firm-specific benefits.

AFAT Advisor Associates play a key role in building strong relationships and helping clients make informed decisions about their financial futures. In this client-facing role, you'll collaborate with team members and internal partners to create and deliver customized financial plans, lead educational conversations, and identify investment solutions tailored to each client's goals. You'll also proactively engage with associates to build awareness, and support the follow-up and implementation of planning opportunities. This is a unique opportunity to make a meaningful impact while working in a collaborative, service-driven environment.

The Impact You'll Make:

• Operate within the team's client service and wealth management strategy to ensure high quality client service.
• Engage with associate clients and their immediate family by understanding their needs and providing education, financial planning and investment advice using our standard of care.
• Review, research and analyze data to create customized, annual financial plans for associate clients.
• Sit in on financial planning meetings with clients in partnership with other team members.
• Support financial education, such as debt management, 401k/retirement planning, Baird benefits, and other associate offerings.
• Leverage planning results in partnership with other team members to identify the best investment solutions to implement.
• Assist with marketing efforts, such as educational resources, department presentations and communications to build awareness and engagement with Baird associates.
• Proactively reach out to associates to increase awareness and engagement and offer recommendations on how our team can add more value and how they can maximize Baird benefits.
• Support other team members with meeting prep, documentation, follow up, and support the closing of opportunities identified to help associates meet their financial goals.
• Performs other duties and special projects as necessary.

• Directly supporting our associates in building strong financial futures.
• Supportive and collaborative team that values achieving great results for our clients and giving back to the communities where we live and work.
• Competitive benefits and a culture that cares about your well-being.

What You'll Bring to Baird:

• Minimum of one year of industry experience in a client facing role.
• Must hold SIE, Series 7/66 or Series 7/63/65 licenses
• Committed to pursuing and achieving specialized professional designations (i.e., CFP, CPWA, CPA) or higher-level education equivalent within one year of assuming the role.
• Must have an undergraduate degree.
• Proven self-starter, highly motivated, with the ability to work independently and within a team.
• Demonstrated ability to build trusted relationships and influence outcomes across diverse stakeholders.
• Ability to lead client conversations with professionalism, empathy, and confidence.
• Great organizational skills with the ability to manage multiple priorities while maintaining attention to detail.
• Collaborative mindset with a commitment to supporting team goals, sharing best practices, and fostering a positive culture.
• Excellent presentation skills and written communication skills.