Associate Financial Advisor - Wealth Planning & Growth

ROBERT W. BAIRD & CO. INCORPORATED; Chicago (IL); On-site; USD 69,000 - 93,000; Full time

Benefits offered by this job

Total Rewards

Job summary

Robert W. Baird & Co. Incorporated is seeking an Associate Financial Advisor to support a Financial Advisor in delivering sophisticated wealth management solutions to individuals and families.

The role emphasizes financial planning, portfolio analysis, and client service, with opportunities to engage next-generation clients and contribute to marketing and education efforts. This position offers growth toward professional designations and licenses.

Qualifications

• Bachelor's degree required.
• Pursue specialized professional designations within one year (CFP, CPWA, JD) or equivalent.
• Must hold SIE and Series 7/66 or Series 7/63/65 licenses.
• Minimum of three years of investment experience in a client-facing role.
• Excellent presentation, interpersonal and written communication skills.
• Proven self-starter with the ability to work independently.

Responsibilities

• 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 team mission for additional business opportunities.
• 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 financial education on long-term planning, social security/Medicare, tax return reviews with our experts.
• Identify best investment solutions to implement the plan in partnership with the Financial Advisor/Team.
• Assist with marketing efforts to solicit additional planning business.
• Research relevant news articles and share with clients as touch points.
• Document, follow up and support closing of opportunities identified from the planning process.
• Serve as a team specialist for queries on financial planning topics and consult with Advisors on client scenarios.
• Monitor and track client revenues related to financial planning work to maximize sales opportunities.
• Performs other duties and special projects as necessary.

Skills

Interpersonal skills

Presentation skills

Self-starter

Independence

Education

Bachelor's degree

Professional designations (CFP, CPWA, JD) or higher education equivalent

Job description

Robert W. Baird & Co. Incorporated is seeking an Associate Financial Advisor to support a Financial Advisor in delivering sophisticated wealth management solutions to individuals and families.

The role emphasizes financial planning, portfolio analysis, and client service, with opportunities to engage next-generation clients and contribute to marketing and education efforts. This position offers growth toward professional designations and licenses.