Associate Financial Advisor: Wealth Planning & Growth

Baird Careers

Durango (CO)

On-site

USD 59,000 - 80,000

Full time

14 days+

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Job summary

Baird Careers in Durango, CO is seeking an Associate Financial Advisor to help deliver sophisticated wealth management solutions. You will work with a Financial Advisor/team to prepare customized financial plans and coordinate client relationships, aiming to grow the client base.

The role emphasizes planning, investment analysis, and client education, with opportunities to advance within a supportive firm. The position requires a Bachelor's degree, appropriate securities licenses (SIE, Series

Qualifications

Minimum of three years of investment experience in a client-facing role.
Must hold SIE and Series 7/66 or Series 7/63/65 licenses.
Must pursue CFP/CPWA/JD or higher within one year of starting the role.
Strong technology aptitude including AI-enabled solutions.
Excellent presentation and written communication skills.
Proven self-starter with ability to work independently.

Responsibilities

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 and tax return reviews with the team of experts.
Assist with marketing efforts to solicit additional planning business with existing client base.