Associate Financial Advisor - Wealth Planning & Growth

Baird; Durango (CO); On-site; USD 59,000 - 80,000; Full time

Benefits offered by this job

Comprehensive benefits

Career advancement opportunities

Job summary

The Associate Financial Advisor at Baird supports a Financial Advisor or team by delivering wealth management solutions to individuals and families. You assist in wealth planning, portfolio analysis and investment research to strengthen client relationships.

You’ll work with the team to implement plans, educate clients on long-term planning, and contribute to business development while pursuing professional designations and growing your expertise.

Qualifications

• Bachelor's degree required.
• Must pursue CFP/CPWA/JD or equivalent within one year of start.
• Must hold SIE and Series 7/66 or Series 7/63/65 licenses.
• Minimum 3 years of investment experience in a client-facing role.
• Strong technology aptitude, including AI-enabled solutions.
• Excellent presentation, interpersonal 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, 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
• Research relevant news articles related to topics in a client’s plan to share with them
• Document, follow up, and support the closing of opportunities identified from financial planning
• Serve as a Team specialist for queries on financial planning topics and consult with Advisors/Team
• Monitor and track client revenues related to financial planning work to maximize sales opportunities
• Engage the client/prospect, frame the discussion, and position the Advisor for additional business
• Performs other duties and special projects as necessary

Skills

Bachelor's degree

Pursuit of professional designations (

SIE

Series 7/66 or 7/63/65

Investment experience (3+ years)

Tech aptitude / AI tools

Presentation & communication

Self-starter / independent work

Education

Bachelor's degree

Pursuit of CFP/CPWA/JD or equivalent within 1 year

Job description

The Associate Financial Advisor at Baird supports a Financial Advisor or team by delivering wealth management solutions to individuals and families. You assist in wealth planning, portfolio analysis and investment research to strengthen client relationships.

You’ll work with the team to implement plans, educate clients on long-term planning, and contribute to business development while pursuing professional designations and growing your expertise.