Associate Wealth Planner & Financial Planning Specialist

Baird; Madison (WI); On-site; USD 65,000 - 85,000; Full time

Job summary

A financial services company is seeking an Associate Financial Advisor to provide specialized services. The ideal candidate will have a finance-related degree and a minimum of 3 years of investment experience. Responsibilities include creating financial plans, engaging clients, and supporting the Financial Advisory Team. A strong focus on teamwork, work-life balance, and community involvement is emphasized in this role.

Qualifications

• 3+ years of investment experience in a client-facing role.
• Capability to pursue professional designations (CFP, CPWA, etc.) within one year.
• Strong ability to work independently.

Responsibilities

• Operate within the client service and wealth management strategy.
• Engage clients and convey the team mission.
• Create customized, annual financial plans for clients.
• Deliver financial plans in partnership with the Financial Advisor.
• Research news articles related to clients' plans.
• Monitor and track client revenues.

Skills

Excellent presentation skills

Strong interpersonal skills

Written communication skills

Self-starter

Client engagement

Education

Undergraduate degree in Finance, Accounting, Economics or equivalent

Tools

SIE license

Series 7/66 or Series 7/63/65 licenses

Job description

A financial services company is seeking an Associate Financial Advisor to provide specialized services. The ideal candidate will have a finance-related degree and a minimum of 3 years of investment experience. Responsibilities include creating financial plans, engaging clients, and supporting the Financial Advisory Team. A strong focus on teamwork, work-life balance, and community involvement is emphasized in this role.