Hybrid Financial Planner: Path to Financial Advisor

Baird Careers; Pittsburgh (Allegheny County); Hybrid; USD 60,000 - 90,000; Full time

Job summary

Baird in Pittsburgh is seeking a Financial Planner in a structured program designed to build competence and a path to joining an existing advisory team within three years. You will support Advisors and Client Specialists by developing financial plans and analyses for prospects and existing clients.

Based in our Pittsburgh offices with one day of remote work per week, you will complete CFP prerequisites, study for the SIE, Series 7 and Series 66, and grow toward becoming a full-time Financial

Qualifications

• Bachelor’s degree in related field or equivalent work experience.
• Strong computational, mathematical and analytical skills.
• Ability to complete CFP prerequisites and sit for CFP exam within the first two years of hire.
• Ability to study for and obtain the SIE, Series 7 and Series 66 within 18 months after CFP exam.

Responsibilities

• Support Financial Advisors and Client Specialists in creating financial plans and analyses for prospects or existing clients.
• Provide research for client questions and ongoing education and support to Advisors and Client Specialists.
• Interact with Financial Advisors to provide ongoing research and assistance for existing clientele.
• Complete CFP prerequisites and sit for the CFP exam; plan for licensing exams (SIE, Series 7, 66).

Skills

Analytical skills

Team-oriented

Microsoft Word & Excel

MoneyGuidePro

Education

Bachelor’s degree in related field

Tools

MoneyGuidePro

Job description

Baird in Pittsburgh is seeking a Financial Planner in a structured program designed to build competence and a path to joining an existing advisory team within three years. You will support Advisors and Client Specialists by developing financial plans and analyses for prospects and existing clients.

Based in our Pittsburgh offices with one day of remote work per week, you will complete CFP prerequisites, study for the SIE, Series 7 and Series 66, and grow toward becoming a full-time Financial