Wealth Advisor Associate: Client-Focused Financial Planning

ROBERT W. BAIRD & CO. INCORPORATED; Milwaukee (WI); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Competitive benefits

Job summary

ROBERT W. BAIRD & CO. INCORPORATED is seeking an AFAT Advisor Associate to collaborate with the team in delivering a full wealth management experience.

You will create tailored financial plans, educate associates and their families, and work with internal partners to implement investment solutions. The role emphasizes relationship-building, professional development toward CFP/CPWA/CPA, and contributing to the team’s education and outreach efforts within a collaborative, service-driven

Qualifications

• One year of client-facing industry experience.
• Licenses: SIE and Series 7/66 or 7/63/65.
• Undergraduate degree; pursuing CFP/CPWA/CPA within one year.

Responsibilities

• Deliver personalized financial planning and investment advice to associates and their families.
• Lead educational conversations and participate in client meetings.
• Develop customized annual financial plans based on data analysis.
• Support marketing, education resources, and department communications.
• Build trusted relationships and follow up on opportunities to add value.

Skills

SIE license

Series 7/66 or 7/63/65 licenses

Client-facing experience

Strong presentation skills

Excellent written communication

Education

Undergraduate degree

Job description

ROBERT W. BAIRD & CO. INCORPORATED is seeking an AFAT Advisor Associate to collaborate with the team in delivering a full wealth management experience.

You will create tailored financial plans, educate associates and their families, and work with internal partners to implement investment solutions. The role emphasizes relationship-building, professional development toward CFP/CPWA/CPA, and contributing to the team’s education and outreach efforts within a collaborative, service-driven