Wealth Planning Associate

Baird; Sarasota (FL); On-site; USD 59,000 - 80,000; Full time

Job summary

Baird is seeking an Associate Financial Advisor in Florida to support a financial advisor or team in delivering sophisticated wealth management solutions for individuals and families. You will help create annual plans, analyze portfolios, and educate clients on long-term financial planning in collaboration with the team.

The role emphasizes building client relationships, driving planning-driven business, and collaborating on investment solutions, with opportunities to advance within the wealth

Qualifications

• Undergraduate degree in Finance, Accounting, Economics or equivalent.
• Must pursue CFP/CPWA/JD or higher within one year of starting.
• Must hold SIE and Series 7/66 or Series 7/63/65 licenses.
• Minimum of three years of investment experience in a client-facing role.
• Strong presentation, interpersonal and written communication skills.
• Proven self-starter with the 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 on long-term planning, Social Security/Medicare, tax return reviews with the team.
• Identify best investment solutions to implement plans with the advisor/team.
• Assist with marketing efforts to solicit planning business with existing clients.
• Share relevant news articles related to client plans as touchpoints.
• Document, follow up and support closing of planning opportunities.
• Serve as team specialist for financial planning queries and consult on client scenarios.
• Monitor client revenues related to financial planning to maximize opportunities.
• Engage clients to position the advisor for additional business opportunities.
• Perform other duties and special projects as needed.

Skills

Excellent presentation skills

Interpersonal communication

Written communication

Independent worker

Education

Finance/Accounting/Economics degree

Job description

Baird is seeking an Associate Financial Advisor in Florida to support a financial advisor or team in delivering sophisticated wealth management solutions for individuals and families. You will help create annual plans, analyze portfolios, and educate clients on long-term financial planning in collaboration with the team.

The role emphasizes building client relationships, driving planning-driven business, and collaborating on investment solutions, with opportunities to advance within the wealth