Wealth Planning Associate & Client Education Lead

Baird

Milwaukee (WI)

On-site

USD 85,000 - 115,000

Full time

11 days ago

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Job summary

The Associate Financial Advisor role at Baird in Milwaukee, WI supports a senior Financial Advisor in delivering sophisticated wealth management solutions to individuals and families. The position emphasizes financial planning, portfolio analysis, and investment strategy, with opportunities to build the client base.

You will prepare customized annual financial plans, engage clients, and help position the team for additional business opportunities while pursuing CFP/CPWA/JD designations and

Qualifications

Bachelor's degree required.
Pursuit of specialized designations (CFP/CPWA/JD) within 1 year.
Must hold SIE and Series 7/66 or Series 7/63/65 licenses.
Minimum 3 years of client-facing investment experience.
Strong presentation, interpersonal and written communication skills.

Responsibilities

Support the Financial Advisor with wealth management planning for individuals and families.
Develop customized, annual financial plans and present them to clients.
Help grow the client base through planning-driven outreach and marketing.
Provide financial education and collaborate on investment solutions.
Document client interactions and assist with closing opportunities.

Skills

Investment experience

Presentation skills

Interpersonal skills

Independent / self-motivated

Education

Bachelor's degree

CFP / CPWA / JD designation within 1 year

Licensing: SIE, Series 7/66 or Series 7/63/65

Job description

You will prepare customized annual financial plans, engage clients, and help position the team for additional business opportunities while pursuing CFP/CPWA/JD designations and

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