Wealth Planning Associate — Client Growth & Strategy

Baird

Chicago (IL)

On-site

USD 69,000 - 93,000

Full time

2 days ago

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Benefits offered by this job

Total Rewards at Baird

Competitive compensation

Job summary

Baird in Chicago is seeking an Associate Financial Advisor to support a Financial Advisor in delivering sophisticated wealth management solutions to individuals and families. The role emphasizes financial planning, portfolio management and investment analysis, with a focus on building the client base.

You will help prepare customized annual financial plans, present them to clients, and engage next-generation clients.

Qualifications

Bachelor's degree required.
Must pursue CFP, CPWA or JD within one year.
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.
Excellent presentation, interpersonal and written communication skills.

Responsibilities

Operate within the client service and wealth management strategy to ensure high quality client service.
Engage the client/prospect, frame discussions, and position the team for additional opportunities.
Review, research, and analyze data to create customized annual financial plans.
Deliver the financial plan to clients in partnership with the Advisor/Team.
Connect with next generation clients through planning.
Provide financial education on long-term planning, taxes, and Medicare with our experts.
Identify investment solutions to implement the plan with the Advisor/Team.
Support marketing efforts to solicit additional planning business.
Research news related to client plans to share as touch points.
Document and support closing of opportunities identified from planning.