Wealth Planning Associate — Shape Client Futures

Baird Careers; Milwaukee (WI); On-site; USD 65,000 - 90,000; Full time

Job summary

Robert W. Baird & Co. Incorporated is seeking an Associate Financial Advisor to support an individual Financial Advisor in delivering sophisticated wealth management solutions to individuals and families. The role emphasizes financial planning, portfolio analysis, and investment analysis within a collaborative team setting.

You will engage with clients, prepare customized financial plans, and help expand the client base while maintaining high standards of service and professional development.

Qualifications

• Bachelor's degree required.
• Pursuit of CFP/CPWA/JD or higher within one year.
• SIE and Series 7/66 or Series 7/63/65 licenses required.

Responsibilities

• Assist Financial Advisor in delivering wealth management solutions.
• Prepare customized, annual financial plans for clients.
• Support client service and engagement to grow the client base.
• Research and analyze investment data for planning.
• Contribute to education efforts and marketing to solicit planning business.
• Document and follow up on opportunities identified in financial planning.

Skills

Client service

Wealth management

Communication

Self-motivation

Education

Bachelor's degree

CFP/CPWA/JD designation pursuit

Tools

SIE

Series 7/66

Series 7/63/65

Job description

Robert W. Baird & Co. Incorporated is seeking an Associate Financial Advisor to support an individual Financial Advisor in delivering sophisticated wealth management solutions to individuals and families. The role emphasizes financial planning, portfolio analysis, and investment analysis within a collaborative team setting.

You will engage with clients, prepare customized financial plans, and help expand the client base while maintaining high standards of service and professional development.