Wealth Planning Specialist

Baird; Phoenix (AZ); On-site; USD 60,000 - 80,000; Full time

Job summary

Baird is seeking an Associate Financial Advisor to provide specialized wealth management solutions. The role involves delivering financial plans, monitoring client revenues, and engaging clients for additional business opportunities.

Qualified candidates must have an undergraduate degree in finance or a related field, certifications like CFP, excellent presentation skills, and a strong background in client relations.

Qualifications

• Must have an undergraduate degree in Finance, Accounting, Economics, or equivalent.
• Must hold SIE, Series 7/66 or Series 7/63/65 licenses.
• Minimum of three years of investment experience in a client-facing role.

Responsibilities

• Provide or lead financial education and planning for clients.
• Create customized, annual financial plans based on research and analysis.
• Deliver financial plans in partnership with Financial Advisors/Team.

Job description

Baird is seeking an Associate Financial Advisor to provide specialized wealth management solutions. The role involves delivering financial plans, monitoring client revenues, and engaging clients for additional business opportunities.

Qualified candidates must have an undergraduate degree in finance or a related field, certifications like CFP, excellent presentation skills, and a strong background in client relations.