Associate Financial Advisor
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Job Location:
Cleveland, TN - USA
Yearly Salary:
$ 62400 - 84400
Posted on:
21 hours ago
Vacancies:
1 Vacancy
Job Summary
About the Role:
The Associate Financial Advisor provides specialized services to an individual Financial Advisor (with annualized gross production of greater than $1 million) or Baird Qualified Team (with average per FA production of at least $750000) to assist in their ability to offer sophisticated wealth management solutions to individuals and families and strategically build the client base. Specialized areas of emphasis include financial planning portfolio management and analysis and/or investment analysis.
The Impact Youll Make:
- Operate within the teams client service and wealth management strategy to ensure high quality client service.
- Engage the client/prospect frame the discussion and convey the mission to better position the Advisor for additional business opportunities.
- Review research and analyze data to create customized annual financial plans for clients.
- Performs other duties and special projects as necessary.
What Youll Bring to Baird:
- Must have an undergraduate degree in Finance Accounting Economics or equivalent.
- Must have or be capable of and committed to pursuing and achieving specialized professional designations (i.e. CFP CPWA JD) or higher-level education equivalent within one year of assuming the Associate Financial Advisor role.
- Must hold SIE Series 7/66 or Series 7/63/65 licenses.
- Minimum of three years of investment experience in a client facing role.
- Excellent presentation skills very strong interpersonal and written communication skills.
- Proven self-starter highly motivated with the ability to work independently
Compensationand Benefits:
- $62400-$84400annual salary range
- Compensation andbonusarecommensuratewith experienceperformanceand/or firm profitability
- Check out ourTotal Rewards at Baird which is a summary of our benefits and compensation
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Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race color religion sex pregnancy citizenship national origin age disability military service veteran status sexual orientation gender identity or expression genetic information or any other status protected by law.
Required Experience:
IC
Key Skills
- Business Development
- Estate Law
- Sales Experience
- Trusts
- Wealth Management
- Financial Services
- Investment Experience
- Military Experience
- Securities Law
- Customer relationship management
- Financial Planning
- Wills
About Company
Baird is an employee-owned wealth management, capital markets, asset management and private equity firm. Leveraging our deep expertise and broad skills, we're dedicated to providing the best advice and service to our individual, corporate, institutional and municipal clients.
