Associate Financial Advisor
Share
Job Location:
Waukesha, WI - USA
Monthly Salary:
Not Disclosed
Posted on:
15 hours ago
Vacancies:
1 Vacancy
Job Summary
About the Role:
The Associate Financial Advisor provides specialized services to a Financial Advisor team 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 ImpactYoullMake:
Reviewresearchand analyze data to create customized annual financial plans for clients.
Deliver the financial plan to clients in partnership with the Financial Advisor/Team.
Connect with next generation clients through planning.
Provide or lead financial education such as long-term planning social security/Medicare taxreturn reviewsutilizingour team of experts.
Take the planning results andidentifythe best investment solutions to implement the plan in partnership with the Financial Advisor/Team.Assistwith marketing efforts such as a newsletter or LinkedIn presence tosolicitadditionalplanning business with the existing client base and toestablishthe team as a planning team in front of prospects.
Research relevant news articles related to thetopicscovered in a clients plan to share with them as an added touch point.
Document follow up and support the closing of opportunitiesidentifiedfrom the financial planning process.
Serve as a Team specialist for queries on financial planning topics and consult with the Financial Advisors/Team on specific client scenarios.
Monitor and track client revenues related to financial planning work to ensure sales opportunities are maximized
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 foradditionalbusiness opportunities.
Performs other duties and specialprojectsas necessary.
WhatYoullBring to Baird:
Must have an undergraduate degree in Finance AccountingEconomicsor 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 Series7/66or Series 7/63/65 licenses.
Minimum of three years of investment experience in aclient facingrole.
Excellent presentation skillsvery stronginterpersonal and written communication skills.
Proven self-starter highly motivated with the ability to work independently.
#LI-PWM3
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.
