About the Role:
The Associate Financial Advisor provides specialized services to an individual Financial Advisor or 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 Impact You’ll Make:
- Operate within the team’s 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 You’ll 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
Compensation and Benefits:
- $62,400 -$84,400 annual salary range
- Compensation and bonus are commensurate with experience, performance and/or firm profitability
- Check out our Total 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.
Top Skills
What We Do
Founded in 1919, Baird has guided families, businesses, communities and institutions toward their financial goals for a century. Today employee-owned Baird offers wealth management, investment banking, asset management, institutional sales and trading, equity research, public finance and private equity services through more than 160 offices in the United States, Europe and Asia. Baird manages and oversees more than $305 billion in assets for clients around the world and employs more than 4,600 associates. Baird has been one of FORTUNE’s 100 Best Companies to Work For® since 2004, and is committed to policies and practices that provide equal employment opportunity at all times. These non-discriminatory practices apply to all areas of employment including: hiring, promotions, terminations, compensation, benefits and educational opportunities. “Baird” is the marketing name for Robert W. Baird & Co., Incorporated and subsidiaries and affiliates worldwide. For more information, please visit www.rwbaird.com.
