About the Role:
The Financial Planner role will provide work experience and educational opportunities to build competencies as well as allow time to network and target a role as a full time Financial Advisor on an existing team within 4 years.
Support Financial Advisors and Client Specialists in the creation of financial plans and analyses for initial prospects or existing clients. Provide research for client questions and ongoing education and support to Advisors and Client Specialists.
Position will be based from one of our Kentucky offices with one day per week work from home flexibility.
The Impact You'll Make:
- Interact with Financial Advisors to provide ongoing research and assistance for existing clientele
- Create and develop Baird Wealth Plan drafts and various financial analyses.
- Provide education to Financial Advisors in a group setting and to individuals as needed
- Perform special projects and assignments as required
- Complete CFP prerequisites and sit for comprehensive CFP exam. Upon passing the CFP, it is expected to study for and pass the SIE, Series 7, and Series 66 licensing exams
What You'll Bring to Baird:
- Bachelor’s degree in related field, or degree in unrelated field and relevant work experience
- Strong computational, mathematical and analytical skills
- Ability to complete the CFP prerequisites and sit for comprehensive CFP exam within the first two years of hire
- Ability to study for and obtain the Securities Industry Essentials (SIE) Exam, Series 7, and Series 66 or be willing to study and obtain immediately following the CFP exam and complete the three exams with 18 months of beginning the SIE. Training and resources to be provided and paid for by Baird
- Close attention to detail
- Great organizational skills
- Someone who is very team-oriented
- Personal computer skills must include email, Microsoft Word and Excel, and experience in MoneyGuidePro or similar planning software is a plus
- Commitment to become a Financial Advisor at the conclusion of the program and strong desire to develop skills in client service, wealth management, and new business development
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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.
Skills Required
- Bachelor's degree in a related field or degree in an unrelated field with relevant work experience
- Strong computational, mathematical, and analytical skills
- Ability to complete CFP prerequisites and sit for the comprehensive CFP exam within first two years
- Willingness and ability to study for and obtain the SIE, Series 7, and Series 66 exams (training provided) within required timeline
- Close attention to detail
- Great organizational skills
- Team-oriented mindset
- Personal computer skills including email, Microsoft Word, and Microsoft Excel
- Experience in MoneyGuidePro or similar financial planning software
- Commitment to become a Financial Advisor at conclusion of the program and desire to develop client service, wealth management, and new business development skills
Baird Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Baird and has not been reviewed or approved by Baird.
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Retirement Support — Retirement offerings are positioned as a major strength, including a strong 401(k) with matching and profit-sharing contributions, plus access to financial planning support. Long-term wealth building is further reinforced through employee ownership and stock purchase opportunities.
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Leave & Time Off Breadth — Time-off benefits are framed as generous, including unlimited PTO in some descriptions, paid holidays, and paid volunteer time. Flex time and work-from-home options are also included as part of the broader work-life package.
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Healthcare Strength — Health coverage is described as comprehensive, spanning medical, dental, vision, and mental health support, alongside wellness programs and HSA/FSA options. Preventive care and employer contributions toward HSA/deductibles are highlighted as part of the design.
Baird Insights
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.
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