Associate Financial Advisor

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

Review, research and analyze data to create customized, annual financial plans for clientsDeliver the financial plan to clients in partnership with the Financial Advisor/TeamConnect with next generation clients through planningProvide or lead financial education, such as long-term planning, social security/Medicare, tax return reviews utilizing our team of expertsTake the planning results and identify the best investment solutions to implement the plan in partnership with the Financial Advisor/Team Assist with marketing efforts, such as a newsletter or LinkedIn presence, to solicit additional planning business with the existing client base and to establish the team as a planning team in front of prospects Research relevant news articles related to the topic’s covered in a client’s plan to share with them as an added touch pointDocument, follow up, and support the closing of opportunities identified from the financial planning processServe as a Team specialist for queries on financial planning topics and consult with the Financial Advisors/Team on specific client scenariosMonitor and track client revenues related to financial planning work to ensure sales opportunities are maximizedOperate within the team’s client service and wealth management strategy to ensure high quality client serviceEngage the client/prospect, frame the discussion, and convey the mission to better position the Advisor for additional business opportunitiesPerforms other duties and special projects as necessary

What You’ll Bring To Baird

Bachelors degree requiredMust have or be capable of and committed to pursuing and achieving specialized professional designations (ie, 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 Strong technology aptitude with the ability to adopt new tools, including AI-enabled solutions, preferredExcellent presentation skills, very strong interpersonal and written communication skills Proven self-starter, highly motivated, with the ability to work independently

Compensation And Benefits

$59,300 -$80,200 annual salary range Compensation is commensurate with experience, performance and/or firm profitability You’ll have the opportunity to advance your career while enjoying our comprehensive benefits designed for your life, career and future

Accepting applications on a rolling basis.