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

#LI-PWM2

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.