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 team mission to better position the Advisor for additional business opportunities.
• Review, research and 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, tax return reviews utilizing our team of experts.
• Take 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 point.
• Document, follow up, and support the closing of opportunities identified from 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.
• 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:

• $58,000 -$78,400 annual salary range
• Compensation and bonus are 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