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Associate Financial Advisor

Employer
Baird
Location
Scottsdale, Arizona
Salary
Open
Closing date
Oct 17, 2021

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Job Role
Financial Planner
Employment Type
Full Time
Level
Experienced
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Job Details

As an Associate Financial Advisor, you will:

Specialize in a particular area based on the needs of the Financial Advisory Team. A corresponding business title will be utilized as outlined below.

  • In partnership with the Financial Advisory Team, provide sophisticated financial solutions to individuals and families, guide client decision making as they deploy assets among a variety of financial instruments, and develop long-term financial advisory relationships.

  • Review, research and analyze data to create customized, annual financial plans for clients. Take the planning results and identify the best investment solutions to implement the plan in partnership with the Financial Advisory Team.

  • Deliver the financial plan to clients in partnership with the Financial Advisory 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.

  • Document, follow up, and support the closing of opportunities identified from the financial planning process.

  • Creates various levels of financial plans ranging from basic analysis to complex comprehensive plans using the MoneyGuidePro financial planning software. Performs other duties and special projects as necessary.

  • Specific designation required: CFP or CPWA within 12 months of assuming the role.

  • In partnership with the Financial Advisory Team, engage the prospect/current client, frame the discussion, and convey the team mission to better position the Financial Advisor/Team for additional business opportunities. May source and obtain new assets.

  • Analyze clients’ financial circumstances, including investment portfolios, assets, and liabilities.

  • Professional Liability Insurance required.

 

What makes this opportunity great:

  • In partnership with the Financial Advisory Team, you will participate in client meetings and reviews.

  • Unique culture that values diverse backgrounds and perspectives while emphasizing teamwork and a strong sense of partnership.

  • Work-life balance is promoted.

  • Team of associates passionate about achieving great results for clients and give back to the communities where we live and work.

 

What we look for:

  • Must have an undergraduate degree in Finance, Accounting, Economics or equivalent.

  • Capability to pursue and achieve a specialized professional designation (i.e., CFP, CPWA, CIMA, CFA, JD, etc.) within 12 months of assuming the role is preferred.

  • SIE, 7, 66 required and other licenses, as appropriate.

  • Minimum of three years of financial planning and/or 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.

  • Experience with financial planning software (MoneyGuidePro, Envision, eMoney, etc.)

  • Experience with Microsoft Excel is required.  

Company

Baird is an employee owned, international wealth management, capital markets, private equity and asset management firm with more than 200 offices in the United States, Europe and Asia. Established in 1919, Baird has over $300 billion in client assets and more than 4,500 associates serving the needs of individual, corporate, institutional and municipal clients. Baird has built an environment of trust, respect and teamwork, where associates are our greatest asset. As stated in our Associate Promise, we are passionate about how we achieve great outcomes together for our clients, communities and each other. Committed to being a great place to work, Baird ranks No. 13 on the Fortune Magazine’s 100 Best Companies to Work For®, our seventeenth consecutive year on the list. To learn more about Baird’s culture, click here.
Find Us
Telephone
414-298-7840
Location
777 East Wisconsin Avenue
FL 20
Milwaukee
WI
53202
US
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