Associate Financial Advisor

People are our most important asset, and each is critical to our continued success. This is why we seek out individuals who embrace the values we live by, the selfless focus of our culture, the ethics that guide us and the results we expect. 

Challenge your thinking and build an amazing career with the best people in the financial services industry! Baird’s Financial Advisors provide advice, strategies, and solutions to high-net worth individuals and families across the United States, serving as true partners. True wealth management goes beyond managing investments. At Baird, we understand it begins with learning all we can about what our clients want for themselves and their families. We work closely with them to prioritize their goals, utilizing Baird’s resources and expertise to create a tailored plan to ensure success as they’ve defined it. Our 1,700+ private wealth associates serve clients coast-to-coast from over 160 + locations in over 33 states. We have been recognized on Barron’s Top Wealth Management Firms for 10 consecutive years and hold over $255 billion in client assets. Check out this video to learn more about our Private Wealth Management business.

The Associate Financial Advisor provides specialized services on a team of highly motivated and service-oriented professionals serving a limited number of ultra-high net worth families. We are looking for candidates that possess a certain philosophy toward client service along with a skill set to provide a high level of thoughtful advice.

As an Associate Financial Advisor, you will:

In collaboration with the team provide the following services:

• Strategic investment portfolio construction and asset allocation
• Investment portfolio performance monitoring
• Long-term cash flow projections (i.e. financial plans)
• Income tax advice, especially as it relates to investment portfolios
• Retirement and college expense planning
• Life insurance reviews and adequacy
• Estate planning and wealth transfer strategies
• Charitable planning

What makes this opportunity great:

• Our service model starts with a basic understanding that our clients’ interests come first; always.  We are looking for candidates that believe in Service Above Self.
• Our service model relies on a team that can trust each other and can work together on our common mission of serving our clients.  Potential candidates should have the willingness and ability to be a positive team member.
• An ideal candidate will be self-reflective, and have the ability to admit mistakes and work to fix them, rather than come up with excuses or point fingers.  Our team culture depends on open and honest communication.

What we look for:

• Intellectually curious candidates, and lifetime learners who want to continually get better at their job.  While this position will be mostly task oriented early on, we want a candidate that can expand and take on greater responsibility as their knowledge base and confidence grows over time.
• We want a candidate with a strong work ethic, and someone who was a high performer in college and at their previous/current employer.  A background in tax, financial planning, and/or estate planning would be a plus.
• Bachelor’s degree required.  Post-graduate studies a plus
• 2+ years’ experience in professional services (accounting, legal, wealth management or similar)
• Must have or be capable of an committed to pursuing and achieving specialized professional designations  (i.e., CFP, CFA, CPA, CPWA, CIMA) 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.
• Excellent presentation skills, very strong interpersonal and written communication skills.
• Proven self-starter, highly motivated, with the ability to work independently.