Financial Advisor Foundations Associate
3 weeks ago
Baird's Financial Advisor Foundations Program is a rotational program for candidates passionate about a career in financial advising. The Program provides work experiences, business development opportunities, and educational opportunities in select Private Wealth Management functional areas to train Financial Advisor talent to be prepared for a successful career as a Financial Advisor and earn a full-time role on an existing team. At Baird, we believe true financial partnership means providing the personal attention and service our clients deserve and the thoughtful advice and solutions they need to succeed - no matter what's next. Individuals in this program should aim to add value every step of the way, increasing results for Baird while earning opportunities to deepen their knowledge and experience with the ultimate goal of joining a team.
The program is divided between the Education/Application Phase and the Branch Rotations Phase.
Education & Application Phase
You will complete a one year critical foundational curriculum, which includes education and training, while working with key departments and finishing licensing exams. You will face real, practical, client-facing work in the Client Resource Team (CRT) and on a sponsoring wealth management team that requires individuals to leverage and apply training.
- Receive training on the breadth of Baird's expertise, resources, investment solutions and technology
- Complete sales and client service training, articulate your value proposition as well as complete a variety of quizzes and case studies to test your knowledge and understanding
- Complete a rough draft of a biography, business plan and pipeline tracking document
- Study for your Series 7 and Series 66 exams and begin studying for the CERTIFIED FINANCIAL PLANNER™ exam
- Team with relevant departments, including Operations, Marketing, Business Development, Technology Best Practices, Supervision, Financial Planning, the Client Resource Team (CRT), Investment Solutions and PWM Research
- Communicate with clients, understand their goals and needs, identify and then implement investment solutions within a structured environment with close coaching
- Be paired with a sponsoring wealth management team to work as a dedicated teammate to provide the highest level of client service and help the team grow their business
- Begin to drip on your pipeline through your Business Development Rotation
- Network with potential branch rotations with permanent teaming opportunities during this first year
Branch Rotations Phase
If you have earned the opportunity to complete Branch Rotations with 1-2 prospective teams in the second year of the program, the goal is to solidify a permanent opportunity with one of these teams.
- Articulate the value you could add to their practice and test the fit of the relationship
- Finalize your biography and business plan, complete the CFP curriculum and schedule the CFP exam
- Deepen your knowledge gained during the Education & Application phase
- Begin negotiating a teaming deal
- Extensive resources and time dedicated to the development necessary to jump start your journey to becoming a Financial Advisor
- The program fortifies one's character, increasing resiliency, driving a stronger work ethic, teaching humility, fostering human connection and encouraging initiative
- Ability to work with a variety of teams and leaders, increasing your knowledge and skills through many different work experiences and opportunities across Private Wealth Management
- Long term financial advisor opportunities available in many locations across the country
- Commitment to become a Financial Advisor at the conclusion of the program and strong desire to develop skills in client service, wealth management, new business development and practice management
- Bachelor's degree Required. Concentration in Business, Accounting, Finance, or Marketing preferred
- 3+ years professional experience or proven private wealth management internship experience with passed SIE exam preferred
- Must obtain the SIE prior to your start date
- Must have the ability to obtain the Series 7 & 66 licenses within 16 weeks of hire and to pass the examination portion of the CFP by the conclusion of the program
- If 3+ years of experience, potential to do the 12 months of training at the local branch. If less than 3 years of experience, open to being based out of Milwaukee, WI for 12 months of training with the potential to relocate to a targeted branch office across the country following graduation
- Exceptional communications and analytical skills
- Ability to thrive in an entrepreneurial, sales-oriented environment that requires proactive initiative, resilience, and autonomy
#LI-PWM2
#DI
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.
-
Financial Advisor Foundations Associate
2 days ago
Milwaukee, United States Baird Full timeChallenge 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...
-
Voya Milwaukee Financial Advisor
2 months ago
Milwaukee, United States Voya Financial Advisors Full timeJob DescriptionJob DescriptionVoya Financial Advisors®, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Financial Professional to join our team in the greater Milwaukee area to work plan sponsor relationships.This position will be responsible for 403(b)/457 enrollment, retirement and...
-
Voya Milwaukee Financial Advisor
3 weeks ago
Milwaukee, United States Voya Financial Advisors Full timeJob DescriptionJob DescriptionVoya Financial Advisors®, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Financial Professional to join our team in the greater Milwaukee area to work plan sponsor relationships.This position will be responsible for 403(b)/457 enrollment, retirement and...
-
Associate Financial Advisor
1 month ago
Milwaukee, United States North Star Resource Group Full timeNorth Star Resource Group is looking to find a candidate for a financial advising position in Milwaukee, WI. We are looking for a college graduate or a more experienced individual in a position today not feeling fulfilled and looking to start in a profession designed around serving others and making an impact. Additionally, you will work under the guidance...
-
Voya Milwaukee Financial Advisor
1 month ago
Milwaukee, United States Voya Financial Advisors Inc Full timeVoya Financial Advisors®, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Financial Professional to join our team in the greater Milwaukee area to work plan sponsor relationships. This position will be responsible for 403(b)/457 enrollment, retirement and investment strategies, and...
-
Voya Milwaukee Financial Advisor
1 week ago
Milwaukee, United States Voya Financial Advisors Inc Full timeVoya Financial Advisors®, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Financial Professional to join our team in the greater Milwaukee area to work plan sponsor relationships. This position will be responsible for 403(b)/457 enrollment, retirement and investment strategies, and...
-
CRT Advisor Associate
1 month ago
Milwaukee, United States Robert W. Baird & Co. Incorporated Full timeBaird's Client Resource Team is a dedicated team designed to service clients that no longer fit the field's Financial Advisor and team practice objectives, allowing existing Financial Advisor teams more time and resources to service target clients. The team's objectives are to increase profitability through achieving specific client account resolutions and...
-
Crt Advisor Associate
1 week ago
Milwaukee, United States Robert W. Baird Full timeBaird’s Client Resource Team is a dedicated team designed to service clients that no longer fit the field’s Financial Advisor and team practice objectives, allowing existing Financial Advisor teams more time and resources to service target clients. The team’s objectives are to increase profitability through achieving specific client account resolutions...
-
CRT Advisor Associate
3 weeks ago
Milwaukee, United States Robert W. Baird & Co. Incorporated Full timeBaird's Client Resource Team is a dedicated team designed to service clients that no longer fit the field's Financial Advisor and team practice objectives, allowing existing Financial Advisor teams more time and resources to service target clients. The team's objectives are to increase profitability through achieving specific client account resolutions and...
-
Crt Advisor Associate
3 weeks ago
Milwaukee, United States Baird Full timeBaird’s Client Resource Team is a dedicated team designed to service clients that no longer fit the field’s Financial Advisor and team practice objectives, allowing existing Financial Advisor teams more time and resources to service target clients. The team’s objectives are to increase profitability through achieving specific client account resolutions...
-
CRT Advisor Associate
1 month ago
Milwaukee, United States Baird Full timeBaird's Client Resource Team is a dedicated team designed to service clients that no longer fit the field's Financial Advisor and team practice objectives, allowing existing Financial Advisor teams more time and resources to service target clients. The team's objectives are to increase profitability through achieving specific client account resolutions and...
-
CRT Advisor Associate
3 weeks ago
Milwaukee, United States Baird Full timeBaird's Client Resource Team is a dedicated team designed to service clients that no longer fit the field's Financial Advisor and team practice objectives, allowing existing Financial Advisor teams more time and resources to service target clients. The team's objectives are to increase profitability through achieving specific client account resolutions and...
-
CRT Advisor Associate
6 days ago
Milwaukee, United States Robert W Baird & Co Full timeBaird's Client Resource Team is a dedicated team designed to service clients that no longer fit the field's Financial Advisor and team practice objectives, allowing existing Financial Advisor teams more time and resources to service target clients. The team's objectives are to increase profitability through achieving specific client account resolutions and...
-
CRT Advisor Associate
1 month ago
Milwaukee, United States Robert W. Baird & Company, Inc. Full timePartners with Wealth Centers and Wealth Solutions to develop goals that align with PWMs Strategic Priorities. Works in partnership with Wealth Centers to drive strategic priorities for various markets and branches. Operate within the teams client s Associate, Advisor, Financial Planning, Financial Advisor, Client Service, Banking
-
Financial Advisor
2 months ago
Milwaukee, United States Summit Credit Union Full timeWant to make a difference at a fast-growing organization known across Wisconsin for boosting financial education and wealth across entire communities - especially among women and their families, who have traditionally faced greater risk of poverty in retirement? You could be the Summit Financial Advisor we're looking for! In this role, you'll help Summit...
-
Financial Advisor
3 weeks ago
Milwaukee, United States Summit Credit Union Full timeWant to make a difference at a fast-growing organization known across Wisconsin for boosting financial education and wealth across entire communities - especially among women and their families, who have traditionally faced greater risk of poverty in retirement? You could be the Summit Financial Advisor we're looking for! In this role, you'll help Summit...
-
Senior Financial Advisor
3 weeks ago
Milwaukee, United States Farther LLC Full timeCompany Description Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience. Farther's founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production...
-
Financial Customer Service Associate
3 weeks ago
Milwaukee, United States High Point Capital Group Full timeYour goal will be to ensure clients and advisors are assisted on a timely basis, happy and engaged in their financial planning process. Afterall, the advisor works for the client, so you work for them too! We’ll also need you to drive efficiencies in expanding the firm's business, profitability and long-term success. Above and beyond the...
-
Financial Analyst
3 days ago
Milwaukee, United States Robert W. Baird & Co. Full timeBaird is an employee-owned firm, and the Associate Financial Services (AFS) team actively administers the firm's shareholder and compensation programs, and processes the firm's payroll, accounts payable and employee expenses to support Baird's shareholders, associates and businesses. The AFS team has extensive interaction with both the Legal and Human...
-
Block Advisors Tax Advisor
3 weeks ago
Milwaukee, Wisconsin, United States H&R Block Full time517391BRTitle:Block Advisors Tax AdvisorOur Company :At H&R Block, we believe in the power of people helping people. Our defining Purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere. We also believe in a connected culture, valuing diversity and inclusion and making everyone feel like they belong.We strive...