Financial Advisor In Training

1 month ago

Madison, United States Spelman College Full time

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. Baird is seeking talent interested in becoming a Financial Advisor through our Financial Advisor Training Program (FATP). FATP is a 5-month long training program designed to prepare Financial Advisor Trainees who are new to the career path and industry. The program provides wealth management training intensive preparation followed by ongoing support and professional development, which consists of four main areas of development: Licensing & Certifications – All Baird Financial Advisors are required to have the SIE, Series 7 & Series 66 licenses as well as Life & Health Insurance certifications. The combination of the Series 65 & 63 licenses is also permitted, in place of the Series 66. Wealth Solutions & Baird Expert Trainings – Over the course of the 5-month program, we will introduce trainees to the key components of Wealth Solutions through monthly focused topics. Team Business Planning Engagement Calls – New Financial Advisors are required to develop a written business plan to confirm roles, responsibilities, business focus, target market, and an action plan for the first 6-12 months and beyond. Sales Training – To help FAs develop sales training tactics, they will complete a full week of sales training that will take place in person in Milwaukee, WI. Upon graduation from the Financial Advisor Training Program, the Trainee becomes a Financial Advisor and formally joins a team of one or more veteran Financial Advisors. He/she begins cultivating a client base and works to provide financial solutions and guide clients’ decision making. As a Financial Advisor in Training, you will: Acquire new assets through targeted business development efforts. Analyze clients’ financial circumstances; including investment portfolios, assets, and liabilities. Develop financial plans and make recommendations to clients, considering clients’ short term and long term goals. Advise clients on various products and services, through education with respect to clients’ objectives, risk tolerance, etc. What makes this opportunity great: Enhancing the lives of others: Have a direct, positive impact on the quality of life for your clients as you help them achieve their financial goals. Unlimited earning potential: Earn a competitive salary as well as commissions, special incentives and generous benefits. Develop your career with a strong support structure: Establish a career backed by the award-winning resources of a nationally recognized industry leader. What we look for: Bachelor’s degree required; in Business, Accounting, Finance, Marketing, or communications a plus. 3+ years of experience required, preferably in a sales or financial services oriented capacity. Must be SIE, Series 7/63/65 or 7/66 licensed or have the ability to obtain within 3 months of hire. Demonstrated success in sales with a strong entrepreneurial spirit. Commitment to Inclusion & Diversity Baird is committed to inclusion & diversity for our clients, our associates, and the communities where we live and work. We invite you to join us as we work together to foster an environment where diversity unites rather than divides us.

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