Financial Advisor in Training
5 hours ago
At Robert W. Baird & Co., we are seeking a highly motivated and ambitious individual to join our Financial Advisor Training Program. As a Financial Advisor in Training, you will have the opportunity to develop your skills and knowledge in wealth management, financial planning, and investment advice.
**Key Responsibilities:**
- 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 their short-term and long-term goals.
- Determine investor suitability through analysis of clients' investment objectives, risk tolerance, net worth, income, and investment expertise.
- Advise clients on various products and services, through education with respect to their objectives, risk tolerance, etc.
- Work to integrate Baird products and services into business.
- Guide clients' decision-making as they position significant assets among a variety of financial instruments.
- Cultivate and maintain client relationships through successful ongoing interaction, communication, and expertise.
- Responsible for marketing the products that offer the most benefit for Baird clients.
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 and secure a promising future.
- 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.
- Professional flexibility: Have freedom in building your business your way by managing your clients, your time, and your future as you see fit.
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 (Mortgage or insurance sales, pharmaceutical sales, etc.) or ownership and operation of a business.
- 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.
- Ideally has a natural market from which to develop business and former experience in a commissioned compensation structure ideal.
- Certified Financial Planner (CFP) or similar designation a plus.
- Superior organizational skills with the ability to prioritize, monitor, and complete multiple tasks or projects, either independently or with a team.
Compensation Information:
- $60,000 - $70,000 a year.*
Additional benefits include:
- Medical/Dental/Vision
- B/Well programs
- Competitive bonding leave
- HSA Contribution
- FMLA
- Employee Assistance Program
- Ten paid holidays and competitive PTO package
- Life and disability insurance
- Retirement - 401k match and profit-sharing
- Tuition Reimbursement
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