Financial Advisor Foundations Associate
2 days ago
Baird's Financial Advisor Foundations Program is a unique opportunity for individuals passionate about a career in financial advising. This rotational program provides a comprehensive education and training experience, equipping you with the skills and knowledge necessary to succeed as a Financial Advisor.
During the Education & Application Phase, you will complete a one-year critical foundational curriculum, including 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, leveraging and applying your training to drive results.
Key highlights of the program include:
- Extensive resources and time dedicated to development, jumpstarting 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
What We Look For
We are seeking individuals with a strong commitment to becoming a Financial Advisor at the conclusion of the program and a desire to develop skills in client service, wealth management, new business development, and practice management. Key qualifications include:
- 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
- Exceptional communications and analytical skills
- Ability to thrive in an entrepreneurial, sales-oriented environment that requires proactive initiative, resilience, and autonomy
Commitment to Inclusion & Diversity
Baird is committed to inclusion & diversity for our clients, our associates, and the communities where we live and work. This commitment stems from our culture of integrity, genuine concern for others, and respect for the individual. We view inclusion & diversity as an ongoing journey - one of shared responsibility, continuous improvement, and a focus on progress. 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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