Financial Advisor Career Starter

1 week ago

Eau Claire, Wisconsin, United States Baird Full time
Financial Advisor In Training

Baird is seeking talented individuals to join our Financial Advisor Training Program (FATP), a comprehensive 5-month training program designed to equip new Financial Advisors with the skills and knowledge necessary to succeed in the industry.

Program Overview

The FATP is a structured program that provides intensive training and ongoing support to help participants develop the skills and expertise needed to become successful Financial Advisors. The program covers four key areas of development:

  • Licensing & Certifications: Participants will gain the necessary licenses and certifications to practice as Financial Advisors, including the SIE, Series 7, and Series 66 licenses.
  • Wealth Solutions & Baird Expert Trainings: Participants will learn about the key components of Wealth Solutions and gain exposure to department contacts and business partners.
  • Team Business Planning Engagement Calls: Participants will develop a written business plan to outline their roles, responsibilities, business focus, target market, and action plan for the first 6-12 months and beyond.
  • Sales Training: Participants will complete a full week of sales training in Milwaukee, WI, focusing on new business development, strategic business planning, and effectively conducting meetings.

Upon graduation from the FATP, participants will become Financial Advisors and join a team of veteran Financial Advisors, working to cultivate a client base and provide financial solutions and guidance to clients.

Key Responsibilities

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 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, educating them on 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

Baird offers a unique opportunity for individuals to enhance the lives of others, with a direct, positive impact on the quality of life for clients as they help them achieve their financial goals and secure a promising future.

Additionally, Baird provides unlimited earning potential, a competitive salary, commissions, special incentives, and generous benefits. The company also offers a strong support structure, with award-winning resources and a team of like-minded advisors and support teams.

As a Financial Advisor in Training, you will have the freedom to build your business your way, managing your clients, time, and future as you see fit.

Requirements

To be considered for this opportunity, you must have:

  • A Bachelor's degree, preferably in Business, Accounting, Finance, Marketing, or Communications.
  • 3+ years of experience in a sales or financial services-oriented capacity, 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.
  • Ideal candidates will have a natural market from which to develop business and former experience in a commissioned compensation structure.
  • Certified Financial Planner (CFP) or similar designation is a plus.
  • Superior organizational skills with the ability to prioritize, monitor, and complete multiple tasks or projects, either independently or with a team.

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