Wealth Management Trainee
2 weeks ago
Become a Part of Baird's Financial Advisor Training Program
Baird stands as a prominent financial services provider, delivering wealth management solutions to affluent individuals and families throughout the United States. Our Financial Advisors collaborate closely with clients to comprehend their aspirations and formulate customized strategies for achievement. With a network of over 1,700 private wealth associates nationwide, Baird has earned recognition as one of the leading firms in wealth management.
We are excited to invite skilled individuals to participate in our Financial Advisor Training Program (FATP). This comprehensive 5-month initiative is crafted to equip trainees for a fulfilling career in wealth management. Participants will undergo rigorous training in licensing and certifications, wealth solutions, business strategy, and sales methodologies. Upon successful completion of the program, trainees will transition into the role of Financial Advisors, joining a team of seasoned professionals.
Key Responsibilities as a Wealth Management Trainee:
- Generate new assets through focused business development initiatives
- Evaluate clients' financial situations and devise financial strategies
- Guide clients on products and services aligned with their objectives
- Build and sustain client relationships through effective communication
- Promote products that serve the best interests of clients
Required Qualifications:
- Bachelor's degree is mandatory, along with 3+ years of experience in sales or financial services
- Possession of or capability to obtain SIE, Series 7/63/65 licenses
- Proven track record in sales and strong organizational capabilities
- CFP designation is advantageous
Compensation Overview:
- Annual salary ranging from $60,000 to $70,000, depending on experience
Additional Benefits Include:
- Medical, Dental, and Vision coverage
- Competitive leave policies
- Retirement plan options
- Tuition reimbursement opportunities
Commitment to Diversity and Inclusion:
Baird is committed to fostering an inclusive and diverse workplace for our clients and associates. We recognize the importance of diversity and are dedicated to ongoing enhancement in this domain. Join us in cultivating an environment where diversity is our strength.
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