Financial Advisor Foundations Associate

4 days ago


Butler, Pennsylvania, United States Baird Full time
Unlock Your Potential as a Financial Advisor

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 learning experience, equipping you with the skills and knowledge necessary to succeed as a financial advisor.

Program Highlights
  • 12-month rotational program with a focus on client service, wealth management, new business development, and practice management
  • Extensive resources and time dedicated to your development, including training, education, and mentorship
  • Opportunity to work with a variety of teams and leaders, increasing your knowledge and skills across Private Wealth Management
  • Long-term financial advisor opportunities available in many locations across the country
What We Look For
  • Commitment to becoming a financial advisor at the conclusion of the program
  • Strong desire to develop skills in client service, wealth management, new business development, and practice management
  • Bachelor's degree required, with a concentration in business, accounting, finance, or marketing preferred
  • 3+ years of professional experience or proven private wealth management internship experience with passed SIE exam preferred
  • Ability to obtain the SIE prior to your start date and the Series 7 & 66 licenses within 16 weeks of hire
  • Exceptional communication and analytical skills, with the ability to thrive in an entrepreneurial, sales-oriented environment
Why Choose Baird?

Baird is committed to inclusion and diversity, fostering an environment where diversity unites rather than divides us. We believe in providing the personal attention and service our clients deserve, and the thoughtful advice and solutions they need to succeed.



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