Business Development Coordinator

1 week ago


Milwaukee, Wisconsin, United States Robert W. Baird & Co. Full time
Job Summary

We are looking for a talented and driven individual to join our Wealth Management team as a Financial Planning Assistant. In this role, you will provide critical support to our Wealth Planning Team, helping them deliver exceptional service to our clients. This is an excellent opportunity to develop your skills in financial planning, business development, and client relations, while working with a dynamic and experienced team.

Key Responsibilities:
  • Assist the Wealth Planning Team in plan construction and presentation of analyses to clients
  • Develop and maintain relationships with clients and internal stakeholders
  • Support business development initiatives and marketing efforts
Requirements:
  • Bachelor's degree in Finance or related field
  • Strong analytical and problem-solving skills
  • Excellent communication and interpersonal skills
  • Familiarity with financial planning software and tools
Compensation:
  • A salary range of $70,000 to $90,000 per year, depending on experience
  • A comprehensive benefits package, including medical, dental, and vision insurance
  • Opportunities for professional growth and advancement


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