Financial Advisor Foundations Associate

4 weeks ago


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

Baird's Financial Advisor Foundations Program is a comprehensive development program designed for individuals passionate about a career in financial advising. The program provides a structured approach to training, with a focus on work experiences, business development opportunities, and educational initiatives in select Private Wealth Management functional areas. The goal is to equip participants with the skills and knowledge necessary to succeed as a Financial Advisor and earn a full-time role on an existing team.

The program is divided into two phases: the Education & Application Phase and the Branch Rotations Phase. During the Education & Application Phase, participants will complete a one-year critical foundational curriculum, which includes education and training, while working with key departments and finishing licensing exams. This phase provides a solid foundation in client service, wealth management, new business development, and practice management.

Key highlights of the program include:

  • Extensive resources and time dedicated to development, including training on Baird's expertise, resources, investment solutions, and technology
  • Opportunities to work with a variety of teams and leaders, increasing knowledge and skills through different work experiences and opportunities across Private Wealth Management
  • Long-term financial advisor opportunities available in many locations across the country

We are seeking individuals who are committed to becoming a Financial Advisor at the conclusion of the program and possess strong desire to develop skills in client service, wealth management, new business development, and practice management. Required qualifications include a Bachelor's degree, with a concentration in Business, Accounting, Finance, or Marketing preferred. Additionally, 3+ years of professional experience or proven private wealth management internship experience with passed SIE exam is preferred.

Key skills and qualifications include:

  • Exceptional communications and analytical skills
  • Ability to thrive in an entrepreneurial, sales-oriented environment that requires proactive initiative, resilience, and autonomy
  • Commitment to obtaining the SIE, Series 7 & 66 licenses, and CFP certification

Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.



  • Milwaukee, Wisconsin, United States Baird Full time

    Baird's Financial Advisor Foundations Program is a unique opportunity for individuals passionate about a career in financial advising. The program provides a comprehensive training experience, combining education, business development opportunities, and hands-on experience in select Private Wealth Management functional areas. This rotational program is...


  • Milwaukee, Wisconsin, United States Cetera Advisor Networks Full time

    Unlock Your Potential as a Financial AdvisorCetera Advisor Networks is a nationwide network of independent financial services firms seeking motivated individuals to join as Financial Advisors. Whether you're starting your career in financial services or looking to grow your existing practice within a supportive firm, we welcome you to apply.Our Top-Notch...


  • Milwaukee, Wisconsin, United States Voya Financial Advisors Inc Full time

    Financial Professional OpportunityVoya Financial Advisors, Inc. is seeking a Financial Professional to work with plan sponsor relationships in the greater Milwaukee area. This role will focus on 403(b)/457 enrollment, retirement, and investment strategies, as well as participant education and seminars.Key responsibilities include:Prospecting, scheduling, and...

  • Financial Advisor

    1 month ago


    Milwaukee, Wisconsin, United States North Star Resource Group Full time

    Job DescriptionWe are seeking a skilled Financial Advisor to join our team at North Star Resource Group. As a Financial Advisor, you will work directly with clients to create customized financial plans that meet their unique needs and goals.Key Responsibilities:Create comprehensive financial profiles for clients to inform sound financial adviceDevelop and...


  • Milwaukee, Wisconsin, United States Cetera Financial Group Full time

    About the Role:Cetera Financial Group is seeking a skilled Financial Services Specialist to join our team. As a Financial Services Specialist, you will be responsible for meeting with current and potential bank customers to determine the best way to serve their investment planning goals.The ideal candidate will have a strong focus on sales and customer...

  • Financial Advisor

    4 weeks ago


    Milwaukee, Wisconsin, United States North Star Resource Group Full time

    Financial Advisor OpportunityWe are seeking a highly motivated and detail-oriented Financial Advisor to join our team at North Star Resource Group. As a Financial Advisor, you will work directly with clients to create customized financial plans, provide sound financial advice, and help them achieve their financial goals.Responsibilities:Create financial...


  • Milwaukee, Wisconsin, United States Heck Capital Advisors Full time

    Job SummaryWe are seeking a highly motivated and experienced Financial Services Professional to join our team at Heck Capital Advisors. As a key member of our Investment Advisory team, you will be responsible for providing expert financial guidance to our clients, helping them achieve their financial objectives and goals.Key ResponsibilitiesProvide sound...


  • Milwaukee, Wisconsin, United States BMO Financial Group Full time

    About the RoleWe are seeking a highly skilled and experienced Senior Treasury Advisor to join our team at BMO Financial Group. As a key member of our treasury team, you will play a critical role in achieving our business objectives and driving growth through effective treasury management.Key ResponsibilitiesDevelop and implement treasury strategies to...


  • Milwaukee, Wisconsin, United States Northwestern Mutual Full time

    We are seeking a motivated and ambitious individual to join our team of Financial Advisors in Greater Milwaukee. As a Financial Advisor, you will have the opportunity to build your own practice and clientele, with the support and guidance of our experienced mentors and leaders.Our Financial Advisors provide comprehensive financial planning and advice to...


  • Milwaukee, Wisconsin, United States Northwestern Mutual Full time

    Unlock Your Potential in Financial PlanningWe are seeking a motivated and ambitious individual to join our team of Financial Advisors in Greater Milwaukee. As a Financial Services Professional, you will have the opportunity to build your own practice and clientele, providing comprehensive financial planning and advice to individuals, families, and...


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

    Job Summary:As a Client Service Associate at Robert W. Baird & Co., you will play a vital role in supporting the client service and business operation functions of our Financial Advisors. This includes managing client onboarding, coordinating with Financial Advisors, and providing exceptional client service.Key Responsibilities:Manage client onboarding...


  • Milwaukee, Wisconsin, United States Robert W Baird & Co Full time

    Client Specialist Trainee RoleThe Robert W Baird & Co Client Specialist Training Program is a unique 18-month development opportunity designed to attract driven and adaptable individuals to join the Financial Services Industry.This program will teach individuals the importance of exceptional client service through operational support for Financial Advisors...


  • Milwaukee, Wisconsin, United States Mutual of Omaha Full time

    Unlock Your Potential as a Financial Representative TraineeAre you driven to succeed in the financial services industry? We're seeking ambitious individuals to join our Accelerator Program, a comprehensive trainee experience designed to equip you with the skills and knowledge necessary to excel in selling Individual Insurance products and building a...


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

    The Client Specialist Training Program at Robert W. Baird & Co. is a unique 18-month development opportunity designed to attract driven and adaptable individuals to join the Financial Services Industry. The training is focused on becoming a Client Specialist on a Financial Advisor team and fully registered with their SIE, Series 7, and Series 66 licenses....


  • Milwaukee, Wisconsin, United States Johnson Controls Full time

    Job Summary:The Senior Accounting Advisor will drive results in the accounting functions that support a cluster of sub-business units (PBUs) for the Global Products (GP) segment.This role, reporting through Controllership under the Chief Accounting & Tax Officer organization, will serve as an advisor to the business unit finance leadership across GP and...


  • Milwaukee, Wisconsin, United States Wealth Enhancement Group Full time

    Wealth Enhancement Group: A Leader in Financial PlanningWealth Enhancement Group is a renowned independent wealth management firm dedicated to enriching the lives of our clients through personalized financial planning. Our team-based approach, combining the Roundtable and UniFi processes, sets us apart from the standard approach. With over 100 offices...


  • Milwaukee, Wisconsin, United States Mutual of Omaha Full time

    Unlock Your Potential as a Financial Representative TraineeAre you driven to succeed in the financial services industry? We're seeking ambitious individuals to join our Accelerator Program, a comprehensive trainee experience designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products and building a...


  • Milwaukee, Wisconsin, United States Old National Bank Full time

    At Old National Bank, we are seeking a Private Wealth Advisor to join our team of specialists within the Wealth Group. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving.We offer a variety of Impact...


  • Milwaukee, Wisconsin, United States Baker Tilly US, LLP Full time

    About Baker Tilly US, LLPBaker Tilly US, LLP is a leading advisory, tax, and assurance firm that provides clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers.Job Title: Audit Senior AssociateWe are seeking a highly skilled Audit Senior Associate to join our team. As a...


  • Milwaukee, Wisconsin, United States Wealth Enhancement Group Full time

    About Wealth Enhancement GroupWealth Enhancement Group is a leading independent wealth management firm dedicated to delivering exceptional financial planning and investment management services to our clients.Our team-based approach, combined with our proprietary Roundtable and UniFi processes, enables us to provide personalized financial plans and investment...