Financial Advisor Foundations Associate
4 weeks ago
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.
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Financial Advisor Foundations Associate
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