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Financial Advisor Trainee

1 month ago

Columbus, Ohio, United States Robert W. Baird & Co. Full time
Financial Advisor Trainee Opportunity

Baird is seeking a talented individual to join our Financial Advisor Training Program (FATP). This 5-month program is designed to equip trainees with the knowledge and skills necessary to succeed as a Financial Advisor. The program focuses on four key areas: Licensing & Certifications, Wealth Solutions & Baird Expert Trainings, Team Business Planning Engagement Calls, and Sales Training.

Key Responsibilities:
  • Analyze clients' financial circumstances and develop personalized financial plans.
  • Acquire new assets through targeted business development efforts.
  • Advise clients on various products and services, considering their objectives, risk tolerance, and expertise.
  • Cultivate and maintain client relationships through successful ongoing interaction, communication, and expertise.
What We Offer:
  • Competitive salary and commissions.
  • Generous benefits and incentives.
  • Professional flexibility and autonomy to build your business.
Requirements:
  • Bachelor's degree in Business, Accounting, Finance, Marketing, or Communications.
  • 3+ years of experience in sales or financial services, preferably with a strong entrepreneurial spirit.
  • SIE, Series 7/63/65 or 7/66 license or ability to obtain within 3 months of hire.

Baird is committed to diversity and provides equal employment opportunities to all employees and applicants 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.