Financial Advisor In Training

5 months ago

Eau Claire, United States Baird Full time

Baird is seeking talent interested in becoming a Financial Advisor through our Financial Advisor Training Program (FATP). FATP is a 5-month long training program designed to prepare Financial Advisor Trainees who are new to the career path and industry. The program provides wealth management training intensive preparation followed by ongoing support and professional development, which consists of four main areas of development: Licensing & Certifications, Wealth Solutions & Baird Expert Trainings, Team Business Planning Engagement Calls, and Sales Training. The objective of the program is to create confident, professional Financial Advisors who fulfill the Private Wealth Management Mission. The objectives are achieved throughout the entirety of the 5-month program, which is conducted twice per year to include both licensed and unlicensed associates. A brief overview of each of the required learning and development components are provided below:

Licensing & Certifications - All Baird Financial Advisors are required to have the SIE, Series 7 & Series 66 licenses as well as Life & Health Insurance certifications. The combination of the Series 65 & 63 licenses is also permitted, in place of the Series 66. It is the expectation that associates engage in all components of the training program in addition to the responsibility of earning their licenses. It is strongly recommended that associates obtain their SIE prior to the program start date. Wealth Solutions & Baird Expert Trainings - Over the course of the 5-month program, we will introduce trainees to the key components of Wealth Solutions (WS) through monthly focused topics. Each month and topic will feature specific FATP Workday Training Videos, Baird Expert Training Calls, interactive workshops, and assignments. Trainees will gain exposure to department contacts and learn how best to utilize each business partner. Team Business Planning Engagement Calls - New Financial Advisors are required to develop a written business plan to confirm roles, responsibilities, business focus, target market, and an action plan for the first 6-12 months and beyond. Roles and responsibilities will be discussed heavily to help teams outline specific needs and identify where focus should be spent, develop a strong team structure, a comprehensive business plan, and layout a detailed plan for success Sales Training - To help FAs develop sales training tactics, they will complete a full week of sales training that will take place in person in Milwaukee, WI. The objective of this training will focus primarily on: New Business Development, Strategic Business Planning, and Effectively Conducting Meetings.

Upon graduation from the Financial Advisor Training Program, the Trainee becomes a Financial Advisor and formally joins a team of one or more veteran Financial Advisors. He/she begins cultivating a client base and works to provide financial solutions and guide clients’ decision making.

As a Financial Advisor in Training, you will:

Acquire new assets through targeted business development efforts. Analyze clients’ financial circumstances; including investment portfolios, assets, and liabilities. Develop financial plans and makes recommendations to clients, considering clients’ short term and long term goals. Determine investor suitability through analysis of clients’ investment objectives, risk tolerance, net worth, income, and investment expertise. Advise clients on various products and services, through education with respect to clients’ objectives, risk tolerance, etc. Work to integrate Baird products and services into business. Guide clients’ decision making as they position significant assets among a variety of financial instruments. Cultivate and maintains client relationships through successful ongoing interaction, communication, and expertise. Responsible for marketing the products that offer the most benefit for Baird clients.

What makes this opportunity great:

Enhancing the lives of others: Have a direct, positive impact on the quality of life for your clients as you help them achieve their financial goals and secure a promising future. Unlimited earning potential: Earn a competitive salary as well as commissions, special incentives and generous benefits. Develop your career with a strong support structure: Establish a career backed by the award-winning resources of a nationally recognized industry leader. Part of what makes Baird different is the opportunity to team with like-minded advisors and support teams. Professional flexibility: Have freedom in building your business your way by managing your clients, your time, and your future as you see fit.

What we look for:

Bachelor’s degree required; in Business, Accounting, Finance, Marketing, or communications a plus. 3+ years of experience required, preferably in a sales or financial services oriented capacity (Mortgage or insurance sales, pharmaceutical sales, etc. or CPA, Estate Planning, Commercial Banking, Financial Wholesaler, Trust Officer, etc.), or ownership and operation of a business. Must be SIE, Series 7/63/65 or 7/66 licensed or have the ability to obtain within 3 months of hire. Demonstrated success in sales with a strong entrepreneurial spirit. Ideally has a natural market from which to develop business and former experience in a commissioned compensation structure ideal. Certified Financial Planner (CFP) or similar designation a plus. Superior organizational skills with the ability to prioritize, monitor, and complete multiple tasks or projects, either independently or with a team.

#DI

#LI-PWM2

  • Financial Advisor

    7 months ago

    Eau Claire, United States Thrivent Financial for Lutherans Full time

    As a Thrivent Financial advisor, youll:Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith. Provide personal, actionable and achievable advice and connect clients to Thrivent in Financial Advisor, Advisor, Financial, Insurance, Investment

  • Financial Advisor Trainee

    2 months ago

    Eau Claire, Wisconsin, United States Baird Full time

    Financial Advisor Trainee OpportunityBaird is seeking talented individuals to join our Financial Advisor Training Program (FATP), a 5-month comprehensive training program designed to equip new Financial Advisors with the skills and knowledge necessary to succeed in the industry.Program OverviewThe FATP is a structured program that covers four key areas of...

  • Financial Advisor Career Starter

    3 weeks ago

    Eau Claire, Wisconsin, United States Baird Full time

    Financial Advisor In TrainingBaird is seeking talented individuals to join our Financial Advisor Training Program (FATP), a comprehensive 5-month training program designed to equip new Financial Advisors with the skills and knowledge necessary to succeed in the industry.Program OverviewThe FATP is a structured program that provides intensive training and...

  • Investment Advisor Trainee

    2 months ago

    Eau Claire, Wisconsin, United States Baird Full time

    Financial Advisor Training ProgramBaird is seeking talented individuals interested in becoming a Financial Advisor through our comprehensive Financial Advisor Training Program (FATP). This 5-month training program is designed to prepare Financial Advisor Trainees who are new to the career path and industry.Program OverviewThe program provides intensive...

  • Financial Services Professional

    2 months ago

    Eau Claire, Wisconsin, United States Baird Full time

    Financial Advisor In TrainingBaird is seeking talented individuals to join our Financial Advisor Training Program (FATP), a comprehensive 5-month training program designed to equip new Financial Advisors with the skills and knowledge necessary to succeed in the industry.Program OverviewThe FATP is a rigorous training program that covers four key areas of...

  • Financial Career Developer

    2 weeks ago

    Eau Claire, Wisconsin, United States Baird Full time

    Baird is a leading financial institution seeking highly motivated professionals to join its Financial Advisor Training Program (FATP). This 5-month intensive program is designed to equip new Financial Advisors with the necessary skills and knowledge to succeed in the industry.The program focuses on four key areas: Licensing & Certifications, Wealth Solutions...

  • Client Service Associate

    3 weeks ago

    Eau Claire, Wisconsin, United States Stifel Financial Full time

    Job SummaryThe Client Services Associate plays a vital role in supporting our Financial Advisors in the opening and maintenance of client accounts and records. This position requires a high level of administrative support, including word processing, preparing mailings, filing, and answering phone calls. The ideal candidate will have excellent customer...

  • Contact Center Representative

    3 weeks ago

    Eau Claire, Wisconsin, United States Securian Financial Group Full time

    Job Overview:We are seeking a skilled and empathetic Contact Center Senior Representative to join our team at Securian Financial Group. As a key member of our customer service team, you will be responsible for providing exceptional support to our customers, advisors, channel partners, and distributors through phone, email, and/or chat in an inbound service...

  • Vice President of Taxation and Financial Management

    2 months ago

    Eau Claire, Wisconsin, United States Agstar Financial Services, ACA Full time

    Position Overview:This role is responsible for the development, implementation, and oversight of AgStar Financial Services' tax and accounting initiatives. The individual in this position will provide strategic guidance regarding the delivery of products and services, ensuring alignment with the organization's growth and profitability objectives. The role...

  • Service Advisor

    3 weeks ago

    Eau Claire, Wisconsin, United States Allstate Peterbilt Group Full time

    Service AdvisorAt Allstate Peterbilt Group, we are dedicated to serving the Medium and Heavy Duty Truck and Trailer Industry throughout the Midwest. Our team of skilled professionals works diligently to keep our customers' trucks on the road running smoothly.Key Responsibilities:Assist in overseeing the overall day-to-day operations of the service...

  • Service Advisor

    3 weeks ago

    Eau Claire, Wisconsin, United States Allstate Peterbilt Group Full time

    Service Advisor Job DescriptionAllstate Peterbilt Group is dedicated to serving the Medium and Heavy Duty Truck and Trailer Industry throughout the Midwest. Our team of dedicated and highly skilled professionals work diligently to keep our customers' trucks on the road running smoothly.Key Responsibilities:Assist in overseeing the overall day-to-day...

  • Service Advisor

    3 weeks ago

    Eau Claire, Wisconsin, United States Allstate Peterbilt Group Full time

    {"title": "Service Advisor", "description": "Job SummaryAt Allstate Peterbilt Group, we are dedicated to serving the Medium and Heavy Duty Truck and Trailer Industry throughout the Midwest. Our team of dedicated and highly skilled professionals work diligently to keep our customers' trucks on the road running smoothly.Key ResponsibilitiesAssist in overseeing...

  • Intern Tax and Accounting

    2 months ago

    Eau Claire, United States Compeer Financial Full time

    Compeer Financial is seeking collaborative, innovative and dynamic professionals to be a part of our Top Workplace culture!This is a paid internship; however, the intern must provide their own housing and transportation. Business related transportation and expenses will be paid by the organization. This intern will work part-time approximately January -...

  • Sales Leadership Position

    3 weeks ago

    Eau Claire, Wisconsin, United States Transparent Financial Full time

    {"h1": "Unlock Your Earning Potential", "p": "Are you a driven and ambitious sales professional looking to take your career to the next level? Do you have a passion for building relationships and driving business growth? We are seeking a highly motivated and results-driven Outside Sales Leader to join our team at Transparent Financial. As a Sales Leader,...

  • Sales Leadership Position

    3 weeks ago

    Eau Claire, Wisconsin, United States Transparent Financial Full time

    Unlock Your Earning PotentialAt Transparent Financial, we're expanding our sales team and seeking a highly motivated and results-driven Outside Sales Leader to join our dynamic organization. As a key member of our team, you'll have the opportunity to drive business growth, build a successful sales career, and make a meaningful impact in the lives of our...

  • Sales Leadership Position

    2 weeks ago

    Eau Claire, Wisconsin, United States Transparent Financial Full time

    Job Title: Outside Sales LeaderJob Description:We are seeking a highly motivated and results-driven Outside Sales Leader to join our team at Transparent Financial. As a key member of our sales organization, you will be responsible for driving new business and expanding our presence in the market.Responsibilities:Develop and execute sales strategies to...

  • Regional Sales Director

    3 weeks ago

    Eau Claire, Wisconsin, United States Transparent Financial Full time

    Unlock Your Earning PotentialAt Transparent Financial, we're expanding our sales team and seeking a highly motivated and results-driven Regional Sales Leader to join our dynamic organization. This is an exceptional opportunity for a sales professional to accelerate their career growth, build wealth, and make a meaningful impact in their work.About the...

  • Tax and Accounting Assistant

    3 weeks ago

    Eau Claire, Wisconsin, United States Compeer Financial Full time

    Position Overview:This role provides critical support to the Tax and Accounting department, ensuring seamless processing and administrative assistance. As a key member of our team, you will collaborate closely with full-time Assistants, gaining valuable insight into the culture of an agricultural tax and accounting firm.This seasonal position requires a...

  • Business Development Representative

    3 weeks ago

    Eau Claire, Wisconsin, United States Solace Financial Full time

    Job OverviewSolace Financial is seeking a highly motivated and results-driven Sales Professional to join our team in a business-to-business sales environment. This role offers unlimited income and growth opportunities, making it an ideal career path for those looking to build a long-term career.The successful candidate will be responsible for learning our...

  • Territory B2B Sales Professional

    1 month ago

    Eau Claire, United States Transparent Financial Full time

    Job DescriptionJob DescriptionOur organization is expanding, and we are looking to hire a B2B Sales Representative in Eau Claire, and the surrounding area. This position provides the opportunity for rapid income growth and advancement upon proven proficiency with our system.Who we are:We have built a nationally recognized sales organization headquartered in...