Financial Planner

This role will provide work experience and educational opportunities to build competencies as well as allow time to network to target a role as a full time Financial Advisor on an existing team within 4 years. Support Financial Advisors and Client Specialists in the creation of financial plans and analyses for initial prospects or existing clients. Provide research for client questions and ongoing education and support to Advisors and Client Specialists.

As a Financial Planner, you will :

• Interact with Financial Advisors to provide ongoing research and assistance for existing clientele.
• Create and develop Baird Wealth Plan drafts and various financial analyses.
• Provide education to Financial Advisors in a group setting and to individuals as needed.
• Perform special projects and assignments as required.
• Complete CFP prerequisites and sit for comprehensive CFP exam. Upon passing the CFP, it is expected to study for and pass the SIE, Series 7, and Series 66 licensing exams.

What makes this opportunity great :

What we look for :

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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.