Associate Financial Advisor

The Associate Financial Advisor provides specialized services to an individual Financial Advisor (with annualized gross production of greater than $1 million) or Baird Qualified Team (with average per FA production of at least $750,000) to assist in their ability to offer sophisticated wealth management solutions to individuals and families and strategically build the client base. Specialized areas of emphasis include financial planning, portfolio management and analysis and / or investment analysis.

As an Associate Financial Advisor, you will :

• Operate within the team's client service and wealth management strategy to ensure high quality client service.
• Engage the client / prospect, frame the discussion, and convey the team mission to better position the Advisor for additional business opportunities.
• Review, research and analyze data to create customized, annual financial plans for clients.
• Deliver the financial plan to clients in partnership with the Financial Advisor / Team.
• Connect with next generation clients through planning.
• Provide or lead financial education, such as long-term planning, social security / Medicare, tax return reviews utilizing our team of experts.
• Take the planning results and identify the best investment solutions to implement the plan in partnership with the Financial Advisor / Team. Assist with marketing efforts, such as a newsletter or LinkedIn presence, to solicit additional planning business with the existing client base and to establish the team as a planning team in front of prospects.
• Research relevant news articles related to the topics covered in a client's plan to share with them as an added touch point.
• Document, follow up, and support the closing of opportunities identified from the financial planning process.
• Serve as a Team specialist for queries on financial planning topics and consult with the Financial Advisors / Team on specific client scenarios.
• Monitor and track client revenues related to financial planning work to ensure sales opportunities are maximized.
• Perform other duties and special projects as necessary.

What makes this opportunity great :

Compensation and Benefits :

Total Rewards at Baird

, which is a summary of our benefits and compensation.

What we look for :

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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