Baird

Associate Financial Advisor

Baird

full-time

Posted on:

Location Type: Hybrid

Location: Durango • Colorado • Florida • United States

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Salary

💰 $59,300 - $80,200 per year

About the role

  • 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.
  • Engage the client/prospect, frame the discussion, and convey the mission to better position the Advisor for additional business opportunities.
  • Performs other duties and special projects as necessary.

Requirements

  • Must have an undergraduate degree in Finance, Accounting, Economics or equivalent.
  • Must have or be capable of pursuing and achieving specialized professional designations (i.e., CFP, CPWA, JD) or higher-level education equivalent within one year of assuming the Associate Financial Advisor role.
  • Must hold SIE, Series 7/66 or Series 7/63/65 licenses.
  • Minimum of three years of investment experience in a client-facing role.
  • Excellent presentation skills, very strong interpersonal and written communication skills.
  • Proven self-starter, highly motivated, with the ability to work independently.
Benefits
  • Comprehensive benefits designed for your life, career and future.
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
financial planninginvestment solutionsdata analysistax return reviewsfinancial educationclient revenue trackingmarketing efforts
Soft Skills
presentation skillsinterpersonal skillswritten communicationself-starterhighly motivatedindependent work
Certifications
CFPCPWAJDSIESeries 7Series 66Series 63Series 65