Associate Financial Advisor
hace 2 días
Durango
ph3About the Role: /h3 pThe Associate Financial Advisor provides specialized services to an individual Financial Advisor or Financial Advisor team 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. /p h3The Impact You’ll Make: /h3 ul liReview, research and analyze data to create customized, annual financial plans for clients /li liDeliver the financial plan to clients in partnership with the Financial Advisor/Team /li liConnect with next generation clients through planning /li liProvide or lead financial education, such as long-term planning, social security/Medicare, tax return reviews utilizing our team of experts /li liTake 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 /li liResearch relevant news articles related to the topic’s covered in a client’s plan to share with them as an added touch point /li liDocument, follow up, and support the closing of opportunities identified from the financial planning process /li liServe as a Team specialist for queries on financial planning topics and consult with the Financial Advisors/Team on specific client scenarios /li liMonitor and track client revenues related to financial planning work to ensure sales opportunities are maximized /li liOperate within the team’s client service and wealth management strategy to ensure high quality client service /li liEngage the client/prospect, frame the discussion, and convey the mission to better position the Advisor for additional business opportunities /li liPerforms other duties and special projects as necessary /li /ul h3What You’ll Bring to Baird: /h3 ul liMust have an undergraduate degree in Finance, Accounting, Economics or equivalent /li liMust have or be capable of and committed to pursuing and achieving specialized professional designations (ie, CFP, CPWA, JD) or higher-level education equivalent within one year of assuming the Associate Financial Advisor role /li liMust hold SIE, Series 7/66 or Series 7/63/65 licenses /li liMinimum of three years of investment experience in a client facing role /li liExcellent presentation skills, very strong interpersonal and written communication skills /li liProven self-starter, highly motivated, with the ability to work independently /li /ul h3Compensation and Benefits: /h3 ul li$59,300 -$80,200 annual salary range /li liCompensation is commensurate with experience, performance and/or firm profitability /li liYou’ll have the opportunity to advance your career while enjoying our comprehensive benefits designed for your life, career and future /li /ul pbAccepting applications on a rolling basis. /b /p pBaird 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. /p /p #J-18808-Ljbffr