Wealth Planning Specialist
Baird
Baird is seeking an Associate Financial Advisor to provide specialized wealth management solutions. The role involves delivering financial plans, monitoring client revenues, and engaging clients for additional business opportunities. Qualified candidates must have an undergraduate degree in finance or a related field, certifications like CFP, excellent presentation skills, and a strong background in client relations. #J-18808-Ljbffr Baird
Vacancy posted 4 days ago
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