Financial Planner

Baird

About the Role:

The Financial Planner role will provide work experience and educational opportunities to build competencies as well as allow time to network and 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.

Position will be based from one of our Kentucky offices with one day per week work from home flexibility.

The Impact You'll Make:

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 You'll Bring to Baird:

Bachelor's degree in related field, or degree in unrelated field and relevant work experience
Strong computational, mathematical and analytical skills
Ability to complete the CFP prerequisites and sit for comprehensive CFP exam within the first two years of hire
Ability to study for and obtain the Securities Industry Essentials (SIE) Exam, Series 7, and Series 66 or be willing to study and obtain immediately following the CFP exam and complete the three exams with 18 months of beginning the SIE. Training and resources to be provided and paid for by Baird
Close attention to detail
Great organizational skills
Someone who is very team-oriented
Personal computer skills must include email, Microsoft Word and Excel, and experience in MoneyGuidePro or similar planning software is a plus
Commitment to become a Financial Advisor at the conclusion of the program and strong desire to develop skills in client service, wealth management, and new business development

#LI-CM1

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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Vacancy posted 4 days ago

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