Provide specialized services to Financial Advisors to assist in their ability to offer sophisticated wealth management solutions to individuals and families and strategically build the client base.
Operate within the team’s client service strategy to ensure high quality client service.
Review, research and analyze data to create customized financial planning reports for high net worth clients. Take the planning results and identify the best investment solutions to implement the plan in partnership with the Financial Advisors/team.
Deliver the financial plan to clients in partnership with the Financial Advisors/team.
Connect with next generation clients through planning.
Provide or lead financial education, such as long-term planning, social security/Medicare, and tax return reviews utilizing our team of experts.
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 topic’s 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.
Monitor and track client revenues related to financial planning work to ensure sales opportunities are maximized.
Performs other duties and special projects as necessary.
Specific designation required: CFP within 12 months of assuming the role, additionally, JD is ideal.
What you will love:
This is an excellent opportunity to work for high-performing Financial Advisors
Opportunity to obtain future designation (CFP)
Unique culture that values diverse backgrounds and perspectives while emphasizing teamwork and a strong sense of partnership
Baird offers highly competitive benefits including tuition and continuing education reimbursements, and has a strong focus on professional development.
What we look for:
Must have an undergraduate degree in Finance, Accounting, Economics, or equivalent.
Must have or be capable of and committed to pursuing and achieving the CFP (Certified Financial Planner) designation within 12 months of assuming the role.
SIE, Series 7, and Series 66 required and other licenses, as appropriate.
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.