Apply on Employer Site

Baird · 3 days ago

Associate Financial Advisor

Fort Wright, KY

Full-time

Onsite

Mid Level

3+ years exp

Baird is a financial services firm specializing in wealth management solutions. The Associate Financial Advisor assists Financial Advisors in creating customized financial plans and provides support in client engagement and education.

Financial Services

Growth Opportunities

H1B Sponsor Likely

Responsibilities

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 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

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

Operate within the team’s client service and wealth management strategy to ensure high quality client service

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

Qualification

Financial PlanningInvestment AnalysisPortfolio ManagementSIE LicenseSeries 7/66 LicenseCFP CertificationClient Facing ExperiencePresentation SkillsInterpersonal SkillsWritten CommunicationSelf-Starter

Required

Must have an undergraduate degree in Finance, Accounting, Economics or equivalent

Must have or be capable of and committed to 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

Company

Baird

Glassdoor4.3

Since 1919, Baird has guided families, businesses, communities and institutions toward their financial goals.

Founded in 1919

Milwaukee, Wisconsin, USA

5001-10000 employees

http://www.rwbaird.com

H1B Sponsorship

Baird has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (10)

2024 (13)

2023 (6)

2022 (11)

2021 (4)

2020 (5)