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Baird · 1 day ago

Financial Planner

PA-Pittsburgh Riverfront

Full-time

Hybrid

New Grad, Entry Level

Baird is a financial services company seeking a Financial Planner to support Financial Advisors and Client Specialists in creating financial plans and analyses. The role includes providing research for client inquiries and educational support, with a goal of transitioning to a full-time Financial Advisor position within four years.

Financial Services

Growth Opportunities

H1B Sponsor Likely

Responsibilities

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

Qualification

CFP certificationSecurities Industry EssentialsSeries 7 licensingSeries 66 licensingFinancial planning softwareAnalytical skillsMicrosoft WordMicrosoft ExcelOrganizational skillsTeam-orientedAttention to detail

Required

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

Close attention to detail

Great organizational skills

Someone who is very team-oriented

Personal computer skills must include email, Microsoft Word and Excel

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

Benefits

Training and resources to be provided and paid for by Baird.

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)