Baird’s Associate Financial Advice Team (AFAT) is a dedicated financial advisor team designed to service Baird associates. The team’s objectives are to offer a full Wealth Management Experience to Baird’s associates and their immediate family.

As an AFAT Advisor Associate, you will:

• Operate within the team’s client service and wealth management strategy to ensure high quality client service.
• Engage in conversations with associate clients and their immediate family, discussing topics such as retirement planning, investment consulting, debt management, education planning and Baird benefits.
• Partners with our Wealth Solutions partners to develop goals that align with our strategic priorities.
• Review, research and analyze data to create customized, annual financial plans for associate clients.
• Deliver the financial plan to clients in partnership with other team members.
• 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 other team members. Assist with marketing efforts, such as a newsletter or our team website to build awareness.
• Proactive outreach to associates to increase awareness and engagement and offer recommendations on how our team can add more value.
• 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.
• Performs other duties and special projects as necessary.

What makes this opportunity great:

• Directly supporting our associates in building strong financial futures.
• Supportive and collaborative team that values achieving great results for our clients and giving back to the communities where we live and work.
• Competitive benefits and a culture that cares about your well-being.

What we look for:

• Must have an undergraduate degree.
• Must hold SIE, Series 7/66 or Series 7/63/65 licenses.
• Committed to pursuing and achieving specialized professional designations (i.e., CFP, CPWA, CPA) or higher-level education equivalent within one year of assuming the Associate Financial Advisor role.
• Minimum of three years of investment experience in a client facing role.
• Excellent presentation skills, strong interpersonal and written communication skills.
• Proven self-starter, highly motivated, with the ability to work independently and within a team.