Job Description

About the Role:

The Associate Financial Advisor provides specialized services to an individual Financial Advisor (with annualized gross production of greater than $1 million) or Baird Qualified Team (with average per FA production of at least $750,000) to assist in their ability to offer sophisticated wealth management solutions to individuals and families and strategically build the client base. Specialized areas of emphasis include financial planning, portfolio management and analysis and/or investment analysis. 

The Impact You’ll Make: 

  • 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.
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