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.
#DI
Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.
