AFAT Advisor Associate
On-siteMilwaukee, Wisconsin, United States
Milwaukee, Wisconsin, United StatesOn-siteFull TimeEntry LevelLarge
Full TimeEntry LevelLarge
Job Summary
Create customized annual financial plans for Baird Associates and their families by researching data, analyzing needs, and delivering personalized guidance on retirement, investment, and debt management. Lead educational conversations on benefits and planning opportunities while sitting in on client meetings to implement tailored investment solutions. Proactively engage associates to build awareness of team offerings and support follow-up, documentation, and the closing of identified financial goals. Assist with department presentations and communications to foster engagement within the firm.
Required Qualifications
- Minimum of one year of industry experience in a client facing role
- Must hold SIE, Series 7/66 or Series 7/63/65 licenses
- Must have an undergraduate degree
- Must be committed to pursuing and achieving specialized professional designations (i.e., CFP, CPWA, CPA) or higher-level education equivalent within one year of assuming the role
Desired Qualifications
- Proven self-starter, highly motivated, with the ability to work independently and within a team
- Demonstrated ability to build trusted relationships and influence outcomes across diverse stakeholders
- Ability to lead client conversations with professionalism, empathy, and confidence
- Great organizational skills with the ability to manage multiple priorities while maintaining attention to detail
- Collaborative mindset with a commitment to supporting team goals, sharing best practices, and fostering a positive culture
- Excellent presentation skills and written communication skills
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.