What are the responsibilities and job description for the AFAT Advisor Associate position at Baird?
Baird’s Associate Financial Advice Team is a dedicated team designed to service Baird associates. The team’s objectives are to offer a full Wealth Management Experience to Baird’s associates and their family members. The team operates under a culture that promotes teamwork and communication.
As An AFAT Advisor Associate, You Will
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.
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 with Associate clients and their family members, frame the discussion, and convey the team mission.
- Review, research and analyze data to create customized, annual financial plans for Associate clients.
- Deliver the financial plan to clients in partnership with AFAT 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 the AFAT members. Assist with marketing efforts, such as a newsletter or our team website to build awareness.
- 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.
- In partnership with other AFAT associates, you will participate in client meetings and reviews.
- Unique culture that values diverse backgrounds and perspectives while emphasizing teamwork and a strong sense of partnership.
- Work-life balance is promoted.
- Team of associates passionate about achieving great results for clients and give back to the communities where we live and work.
- Must have an undergraduate degree. Preference in Finance, Accounting, Economics or equivalent.
- Committed to pursuing and achieving specialized professional designations (i.e., CFP, CPWA, JD) or higher-level education equivalent within one year of assuming the Associate Financial Advisor role.
- Must hold SIE, Series 7/66 or Series 7/63/65 licenses.
- Minimum of three years of investment experience in a client facing role.
- Excellent presentation skills, very strong interpersonal and written communication skills.
- Proven self-starter, highly motivated, with the ability to work independently.
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.
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