Client Planning Specialist - Sarasota, FL
1 month ago

Job summary
As a Client Planning Specialist at Baird, you'll provide advanced financial planning and client service support for one or more Financial Advisors and their clients.Qualifications
- 5+ years of prior industry work experience
- Active Securities Industry Essentials (SIE) Exam, Series 7, and Series 66 or Series 63 and Series 65 licenses
Job description
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