Jobs
>
Milwaukee

    Financial Advisor Foundations Associate - Milwaukee, United States - Robert W. Baird & Co.

    Robert W. Baird & Co.
    Robert W. Baird & Co. Milwaukee, United States

    3 weeks ago

    Default job background
    Description

    Baird's Financial Advisor Foundations Program is a rotational program for candidates passionate about a career in financial advising. The Program provides work experiences, business development opportunities, and educational opportunities in select Private Wealth Management functional areas to train Financial Advisor talent to be prepared for a successful career as a Financial Advisor and earn a full-time role on an existing team. At Baird, we believe true financial partnership means providing the personal attention and service our clients deserve and the thoughtful advice and solutions they need to succeed - no matter what's next. Individuals in this program should aim to add value every step of the way, increasing results for Baird while earning opportunities to deepen their knowledge and experience with the ultimate goal of joining a team.

    The program is divided between the Education/Application Phase and the Branch Rotations Phase.

    Education & Application Phase

    You will complete a one year critical foundational curriculum, which includes education and training, while working with key departments and finishing licensing exams. You will face real, practical, client-facing work in the Client Resource Team (CRT) and on a sponsoring wealth management team that requires individuals to leverage and apply training.

    • Receive training on the breadth of Baird's expertise, resources, investment solutions and technology
    • Complete sales and client service training, articulate your value proposition as well as complete a variety of quizzes and case studies to test your knowledge and understanding
    • Complete a rough draft of a biography, business plan and pipeline tracking document
    • Study for your Series 7 and Series 66 exams and begin studying for the CERTIFIED FINANCIAL PLANNERTM exam
    • Team with relevant departments, including Operations, Marketing, Business Development, Technology Best Practices, Supervision, Financial Planning, the Client Resource Team (CRT), Investment Solutions and PWM Research
    • Communicate with clients, understand their goals and needs, identify and then implement investment solutions within a structured environment with close coaching
    • Be paired with a sponsoring wealth management team to work as a dedicated teammate to provide the highest level of client service and help the team grow their business
    • Begin to drip on your pipeline through your Business Development Rotation
    • Network with potential branch rotations with permanent teaming opportunities during this first year
    The goal during this phase is to earn the trust of your team and build credibility such that you are given increased responsibilities. This is all with the aim to get as many real-world application experiences and network to earn a Branch Rotation with a team.

    Branch Rotations Phase
    If you have earned the opportunity to complete Branch Rotations with 1-2 prospective teams in the second year of the program, the goal is to solidify a permanent opportunity with one of these teams.
    • Articulate the value you could add to their practice and test the fit of the relationship
    • Finalize your biography and business plan, complete the CFP curriculum and schedule the CFP exam
    • Deepen your knowledge gained during the Education & Application phase
    • Begin negotiating a teaming deal
    What makes this opportunity great:
    • Extensive resources and time dedicated to the development necessary to jump start your journey to becoming a Financial Advisor
    • The program fortifies one's character, increasing resiliency, driving a stronger work ethic, teaching humility, fostering human connection and encouraging initiative
    • Ability to work with a variety of teams and leaders, increasing your knowledge and skills through many different work experiences and opportunities across Private Wealth Management
    • Long term financial advisor opportunities available in many locations across the country
    What we look for:
    • Commitment to become a Financial Advisor at the conclusion of the program and strong desire to develop skills in client service, wealth management, new business development and practice management
    • Bachelor's degree Required. Concentration in Business, Accounting, Finance, or Marketing preferred
    • 3+ years professional experience or proven private wealth management internship experience with passed SIE exam preferred
    • Must obtain the SIE prior to your start date
    • Must have the ability to obtain the Series 7 & 66 licenses within 16 weeks of hire and to pass the examination portion of the CFP by the conclusion of the program
    • If 3+ years of experience, potential to do the 12 months of training at the local branch. If less than 3 years of experience, open to being based out of Milwaukee, WI for 12 months of training with the potential to relocate to a targeted branch office across the country following graduation
    • Exceptional communications and analytical skills
    • Ability to thrive in an entrepreneurial, sales-oriented environment that requires proactive initiative, resilience, and autonomy
    #LI-PWM2

    #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.
  • Robert W. Baird & Co. Incorporated

    Financial Advisor Foundations Associate

    6 days ago

    Robert W. Baird & Co. Incorporated Milwaukee, United States

    Challenge your thinking and build an amazing career with the best people in the financial services industry Baird's Financial Advisors provide advice, strategies, and solutions to high-net worth individuals and families across the United States, serving as true partners. True wea ...

  • University of Texas MD Anderson Cancer Center

    Associate Director, Foundation and Corporate Relations

    5 days ago

    University of Texas MD Anderson Cancer Center Pewaukee, United States

    The University of Texas MD Anderson Cancer Center in Houston is one of the world's most respected centers focused on cancer patient care, research, education, and prevention. It was named the nation's No. 1 hospital for cancer care in U.S. News & World Report's rankings. It is on ...

  • Ascension

    RN Registered Nurse

    1 week ago

    Ascension Milwaukee, United States Full time

    Details · Sign-on Bonus: $20,000 · Department: · Med Surg 7W · Schedule: · Full Time Days · Weekend Only · | 7am-7pm with holiday rotations · Hospital: · Ascension Columbia St. Mary's Hospital · Location: · Milwaukee WI · Benefits · Paid time off (PTO) · Various health insurance ...

  • Medical Talent

    Travel Nurse

    5 days ago

    Medical Talent Milwaukee, United States

    Medical Talent is seeking an experienced Stepdown Unit Registered Nurse for an exciting Travel Nursing job in Milwaukee, WI. Shift: 3x12 hr nights Start Date: ASAP Duration: 8 weeks Pay: $ / Week About Medical Talent: · Medical Talent is a distinguished company that prides itsel ...

  • Medical Talent

    Travel Nurse

    2 weeks ago

    Medical Talent Milwaukee, United States

    Medical Talent is seeking an experienced Stepdown Unit Registered Nurse for an exciting Travel Nursing job in Milwaukee, WI. Shift: 3x12 hr nights Start Date: 06/10/2024 Duration: 13 weeks Pay: $1853 / Week About Medical Talent: · Medical Talent is a distinguished company that p ...

  • GI Associates

    Ambulatory Surgery Center RN

    1 day ago

    GI Associates Milwaukee, United States

    At GI Associates we believe in striving for the best outcomes for our patients, employees, and community. Imagine your next career as a digestive health expert GI Associates is looking for motivated people to join our growing independent gastroenterology practice. Our nationally ...

  • Prologue

    Associate Director of Fundraising

    3 weeks ago

    Prologue Milwaukee, United States

    Prologue is partnering with a leading conservation organization to find a dynamic and passionate Associate Director of Fundraising. This individual will play a crucial role in advancing the organization's mission by leading fundraising efforts, building donor relationships, and d ...

  • Ascension

    Graduate Nurse or RN

    3 weeks ago

    Ascension Milwaukee, United States Full time

    Details · Sign-on bonus: $20,000 · Department: Med Surg | Telemetry and Specialty · Schedule: Full Time Days .9 FTE | 7am-7pm with every other weekend and holiday rotation · Hospital: Ascension Columbia St. Marys Hospital · Location: Milwaukee WI · Benefits · Paid time off ...

  • Insight Enterprises

    Solutions Architect

    5 days ago

    Insight Enterprises Milwaukee, United States

    Requisition Number: 95966 · Must be located in WI, IL, or MN · Position Overview · Insight Enterprises is a Fortune 500 Solutions Integrator helping organizations accelerate transformation by unlocking the power of people and technology. With a 35-year foundation in hardware ...

  • Rogers Behavioral Health

    Registered Nurse

    3 weeks ago

    Rogers Behavioral Health West Allis, United States Full time

    *Up to a $10,000 retention bonus available · The registered nurse (RN, RN II, RN III) performs professional nursing activities in the care of patients so they may achieve or regain, and then maintain, maximum physical, emotional or social functions. Role functions are governed b ...

  • Beacon Hill

    Test Automation Engineer

    3 weeks ago

    Beacon Hill Milwaukee, United States

    Position Overview: We are seeking a dynamic and skilled Automation Test Developer to join our clients team. The ideal candidate will have a strong understanding of good coding practices and the ability to customize test scripts using JavaScript. This role focuses on designing and ...

  • Medical College of Wisconsin

    CAA/CRNA (Certified Anesthesiologist Asst. or Certified Nurse Anesthetist) Froedtert Surgery Center

    1 day ago

    Medical College of Wisconsin Milwaukee, United States Full time

    and level of work being performed by most people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, and requirements. Scheduling flexibility is required to accommodate changing business needs. Benefits · • 8% matching 403(b) af ...

  • Beacon Hill

    Sr Quality Assurance Analyst

    3 weeks ago

    Beacon Hill Milwaukee, United States

    Job Title: Senior QA Engineer (Manual) · Summary: We're on the lookout for a Senior QA Engineer with a strong focus on backend testing. This role involves defining, planning, leading, and executing project testing activities, particularly centered around backend and data validat ...

  • Mortenson

    MEP Superintendent

    3 weeks ago

    Mortenson Milwaukee, United States Full time

    Company Overview · Mortenson's success is not a matter of luck; it's a result of our ingenuity, expertise, and exceptional people coupled with our unparalleled focus on customer service. · Our foundation and culture are based upon our company values of trust, safety, teamwork, ...

  • Husch Blackwell

    Senior SharePoint Developer

    1 day ago

    Husch Blackwell Milwaukee, United States Full time

    Husch Blackwell LLP is a full-service litigation and business law firm with multiple locations across the United States, serving clients with domestic and international operations. · At Husch Blackwell we believe that diverse, equitable and inclusive teams lead to better outcomes ...

  • Medical College of Wisconsin

    CAA (Certified Anesthesiologist Assistant) - Pediatric

    1 week ago

    Medical College of Wisconsin Milwaukee, United States Full time

    and level of work being performed by most people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, and requirements. Scheduling flexibility is required to accommodate changing business needs. Position Highlights · Level 1 Pedi ...

  • MRA Recruiting Services

    Executive Assistant

    3 weeks ago

    MRA Recruiting Services Milwaukee, United States

    Executive Assistant · Suzanne & Richard Pieper Family Foundation · Milwaukee, WI · About Us: · The vision of the Suzanne and Richard Pieper Family Foundation (SRPFF) is to serve as models of those who embrace the philosophy of treating one's neighbor as they would like to be trea ...

  • MRA Recruiting Services

    Executive Assistant

    3 weeks ago

    MRA Recruiting Services Milwaukee, United States

    Job Description · Job DescriptionExecutive Assistant · Suzanne & Richard Pieper Family Foundation · Milwaukee, WI · About Us: · The vision of the Suzanne and Richard Pieper Family Foundation (SRPFF) is to serve as models of those who embrace the philosophy of treating one's neigh ...

  • River Run Computers Inc

    Systems Administrator

    1 day ago

    River Run Computers Inc Milwaukee, United States

    Job Description · Job DescriptionOverview · In this role, you will be responsible for supporting local and remote staff across the nation by resolving technology issues at tier 2 or 3 levels. Be an active partner to manage a business relationship with clients. Provide a high leve ...

  • Lucid Partners

    Junior Marketing Associate

    5 days ago

    Lucid Partners Milwaukee, United States

    Lucid Partners is hiring a Junior Marketing Associate in Milwaukee, WI. As Junior Marketing Associate, you will develop and execute integrated marketing plans to meet or exceed sales pipeline goals. You will work closely with sales, market strategists, and product marketing teams ...