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

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

    5 hours ago

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    Description

    Baird's Financial Advisor Foundations Program offers a unique opportunity for individuals interested in pursuing a career in financial advising. This rotational program aims to equip candidates with the necessary skills and knowledge to succeed as Financial Advisors. At Baird, we prioritize providing personalized attention and tailored solutions to help our clients achieve their financial goals.

    • Gain in-depth training on Baird's expertise, resources, and investment solutions
    • Participate in sales and client service training and complete various assessments to test your understanding
    • Collaborate with different departments to enhance your knowledge and skills
    • Work closely with clients to identify their needs and implement suitable investment strategies
    • Join a wealth management team to deliver exceptional client service and support business growth
    • Network and explore potential branch rotations for future opportunities
    During the Education & Application Phase, participants undergo a comprehensive one-year curriculum that includes education, training, and licensing exams. They engage in real client-facing work and gain hands-on experience within the wealth management industry. In the Branch Rotations Phase, participants have the chance to solidify a permanent role with a wealth management team. They refine their skills, deepen their knowledge, and seek opportunities for long-term growth within the organization. What makes this opportunity stand out:
    • Extensive resources and support for personal and professional development
    • Character-building experiences that enhance resilience, work ethic, and interpersonal skills
    • Exposure to diverse teams and leaders, offering valuable learning experiences
    • Potential for long-term career advancement in various locations nationwide
    Qualifications we are looking for:
    • Dedication to pursuing a career as a Financial Advisor
    • Bachelor's degree required, with a preference for concentrations in related fields
    • Professional experience in wealth management or relevant internships preferred
    • Strong communication and analytical abilities
    • Entrepreneurial mindset with proactive initiative and autonomy
    Baird values diversity and provides equal employment opportunities to all qualified individuals without regard to various factors. Join us in shaping the future of financial advising!

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