Financial Advisor Foundations Associate

14648 N Scottsdale Rd, Scottsdale, AZ 85254, USA

Full-TimeDepends on ExperienceMid-LevelBachelors

Job Description

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. Study for your Series 7 and Series 66 exams and begin studying for the CERTIFIED FINANCIAL PLANNER™ 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.

Where is this job?

This job is located at 14648 N Scottsdale Rd, Scottsdale, AZ 85254, USA

Job Qualifications

3+ years relevant professional experience or proven private wealth management internship experience with passed SIE exam preferred
Ability to thrive in an entrepreneurial, sales-oriented environment that requires proactive initiative, resilience, and autonomy
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

Required Skills

Analytical skills
Negotiation skills
Time Management Skills
wealth management
Client service/client facing skills
New business development and practice management

Soft Skills

Driven and self-motivated
Problem Solving Skills
Flexibility/Adaptability
Detail Oriented and Organized
Process Oriented
Verbal and Written Communication
Multi tasker

Compensation

According to JobzMall, the average salary range for a Financial Advisor Foundations Associate in 14648 N Scottsdale Rd, Scottsdale, AZ 85254, USA is $48,000 to $110,000. This range depends on factors such as experience, expertise, and location.

Additional Information

Baird is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

Required LanguagesEnglish

Job PostedSeptember 12th, 2022

Apply BeforeMay 22nd, 2025

This job posting is from a verified source.

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