Financial Planner

Provide support in all aspects of the financial planning process to Financial Advisors (FAs) in Baird branches across an assigned region. This will primarily involve creating financial plan reports using standard firm tools, but may often include participation in data gathering and/or plan presentation meetings. Be able to answer intermediate income tax and financial planning questions from clients. For more advanced questions, be able to research solutions and/or work with other department members or professionals to find an answer. Maintain a flexible schedule to allow for travel to Baird branches. Be able to interpret various planning documents, including tax returns, account statements, Social Security benefit estimates, pension statements, annuity contracts, , life insurance policy documents, , etc. Provide training on financial planning software for FAs and Client Specialists (CSs) who wish to create plans on their own. Includes explanation of general functionality, point-and-click navigation through the program, and detailed assistance in understanding calculations. Create spreadsheets to address specific issues as requested by FAs. This usually requires development of spreadsheets from scratch and is often done with little direction.

According to JobzMall, the average salary range for a Financial Planner in 300 Park St, Birmingham, MI 48009, USA is between $63,000 and $101,000 per year. This range is based on the salaries of Financial Planners in the area, and can vary depending on experience, education, and other factors.

Robert W. Baird & Co. is an American multinational independent investment bank and financial services company.