Baird is seeking an Associate Financial Advisor to support an Advisor or team in delivering sophisticated wealth management solutions to individuals and families.
Responsibilities include creating annual financial plans, delivering plans with the team, educating clients on planning topics, identifying investment solutions, and supporting client acquisition efforts. xqbhyrx
Por favor, lea detenidamente la información de esta oferta de empleo para entender exactamente qué se espera de los posibles candidatos.
Requires degree in Finance/Accounting/Economics and relevant licenses with investment experience.