Qualifications

• 2+ years of relevant work experience
• Focus on excellent client service
• Expected to study for and obtain the Securities Industry Essentials (SIE) Exam and Series 7 and 66 licensures within 18 months of hire
• 5 more items(s)

Benefits

• Flexible work-life balance is promoted
• Fast paced environment that will enable you to grow as a professional
• Team of associates passionate about achieving great results for clients and give back to the communities where we live and work

Responsibilities

• Provide exceptional client service and operational support for one or more Financial Advisors following a wealth management or portfolio management business approach
• Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird, and establishing an ongoing communication/client service plan
• Gain knowledge of and leverage partnership with Baird’s Corporate Resource Groups to provide the best wealth management solutions to clients