Financial Planner

About the role

The Financial Planner role provides work experience and educational opportunities to build competencies and allows time to network and target a role as a full-time Financial Advisor on an existing team within 3 years. Support Financial Advisors and Client Specialists in the creation of financial plans and analyses for initial prospects or existing clients. Provide research for client questions and ongoing education and support to Advisors and Client Specialists. Position will be based from one of our Pittsburgh offices with one day per week work from home flexibility.

Responsibilities

• Interact with Financial Advisors to provide ongoing research and assistance for existing clientele
• Create and develop Baird Wealth Plan drafts and various financial analyses
• Provide education to Financial Advisors in a group setting and to individuals as needed
• Perform special projects and assignments as required
• Complete CFP prerequisites and sit for comprehensive CFP exam. Upon passing the CFP, study for and pass the SIE, Series 7 and Series 66 licensing exams

Requirements

• Bachelor's degree in related field, or degree in unrelated field and relevant work experience
• Strong computational, mathematical and analytical skills
• Ability to complete the CFP prerequisites and sit for comprehensive CFP exam within the first two years of hire
• Ability to study for and obtain the Securities Industry Essentials (SIE) Exam, Series 7 and Series 66 or be willing to study and obtain immediately following the CFP exam and complete the three exams within 18 months of beginning. The SIE Training and resources to be provided and paid for by Baird
• Close attention to detail
• Great organizational skills
• Team-oriented
• Personal computer skills must include email, Microsoft Word and Excel; experience in MoneyGuidePro or similar planning software is a plus
• Commitment to become a Financial Advisor at the conclusion of the program and strong desire to develop skills in client service, wealth management and new business development