Financial Planner Position Available In Mecklenburg, North Carolina

Financial Planner 4.0 4.0 out of 5 stars Charlotte, NC Challenge your thinking and build an amazing career with the best people in the financial services industry! Baird’s Financial Advisors provide advice, strategies, and solutions to high-net worth individuals and families across the United States, serving as true partners. True wealth management goes beyond managing investments. At Baird, we understand it begins with learning all we can about what our clients want for themselves and their families. We work closely with them to prioritize their goals, utilizing Baird’s resources and expertise to create a tailored plan to ensure success as they’ve defined it. Check out this video to learn more about our Private Wealth Management business. This role will provide work experience and educational opportunities to build competencies as well as allow time to network to target a role as a full time Financial Advisor on an existing team within 4 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. As a Financial Planner, you will: 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, it is expected to study for and pass the SIE, Series 7, and Series 66 licensing exams.

What makes this opportunity great:

Strong work-life balance is promoted. Team of associates passionate about achieving great results for clients that give back to the communities where we live and work. Unique culture that values diverse backgrounds and perspectives while emphasizing teamwork and a strong sense of partnership A strong, stable employee-owned firm recognized as a great place to work since 2004.

What we look for:

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 with 18 months of beginning the SIE. Training and resources to be provided and paid for by Baird. Close attention to detail. Great organizational skills. Someone who is very team-oriented. Personal computer skills must include email, Microsoft Word and Excel, and 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. #LI-CM1 Commitment to Inclusion & Diversity Baird is committed to inclusion & diversity for our clients, our associates and the communities where we live and work. This commitment stems from our culture of integrity, genuine concern for others and respect for the individual. We view inclusion & diversity as an ongoing journey – one of shared responsibility, continuous improvement and a focus on progress. We invite you to join us as we work together to foster an environment where diversity unites rather than divides us.