Financial Planner Robert W. Baird - 4.0 Pittsburgh, PA Job Details Full-time 1 day ago Benefits Work from home Qualifications Microsoft Excel Computer literacy Research Math Productivity software Full Job Description Baird Private Wealth Management combines national scale with a culture centered on meaningful relationships - among clients, advisors and team members. Pittsburgh, PA Wealth Solutions Group

R20261096

Hybrid About the

Role:

The Financial Planner role will provide work experience and educational opportunities to build competencies as well as allow 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.

The Impact You'll Make:

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 You'll Bring to

Baird:

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 Related Jobs Client Specialist Save Saved Grass Valley, CA Client Specialist new Save Saved Racine, WI CRT Operations Assistant Save Saved Milwaukee, WI More About Our Firm The Baird Way What we call The Baird Way is the foundation of core beliefs we share, the promise we make to each other and the inspiration for our mission. Our Multicultural Community Conference This conference unites colleagues from all corners of our firm to honor and celebrate the contributions of our ethnically diverse associates. Honored to be a Best Place to Work More than 20 consecutive years of recognition as a great workplace makes Baird a destination of choice for extraordinary people from across our industry.