Financial Planner
Baird•Bowling Green, KY
•Hybrid
About The Position
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 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. Position will be based from one of our Kentucky offices with one day per week work from home flexibility.
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 with 18 months of beginning the SIE.
- Close attention to detail
- Great organizational skills
- Someone who is very team-oriented
- Personal computer skills must include email, Microsoft Word and Excel
- 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
Nice To Haves
- experience in MoneyGuidePro or similar planning software is a plus
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, it is expected to study for and pass the SIE, Series 7, and Series 66 licensing exams
Benefits
- Training and resources to be provided and paid for by Baird
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
