Financial Planner
Baird · Nashville, Tennessee, US
The Financial Planner will provide work experience and educational opportunities to build competencies as well as allow time to network to target a role as a...
Job description
About the Role: The Financial Planner 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. Position will be based from one of our Nashville, TN 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 i...