Financial Advisor in Training

Job description

About the Role: Begin your journey to becoming a Financial Advisor in Baird’s Financial Advisor Training Program—a structured career development path designed to build confident, competent, and credible advisors. Through hands-on experience and required licensing, you’ll master advanced training, and sales strategies, while integrating into a real-world practice. You will have the opportunity to partner with experienced advisor teams, support client planning, and contribute to new business development while learning to deliver an exceptional wealth management experience. The Impact You’ll Make: Year 1: Practice Immersion (12 Months) The initial Practice Immersion year is a customized entry point for participants, and will include the following, at minimum. Pass all required licensing (Series 7, 66, Life & Health) and train incoming Associate Financial Advisor/Client Specialist successors as applicable. Prepare for, attend, and shadow senior advisors in client meetings and calls; take meeting notes and complete all follow‑up tasks. Memorialize and support the team service model and Standard of Care, including building performance reports. Research investment solutions and assist sen...