Associate Financial Advisor (Cleveland, OH)

About the Role:

The Associate Financial Advisor provides specialized services to an individual Financial Advisor (with annualized gross production of greater than $1 million) or Baird Qualified Team (with average per FA production of at least $750,000) to assist in their ability to offer sophisticated wealth management solutions to individuals and families and strategically build the client base. Specialized areas of emphasis include financial planning, portfolio management and analysis and/or investment analysis.

The Impact You’ll Make:

• Operate within the team’s client service and wealth management strategy to ensure high quality client service.
• Engage the client/prospect, frame the discussion, and convey the mission to better position the Advisor for additional business opportunities.
• Review, research, and analyze data to create customized, annual financial plans for clients.
• Performs other duties and special projects as necessary.

What You’ll Bring to Baird:

• Must have an undergraduate degree in Finance, Accounting, Economics or equivalent.
• Must have or be capable of and committed to pursuing and achieving specialized professional designations (i.e., CFP, CPWA, JD) or higher-level education equivalent within one year of assuming the Associate Financial Advisor role.
• Must hold SIE, Series 7/66 or Series 7/63/65 licenses.
• Minimum of three years of investment experience in a client facing role.
• Excellent presentation skills, very strong interpersonal and written communication skills.
• Proven self-starter, highly motivated, with the ability to work independently

Compensation and Benefits:

• $62,400 -$84,400 annual salary range
• Compensation and bonus are commensurate with experience, performance and/or firm profitability
• Check out our Total Rewards at Baird, which is a summary of our benefits and compensation