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Under limited supervision and on own initiative, provide financial planning expertise and support for Baird Financial Advisors across an assigned geographic region. Duties include collecting data from clients, creating plans using firm standard tools, and assisting in presenting plan results. Also serve as a technical expert on a wide variety of planning issues, including income tax issues. Must be able to work as part of a team that is geographically diverse, meaning you must support team initiatives while often working independently. Strong verbal and written communication skills required. Activities and duties require a high level of organization and expertise. Must be able to serve as an advocate for the value of financial planning to Financial Advisors. Position will require a moderate amount of travel.
As a Wealth Planner, you will:
What makes this opportunity great:
What we look for:
#DI
#LI-CM1
Full Time
Retail
$71k-88k (estimate)
04/15/2024
04/30/2024
homangmripon.com
RIPON, WI
<25
1971
LEONEL L BAIRD
$5M - $10M
Retail
The job skills required for Wealth Planner include Planning, Presentation, Products and Services, Initiative, Life Insurance, Financial Planning, etc. Having related job skills and expertise will give you an advantage when applying to be a Wealth Planner. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Wealth Planner. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Wealth Planner positions, which can be used as a reference in future career path planning. As a Wealth Planner, it can be promoted into senior positions as a Financial Analyst III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Wealth Planner. You can explore the career advancement for a Wealth Planner below and select your interested title to get hiring information.