Wealth Planning Associate — Client & Strategy
Job in
Chicago, Cook County, Illinois, 60290, USA
Listed on 2026-08-29
Listing for:
Baird
Full Time
position Listed on 2026-08-29
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Portfolio & Asset Management
Job Description & How to Apply Below
Baird in Chicago is seeking an Associate Financial Advisor to support a Financial Advisor in delivering sophisticated wealth management solutions to individuals and families. The role emphasizes financial planning, portfolio management and investment analysis, with a focus on building the client base.
You will help prepare customized annual financial plans, present them to clients, and engage next-generation clients.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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