Wealth Planning Associate — Client & Planning Expert
Job in
Eau Claire, Eau Claire County, Wisconsin, 54701, USA
Listed on 2026-02-18
Listing for:
Robert W. Baird & Co.
Full Time
position Listed on 2026-02-18
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Financial Services, Financial Sales
Job Description & How to Apply Below
A financial services company in Eau Claire seeks an Associate Financial Advisor to support individual Financial Advisors and provide wealth management solutions. The role involves creating customized financial plans, engaging clients, and assisting with marketing efforts. Candidates must possess an undergraduate degree in a relevant field, hold necessary licenses, and have three years of client-facing investment experience. Excellent presentation and interpersonal skills are essential.
This position offers a platform to engage with clients and develop a sophisticated financial advisory approach.
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Position Requirements
10+ Years
work experience
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