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Financial Advisor Financial Consultant

Wealth Planning Associate: Client-Focused Advisor

Job in Milwaukee, Milwaukee County, Wisconsin, 53244, USA
Listing for: ROBERT W. BAIRD & CO. INCORPORATED
Full Time position
Listed on 2026-06-21
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Consultant
Salary/Wage Range or Industry Benchmark: 60000 - 90000 USD Yearly USD 60000.00 90000.00 YEAR
Job Description & How to Apply Below
ROBERT W. BAIRD & CO. INCORPORATED is looking for an Associate Financial Advisor in Milwaukee, WI. This role entails collaborating with advisors to create and deliver customized financial plans for clients, focusing on financial planning and investment strategies. Candidates should possess a strong academic background, at least three years of investment experience, and have or be willing to acquire relevant financial licenses.

The position emphasizes excellent communication skills and attention to detail.
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Position Requirements
10+ Years work experience
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