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Associate Financial Advisor - UHNW Wealth Planning

Job in Milwaukee, Milwaukee County, Wisconsin, 53244, USA
Listing for: Baird
Full Time position
Listed on 2026-06-26
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Financial Advisor
Job Description & How to Apply Below
Baird is seeking an Associate Financial Advisor in Milwaukee, Wisconsin, to partner with advisory teams in delivering comprehensive financial planning services. The role involves creating customized financial plans, engaging with clients, and leading educational initiatives. Ideal candidates should have an undergraduate degree with a solid academic record, three years of client-facing investment experience, and strong analytical skills, particularly in Excel.

Baird offers training for required licenses and supports professional designations.
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Position Requirements
10+ Years work experience
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