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Wealth Planning Associate & Client Education Lead
Job in
Milwaukee, Milwaukee County, Wisconsin, 53244, USA
Listed on 2026-08-22
Listing for:
Baird
Full Time
position Listed on 2026-08-22
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
The Associate Financial Advisor role at Baird in Milwaukee, WI supports a senior Financial Advisor in delivering sophisticated wealth management solutions to individuals and families. The position emphasizes financial planning, portfolio analysis, and investment strategy, with opportunities to build the client base.
You will prepare customized annual financial plans, engage clients, and help position the team for additional business opportunities while pursuing CFP/CPWA/JD designations and
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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