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Aspiring Financial Planner: CFP Path to Advisor (Remote

Remote / Online - Candidates ideally in
Louisville, Jefferson County, Kentucky, 40201, USA
Listing for: ROBERT W. BAIRD & CO. INCORPORATED
Full Time, Remote/Work from Home position
Listed on 2026-08-22
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant
Salary/Wage Range or Industry Benchmark: 50000 - 65000 USD Yearly USD 50000.00 65000.00 YEAR
Job Description & How to Apply Below
Position: Aspiring Financial Planner: CFP Path to Advisor (Remote)

Robert W. Baird & Co. Incorporated in Kentucky invites aspiring financial planners to join a structured program designed to develop competencies and prepare you for a full-time Financial Advisor role on an established team within four years.

You will support Advisors and Client Specialists, build plans, and conduct analyses. The role emphasizes CFP prerequisites and licensing exams, teamwork, and strong analytical and communication skills, with one day of remote work allowed;

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