About this role
Associate Financial Advisor at Baird. Location: Seattle, Washington, United States. Role: analyzing investments, monitoring portfolios, engaging clients Requirements: Undergraduate degree in finance/accounting/economics, SIE and Series 7/66 (or 7/63/65) licenses, 3+ years client-facing investment experience, committed to pursuing CFP/CPWA within one year, strong presentation and communication skills. Category: Finance and Accounting Seniority: Mid Level Certifications: sie, series 7, series 66, series 63, series 65, cfp, cpwa Commitment: Full Time Workplace: Onsite Languages: English