About this role
Investment Products Consultant at Baird. Location: Milwaukee or Louisville. Role: consulting advisors, maintaining platform, developing content Requirements: Bachelor's degree and 5+ years financial services experience. SIE, Series 7 & 66 required within 12 months. Strong client service, analytical, organizational skills, and proficiency with investment platforms and Microsoft Office. Category: Finance and Accounting Seniority: Senior Level Tools: Thomson ONE, ValueOne, Morningstar, Microsoft Word, Microsoft Excel, Microsoft PowerPoint Certifications: sie, series 7, series 66 Commitment: Full