About this role
Associate Financial Advisor at Baird. Location: Phoenix, Arizona, United States. Role: creating plans, delivering plans, analyzing investments Requirements: Undergraduate degree in finance/accounting/economics, SIE and Series 7 (with 66 or 63/65), 3+ years client-facing investment experience, pursue advanced designations (CFP/CPWA/JD), strong presentation and communication skills. Category: Finance and Accounting Seniority: Mid Level Tools: LinkedIn Certifications: sie, series 7, series 66, series 63, series 65, cfp, cpwa, jd Commitment: Full Time Workplace: Onsite Languages: English