About this role
Financial Advisor in Training at Baird. Location: Merritt Island, Florida, United States. Role: supporting advisors, researching investments, sourcing business Requirements: Bachelor's degree, minimum 3 years professional experience, ability to obtain SIE/Series 7/Series 66 (or 63 & 65) and Life & Health insurance; strong communication, interpersonal, and client acquisition skills; coachable and collaborative. Category: Finance and Accounting Seniority: Mid Level Certifications: sie, series 7, series 66, series 63, series 65, life and health insurance, aams, cfp, cdfa, cfa, cima, spwa, cws, tpcp Commitment: Full Time Workplace: Onsite Languages: English