Posted: July 3, 2024
Baird's Financial Advisor Foundations Program is a rotational program for candidates passionate about a career in financial advising.
The Program provides work experiences, business development opportunities, and educational opportunities in select Private Wealth Management functional areas to train Financial Advisor talent to be prepared for a successful career as a Financial Advisor and earn a full-time role on an existing team.
At Baird, we believe true financial partnership means providing the personal attention and service our clients deserve and the thoughtful advice and solutions they need to succeed - no matter what's next.
Individuals in this program should aim to add value every step of the way, increasing results for Baird while earning opportunities to deepen their knowledge and experience with the ultimate goal of joining a team.
The program is divided between the Education/Application Phase and the Branch Rotations Phase.
Education & Application Phase
You will complete a one year critical foundational curriculum, which includes education and training, while working with key departments and finishing licensing exams.
You will face real, practical, client-facing work in the Client Resource Team (CRT) and on a sponsoring wealth management team that requires individuals to leverage and apply training.
- Receive training on the breadth of Baird's expertise, resources, investment solutions and technology
- Complete sales and client service training, articulate your value proposition as well as complete a variety of quizzes and case studies to test your knowledge and understanding
- Complete a rough draft of a biography, business plan and pipeline tracking document
- Study for your Series 7 and Series 66 exams and begin studying for the CERTIFIED FINANCIAL PLANNER™ exam
- Team with relevant departments, including Operations, Marketing, Business Development, Technology Best Practices, Supervision, Financial Planning, the Client Resource Team (CRT), Investment Solutions and PWM Research
- Communicate with clients, understand their goals and needs, identify and then implement investment solutions within a structured environment with close coaching
- Be paired with a sponsoring wealth management team to work as a dedicated teammate to provide the highest level of client service and help the team grow their business
- Begin to drip on your pipeline through your Business Development Rotation
- Network with potential branch rotations with permanent teaming opportunities during this first year
The goal during this phase is to earn the trust of your team and build credibility such that you are given increased responsibilities.
This is all with the aim to get as many real-world application experiences and network to earn a Branch Rotation with a team.
Branch Rotations PhaseIf you have earned the opportunity to complete Branch Rotations with 1-2 prospective teams in the second year of the program, the goal is to solidify a permanent opportunity with one of these teams.
- Articulate the value you could add to their practice and test the fit of the relationship
- Finalize your biography and business plan, complete the CFP curriculum and schedule the CFP exam
- Deepen your knowledge gained during the Education & Application phase
- Begin negotiating a teaming deal
What makes this opportunity great:
- Extensive resources and time dedicated to the development necessary to jump start your journey to becoming a Financial Advisor
- The program fortifies one's character, increasing resiliency, driving a stronger work ethic, teaching humility, fostering human connection and encouraging initiative
- Ability to work with a variety of teams and leaders, increasing your knowledge and skills through many different work experiences and opportunities across Private Wealth Management
- Long term financial advisor opportunities available in many locations across the country
What we look for:
- Commitment to become a Financial Advisor at the conclusion of the program and strong desire to develop skills in client service, wealth management, new business development and practice management
- Bachelor's degree Required.
Concentration in Business, Accounting, Finance, or Marketing preferred - 3+ years professional experience or proven private wealth management internship experience with passed SIE exam preferred
- Must obtain the SIE prior to your start date
- Must have the ability to obtain the Series 7 & 66 licenses within 16 weeks of hire and to pass the examination portion of the CFP by the conclusion of the program
- If 3+ years of experience, potential to do the 12 months of training at the local branch.
If less than 3 years of experience, open to being based out of Milwaukee, WI for 12 months of training with the potential to relocate to a targeted branch office across the country following graduation - Exceptional communications and analytical skills
- Ability to thrive in an entrepreneurial, sales-oriented environment that requires proactive initiative, resilience, and autonomy
• LI-PWM2
• DI
Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.
Read the full job description and apply online on the recuiter's web-site
Class A CDL Company Driver - 6mo EXP Required - OTR - Reefer
Location:
United States -
WI -
WI -
Wilson
Posted: June 30, 2024
CDL A Company Driver - Reefer. Monthly Bonus (Performance-Based) • Up to $.05 cpm per month • Per Diem • $.10 cpm for all Drivers - included in pay rate • Military Pay • Drivers who are currently serving or have served within the past 24 months • <2 years verified service = $.01 cpm pay increase •
read more...
View Job Details
Class A CDL Company Driver - 6mo EXP Required - OTR - Dry Van
Location:
United States -
WI -
WI -
Milton
Posted: June 30, 2024
Now Hiring Solo Regional & OTR CDL A Drivers. When you work for CFI as a Regional or Over-the-Road (OTR) driver - a job sometimes referred to as long-haul trucking - you can expect a life of adventure on the open road. It s a lifestyle that does require you to be away from home, but in exchange, it
read more...
View Job Details
Registered Nurse - RN - ICU
Location:
United States -
WI -
WI -
Mequon
Posted: June 17, 2024
Details • Sign-on bonus: $15,000 • Department: ICU • Schedule: Full Time | .9 FTE | Night Shift • Hospital: Columbia St. Marys Ozaukee • Location: Mequon, WI Benefits Paid time off (PTO) • Various health insurance options & wellness plans • Retirement benefits including employer match plans •
read more...
View Job Details
Registered Nurse RN Med Surg - Traveler
Location:
United States -
WI -
WI -
Mequon
Posted: June 28, 2024
Details • $1,715 - $2,277 Weekly Rate • Department: Associate Travel Program - Med Surg • Schedule: Multiple shifts available, 36 hours per week • Hospital: Multiple Ascension acute care hospitals • Location: Requires travel to various locations more than 50 miles away from primary residence This
read more...
View Job Details
Class A CDL Company Driver - 6mo EXP Required - OTR - Dry Van
Posted: June 30, 2024
Now Hiring Solo Regional & OTR CDL A Drivers. When you work for CFI as a Regional or Over-the-Road (OTR) driver - a job sometimes referred to as long-haul trucking - you can expect a life of adventure on the open road. It s a lifestyle that does require you to be away from home, but in exchange, it
read more...
View Job Details
Truck Driver Company - 6mo EXP Required - OTR - Dry Van
Location:
United States -
WI -
WI -
Racine
Posted: June 30, 2024
Now Hiring Solo Regional & OTR CDL A Drivers. When you work for CFI as a Regional or Over-the-Road (OTR) driver - a job sometimes referred to as long-haul trucking - you can expect a life of adventure on the open road. It s a lifestyle that does require you to be away from home, but in exchange, it
read more...
View Job Details
Class A CDL Company Driver - 6mo EXP Required - OTR - Dry Van
Location:
United States -
WI -
WI -
Madison
Posted: June 30, 2024
Now Hiring Solo Regional & OTR CDL A Drivers. When you work for CFI as a Regional or Over-the-Road (OTR) driver - a job sometimes referred to as long-haul trucking - you can expect a life of adventure on the open road. It s a lifestyle that does require you to be away from home, but in exchange, it
read more...
View Job Details
staff - Registered Nurse RN - Neurology 32-52 per hour
Location:
United States -
WI -
WI -
Elm Grove
Posted: July 3, 2024
Advocate Aurora Health is seeking a Registered Nurse (RN) Neurology for a nursing job in Elm Grove, Wisconsin. & Requirements • Specialty: • Neurology • Discipline: • RN • Duration: • Ongoing • 40 hours per week • Shift: • days • Employment Type: • Staff We want our teammates and their families to
read more...
View Job Details
Class A CDL Company Driver - 6mo EXP Required - OTR - Dry Van
Location:
United States -
WI -
WI -
Monroe
Posted: June 30, 2024
Now Hiring Solo Regional & OTR CDL A Drivers. When you work for CFI as a Regional or Over-the-Road (OTR) driver - a job sometimes referred to as long-haul trucking - you can expect a life of adventure on the open road. It s a lifestyle that does require you to be away from home, but in exchange, it
read more...
View Job Details
Regional Truck Driver Company - 6mo EXP Required - Flatbed 1.45k per week
Location:
United States -
WI -
WI -
Seymour
Posted: June 30, 2024
CDL A Regional - Flatbed 1450 Minimum. Company Flatbed Drivers Average $1,450 Minimum Pay! Weekly Gross • 3 Months Verifiable CDL A Experience with No More Than 3 Jobs in The Last Year* • • As a home-weekly driver, you will operate regionally, pulling 48 ft. flatbed trailers. • Pay and Bonus
read more...
View Job Details
staff - Registered Nurse RN - Neurology 32-52 per hour
Posted: July 3, 2024
Advocate Aurora Health is seeking a Registered Nurse (RN) Neurology for a nursing job in West Allis, Wisconsin. & Requirements • Specialty: • Neurology • Discipline: • RN • Duration: • Ongoing • 40 hours per week • Shift: • days • Employment Type: • Staff We want our teammates and their families to
read more...
View Job Details
RN/Registered Nurse -Wound Care
Location:
United States -
WI -
WI -
Appleton
Posted: June 10, 2024
Details • Department: Wound Care • Schedule: FT, Day Shift • Hospital: St. Elizabeth Hospital • Location: Appleton, WI Benefits Paid time off (PTO) • Various health insurance options & wellness plans • Retirement benefits including employer match plans • Long-term & short-term disability • Employee
read more...
View Job Details
Truck Driver Company - 6mo EXP Required - OTR - Dry Van
Location:
United States -
WI -
WI -
Milton
Posted: June 30, 2024
Now Hiring Solo Regional & OTR CDL A Drivers. When you work for CFI as a Regional or Over-the-Road (OTR) driver - a job sometimes referred to as long-haul trucking - you can expect a life of adventure on the open road. It s a lifestyle that does require you to be away from home, but in exchange, it
read more...
View Job Details
Registered Nurse RN Critical Care & PCU - Traveler
Posted: July 1, 2024
Details • $1,875 - $2,492 Weekly Rate Critical Care • $1,715 - $2,277 Weekly Rate PCU • Department: Associate Travel Program - ICU/PCU RN • Schedule: Multiple shifts available, 36 hours per week • Hospital: Multiple Ascension acute care hospitals • Location: Requires travel to various locations more
read more...
View Job Details
Truck Driver Company - 6mo EXP Required - OTR - Dry Van
Location:
United States -
WI -
WI -
Monroe
Posted: June 30, 2024
Now Hiring Solo Regional & OTR CDL A Drivers. When you work for CFI as a Regional or Over-the-Road (OTR) driver - a job sometimes referred to as long-haul trucking - you can expect a life of adventure on the open road. It s a lifestyle that does require you to be away from home, but in exchange, it
read more...
View Job Details
RN Nurse Manager - CVICU
Location:
United States -
WI -
WI -
Milwaukee
Posted: April 29, 2024
Details • Sign-on bonus: $30,000 • Department: CVICU | Cardiovascular Intensive Care Unit • Schedule: Full Time Days • Hospital: Columbia St. Mary's Hospital • Location: Milwaukee WI A strong leadership background and a significant background with cardiology services related to cath lab, EP, cardiac
read more...
View Job Details
Clinical Nurse Leader - Inpatient Surgery
Location:
United States -
WI -
WI -
Racine
Posted: June 12, 2024
Details • Department: Nursing Administration • Schedule: Monday - Friday; 8A - 5P • Hospital: All Saints • Location: Racine, WI Benefits Paid time off (PTO) • Various health insurance options & wellness plans • Retirement benefits including employer match plans • Long-term & short-term disability •
read more...
View Job Details
staff - Registered Nurse RN - Neurology 32-52 per hour
Location:
United States -
WI -
WI -
Milwaukee
Posted: July 3, 2024
Advocate Aurora Health is seeking a Registered Nurse (RN) Neurology for a nursing job in Milwaukee, Wisconsin. & Requirements • Specialty: • Neurology • Discipline: • RN • Duration: • Ongoing • 40 hours per week • Shift: • days • Employment Type: • Staff We want our teammates and their families to
read more...
View Job Details
Registered Nurse RN - Float Pool
Location:
United States -
WI -
WI -
Appleton
Posted: June 10, 2024
Details • Sign-on bonus: $8,000 • Department: Float Pool • Schedule: Full-time 0.9 FTE days | three 12-hour shifts per week 0645-1915 | every third weekend rotation | holiday rotation • Hospital: Ascension St. Elizabeth • Location: Appleton, WI Benefits Paid time off (PTO) • Various health insurance
read more...
View Job Details
RN Charge Nurse - Med Surg Telemetry Speciality
Posted: June 17, 2024
Details • Department: Med Surg | Telemetry and Specialty • Schedule: Full Time Days .9 FTE | 7am-7pm with every other weekend and holiday rotation • Hospital: Ascension Columbia St. Marys Hospital • Location: Milwaukee WI Benefits Paid time off (PTO) • Various health insurance options & wellness
read more...
View Job Details
ED RN/Registered Nurse Manager
Location:
United States -
WI -
WI -
Racine
Posted: June 25, 2024
Details • Sign-on bonus: $10,000.00 • Department: Emergency • Schedule: Full Time| Day Shift| 40hrs • Hospital: All Saints Hospital • Location: Racine, WI *Relocation assistance provided* Benefits Paid time off (PTO) • Various health insurance options & wellness plans • Retirement benefits including
read more...
View Job Details
Truck Driver Company - 6mo EXP Required - OTR - Dry Van
Location:
United States -
WI -
WI -
Madison
Posted: June 30, 2024
Now Hiring Solo Regional & OTR CDL A Drivers. When you work for CFI as a Regional or Over-the-Road (OTR) driver - a job sometimes referred to as long-haul trucking - you can expect a life of adventure on the open road. It s a lifestyle that does require you to be away from home, but in exchange, it
read more...
View Job Details
RN Charge Nurse - Med Surg Telemetry Specialty
Location:
United States -
WI -
WI -
Milwaukee
Posted: June 17, 2024
Details • Department: • Med Surg | Telemetry and Specialty • Schedule: • Full Time Nights .9 FTE | 7pm-7am with every other weekend and holiday rotation • Hospital: • Ascension Columbia St. Marys Hospital • Location: • Milwaukee WI Benefits Paid time off (PTO) • Various health insurance options &
read more...
View Job Details
Registered Nurse RN Critical Care & PCU - Traveler
Location:
United States -
WI -
WI -
Grafton
Posted: July 1, 2024
Details • $1,875 - $2,492 Weekly Rate Critical Care • $1,715 - $2,277 Weekly Rate PCU • Department: Associate Travel Program - ICU/PCU RN • Schedule: Multiple shifts available, 36 hours per week • Hospital: Multiple Ascension acute care hospitals • Location: Requires travel to various locations more
read more...
View Job Details
RN - Charge Nurse - Emergency Department
Posted: April 3, 2024
Details • Department: Emergency Department • Schedule: Full Time: 12 hours shifts, with rotating start times, 0900 or 1130. Every other weekend, assigned holidays. • Hospital: Elmbrook Memorial Hospital • Location: Brookfield, WI Benefits Paid time off (PTO) • Various health insurance options &
read more...
View Job Details
Truck Driver Company - 6mo EXP Required - OTR - Dry Van
Posted: June 30, 2024
Now Hiring Solo Regional & OTR CDL A Drivers. When you work for CFI as a Regional or Over-the-Road (OTR) driver - a job sometimes referred to as long-haul trucking - you can expect a life of adventure on the open road. It s a lifestyle that does require you to be away from home, but in exchange, it
read more...
View Job Details
Class A CDL Company Driver - 6mo EXP Required - OTR - Dry Van
Location:
United States -
WI -
WI -
Racine
Posted: June 30, 2024
Now Hiring Solo Regional & OTR CDL A Drivers. When you work for CFI as a Regional or Over-the-Road (OTR) driver - a job sometimes referred to as long-haul trucking - you can expect a life of adventure on the open road. It s a lifestyle that does require you to be away from home, but in exchange, it
read more...
View Job Details