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Closed on August 17, 2026.

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Robert W. Baird

Financial Planner

Robert W. Baird
Louisville, KY Full time Posted 2mo ago
Advisor Client Relations Client Service Financial Advisor Financial Analysis Financial Planning Financial Planning Software Financial Services Wealth Management
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Job Description

Join Baird Private Wealth Management as a Financial Planner in Louisville, KY, with a hybrid work arrangement that includes one day per week from home. This position provides a clear pathway to becoming a full-time Financial Advisor on an existing team within four years, while supporting Financial Advisors and Client Specialists in building comprehensive financial plans, conducting research and education, and advancing CFP prerequisites from a Kentucky-based office.

Responsibilities

  • Collaborate with Financial Advisors to supply ongoing research and hands-on assistance for existing client portfolios
  • Develop and refine Baird Wealth Plan drafts along with a range of financial analyses
  • Provide educational support to Financial Advisors in group settings and to individual clients as needed
  • Undertake special projects and assignments as required
  • Complete CFP prerequisites and sit for the comprehensive CFP exam; upon success, prepare for and pass the SIE, Series 7, and Series 66 licensing exams

Requirements

  • Bachelor’s degree in a related field, or a degree in an unrelated field with relevant work experience
  • Strong computational, mathematical, and analytical abilities
  • Ability to complete CFP prerequisites and sit for the comprehensive CFP exam within the first two years of hire
  • Ability to study for and obtain the Securities Industry Essentials (SIE) Exam, Series 7, and Series 66, or be willing to pursue them immediately after the CFP exam and complete all three within 18 months of starting the SIE; training and resources provided and paid for by Baird
  • Great attention to detail and strong organizational skills
  • Collaborative, team-oriented mindset
  • Proficiency with email and Microsoft Word and Excel; experience with MoneyGuidePro or similar planning software is a plus
  • Commitment to becoming a Financial Advisor at the conclusion of the program and a strong interest in client service, wealth management, and new business development

Technologies

  • MoneyGuidePro
  • Microsoft Word
  • Microsoft Excel

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More About Our Firm

  • The Baird Way
  • Our Multicultural Community Conference
  • Honored to be a Best Place to Work

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