financial solutions advisor

Bank of America

<div>Job Description:
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill&rsquo;s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
As a Financial Solutions Advisor within the centralized segment of the Advisor Development Program, your journey begins by obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor &ndash; from acquiring, building and managing client relationships to considering a client&rsquo;s complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. You will then join the centralized team as a Financial Solutions Advisor.
The Financial Solutions Advisors in the centralized segment are phone-based licensed advisors (obtaining series 7 and 66 required) that provide clients with holistic financial advice and guidance by identifying broader product and service solutions that meet their investment, savings and liability management solutions. FSA&rsquo;s demonstrate knowledge of investments and financial markets and apply key principles appropriate to the individual client's investment needs. Additionally, they align Merrill and Bank of America products and services where appropriate. We will equip you with everything you need, as you move through the stages of development and move into the Merrill Financial Advisor role.
During this stage of your journey, you will receive the necessary training and guidance through a defined path to become the financial advisor you want to be. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. Once you have honed your skills and demonstrated success as an FSA, you typically will progress into the next stage of training and development as a Merrill Financial Solutions Advisor (MFSA). This role within the Advisor Development Program provides the opportunity to pursue a career within Merrill Wealth Management.
The Academy will support you along the way with dedicated programs, tools and resources throughout your career journey.
We&rsquo;ll help you<ul><li>
Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success.</li><li>
Get training and one-on-one coaching from Academy managers who are invested in your success.</li><li>
Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.</li><li>
Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 &amp; 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 60 days of being hired &amp; your Series 7 &amp; 66 within 120 Days - a requirement for the role.</li><li>
Build your network. Starting at a financial center, you&rsquo;ll interact with banking customers, small business owners and higher net worth clients alike. You&rsquo;ll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business.</li><li>
Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence and recommend strategies to help clients achieve their financial goals and life priorities.</li><li>
Collaborate with core banking and investment partners. Connect clients to all of the solutions we provide through Bank of America and Merrill to meet virtually all of their financial needs.</li></ul>
As an Advisor Development Program Financial Solutions Advisor in the centralized segment you can look forward to<ul><li>
Unlimited potential for financial growth.</li><li>
A strong referral base from across the business through our relationship with one in every two households.</li><li>
Managing a portfolio of clients by providing exceptional client care with industry leading products, services, and education.</li><li>
Robust marketing support to reach wider audiences with greater appeal.</li><li>
Ongoing professional development to deepen your skills and optimize your practice as the industry evolves and changes.</li><li>
Opportunities to connect with experts including small business consultants, mortgage lenders and investment advisors.</li></ul>
We&rsquo;re a culture that<ul><li>
Believes in responsible growth and has a proven dedication to supporting the communities we serve.</li><li>
Provides continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience.</li><li>
Believes diversity makes us stronger, so we can reflect, connect to, and meet the diverse needs of our clients and customers around the world.</li><li>
Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs.</li></ul>
Required Qualifications:<ul><li>
Displays confidence working in a sales role</li><li>
Builds strong client relationships through effective communication and collaboration</li><li>
Displays a proactive mindset and effective time management</li><li>
Demonstrates a results-driven mindset and prioritizes client interests</li><li>
Identifies appropriate client solutions through application of learnings and new information</li><li>
Applies relevant regulatory due diligence in daily activities and creating long-term client strategies</li></ul>
Desired Qualifications:<ul><li>
Bachelor&rsquo;s degree and/or a minimum of one year of financial services industry or sales experience</li><li>
Learns and adapts to new technology or applications</li><li>
Executes multiple tasks simultaneously</li></ul> 
This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination.
Shift:
1st shift (United States of America)
Hours Per Week:
40</div>

Advisor Development Program - Financial Solutions Advisor Trainee (Centralized): Park Ave

KeyBank

<div>Location:
2501 Tongass Avenue - Ketchikan, Alaska 99901
Job Summary 
Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. FWA's split their time between client servicing and transaction support (70% of time), and engaging clients in deeper conversation to uncover needs and provide guidance and solutions to assist in client's financial wellness, both in person and through proactive calling efforts (30% of time). As part of the branch team in a hybrid platform role, the FWA works closely with branch leadership and teammates to prioritize high-impact activities, ensuring their time is used strategically to support branch performance. Success in this role depends on effective branch choreography&mdash;clear coordination among team members to ensure time is spent in alignment with business priorities and client needs. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial journey. We take pride in serving our clients and making them feel that no bank will fight harder for them. 
 
Essential Functions<ul><li>
Embodies a strong client experience culture, being present with every client and teammate and realizing the impact we can have on their day, personally, professionally, and financially.</li><li>
Accepts and accurately processes all financial service transactions, while identifying opportunities during the transaction to deepen and expand the client relationship.</li><li>
Acts as a resource to identify and resolve more complex client servicing issues.</li><li>
Listens for clues for financial wellness opportunities during client conversations and then appropriately transitions the clients either individually or to a Banker; Provides effective and customized financial wellness recommendations to clients.</li><li>
Consistently attains individual activity, behavior, and outcome goals and expectations.</li><li>
Participates in and occasionally facilitates in-person morning huddles and end-of-day debriefs.</li><li>
Follows compliance, audit, and security procedures, balances cash drawer within balancing guidelines.</li><li>
Develops strong partnerships with branch teammates and line of business partners &ndash; focusing on client acquisition and deepening the relationship of current clients; effectively manages internal and external centers of influence.</li><li>
Reviews and maintains knowledge of product guides, fees, and policies to stay current on offerings.</li><li>
Work on Saturdays as directed by management.</li><li>
Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice</li><li>
Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key&rsquo;s clients and Key.</li></ul> 
Education<ul><li>
High School Diploma GED, or equivalent business experience (required)</li></ul> 
Work Experience<ul><li>
Experienced in developing current and new client relationships, achieving sales goals, and building referral sources- through techniques such as tele-consulting, outside calling, prospecting and networking. (required)</li><li>
Experienced in cash handling. (required)</li><li>
General understanding of PC with Windows based applications and calculator. (required)</li><li>
Working knowledge of digital technology (mobile, apps, web-based browsing) and ability to educate clients on digital platforms and capabilities within Key. (required)</li></ul> 
Licenses and Certifications<ul><li>
Notary License within 180 Days (preferred)</li></ul> 
Skills<ul><li>
Knowledgeable about the client&rsquo;s accounts and business with the bank and uses sound judgment with clients and transactions.</li><li>
Exhibits strong sales and service skills, presenting products and services while proactively educating clients on utilizing available access channels (e.g., ATM, Online, and Telephone Banking).</li><li>
Strong work ethic and high level of integrity.</li><li>
Excellent time management skills.</li><li>
Promoting and supporting clients' overall financial health through education, planning, and tailored financial strategies.</li><li>
Knowledge of various financial products such as loans, credit cards, and investment options, and the ability to recommend suitable products to clients.</li><li>
Educating clients on financial concepts, products, and services to empower them to make informed decisions.</li><li>
Developing trust and rapport with clients through consistent, personalized interactions and effective communication.</li><li>
Accurately processing cash transactions, maintaining cash drawer balance, and ensuring security and compliance in cash operations.</li><li>
Strong communication, trust-building, and relationship management skills to foster strong advisor-client relationships.</li><li>
Ability to gain market insight and spot trends to provide sound financial strategies.</li></ul> 
Core Competencies<ul><li>
All KeyBank employees are expected to demonstrate Key&rsquo;s Values and abide by Key&rsquo;s Code of Conduct.</li></ul> 
Physical Demands<ul><li>
Consumer Retail - Prolonged Standing (5-8 hours per day), frequent use of hands to manipulate/grasp objects, ability to communicate face to face and on the phone with clients, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1 &ndash; 10 lbs., occasional lifting of up to 30 lbs.</li></ul> 
Driving Requirements<ul><li>
May need to drive to multiple locations in a single day; ability to operate a motor vehicle with a valid driver's license required.</li></ul> 
Work Location Category<ul><li>
Office-Based</li></ul>
#INDPB
COMPENSATION AND BENEFITS
This position is eligible to earn a base hourly rate in the range of $19.23 - $28.37 per hour. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes incentive compensation which may include production, commission, and/or discretionary incentives.
Please click here for a list of benefits for which this position is eligible.
Job Posting Expiration Date: 07/17/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.
Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.</div>

Financial Wellness Associate

<div>Location:
14 Main Street - Hoosick Falls, New York 12090
Job Summary 
Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. FWA's split their time between client servicing and transaction support (70% of time), and engaging clients in deeper conversation to uncover needs and provide guidance and solutions to assist in client's financial wellness, both in person and through proactive calling efforts (30% of time). As part of the branch team in a hybrid platform role, the FWA works closely with branch leadership and teammates to prioritize high-impact activities, ensuring their time is used strategically to support branch performance. Success in this role depends on effective branch choreography&mdash;clear coordination among team members to ensure time is spent in alignment with business priorities and client needs. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial journey. We take pride in serving our clients and making them feel that no bank will fight harder for them. 
 
Essential Functions<ul><li>
Embodies a strong client experience culture, being present with every client and teammate and realizing the impact we can have on their day, personally, professionally, and financially.</li><li>
Accepts and accurately processes all financial service transactions, while identifying opportunities during the transaction to deepen and expand the client relationship.</li><li>
Acts as a resource to identify and resolve more complex client servicing issues.</li><li>
Listens for clues for financial wellness opportunities during client conversations and then appropriately transitions the clients either individually or to a Banker; Provides effective and customized financial wellness recommendations to clients.</li><li>
Consistently attains individual activity, behavior, and outcome goals and expectations.</li><li>
Participates in and occasionally facilitates in-person morning huddles and end-of-day debriefs.</li><li>
Follows compliance, audit, and security procedures, balances cash drawer within balancing guidelines.</li><li>
Develops strong partnerships with branch teammates and line of business partners &ndash; focusing on client acquisition and deepening the relationship of current clients; effectively manages internal and external centers of influence.</li><li>
Reviews and maintains knowledge of product guides, fees, and policies to stay current on offerings.</li><li>
Work on Saturdays as directed by management.</li><li>
Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice</li><li>
Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key&rsquo;s clients and Key.</li></ul> 
Education<ul><li>
High School Diploma GED, or equivalent business experience (required)</li></ul> 
Work Experience<ul><li>
Experienced in developing current and new client relationships, achieving sales goals, and building referral sources- through techniques such as tele-consulting, outside calling, prospecting and networking. (required)</li><li>
Experienced in cash handling. (required)</li><li>
General understanding of PC with Windows based applications and calculator. (required)</li><li>
Working knowledge of digital technology (mobile, apps, web-based browsing) and ability to educate clients on digital platforms and capabilities within Key. (required)</li></ul> 
Licenses and Certifications<ul><li>
Notary License within 180 Days (preferred)</li></ul> 
Skills<ul><li>
Knowledgeable about the client&rsquo;s accounts and business with the bank and uses sound judgment with clients and transactions.</li><li>
Exhibits strong sales and service skills, presenting products and services while proactively educating clients on utilizing available access channels (e.g., ATM, Online, and Telephone Banking).</li><li>
Strong work ethic and high level of integrity.</li><li>
Excellent time management skills.</li><li>
Promoting and supporting clients' overall financial health through education, planning, and tailored financial strategies.</li><li>
Knowledge of various financial products such as loans, credit cards, and investment options, and the ability to recommend suitable products to clients.</li><li>
Educating clients on financial concepts, products, and services to empower them to make informed decisions.</li><li>
Developing trust and rapport with clients through consistent, personalized interactions and effective communication.</li><li>
Accurately processing cash transactions, maintaining cash drawer balance, and ensuring security and compliance in cash operations.</li><li>
Strong communication, trust-building, and relationship management skills to foster strong advisor-client relationships.</li><li>
Ability to gain market insight and spot trends to provide sound financial strategies.</li></ul> 
Core Competencies<ul><li>
All KeyBank employees are expected to demonstrate Key&rsquo;s Values and abide by Key&rsquo;s Code of Conduct.</li></ul> 
Physical Demands<ul><li>
Consumer Retail - Prolonged Standing (5-8 hours per day), frequent use of hands to manipulate/grasp objects, ability to communicate face to face and on the phone with clients, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1 &ndash; 10 lbs., occasional lifting of up to 30 lbs.</li></ul> 
Driving Requirements<ul><li>
May need to drive to multiple locations in a single day; ability to operate a motor vehicle with a valid driver's license required.</li></ul> 
Work Location Category<ul><li>
Office-Based</li></ul>
COMPENSATION AND BENEFITS
This position is eligible to earn a base hourly rate in the range of $19.23 - $28.37 per hour. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes incentive compensation which may include production, commission, and/or discretionary incentives.
Please click here for a list of benefits for which this position is eligible.
Job Posting Expiration Date: 08/01/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.
Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.</div>

<div>Job Description:
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. 
 
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates&rsquo; physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. 
 
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. 
 
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! 
Job Description: 
This job is responsible for providing specialized and personalized service offering advice and guidance to financial center clients through the full spectrum of borrowing and banking offerings at each stage of the client's life plan. Key responsibilities include acquiring new and deepening existing client relationships by conducting client meetings and presenting customized solutions to clients to help them achieve their financial goals. Job expectations include effectively balancing sales performance, operational risk, and client relationship care by leveraging specialized expertise.
Responsibilities:<ul><li>
Recommends financial advice and guidance that align with client financial goals and needs</li><li>
Builds and deepens relationships with new and existing clients by leveraging the full capabilities of the bank</li><li>
Analyzes client financial needs and applies knowledge of borrowing and banking to recommend alternative or additional financial services that best align with the client's unique priorities</li><li>
Connects with clients through outreach and pipeline management activities and conducts consistent follow-up routines to meet client needs</li><li>
Makes decisions on client requests and makes referrals to appropriate internal partners based on client needs</li><li>
 Partners with financial center leaders, performance managers, and market leaders to provide specialized guidance and coaching to financial center associates during meetings to assist with team delivery of an exceptional client experience</li></ul>
Required Qualifications:<ul><li>
Has demonstrated experience and proven success with business-to-business sales and/or small business banking</li><li>
Has strong communication skills with the ability to effectively influence clients</li><li>
Has effective customer service skills with ability to manage the full client end-to-end experience and problem resolution</li><li>
Has a proven sales track record</li><li>
Can build productive partnerships and working relationships</li><li>
Is experienced with outbound phone sales</li></ul>
Desired Qualifications:<ul><li>
Experience with financial information, spreadsheets and financial skills</li><li>
Experience with in-person customer service and sales</li><li>
Experience working with small business clients</li><li>
Experience meeting or exceeding goals</li><li>
A working knowledge of small business products and services</li><li>
Bilingual skills</li></ul>
Skills:<ul><li>
Client Management</li><li>
Client Solutions Advisory</li><li>
Customer and Client Focus</li><li>
Referral Identification</li><li>
Risk Management</li><li>
Client Experience Branding</li><li>
Credit Documentation Requirements</li><li>
Credit and Risk Assessment</li><li>
Pipeline Management</li><li>
Referral Management</li><li>
Attention to Detail</li><li>
Collaboration</li><li>
Issue Management</li><li>
Prospecting</li><li>
Relationship Building</li></ul>
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)
Hours Per Week:
40</div>

Business Solutions Advisor - Chicago Michigan and Illinois Financial Center

FedEx

<div>Lead in the design, development, implementation of high complex enterprise-wide back office financial systems, including but not limited to systems supporting: human resources, finance, payroll, accounting and reporting. 
Essential Functions
<ul><li>Lead large cross-OpCo project teams, developing project plans, maintaining project budgets, leading research and documentation of business requirements in the review of existing and proposed applications for enterprise-wide systems and databases with technical expertise and outstanding project management efficiency.
</li><li>Communicates governance and support policies to all levels of staff and management.
</li><li>Develop and presents executive level communications on a routine base with senior level authority.
</li>Perform other duties as assigned. 
<li>
</li></ul> 
Minimum Education
Bachelor's Degree/equivalency in business, accounting, information technology or related field.
Minimum Experience
Six (6) years experience in financial systems analysis, planning, accounting, audit or operational analysis.
Knowledge, Skills and Abilities
Outstanding project management skills.
Expert with business software, multidimensional databases, web technologies, scripting languages in a business environment.
Outstanding quantitative business problem solving skills and leadership abilities. Excellent organizational/time management and planning skills. Excellent interpersonal skills including written and oral communication skills including presentation skills.
Job Conditions
Some travel required. 
Preferred Qualifications: Windows Server or OS Administration, Install applications and tools, Troubleshoot system messages and events, Knowledge of connecting drive mounts and interfaces, Knowledge of batch/shell scripting, such as, PowerShell or MS-DOS, Knowledge of Structured Query Languages, such as, MSSQL, Knowledge of programming languages, such as, C# (C-sharp), Python or Visual-C, OnSpring SaaS and Project Management Experience
Pay Transparency: This position is located in Memphis, TN, Plano, TX., and Pittsburgh, PA.
Pay: Memphis, TN pay range: Minimum: $7,488.36 Mid: $9,922.07 Max: $12,355.79 Plano, TX and Pittsburgh, PA. Min: $7,882.48 Mid: $10,444.28 Max: $13,006.09
Additional Details: Sponsorship and Relocation may be provided depending on business needs. 
For details on our comprehensive benefits, click here. 
Federal Express Corporation is an Equal Opportunity Employer including, Vets/Disability.
Reasonable accommodations are available for qualified individuals with disabilities throughout the application process. Applicants who require reasonable accommodations in the application or hiring process should contact recruitmentsupport@fedex.com.
Applicants have rights under Federal Employment Laws:<ul><li>
Know Your Rights</li><li>
Pay Transparency</li><li>
Family and Medical Leave Act (FMLA)</li><li>
Employee Polygraph Protection Act</li></ul>
E-Verify Program Participant: Federal Express Corporation participates in the Department of Homeland Security U.S. Citizenship and Immigration Services&rsquo; E-Verify program (For U.S. applicants and employees only). Please click below to learn more about the E-Verify program:<ul><li>
E-Verify Notice (bilingual)</li><li>
Right to Work Notice (English) / (Spanish)</li></ul></div>

Corporate Financial System Advisor

Baird

<div><div><div><div><div><div>In a vital branch support role, you&rsquo;ll partner with Financial Advisor and team members to ensure clients &ndash; whether local or remote &ndash; come first and achieve their long-term goals.
<ul><div>Winnetka, IL
</div><div></div><div>Private Wealth Management
</div><div></div><div>R2026565
</div><div></div><div>On-Site</div></ul></div><div><div>
</div></div></div></div></div></div><div><div><div><div><div>About the Role:
As a Client Specialist at Baird, you&rsquo;ll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. You&rsquo;ll be at the heart of the client experience&mdash;coordinating onboarding, managing communications, supporting account operations, and helping organize impactful client events. Your work will directly contribute to the success of Baird&rsquo;s Private Wealth Management business, where true wealth management means understanding each client&rsquo;s unique vision and tailoring solutions to help them succeed. 

The Impact You&rsquo;ll Make:
<ul><li>Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird and establishing an ongoing communication/client service plan.
</li></ul><ul><li>Gain knowledge of and leverage partnership with Baird&rsquo;s Corporate Resource Groups to provide the best wealth management solutions to clients.
</li></ul><ul><li>Answers all incoming phone calls and handles as appropriate. Manages client needs where possible and advises Financial Advisor of action taken.
</li></ul><ul><li>May schedule client appointments and/or conference room for appointments.
</li></ul><ul><li>Assemble/generate materials including paperwork and reports for client meetings.
</li></ul><ul><li>Understand and ensure business adherence with firm and financial industry regulatory policies.
</li></ul><ul><li>May manage FA and Team&rsquo;s social media presence (website, LinkedIn, X, etc.).
</li></ul><ul><li>Maintain Client Relationship Management (CRM) system for Financial Advisor(s), as well as leverage the platform to manage the client relationship through mailings, reporting, e-mail tracking, and more, with the goal of implementing well-defined client service models.
</li></ul><ul><li>May organize and coordinate seminars and client events at the direction of Financial Advisor(s). Develops client lists, designs material and seminar/meeting content, coordinates PowerPoint presentations and follows through with client contact.
</li></ul><ul><li>Seek ways to enhance FA(s) business effectiveness and marketability.
</li></ul><ul><li>Initiates and completes all transactions required to fully service client accounts i.e. paperwork, correspondence, client request fulfillment and special projects as needed.
</li></ul><ul><li>May enter security orders including stocks, bonds, fixed income, options, annuities and other investment vehicle orders per Financial Advisors&rsquo; instructions or upon client&rsquo;s verbal direction.
</li></ul><ul><li>May also provide back-up to other teams and the branch when necessary, as well as perform other duties and special projects as necessary.
</li></ul><ul><li>Proactively review investment opportunities on a daily basis &amp; notify Financial Advisor(s) to take action on those opportunities with the goal of driving the Financial Advisors&rsquo; business. Specifically, this may include funds available/money line, maturing securities, reorg items, and previous days&rsquo; activities.
</li></ul>What You&rsquo;ll Bring to Baird:
<ul><li>2+ years of prior industry and/or administrative work experience.
</li></ul><ul><li>Must have Active Securities Industry Essentials (SIE) Exam, Series 7, and Series 66 or Series 63 and Series 65 licenses or be willing to study and obtain within 18 months of hire. Training and resources to be provided and paid for by Baird. If not fully licensed, title will be Client Assistant.
</li></ul><ul><li>Proficient in Microsoft Office suite (Word, Excel, PowerPoint) with the ability to learn and effectively navigate Baird&rsquo;s Private Wealth Management technology platforms.
</li></ul><ul><li>Excellent verbal and written communication skills; ability to adeptly exchange ideas and information.
</li></ul><ul><li>Detail oriented with an emphasis on accuracy.
</li></ul>Strong organizational skills <ul><li>- consistent ability to prioritize workflow of team to achieve specific goals in a timely manner.
</li></ul><ul><li>Understands compliance regulations and correspondence policies. Maintains client confidentiality in all situations.
</li></ul><ul><li>Good analytical and critical problem-solving skills.
</li></ul><ul><li>Bachelor&rsquo;s degree preferred, not required.
</li></ul>Compensation and Benefits:
<ul><li>$24.36-$36.67 hourly rate
</li></ul><ul><li>Bonus potential up to 8.5% of base pay
</li></ul><ul><li>Compensation and bonus are commensurate with experience, performance and/or firm profitability
</li></ul><ul><li>You&rsquo;ll have the opportunity to advance your career while enjoying our comprehensive benefits designed for your life, career and future.
</li></ul><div><div>#LI-PWM3</div></div></div></div></div></div></div></div>

Client Specialist

<div><div><div><div><div><div>In a vital branch support role, you&rsquo;ll partner with Financial Advisor and team members to ensure clients &ndash; whether local or remote &ndash; come first and achieve their long-term goals.
<ul><div>Danvers, MA
</div><div></div><div>Private Wealth Management
</div><div></div><div>R2026446
</div><div></div><div>On-Site</div></ul></div><div><div>
</div></div></div></div></div></div><div><div><div><div><div>About the Role:
As a Client Specialist at Baird, you&rsquo;ll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. You&rsquo;ll be at the heart of the client experience&mdash;coordinating onboarding, managing communications, supporting account operations, and helping organize impactful client events. Your work will directly contribute to the success of Baird&rsquo;s Private Wealth Management business, where true wealth management means understanding each client&rsquo;s unique vision and tailoring solutions to help them succeed. 

The Impact You&rsquo;ll Make:
<ul><li>Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird and establishing an ongoing communication/client service plan.
</li><li>Gain knowledge of and leverage partnership with Baird&rsquo;s Corporate Resource Groups to provide the best wealth management solutions to clients.
</li><li>Answers all incoming phone calls and handles as appropriate. Manages client needs where possible and advises Financial Advisor of action taken.
</li><li>May schedule client appointments and/or conference room for appointments.
</li><li>Assemble/generate materials including paperwork and reports for client meetings.
</li><li>Understand and ensure business adherence with firm and financial industry regulatory policies.
</li><li>May manage FA and Team&rsquo;s social media presence (website, LinkedIn, X, etc.).
</li><li>Maintain Client Relationship Management (CRM) system for Financial Advisor(s), as well as leverage the platform to manage the client relationship through mailings, reporting, e-mail tracking, and more, with the goal of implementing well-defined client service models.
</li><li>May organize and coordinate seminars and client events at the direction of Financial Advisor(s). Develops client lists, designs material and seminar/meeting content, coordinates PowerPoint presentations and follows through with client contact.
</li><li>Seek ways to enhance FA(s) business effectiveness and marketability.
</li><li>Initiates and completes all transactions required to fully service client accounts i.e. paperwork, correspondence, client request fulfillment and special projects as needed.
</li><li>May enter security orders including stocks, bonds, fixed income, options, annuities and other investment vehicle orders per Financial Advisors&rsquo; instructions or upon client&rsquo;s verbal direction.
</li><li>May also provide back-up to other teams and the branch when necessary, as well as perform other duties and special projects as necessary.
</li><li>Proactively review investment opportunities on a daily basis &amp; notify Financial Advisor(s) to take action on those opportunities with the goal of driving the Financial Advisors&rsquo; business. Specifically, this may include funds available/money line, maturing securities, reorg items, and previous days&rsquo; activities.
</li></ul>What You&rsquo;ll Bring to Baird:
<ul><li>2+ years of prior industry and/or administrative work experience.
</li><li>Must have Active Securities Industry Essentials (SIE) Exam, Series 7, and Series 66 or Series 63 and Series 65 licenses or be willing to study and obtain within 18 months of hire. Training and resources to be provided and paid for by Baird. If not fully licensed, title will be Client Assistant.
</li><li>Proficient in Microsoft Office suite (Word, Excel, PowerPoint) with the ability to learn and effectively navigate Baird&rsquo;s Private Wealth Management technology platforms.
</li><li>Excellent verbal and written communication skills; ability to adeptly exchange ideas and information.
</li><li>Detail oriented with an emphasis on accuracy.
</li>Strong organizational skills <li>- consistent ability to prioritize workflow of team to achieve specific goals in a timely manner.
</li><li>Understands compliance regulations and correspondence policies. Maintains client confidentiality in all situations.
</li><li>Good analytical and critical problem-solving skills.
</li><li>Bachelor&rsquo;s degree preferred, not required.
</li></ul>Compensation and Benefits:<ul><li>
$24.35-$36.67 hourly rate</li><li>
Bonus potential up to 8.5% of base pay</li><li>
Compensation and bonus are commensurate with experience, performance and/or firm profitability</li><li>
You&rsquo;ll have the opportunity to advance your career while enjoying our comprehensive benefits designed for your life, career and future.</li></ul><div><div>
#LI-PWM2</div></div></div></div></div></div></div></div>

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