FREE ACCESS
5,000–10,000 jobs/day
See all jobs on Scoutfield
Search thousands of fresh jobs every day.
Discover
- Fresh listings
- Fast filters
- No subscription required
Create a free account and start exploring right away.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial advisory practices, with a strong focus on business development, client outcomes, and strategic growth initiatives. Proven ability to collaborate with leadership and financial advisors to drive profitability and improve service delivery.
Highest-signal resume keywords
Financial Services Industry ExperienceSIE And Series 7/66 LicensingConsultative Role ExperienceCFP, CPWA, Or ChFC DesignationsProject Management Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial Advisory Practice KnowledgeBusiness Development StrategiesClient Outcome ImprovementMarket Profitability AnalysisProfessional Development Event HostingVoice Of Client StrategiesProject Execution And MeasurementRelationship BuildingCoaching EngagementsStrategic Partner Collaboration
Soft Skills
Effective Communication SkillsOrganizational SkillsCreative Problem-SolvingInfluential LeadershipCustomer Service Orientation
Certifications & Qualifications
Bachelor's DegreeSIE LicenseSeries 7 LicenseSeries 66 LicenseCFP DesignationCPWA DesignationChFC Designation
Industry Keywords
Wealth ManagementFinancial AdvisorsMarket DirectorsBranch LeadersFinancial Advisor PracticesPWM ResourcesBusiness DevelopmentNextGen TalentHome Office PersonnelConsultative Role
About the role
Key responsibilities & impact- Act as an internal management consultant and practice management coach to Market Directors, Branch Leaders, and Financial Advisor Practices
- Support PWM strategic and growth initiatives across the branch network
- Partner with the Business Development team, Wealth Center, and Wealth Solutions Group to drive consistency, engagement, and business outcomes
- Develop and maintain knowledge of Firm and PWM resources, Wealth Center capabilities, solutions, and strategic partners
- Represent business development in the Wealth Center and advance regional resources and outcomes
- Identify opportunities to drive Market profitability using firm initiatives and relationships with home office departments and strategic partners
- Collaborate with Executive Market Leaders, Market Leaders, and Branch Leaders to understand priorities and provide resources and tools
- Apply product and business knowledge to recruiting efforts and communicate Baird resources and services to recruits
- Assist with closing, transitioning, and supporting recruits and new advisors, including NextGen talent
- Leverage knowledge into proactive solutions that improve client outcomes and revenue growth
- Develop Voice of Client strategies with Wealth Centers for Financial Advisor teams and leaders
- Partner with Professional Development and the Wealth Center to develop and host large-scale professional development events
- Centralize key tasks to improve consistency, efficiency, and outcomes for Financial Advisor practices
- Generate actionable strategies and tactics to help Advisors grow business and improve client outcomes
- Build relationships and coaching engagements that connect peer groups and share best practices
- Develop strong relationships with PWM Financial Advisor practices and connect them with Baird’s platform and experts
Requirements
What you’ll need- Bachelor’s degree required
- 10+ years experience in the financial services industry preferred
- SIE and Series 7/66 licensing is required
- Attainment of, or demonstrated progress towards the CFP, CPWA, or ChFC designations is highly valued
- Solid understanding of how a financial advisory practice functions
- Prior experience in a consultative role, preferably working with financial advisors
- Ability to travel a minimum of 50%
- Comfort with ambiguity, strong organizational skills, and ability to work independently
- Effective written and verbal communication skills, including above average presentation skills
- Creative and collaborative problem-solving skills with strong attention to detail
- Ability to be highly influential using strong fact-based arguments without positional power
- Ability to interact with senior leadership, Financial Advisors, and home office personnel
- Strong service orientation and knowledge of challenges and opportunities faced by financial advisors
- Ability to originate, execute, and measure projects and initiatives at branch, regional, and firm levels
- Ability to organize and prioritize work, meet deadlines, and complete projects with limited supervision
- Ability to work independently in a fast-paced team environment with minimal supervision
- Strong commitment to exceptional customer service; excellent people and communication skills; self-motivated and a team player
Benefits
Comp & perks- Employment opportunities 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