Top 23 Financial advisor Jobs in Chippewa Falls, Wi

Financial Advisor in Training
Robert W. Baird —Eau Claire, WI
- Research
- Office
- Business development
Senior Wealth Advisor - Wealth Advisory - Eau Claire, WI or Wausau, WI
CliftonLarsonAllen —Eau Claire, WI
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Office
- Health insurance
- Dental insurance
IRA Specialist
Trust Point Inc. —Eau Claire, WI
- Full-time
- Hybrid work
- Mid-level
- Office
- 3 years
- Profit sharing
- Paid holidays
Quick Apply
11d
Director of Planning Operations – Voyage Financial Advisors
Thrivent —Eau Claire, WI
- $90,000 - $135,000 a year
- Full-time
- Background check
- Office
- Residential
- Profit sharing
- Disability insurance
Quick Apply
11d
Relationship Manager – Private Wealth & Tax Solutions
Wilson Hand LLC —United States
- $175,000 - $950,000 a year
- Full-time
- Remote
- CPA
- Bachelor's degree
- Accounting
- Flexible schedule
Quick Apply
Financial Professional Healthcare RN/NP/RCP
Precision Financial —United States
- $76,683.85 - $92,350.44 a year
- Part-time
- Remote
- Background check
- RN License
- Mid-level
- Professional development assistance
- Flexible schedule
Quick Apply
4d
Financial Coach
Empower —United States
- $58,500 - $72,000 a year
- Remote
- Mid-level
- Bachelor's degree
- Travel
- Paid parental leave
- Paid holidays
Wealth Solutions Advisor
Empower —United States
- $70,000 - $92,500 a year
- Remote
- Mid-level
- 3 years
- US work authorization
- Paid parental leave
- Paid holidays

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Senior Wealth Advisor - Wealth Advisory - Eau Claire, WI or Wausau, WI
CliftonLarsonAllen —Eau Claire, WI
Bachelor’s degree in Accounting, Finance or a related field preferred. CFP® certification or equivalent required. FINRA Series 65 or 66 Required .
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FIRST CONGREGATIONAL UNITED CHURCH OF CHRIST —Eau Claire, WI
Assist church committees to develop leaders for current and emerging programs and secure and train volunteers. High school or equivalent (Preferred).
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Wealth Management Advisor
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So we offer support and financial packages designed to make your transition into Equitable Advisors as smooth as possible.
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Financial Professional - Career Transition Opportunity
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*Account Managers*, proficient in relationship building, client retention strategies, and driving long-term customer satisfaction.
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Financial Advisor in Training

Robert W. Baird -
Eau Claire, WI

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Job Details

Qualifications

Research
Series 7
Bachelor's degree
Securities Industry Essentials
Experience practicing in the securities industry

Full Job Description

Baird Private Wealth Management combines national scale with a culture centered on meaningful relationships – among clients, advisors and team members.

Eau Claire, WI
Private Wealth Management
R2026477
On-Site

Apply Now

About the Role:

Begin your journey to becoming a Financial Advisor in Baird’s Financial Advisor Training Program—a structured career development path designed to build confident, competent, and credible advisors. Through hands-on experience and required licensing, you’ll master advanced training, and sales strategies, while integrating into a real-world practice. You will have the opportunity to partner with experienced advisor teams, support client planning, and contribute to new business development while learning to deliver an exceptional wealth management experience.

The Impact You’ll Make:

Year 1: Practice Immersion (12 Months) The initial Practice Immersion year is a customized entry point for participants, and will include the following, at minimum.

Pass all required licensing (Series 7, 66, Life & Health) and train incoming Associate Financial Advisor/Client Specialist successors as applicable
Prepare for, attend, and shadow senior advisors in client meetings and calls; take meeting notes and complete all follow‑up tasks.
Memorialize and support the team service model and Standard of Care, including building performance reports
Research investment solutions and assist senior advisors with portfolio‑related analysis and tasks
Develop team marketing/branding and value proposition, and lead brokerage‑to‑fee conversion conversations with clients

Year 2: Development (4-12 months) Participants are required to be fully licensed prior to entering year two, when they will focus on the Financial Advisor Training program curriculum. Participants will be required to complete all virtual and in-person requirements and pass all skill and knowledge checks. Participants are required to further pass a two-part comprehensive Capstone role play to progress in the program.

Complete FATP curriculum
Deepen investment knowledge, technology, and planning skills
Complete skill and knowledge checks
Expand role in client meetings and planning processes
Successfully pass Comprehensive Capstone Project

Years 3 & 4: Gain Essential Experience (24 Months) In years three and four, participants become Financial Advisor Associates and advance their experience and expertise, while working to earn the title of Financial Advisor (FA). To earn the FA title, participants must meet qualifying criteria that include but are not limited to 1) clearly demonstrated ability to deliver the Baird Wealth Management Experience confidently, competently, and credibly, and 2) proven ability to grow the business through quality new client acquisitions. This includes the following.

Complete Baird sales training and consistently achieve new client asset and revenue growth goals
Independently source, prospect, and close new business through networking, target markets, and referrals
Deepen existing client relationships by identifying and closing additional assets, including repricing and brokerage‑to‑fee conversions
Lead holistic planning engagements and delivering comprehensive financial plans for HNW clients and prospects
Build long‑term growth through COI development, referral and NextGen campaigns, and independently running mid‑ to top‑tier client meetings

What You’ll Bring to Baird:

Bachelor’s Degree required
Minimum 3 years of professional experience prior to entering the four-year development path
Currently have or ability to obtain SIE, Series 7, Series 66 (or 63 and 65), and Life & Health Insurance
Pursuit of advanced designations throughout the program preferred (AAMS, CFP, CDFA, CFA, CIMA, SPWA, CWS, TPCP)
Entrepreneurial mindset with a focus on quality new client acquisition
Strong interpersonal, communication, and presentation skills
Coachable and collaborative team approach
Ability to build trusted relationships with clients and team members

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More About Our Firm

The Baird Way

What we call The Baird Way is the foundation of core beliefs we share, the promise we make to each other and the inspiration for our mission.

Our Multicultural Community Conference

This conference unites colleagues from all corners of our firm to honor and celebrate the contributions of our ethnically diverse associates.

Honored to be a Best Place to Work

More than 20 consecutive years of recognition as a great workplace makes Baird a destination of choice for extraordinary people from across our industry.

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Refine Your Search

financial advisor jobs in chippewa falls, wi

Financial Advisor in Training

Senior Wealth Advisor - Wealth Advisory - Eau Claire, WI or Wausau, WI

IRA Specialist

Director of Planning Operations – Voyage Financial Advisors

Relationship Manager – Private Wealth & Tax Solutions

Financial Professional Healthcare RN/NP/RCP

Financial Coach

Wealth Solutions Advisor

More jobs to discover

Explore jobs in cities nearby

I want to receive the latest job alert for financial advisor in chippewa falls, wi

Explore jobs in more locations

Related Jobs

Financial Advisor in Training

Financial Advisor in Training

Client Specialist

More About Our Firm

The Baird Way

Our Multicultural Community Conference

Honored to be a Best Place to Work

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