Top 4 Wealth manager Jobs in Eau Claire, Wi

Financial Advisor in Training
Robert W. Baird —Eau Claire, WI
- Research
- Office
- Business development
IRA Specialist
Trust Point Inc. —Eau Claire, WI
- Full-time
- Hybrid work
- Mid-level
- Office
- 3 years
- Profit sharing
- Paid holidays
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

Discover related jobs

Based on your search for wealth manager jobs.

Financial Advisor in Training
Robert W. Baird —Eau Claire, WI
Pass all required licensing (Series 7, 66, Life & Health) and train incoming Associate Financial Advisor/Client Specialist successors as applicable.
Relationship Manager – Private Wealth & Tax Solutions
Wilson Hand LLC —United States
*Strategic Partner Conversion* – Meet with qualified leads generated by the Lead Generation Department and convert prospects into active Strategic Partners…
$175,000 - $950,000 a year
Quick Apply

Explore jobs in cities nearby

Check out jobs in cities near your current location, Columbus

Financial Planning & Investment Specialist (Wealth Management)
Comprehensive Wealth Partners (Ameriprise Financial Services, LLC) —Powell, OH
Minimum 2 years of experience in financial planning, wealth management, investment research, trading, or a related field.
$65,000 - $95,000 a year
Quick Apply
5d
Financial Professional - Career Transition Opportunity
Equitable Advisors —Columbus, OH
*Account Managers*, proficient in relationship building, client retention strategies, and driving long-term customer satisfaction.
$24,000 - $125,000 a year
Quick Apply

Show more jobs in cities nearby

I want to receive the latest job alert for wealth manager in eau claire, wi

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

wealth manager jobs near eau claire, wi

Financial Advisor jobs in Eau Claire, WI

Financial Advisor jobs in Hunt Valley, MD

Financial Analyst jobs in Mesa, AZ

Academic Advisor jobs in Orlando, FL

Financial Advisor jobs in Long Island, NY

Title Iv Financial Aid jobs in Remote

Financial Advisor jobs in Arlington, VA

Gm Financial jobs in Remote

Financial Advisor jobs in Paducah, KY

Financial Analyst jobs in Detroit, MI

Academic Advisor jobs in Des Moines, IA

Lpl Financial jobs in San Diego, CA

Financial Advisor jobs in Orange County, CA

Financial Advisor jobs in Naperville, IL

Financial Advisor jobs in Asheville, NC

Financial Advisor jobs in Little Rock, AR

Financial Analyst jobs in Omaha, NE

Financial Advisor in Training

Robert W. Baird -
Eau Claire, WI

Apply Now

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

#LI-PWM3

Related Jobs

Financial Advisor in Training

Save

Saved

Merritt Island, FL

Financial Advisor in Training

Save

Saved

Rochester, MN

Client Specialist

Save

Saved

Wausau, WI

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.

Apply Now

Refine Your Search

wealth manager jobs in eau claire, wi

Financial Advisor in Training

IRA Specialist

Relationship Manager – Private Wealth & Tax Solutions

Discover related jobs

Explore jobs in cities nearby

I want to receive the latest job alert for wealth manager in eau claire, 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

Job Seeker Tools

Employer Tools

Browse

Stay Connected