Top 2 Cfa Jobs in Merritt Island Fl

Financial Advisor in Training
Robert W. Baird —Merritt Island, FL
- Research
- Office
- Business development

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Financial Advisor in Training
Robert W. Baird —Merritt Island, FL
Pass all required licensing (Series 7, 66, Life & Health) and train incoming Associate Financial Advisor/Client Specialist successors as applicable.
Wealth Management Trainee (FL)
Bankers Life —Melbourne, FL
Continuous support with tech tools, marketing leads, and team collaboration. This is an entry-level exam administered by the Financial Industry Regulatory…
$50,000 - $80,000 a year
Quick Apply

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Financial Advisor in Training

Robert W. Baird -
Merritt Island, FL

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Job Details

Qualifications

Research
Series 7
Bachelor's degree
Securities Industry Essentials
Life & Health Insurance License
Experience practicing in the securities industry

Full Job Description

In a vital branch support role, you’ll partner with Financial Advisor and team members to ensure clients – whether local or remote – come first and achieve their long-term goals.

Merritt Island, FL
Private Wealth Management
R2026663
On-Site

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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

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More About Our Firm

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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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cfa jobs in merritt island fl

Financial Advisor in Training

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