Wealth Planning Associate
Baird
Nashville, Davidson County$70,887 - $70,887 est.Full-timePosted 11h ago
About the Role: The Wealth Planning Associate (WPA) I role is primarily responsible for fostering and promoting the Baird Mission: " To provide the best financial advice and service to our clients and be the best place to work for our associates." The Wealth Planning Associate role is expected to, under limited supervision, provide holistic wealth planning support to Baird Financial Advisors and other internal departments. Duties include collecting and reviewing data provided by Financial Advis…
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