bairdSheboygan, WI
Wealth Management Student Assistant
Wealth Management Student Assistant
Wealth Management Student Assistant
bairdSheboygan, WI
8 days ago
Brokerage ClerksPersonal Financial AdvisorsSecurities, Commodities, and Financial Services Sales Agents
Portfolio Management and Investment AdviceColleges, Universities, and Professional SchoolsMiscellaneous Financial Investment Activities
Apply for this role →ROBERT W. BAIRD & CO. INCORPORATED is seeking a Student Worker to support Financial Advisors and their teams by assisting with research, client paperwork, meeting preparation, and performance reports.
You will be a point of contact for client inquiries and help ensure efficient service, gaining valuable experience in wealth management operations. This role offers hands-on exposure to wealth management operations, with opportunities to learn about investments, reporting, and client servicing in a
Also on the board Same function, level within a rung
Level
Entry
Location
Sheboygan, WI
Occupation
Brokerage Clerks
Industry
Portfolio Management and Investment Advice
Posted
8 days ago