Associate Financial Advisor

Lead branch operations, manage financial advisors and staff, and drive revenue growth for Robert W. Baird & Co. in Milwaukee. This role involves recruiting talent, managing risk, developing advisors, and overseeing budgets and administrative functions.

• Lead local recruiting efforts for experienced Financial Advisors
• Coach Financial Advisors, including next-gen and experienced teams
• Ensure strategic priorities and metric goals are met
• Drive branch revenue growth and profitability
• Manage office operations, budget, and associate relations
• Oversee compliance, legal issues, and serve as a community brand ambassador