Wealth Management Student Assistant
bairdSheboygan, WI
Wealth Management Student Assistant
L2
bairdSheboygan, WI8 days ago
Occupations
Brokerage ClerksPersonal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsIndustries
Portfolio Management and Investment AdviceColleges, Universities, and Professional SchoolsMiscellaneous Financial Investment ActivitiesROBERT 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
Apply now
Level
EntryL2
Location
Sheboygan, WI
Occupation
Brokerage Clerks
Industry
Portfolio Management and Investment Advice
Posted
8 days ago
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