Wealth Management Student Assistant
bairdSheboygan, WI
Wealth Management Student Assistant
bairdSheboygan, WI
8 days ago
Occupations
Brokerage ClerksPersonal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsIndustries
Portfolio Management and Investment AdviceColleges, Universities, and Professional SchoolsMiscellaneous Financial Investment ActivitiesAbout the 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
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JOB OVERVIEW
Experience level
Entry
Location
Sheboygan, WI
Occupation
Brokerage Clerks
Industry
Portfolio Management and Investment Advice
Posted
8 days ago
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