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Financial Advisor in Training

Company

Baird

Location

Merritt Island, Florida

Posted

July 04, 2026

Position Overview

About the Role: 

Begin your journeyto becoming aFinancial AdvisorinBaird’sFinancial AdvisorTraining Program—a structured career development path designed to build confident, competent, and credible advisors. Through hands-on experience and required licensing,you’llmaster advancedtraining,andsales strategies,while integrating intoareal-world practice.You will have the opportunity to partner with experienced advisorteams,support client planning, and contribute tonewbusiness development while learning to deliveranexceptionalwealth management experience.

The ImpactYou’llMake:

Year 1:Practice Immersion (12 Months)TheinitialPractice Immersion year isa customizedentry point for participants, and will include the following, at minimum.

  • Pass all required licensing (Series 7, 66, Life & Health) and train incoming Associate Financial Advisor/Client Specialist successors as applicable. 

  • Prepare for, attend, and shadow senior advisors in c...

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