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Associate Structured Finance Jobs in Wisconsin (NOW HIRING)

Baird

Financial Advisor in Training

Eau Claire, WI · On-site

... structured career development path designed to build confident, competent, and credible advisors ... Pass all required licensing (Series 7, 66, Life & Health) and train incoming Associate Financial ...

TVG-Medulla, LLC

Chiropractor - Clinic Director

Waukesha, WI

$76K - $93K/yr

Medulla provides managed services such as Sales & Marketing, Billing, IT, HR, and Finance to three ... Resident-in-Training Program for Associates: Structured training in clinical excellence, leadership ...

TVG-Medulla, LLC

Chiropractor - Clinic Director

Waukesha, WI · On-site

$76K - $93K/yr

Medulla provides managed services such as Sales & Marketing, Billing, IT, HR, and Finance to three ... Resident-in-Training Program for Associates: Structured training in clinical excellence, leadership ...

TVG-Medulla, LLC

Chiropractor - Clinic Director

Waukesha, WI

$76K - $93K/yr

Medulla provides managed services such as Sales & Marketing, Billing, IT, HR, and Finance to three ... Resident-in-Training Program for Associates: Structured training in clinical excellence, leadership ...

Slumberland Furniture

Sales Associate

Menomonie, WI · On-site

$57K/yr

Commission pay structure with guaranteed minimum - no draw. Since day one, back in 1967 ... Participate in balancing the store's daily financial transactions, validate and remedy customers ...

TVG-Medulla, LLC

Chiropractor - La Crosse, WI

La Crosse, WI

$72K - $96K/yr

Medulla provides managed services such as Sales & Marketing, Billing, IT, HR, and Finance to three ... Resident-in-Training Program for Associates: Structured training in clinical excellence, leadership ...

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All JobsAssociate Structured Finance JobsAssociate Structured Finance Jobs in Wisconsin

Associate Structured Finance information

What are Associate Structured Finance professionals?

Associate Structured Finance professionals are financial analysts or associates who work within investment banks or financial institutions, specializing in the structuring, analysis, and management of complex financial products like asset-backed securities, mortgage-backed securities, and other securitized products. They play a key role in evaluating financial assets, conducting due diligence, building financial models, and supporting deal execution. Their responsibilities also include preparing reports, working with clients, and coordinating with other teams to ensure transactions comply with regulatory and risk management standards. This role is critical for facilitating the flow of capital in financial markets by transforming illiquid assets into marketable securities.

What is the difference between Associate Structured Finance vs Associate Investment Banking?

AspectAssociate Structured FinanceAssociate Investment Banking
Required CredentialsBachelor's degree, finance or related field; some roles prefer CFA or similar certificationsBachelor's degree, finance, economics, or related; often CFA or MBA preferred
Work EnvironmentFinancial institutions, specializing in structured products and debt issuanceInvestment banks, focusing on mergers, acquisitions, and capital raising
Employer & Industry UsageUsed mainly in banking, asset management, and specialized finance firmsCommon in large investment banks and financial advisory firms
Common Search & ComparisonYesYes

Associate Structured Finance and Associate Investment Banking roles share similarities in credentials and work environment but differ in focus. Structured finance involves creating and managing complex debt products, while investment banking centers on advising clients on mergers, acquisitions, and capital markets. Both roles require strong financial analysis skills and relevant certifications, but their day-to-day tasks and industry focus vary.

What are the main challenges an Associate in Structured Finance might face during deal execution, and how can they prepare for them?

Associates in Structured Finance often face tight deadlines, complex financial modeling requirements, and the need to coordinate input from various internal teams and external clients during deal execution. Balancing multiple transactions at different stages, adapting to evolving regulatory standards, and ensuring accuracy under pressure are common challenges. To prepare, candidates should strengthen their project management skills, develop a strong attention to detail, and build effective communication channels with legal, risk, and client-facing teams. Proactive organization and a willingness to learn from senior colleagues can help overcome these hurdles and contribute to successful deal outcomes.

What are the key skills and qualifications needed to thrive as an Associate in Structured Finance, and why are they important?

To thrive as an Associate in Structured Finance, you need a solid background in finance or economics, strong analytical abilities, and experience with financial modeling, often supported by a relevant degree or CFA certification. Familiarity with Excel, VBA, financial databases, and deal management systems is typically required. Exceptional attention to detail, effective communication, and strong problem-solving skills help you excel in transaction execution and client interactions. These skills ensure accurate deal structuring, regulatory compliance, and the effective management of complex financial products.
What are the most commonly searched types of Structured Finance jobs in Wisconsin? The most popular types of Structured Finance jobs in Wisconsin are:
What cities in Wisconsin are hiring for Associate Structured Finance jobs? Cities in Wisconsin with the most Associate Structured Finance job openings:
Associate Structured Finance jobs near you
Financial Advisor in Training

Financial Advisor in Training

Baird

Eau Claire, WI • On-site

Full-time

Posted 26 days ago

Baird rating

8.6

Company rating: 8.6 out of 10

Based on 8 frontline employees who took The Breakroom Quiz

Job description

About the Role:
Begin your journey to becoming a Financial Advisor in Baird's Financial Advisor Training Program-a structured career development path designed to build confident, competent, and credible advisors. Through hands-on experience and required licensing, you'll master advanced training, and sales strategies, while integrating into a real-world practice. You will have the opportunity to partner with experienced advisor teams, support client planning, and contribute to new business development while learning to deliver an exceptional wealth management experience.
The Impact You'll Make:
Year 1: Practice Immersion (12 Months) The initial Practice Immersion year is a customized entry 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 client meetings and calls; take meeting notes and complete all follow-up tasks.
  • Memorialize and support the team service model and Standard of Care, including building performance reports.
  • Research investment solutions and assist senior advisors with portfolio-related analysis and tasks.
  • Develop team marketing/branding and value proposition, and lead brokerage-to-fee conversion conversations with clients.

Year 2: Development (4-12 months) Participants are required to be fully licensed prior to entering year two, when they will focus on the Financial Advisor Training program curriculum. Participants will be required to complete all virtual and in-person requirements and pass all skill and knowledge checks. Participants are required to further pass a two-part comprehensive Capstone role play to progress in the program.
  • Complete FATP curriculum
  • Deepen investment knowledge, technology, and planning skills
  • Complete skill and knowledge checks
  • Expand role in client meetings and planning processes
  • Successfully pass Comprehensive Capstone Project

Years 3 & 4: Gain Essential Experience (24 Months) In years three and four, participants become Financial Advisor Associates and advance their experience and expertise, while working to earn the title of Financial Advisor (FA). To earn the FA title, participants must meet qualifying criteria that include but are not limited to 1) clearly demonstrated ability to deliver the Baird Wealth Management Experience confidently, competently, and credibly, and 2) proven ability to grow the business through quality new client acquisitions. This includes the following.
  • Complete Baird sales training and consistently achieve new client asset and revenue growth goals
  • Independently source, prospect, and close new business through networking, target markets, and referrals
  • Deepen existing client relationships by identifying and closing additional assets, including repricing and brokerage-to-fee conversions
  • Lead holistic planning engagements and delivering comprehensive financial plans for HNW clients and prospects
  • Build long-term growth through COI development, referral and NextGen campaigns, and independently running mid- to top-tier client meetings

What You'll Bring to Baird:
  • Bachelor's Degree
  • Minimum 3 years of professional experience prior to entering the four-year development path
  • Currently have or ability to obtain SIE, Series 7, Series 66 (or 63 and 65), and Life & Health Insurance
  • Pursuit of advanced designations throughout the program preferred (AAMS, CFP, CDFA, CFA, CIMA, SPWA, CWS, TPCP)
  • Entrepreneurial mindset with a focus on quality new client acquisition
  • Strong interpersonal, communication, and presentation skills
  • Coachable and collaborative team approach
  • Ability to build trusted relationships with clients and team members

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