Registered Client Specialist

Job Description

Challenge your thinking and build an amazing career with the best people in the financial services industry! Baird's Financial Advisors provide advice, strategies, and solutions to high-net worth individuals and families across the United States, serving as true partners. True wealth management goes beyond managing investments. At Baird, we understand it begins with learning all we can about what our clients want for themselves and their families. We work closely with them to prioritize their goals, utilizing Baird's resources and expertise to create a tailored plan to ensure success as they've defined it. Our 1,700+ private wealth associates serve clients coast-to-coast from 90+ locations in 30 states. We have been recognized on Barron's Top Wealth Management Firms for 10 consecutive years and hold over $200 billion in client assets. Check out this video to learn more about our Private Wealth Management business.

Baird's Branch Financial Advisor Foundations Program is a highly competitive and rigorous up to two-year rotational program that provides work experiences and educational opportunities in select private wealth management functional areas to train NextGen Financial Advisor talent to be prepared for a successful career as a Financial Advisor and earn a full-time role on an existing team. This program aims to provide practical opportunities to achieve progressive mastery of success principles through rotations in the most relevant areas of Private Wealth Management (PWM) for those who are dedicated and driven to become a Financial Advisor. The rotation period is divided between three phases: the Education Phase, the Application Phase and the Rotations Phase.

Education Phase

In the Education Phase, associates complete a critical foundational curriculum, which includes education and training, while shadowing key departments and starting licensing exams.

Application Phase

In the Application Phase, associates will face real, practical, client-facing work on sponsoring wealth management teams that requires individuals to leverage and apply training from the Education Phase. Associates will also complete their licensing exams at the beginning of this phase and initiate the CFP curriculum.

Rotation Phase

In the Rotations Phase, associates will rotate through several departments that will be relevant to their career as a Financial Advisor with the chance to earn another sponsoring wealth management team rotation on a prospective team with the goal of solidifying a permanent teaming opportunity.

The goal and value of this program:

Baird is seeking to hire Top Talent

• Exceptional people who are confident they want a long-term career as a Financial Advisor
• Entrepreneurial and career-minded individuals with solid work history in sales and business

This top talent will learn how to deliver the highest quality of wealth management advice

• Training and education in relevant areas of PWM
• Practical work experience through sponsoring wealth management teams

Both Baird and Top Talent will experience two-way value every step of the program

• Increasing results for Baird while earning opportunities to deepen knowledge and experience

What makes this opportunity great:

• Extensive resources and time dedicated to the development necessary to jump start your journey to become a Financial Advisor
• Ability to work with a variety of teams and leaders, increasing your knowledge and skills through many different work experiences and opportunities across PWM
• Unique culture that values diverse backgrounds and perspectives while emphasizing teamwork, a hard work ethic and initiative

What we look for:

• Bachelor's degree in Business, Accounting, Finance, or Marketing; MBA preferred
• 3+ years relevant professional experience
• Exceptional communications and analytical skills
• Ability to thrive in an entrepreneurial, sales-oriented environment that requires proactive initiative and resilience
• Strong desire to develop skills in client service, wealth management, new business development and practice management with a commitment to become a Financial Advisor at the conclusion of the program
• Must obtain the SIE, Series 7 & 66 Top-Off Exam licenses within 16 weeks of hire and pass the examination portion of the CFP by the conclusion of the program
• Must be able to travel to Baird's corporate headquarters in Milwaukee, WI as needed, including several weeks at a time, for purposes of training, including four weeks of the Education Phase and four weeks of the Rotations Phase