Baird | Wealth Management, Capital Markets, Private Equity, Investment Banking Offered by Baird

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 160 + locations in over 33 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.

As an Financial Planner you will:

Provide specialized services to Financial Advisors to assist in their ability to offer sophisticated wealth management solutions to individuals and families and strategically build the client base.

  • Operate within the team’s client service strategy to ensure high quality client service.
  • Review, research and analyze data to create customized financial planning reports for high net worth clients. Take the planning results and identify the best investment solutions to implement the plan in partnership with the Financial Advisors/team.
  • Deliver the financial plan to clients in partnership with the Financial Advisors/team. 
  • Connect with next generation clients through planning.
  • Provide or lead financial education, such as long-term planning, social security/Medicare, and tax return reviews utilizing our team of experts.
  • Assist with marketing efforts, such as a newsletter or LinkedIn presence, to solicit additional planning business with the existing client base and to establish the team as a planning team in front of prospects.
  • Research relevant news articles related to the topic’s covered in a client’s plan to share with them as an added touch point.
  • Document, follow up, and support the closing of opportunities identified from the financial planning process.
  • Monitor and track client revenues related to financial planning work to ensure sales opportunities are maximized.
  • Performs other duties and special projects as necessary.
  • Specific designation required: CFP within 12 months of assuming the role, additionally, JD is ideal.

What you will love:

  • This is an excellent opportunity to work for high-performing Financial Advisors
  • Strong potential for growth
  • Opportunity to obtain future designation (CFP)
  • Unique culture that values diverse backgrounds and perspectives while emphasizing teamwork and a strong sense of partnership
  • Baird offers highly competitive benefits including tuition and continuing education reimbursements, and has a strong focus on professional development.

What we look for:

  • Must have an undergraduate degree in Finance, Accounting, Economics, or equivalent.
  • Must have or be capable of and committed to pursuing and achieving the CFP (Certified Financial Planner) designation within 12 months of assuming the role. 
  • SIE, Series 7, and Series 66 required and other licenses, as appropriate.
  • Minimum of three years of investment experience in a client facing role.
  • Excellent presentation skills, very strong interpersonal and written communication skills.
  • Proven self-starter, highly motivated, with the ability to work independently.

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