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

Becoming a Baird Financial Advisor

List

Become a Baird Financial Advisor and do more than meet with clients and guide them to financial security. You and your team will get to know them on a more personal level, while empowering them to achieve what they want most from every stage of life.

Would you like to become a Baird Financial Advisor? Depending on your education and professional background, there are various avenues you can take. Each is designed to prepare you for the unique challenges and rewards of this dynamic career. Here are some of the best reasons to become a Baird Financial Advisor:

  • Enhancing the lives of others: Have a direct, positive impact on the quality of life for your clients as you help them achieve their financial goals and secure a promising future.
  • Unlimited earning potential: Earn a competitive salary as well as commissions, special incentives and generous benefits.
  • Develop your career with a strong support structure: Establish a career backed by the award-winning resources of a nationally recognized industry leader. Part of what makes Baird different is the opportunity to team with like-minded advisors and support teams.
  • Professional flexibility: Have freedom in building your business your way by managing your clients, your time, and your future as you see fit.

“There’s no better time to be a woman in this industry. I believe there’s so much opportunity for us. Baird is working for us every day to make sure that we are successful. I’m grateful for Baird investing in me. Now, I want to go out and show them I was really worth it.”

Gaby,
Financial Advisor Foundations Associate

How Can You Become a Financial Advisor?

If you have an exceptional drive and ambition to be successful in wealth management, there are a variety of different ways to earn a role as Financial Advisor with Baird. Through the years, we have seen many of our team members realize this worthy goal through hard work, extreme talent and strong character. Regardless of their path, each has earned this meaningful role and contributes greatly to our success.

Financial Advisor Foundations Program

Financial Professionals or Industry Career-Changers
Located in the Milwaukee headquarters and select branch locations, this extremely competitive rotational program lasts up to two years and sets Baird apart in the industry. Foundations is comprised of three phases and includes education and hands-on experience in specific Private Wealth Management functions, with the potential to join an existing wealth management team. The goal is to train young professionals who aspire to be a Financial Advisor on how to give wealth management advice to clients so they are able to accomplish their goals. The practical work through the rotations provides meaningful, first-hand understanding, strengthening investment knowledge, communication skills, and sales abilities. The program also fortifies one’s character, increasing resiliency, driving a stronger work ethic and initiative, teaching humility, fostering human connection and embracing diversity.
Learn more »

Financial Advisor Training Program (FATP)

3+ Years of Sales or Related Experience and a College Degree
Those selected to join Baird as a new Financial Advisor Trainee will have the benefit of a 3-6 month comprehensive training and development program, designed to help top-performing professionals successfully transition into this role. This program is by invitation only and trainees are recommended into the program through an experienced Financial Advisor.

What Do We Look For in a Potential Financial Advisor?

The most important credential is one you probably already possess: The strong desire for a career where you can help clients realize their dreams. In addition, these are the qualities we seek in our Financial Advisors:

  • Exceptional drive and ambition to succeed
  • Excellent people skills
  • An entrepreneurial spirit and can-do attitude
  • Strong organizational skills
  • Aptitude for a career in sales
  • Bachelor’s degree

Campus Programs

If you are currently a full- or part-time student and have customer service or sales experience and a strong interest in financial services, this may be the path to learn if a career in Wealth Management is right for you. We have both summer and year-round internships in many of our PWM branch locations. Our PWM interns often move on to full-time roles within Private Wealth Management and throughout Baird.

Learn More »

Find Your Career