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

Branch Support

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Our branch support associates are the faces and voices of our organization. These individuals devote the greatest amount of their time and energy working directly with the most important people in our organization: our clients.

Become part of our team and your own branch family. Work in partnership with our expert Financial Advisors, Branch Managers and other team members throughout the broader Baird family to ensure the client comes first. And get to know your clients personally, while helping them realize life goals in a vital branch support role with Baird.

We believe that when you lead with strong relationships, success will follow. You will have the opportunity to work with generations of families to plan for their financial security. And you will be an important part of a privately held, employee-owned firm with exceptional size and resources, which brings unique rewards, including opportunities for growth, development and advancement. Whether you’d like to grow into a leader or maintain a focus on deepening client relationships, Baird is the place to build a career that satisfies on every level.

Learn more about the day in the life of a Client Specialist and the value they provide our Financial Advisors, and most importantly, our clients.  This role provides a wealth of opportunity to make a difference,  build valuable relationships and grow within Baird.

 

What You Can Experience as a Branch Support Team Member:

  • A true family setting where every member is appreciated, contributes and is rewarded
  • Opportunities to build strong relationships and make a meaningful difference
  • Participation on advisory councils and pilot teams, where you can make your voice heard and create meaningful change at Baird
  • The ability to shape your own career trajectory with many opportunities to learn and advance
  • Rewarding career paths options, including Client Assistant, Client Specialist, Branch Support Leadership, Associate Financial Advisor, PWM Transition Team, Client Resource Team, Wealth Solutions Group and many, many more

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.

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Resources

Client Specialist Testimonial

“I chose financial services because I wanted to make a connection with people. After I graduated college, I defined success for myself. And...

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Baird at 100: Celebrating Our First Century of Success

As Baird celebrates a century of successful financial partnerships, we know it’s not the number of years that matters. It’s the tradition of...

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We have a unique rule that some wouldn’t expect

Great work environments require great people As the Baird culture statements detail, we seek individuals who value honesty, teamwork, quality work and integrity....

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Our Formal Inclusion & Diversity Statement

Baird is committed to diversity for our clients, for Baird associates and for the communities in which we live and work. This commitment...

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