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

Wealth Solutions

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The Wealth Solutions Group supports the PWM growth strategy by bringing to light a clear path to solutions that empower our clients to reach their goals and realize their dreams. At the same time, our associates realize some objectives of their own.

Though we have many different teams, we stand united behind one idea: The client comes first. Throughout Wealth Solutions, this philosophy drives our success and that of our associates. As we partner with our Financial Advisors and their teams to deliver the best financial advice, we always remember who those services are for, and what they can achieve.

The Wealth Solutions Group supports Private Wealth Management by teaming with our financial advisors to provide the services they need to help clients succeed. You can gain exposure to investment consulting, advanced planning, and relationship management, the key components to delivering a comprehensive wealth management experience to all clients.

As part of this team, you’ll make a difference in the lives of our clients as they achieve their goals, and be recognized by your team members as a valued contributor. Life is good in Wealth Solutions—and you can help us make it even better for our clients and associates.

“Working at Baird is very empowering. Everyone is empowered to be a leader, to be responsible for their own personal growth as well as the growth of the firm. I’ve been given several opportunities to step up and step outside of my comfort zone in order to allow me to grow and take on more and do more for myself and for the firm.

My proudest moment was becoming a shareholder. At that moment it felt real to me. I felt invested in the firm, and a higher duty and responsibility to really get involved in the community and continue those Baird values that are instilled in me.”

Caleb
Technology Solutions Consultant

What You Can Do Within Wealth Solutions:

Within Baird’s Wealth Solutions Group, you’ll find a wide array of opportunities to do your best work, form strong internal and external relationships and make a positive impact each day. Here are some of the areas where you can make significant contributions:

  • Private Wealth Management Research: Join more than 20 associates providing advice on investment strategy, asset management research, and equity and fixed income research.
  • Advanced Planning: Be one of the associates who offer guidance around financial planning, retirement planning, tax planning, charitable giving and estate and wealth transfer planning.
  • Investment Solutions: Spend your days as part of team that provides expertise in advisory programs, cash management, securities-based lending, identity-theft protection and alternative investments.
  • Products & Services: Make your mark providing expertise in annuities, insurance, 529 plans, corporate & executive services, and retirement plan consulting.
  • Technology Best Practices: Take your place among our experts who drive PWM’s technology strategy, offer technical consultation, and deliver best practices and advice.
  • Data & Analytics: Drive Private Wealth Management’s strategy through thought provoking measurement. Activate new data visualization strategies for our financial advisor practices.

Resources

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Our Formal Inclusion & Diversity Statement

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Public Finance Associate Video

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