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Baird is committed to inclusion & diversity for our clients, our associates and the communities where we live and work. Ensure adherence to regulations, Baird policies, and department procedures and policies.
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Collaborate cross-functionally with investment banking associates, operations professionals, and Baird stakeholders. Discover why Baird has been recognized as a Fortune Best Place to Work for 21 years in a row.
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Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.
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Lead a team of Baird Associates in the development, training and implementation of a client centric wealth management experience. Provide financial planning expertise and support for Baird Financial Advisors.
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At Baird, Hampton & Brown, our mission is building partners through creative, sustainable engineering solutions, and honest, long-term relationships. Baird, Hampton & Brown is an Equal Opportunity Employer.
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Now is a great time to join Fixed Income Capital Markets at Baird! Develop and maintain relationships with sales associates across the Baird platform. The Agency-Mortgage-Backed Securities (MBS) Trading desk is looking for an analytical and driven professional to join the team as a trading assistant.
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The primary function of this position will be to provide operational support for Baird Trust Company proprietary investment management programs. Knowledge of or willingness to learn Sequel/Power BI is a plus.
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We're looking for hungry and humble individuals, offering comprehensive training, lead generation, and unparalleled support.
$70,000 - $170,000 a yearExpandApply NowActive JobUpdated 4 days ago - UpvoteDownvoteShare Job
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The team works with other Baird departments gathering information to evaluate trends and business opportunities. Proficient in Microsoft Office products with an emphasis on Excel, and experience with Workday Adaptive, Power BI, Power Automate, and/or Alteryx is beneficial.
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Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird and establishing an ongoing communication/client service plan.
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Baird provides significant technology training, plus extensive one-on-one training and support. At Baird, we understand it begins with learning all we can about what our clients want for themselves and their families.
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Training and resources to be provided and paid for by Baird. Active Securities Industry Essentials (SIE) Exam, Series 7, and Series 66 or Series 63 and Series 65 licenses or be willing to study and obtain within 18 months of hire.
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Provide exceptional client service and operational support for one or more Financial Advisors following a wealth management or portfolio management business approach. Maintain Client Relationship Management (CRM) system for Financial Advisor(s), as well as leverage the platform to manage the client relationship through mailings, reporting, e-mail tracking, and more, with the goal of implementing well-defined client service models.
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You will work within Baird's Private Wealth Management (PWM) business unit, to create, coordinate and execute internal communications to associates. Outstanding written and strategic communication skills including planning, content development, editing and proofing.
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Basic brokerage licenses (Series 7, 66). Certified Financial Planner (CFP) or similar license required. Additional licenses (CPA, CLU, CIMA, etc.) Advanced education in a specialized area such as tax planning, estate planning or executive compensation is a plus.
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Company: Baird
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