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IRA Transaction Specialist

BAIRD
Milwaukee, WI
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About The Role: We are seeking a detail-oriented and client-focused IRA ...
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Summary
About the job:
Transaction Specialist to join our team. In this role, you will deliver exceptional service to internal and external clients while upholding Baird’s culture, mission, and values. Responsibilities include ensuring compliance with regulations and firm policies, resolving client inquiries, processing retail and IRA/qualified plan account transactions, and contributing to process improvements. You may also assist with training and collaborate on complex issues. The Impact You'll Make: - Provide high value service to internal...
Location:
Milwaukee, WI
Job Type:
Full-Time
Permanent
Occupation:
Customer Service Representatives
Career Level / Education:
High school diploma or equivalent
Salary:
Middle Income Jobs ($30K-$49K)
From:
Built In
Certifications / Licenses:
FINRA Series 99
Workkeys
Applied Math
N/A
Graphic Literacy
N/A
Workplace Documents
N/A
apply
Detailed Job Information

Operations Project Manager new

Robert W. Baird & Co.
Milwaukee, WI
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About The Role: We are currently seeking an Operations Project Manager to ...
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Summary
About the job:
join our Operations Strategic Support team. This role will be focused on delivering value through process improvement and technological initiatives throughout Operations. The effective Project Manager will drive alignment across our Operations organization, IT, and impacted Business Units to implement projects, and guide team members to achieve successful outcomes. The Impact You'll Make: - Work with teams to define and build consensus around project approach, scope, and milestones - Facilitates planning, touch point,...
Location:
Milwaukee, WI
Job Type:
Full-Time
Permanent
Occupation:
Project Management Specialists
Career Level / Education:
Bachelor's degree
Salary:
High Income Jobs ($80K-$99K)
From:
Robert W. Baird & Co.
Certifications / Licenses:
Six Sigma Yellow Belt
Workkeys
Applied Math
N/A
Graphic Literacy
N/A
Workplace Documents
N/A
apply
Detailed Job Information

Internship – Private Wealth Management (Fairfax, VA Summer 2026)

Robert W. Baird & Co.
Fairfax, VA
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About the Role: Our Private Wealth Management interns gain real-world, ...
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Summary
About the job:
meaningful work experience, are treated as valuable team members and have the ability to directly contribute to the success of the team. Interns apply knowledge gained in the classroom to develop relevant professional experience while creating meaningful relationships and will obtain first-hand experience into the day in the life of successful Financial Advisors and their teams. This internship requires working full time during the summer, 37.5-40 hours per week, Monday-Friday in our Fairfax, VA office. We are seeking a...
Location:
Fairfax, VA
Job Type:
Full-Time
Internship
Occupation:
Personal Financial Advisors
Career Level / Education:
Bachelor's degree
Salary:
Six Figure Jobs (more than $100K)
From:
Robert W. Baird & Co.
Certifications / Licenses:
N/A
Workkeys
Applied Math
N/A
Graphic Literacy
N/A
Workplace Documents
N/A
apply
Detailed Job Information

Quality Assurance Automation Analyst new

Robert W. Baird & Co.
Milwaukee, WI
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About The Role: We are currently seeking a Quality Assurance Analyst to join ...
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Summary
About the job:
our Business Process team within Operations Strategic Support. The Business Process team provides process analysis and improvement solutions; utilizing technology enablers like Appian, LiquidOffice, Automation Anywhere and DocuSign to build custom applications that automate the enterprise’s core processes. As a Quality Assurance Analyst, you will be responsible for project execution and change management, testing automation and troubleshooting, defect tracking, testing environments and continuously improving process...
Location:
Milwaukee, WI
Job Type:
Full-Time
Permanent
Occupation:
Software Quality Assurance Analysts and Testers
Career Level / Education:
Bachelor's degree
Salary:
Six Figure Jobs (more than $100K)
From:
Robert W. Baird & Co.
Certifications / Licenses:
N/A
Workkeys
Applied Math
N/A
Graphic Literacy
N/A
Workplace Documents
N/A
apply
Detailed Job Information

Client Assistant

Robert W. Baird & Co.
Holland, MI
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About the Role: As a Client Assistant at Baird, you’ll play a pivotal role ...
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Summary
About the job:
in delivering outstanding client service and operational support to one or more Financial Advisors. You’ll be at the heart of the client experience—coordinating onboarding, managing communications, supporting account operations, and helping organize impactful client events. Your work will directly contribute to the success of Baird’s Private Wealth Management business, where true wealth management means understanding each client’s unique vision and tailoring solutions to help them succeed. Check out this video to learn...
Location:
Holland, MI
Job Type:
Full-Time
Permanent
Occupation:
Personal Financial Advisors
Career Level / Education:
Bachelor's degree
Salary:
High Income Jobs ($80K-$99K)
From:
Robert W. Baird & Co.
Certifications / Licenses:
FINRA Series 7
Workkeys
Applied Math
N/A
Graphic Literacy
N/A
Workplace Documents
N/A
apply
Detailed Job Information

ASSOCIATE FINANCIAL ADVISOR

Robert W. Baird & Co.
Fort Wright, KY
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About the Role: The Associate Financial Advisor provides specialized ...
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Summary
About the job:
services to an individual Financial Advisor (with annualized gross production of greater than $1 million) or Baird Qualified Team (with average per FA production of at least $750,000) to assist in their ability to offer sophisticated wealth management solutions to individuals and families and strategically build the client base. Specialized areas of emphasis include financial planning, portfolio management and analysis and/or investment analysis. The Impact You’ll Make: - Review, research and analyze data to create...
Location:
Fort Wright, KY
Job Type:
Full-Time
Permanent
Occupation:
Personal Financial Advisors
Career Level / Education:
Bachelor's degree
Salary:
High Income Jobs ($80K-$99K)
From:
Robert W. Baird & Co.
Certifications / Licenses:
FINRA Series 7
Certified Financial Planner
Workkeys
Applied Math
N/A
Graphic Literacy
N/A
Workplace Documents
N/A
apply
Detailed Job Information

Client Specialist

Robert W. Baird & Co.
Mill Valley, CA
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About the Role: As a Client Specialist at Baird, you’ll play a pivotal role ...
Details
Summary
About the job:
in delivering outstanding client service and operational support to one or more Financial Advisors. You’ll be at the heart of the client experience—coordinating onboarding, managing communications, supporting account operations, and helping organize impactful client events. Your work will directly contribute to the success of Baird’s Private Wealth Management business, where true wealth management means understanding each client’s unique vision and tailoring solutions to help them succeed. Check out this video to...
Location:
Mill Valley, CA
Job Type:
Full-Time
Permanent
Occupation:
Personal Financial Advisors
Career Level / Education:
Bachelor's degree
Salary:
High Income Jobs ($80K-$99K)
From:
Robert W. Baird & Co.
Certifications / Licenses:
FINRA Series 7
FINRA Series 65
FINRA Series 66
FINRA / NASD Series 63
Workkeys
Applied Math
N/A
Graphic Literacy
N/A
Workplace Documents
N/A
apply
Detailed Job Information

Client Specialist

Robert W. Baird & Co.
Lynchburg, VA
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About the Role: As a Client Specialist at Baird, you’ll play a pivotal role ...
Details
Summary
About the job:
in delivering outstanding client service and operational support to one or more Financial Advisors. You’ll be at the heart of the client experience—coordinating onboarding, managing communications, supporting account operations, and helping organize impactful client events. Your work will directly contribute to the success of Baird’s Private Wealth Management business, where true wealth management means understanding each client’s unique vision and tailoring solutions to help them succeed. Check out this video to...
Location:
Lynchburg, VA
Job Type:
Full-Time
Permanent
Occupation:
Personal Financial Advisors
Career Level / Education:
Bachelor's degree
Salary:
High Income Jobs ($80K-$99K)
From:
Robert W. Baird & Co.
Certifications / Licenses:
FINRA Series 66
FINRA Series 7
FINRA Series 65
FINRA / NASD Series 63
Workkeys
Applied Math
N/A
Graphic Literacy
N/A
Workplace Documents
N/A
apply
Detailed Job Information

Marketing & Events Assistant

Robert W. Baird & Co.
Dallas, TX
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This professional is responsible for providing the highest level of support ...
Details
Summary
About the job:
and service in meeting the day-to-day marketing, operational, client service, and business development needs of one or more Financial Advisors in a Baird branch office. They will also work with other associates to meet the client service and operational needs of the branch at large. These associates will align their efforts to drive the success of their team(s), the branch, and the business. As a Marketing & Events Assistant, you will: - Establish an ongoing partnership with the dedicated Wealth Center marketing...
Location:
Dallas, TX
Job Type:
Full-Time
Permanent
Occupation:
Market Research Analysts and Marketing Specialists
Career Level / Education:
Bachelor's degree
Salary:
High Income Jobs ($80K-$99K)
From:
Robert W. Baird & Co.
Certifications / Licenses:
N/A
Workkeys
Applied Math
N/A
Graphic Literacy
N/A
Workplace Documents
N/A
apply
Detailed Job Information

Client Specialist

Robert W. Baird & Co.
Blue Bell, PA
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About the Role: As a Client Specialist at Baird, you’ll play a pivotal role ...
Details
Summary
About the job:
in delivering outstanding client service and operational support to one or more Financial Advisors. You’ll be at the heart of the client experience—coordinating onboarding, managing communications, supporting account operations, and helping organize impactful client events. Your work will directly contribute to the success of Baird’s Private Wealth Management business, where true wealth management means understanding each client’s unique vision and tailoring solutions to help them succeed. Check out this video to...
Location:
Blue Bell, PA
Job Type:
Full-Time
Permanent
Occupation:
Personal Financial Advisors
Career Level / Education:
Bachelor's degree
Salary:
High Income Jobs ($80K-$99K)
From:
Robert W. Baird & Co.
Certifications / Licenses:
FINRA Series 66
FINRA Series 65
FINRA Series 7
FINRA / NASD Series 63
Workkeys
Applied Math
N/A
Graphic Literacy
N/A
Workplace Documents
N/A
apply
Detailed Job Information
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