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Wealth Planner

About The Role: As a Wealth Planner at Baird, you will serve as a trusted ...
Details
Summary
About the job:
technical expert and strategic partner to Financial Advisors (FAs) and clients, delivering advanced financial planning solutions across a broad range of complex scenarios. This role requires deep expertise in tax planning, estate strategies, and wealth management principles, along with the ability to lead initiatives that enhance planning capabilities firmwide. You will work primarily from one of Baird’s offices in either Chicago, Indianapolis, or the Twin Cities with flexibility for regional travel. This position...
Location:
Chicago, IL
Job Type:
Full-Time
Permanent
Occupation:
Personal Financial Advisors
Career Level / Education:
Bachelor's degree
Salary:
Six Figure Jobs (more than $100K)
From:
Robert W. Baird & Co.
Certifications / Licenses:
FINRA Series 7
Certified Investment Management Analyst
Chartered Life Underwriter
Certified Public Accountant
Certified Financial Planner
Workkeys
Applied Math
N/A
Graphic Literacy
N/A
Workplace Documents
N/A
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:
Lancaster, 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
About the Role: We are looking for a talented Administrative Assistant (AA) ...
Details
Summary
About the job:
to support our Global Investment Banking team! Join us and find out why we have been a Fortune Best Place to Work for since 2004! As an Administrative Assistant (AA), you will proactively perform administrative duties to support mid-level / senior bankers including managing banker’s calendars, scheduling meetings, calls, arranging travel, processing expenses, and monitoring phases of deal processes. You will tap into your analytical skills by researching, compiling, and entering data to maintain accurate reporting. To...
Location:
Charlotte, NC
Job Type:
Full-Time
Permanent
Occupation:
Executive Secretaries and Executive Administrative Assistants
Career Level / Education:
High school diploma or equivalent
Salary:
Upper Middle Income Jobs ($50K-$79K)
From:
Robert W. Baird & Co.
Certifications / Licenses:
N/A
Workkeys
Applied Math
N/A
Graphic Literacy
N/A
Workplace Documents
N/A
Complex deals, real ownership, and career momentum. Grow further at Baird. ...
Details
Summary
About the job:
Baird is where investment banking careers gain real traction. Associates take on meaningful responsibility, work closely with senior bankers and clients, and grow in a culture that values performance, collaboration, and long-term success. What You’ll Do Responsibility that shapes your skill. Work that deepens your impact. - Play a lead role in executing public equity offerings, mergers and acquisitions, and other strategic financial advisory services across a range of sectors - Drive the preparation of company...
Location:
Chicago, IL
Job Type:
Full-Time
Permanent
Occupation:
Financial and Investment Analysts
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
About the Role: Be responsible for the client service & marketing functions ...
Details
Summary
About the job:
of the branch following a wealth management or portfolio management business approach, including any operational functions necessary to meet client service requirements. This highly visible position requires a polished professional with superior, communication, customer service and organizational skill. The Impact You’ll Make: - Answer inquiries from internal associates and business partners in a professional and pleasant manner. Act as a liaison between financial advisors and internal PWM support teams. - Assist the...
Location:
Cleveland, OH
Job Type:
Full-Time
Permanent
Occupation:
Secretaries and Administrative Assistants, Except Legal, Medical, and Executive
Career Level / Education:
High school diploma or equivalent
Salary:
Upper Middle Income Jobs ($50K-$79K)
From:
Robert W. Baird & Co.
Certifications / Licenses:
N/A
Workkeys
Applied Math
N/A
Graphic Literacy
N/A
Workplace Documents
N/A
About the Role: Join our Global Investment Banking team as an Executive ...
Details
Summary
About the job:
Assistant. Benefit from tailored mentorship, learning resources, and clear career paths. Support the team in administrative tasks, client relations, marketing, and talent development. The role involves managing calendars, arranging meetings, handling travel arrangements, and overseeing deal processes. Analytical skills are essential for research and effective communication. Building relationships is crucial. Training opportunities for career growth are provided. The Executive Assistant supports senior bankers, requiring...
Location:
Milwaukee, WI
Job Type:
Full-Time
Permanent
Occupation:
Executive Secretaries and Executive Administrative Assistants
Career Level / Education:
High school diploma or equivalent
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
About The Role: We are currently seeking a Quality Assurance Analyst to join ...
Details
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
About the Role: Baird’s Corporate Accounting and Finance team provides ...
Details
Summary
About the job:
accurate and timely financial information to aid in the management of the firm and support strategic decision-making. Finance has a track record of success with interns across their various teams, all of who have the ability to directly contribute to the success of the department. Interns apply business knowledge gained in the classroom to develop relevant professional experience while developing meaningful relationships. Learn more about the team here . See below for a current list of internship opportunities available in...
Location:
Milwaukee, WI
Job Type:
Part-Time
Full-Time
Internship
Occupation:
Accountants and Auditors
Career Level / Education:
Bachelor's degree
Salary:
Upper Middle Income Jobs ($50K-$79K)
From:
Robert W. Baird & Co.
Certifications / Licenses:
N/A
Workkeys
Applied Math
N/A
Graphic Literacy
N/A
Workplace Documents
N/A

Client Assistant

About the Role: As a Client Assistant 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 learn...
Location:
Fort Worth, TX
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
Investment Banking Associate, Energy (Houston, TX) Complex deals, real ...
Details
Summary
About the job:
ownership, and career momentum. Grow further at Baird. Baird is where investment banking careers gain real traction. Associates take on meaningful responsibility, work closely with senior bankers and clients, and grow in a culture that values performance, collaboration, and long-term success. What You’ll Do Responsibility that shapes your skill. Work that deepens your impact. - Play a lead role in executing public equity offerings, mergers and acquisitions, and other strategic financial advisory services across a range of...
Location:
Houston, TX
Job Type:
Full-Time
Permanent
Occupation:
Financial and Investment Analysts
Career Level / Education:
Bachelor's degree
Salary:
Upper Middle Income Jobs ($50K-$79K)
From:
Robert W. Baird & Co.
Certifications / Licenses:
N/A
Workkeys
Applied Math
N/A
Graphic Literacy
N/A
Workplace Documents
N/A

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