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Institutional Equities Sales & Trading Shadow Week (May 2026) - Milwaukee

Robert W. Baird & Co.
Milwaukee, WI
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Are you looking to gain real world experience in a thriving, global ...
Details
Summary
About the job:
financial services firm with an award-winning culture? Consider a shadow week experience and start building your career at Baird. The Sales & Trading Shadow Week is designed to occur one week before the candidate’s full time summer internship begins. Shadow Week Location, Availability and Hours: The Shadow Week will occur onsite in our Milwaukee, Wisconsin office. Students must be available to attend full time for the duration of the one-week unpaid experience. Shadow Week Dates: Monday, May 11 - Friday, May 15, 2026. As a...
Location:
Milwaukee, WI
Job Type:
Full-Time
Permanent
Occupation:
Securities, Commodities, and Financial Services Sales Agents
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 Assistant

Robert W. Baird & Co.
Sarasota, FL
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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:
Sarasota, FL
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

Client Specialist new

Robert W. Baird & Co.
Cincinnati, OH
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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:
Cincinnati, OH
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

Sales Support Associate – Institutional Equities

Robert W. Baird & Co.
New York, NY
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About the role: Join an Award-Winning Team and Accelerate Your Career ...
Details
Summary
About the job:
Baird’s Institutional Equities & Research group is recognized for delivering high-quality, objective research and exceptional client service. Our team includes some of the most tenured and respected professionals in the industry, providing comprehensive coverage of over 700 stocks and building long-standing partnerships with corporate management teams and institutional investors. This is more than a client service role—it’s an opportunity to learn from the best, gain exposure to institutional clients, and develop a career...
Location:
New York, NY
Job Type:
Full-Time
Permanent
Occupation:
Securities, Commodities, and Financial Services Sales Agents
Career Level / Education:
Bachelor's degree
Salary:
Upper Middle Income Jobs ($50K-$79K)
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

Client Specialist

Robert W. Baird & Co.
Milwaukee, WI
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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:
Milwaukee, WI
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

Institutional Equities Sales & Trading Shadow Week (May 2026) – New York City

Robert W. Baird & Co.
New York, NY
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Are you looking to gain real world experience in a thriving, global ...
Details
Summary
About the job:
financial services firm with an award-winning culture? Consider a shadow week experience and start building your career at Baird. The Sales & Trading Shadow Week is designed to occur one week before the candidate’s full time summer internship begins. Shadow Week Location, Availability and Hours: The Shadow Week will occur onsite in our New York City office. Students must be available to work full time for the duration of the one-week unpaid experience. Shadow Week Dates: Monday, May 11 - Friday, May 15, 2026. As a Sales &...
Location:
New York, NY
Job Type:
Full-Time
Permanent
Occupation:
Securities, Commodities, and Financial Services Sales Agents
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

Equity Research Associate new

Robert W. Baird & Co.
Milwaukee, WI
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About The Role: Baird is seeking an Equity Associate for our Private Wealth ...
Details
Summary
About the job:
Management equity research team. This team is responsible for consulting over $125B in individual stocks in Baird’s PWM system and provides guidance and support to Baird’s Financial Advisors. The associate will provide support to a team that manages Baird’s two PWM Home Office Portfolios, directly managing over $8B in client assets. The team also provides timely market insights and commentary across sectors. The Impact You'll Make: - Participate in the creation of the daily Private Wealth Management morning research...
Location:
Milwaukee, WI
Job Type:
Full-Time
Permanent
Occupation:
Securities, Commodities, and Financial Services Sales Agents
Career Level / Education:
Bachelor's degree
Salary:
Upper Middle Income Jobs ($50K-$79K)
From:
Robert W. Baird & Co.
Certifications / Licenses:
FINRA Series 7
FINRA / NASD Series 63
Chartered Financial Analyst
Workkeys
Applied Math
N/A
Graphic Literacy
N/A
Workplace Documents
N/A
apply
Detailed Job Information

Client Assistant

Robert W. Baird & Co.
Peoria, IL
Actions
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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:
Peoria, IL
Job Type:
Full-Time
Permanent
Occupation:
Personal Financial Advisors
Career Level / Education:
Bachelor's degree
Salary:
Upper Middle Income Jobs ($50K-$79K)
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

PWM Academy Curriculum Design Consultant

BAIRD
Chicago, IL
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About the Role: Baird is an employee-owned wealth management, capital ...
Details
Summary
About the job:
markets, asset management, and private equity firm with client assets of over $200 billion. Leveraging our deep expertise and broad skills, we're dedicated to providing the best advice and service to our individual, corporate, institutional, and municipal clients. The Curriculum Design Consultant plays a pivotal role in evolving the Private Wealth Management (PWM) Academy by leading and standardizing new training and development initiatives. T his role requires extensive collaboration between content, course development,...
Location:
Chicago, IL
Job Type:
Full-Time
Permanent
Occupation:
Training and Development Specialists
Career Level / Education:
Bachelor's degree
Salary:
High Income Jobs ($80K-$99K)
From:
Built in Chicago
Certifications / Licenses:
FINRA Series 7
Workkeys
Applied Math
N/A
Graphic Literacy
N/A
Workplace Documents
N/A
apply
Detailed Job Information

PWM Academy Curriculum Design Consultant

Robert W. Baird & Co.
Milwaukee, WI
Actions
Apply
Save to My Profile
See all jobs from this company
See who you know on LinkedIn
Report this job
About the Role: Baird is an employee-owned wealth management, capital ...
Details
Summary
About the job:
markets, asset management, and private equity firm with client assets of over $200 billion. Leveraging our deep expertise and broad skills, we're dedicated to providing the best advice and service to our individual, corporate, institutional, and municipal clients. The Curriculum Design Consultant plays a pivotal role in evolving the Private Wealth Management (PWM) Academy by leading and standardizing new training and development initiatives. This role requires extensive collaboration between content, course development, and...
Location:
Milwaukee, WI
Job Type:
Full-Time
Permanent
Occupation:
Training and Development 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
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