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Results based on filters ( 106 jobs found )

Performance Reporting Specialist new

Robert W. Baird & Co.
Milwaukee, WI
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The Performance Reporting Specialist is responsible for daily account ...
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Summary
About the job:
maintenance and data analysis. This individual should have a great attention to detail to maintain information on multiple performance platforms to support Baird Financial Advisors and our clients. This individual will have the opportunity to learn about performance calculation and reporting within a dynamic and challenging environment. Must have a combination of technical, problem solving, mathematical skills and comfortable working with large data sets, in addition to the ability to communicate well with individuals at...
Location:
Milwaukee, WI
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:
Securities Industry Essentials
FINRA Series 99
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 ...
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:
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

PWM Academy Branch Consultant

Robert W. Baird & Co.
Milwaukee, WI
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About the Role: As a PWM Academy Branch Consultant, you will be a visible ...
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Summary
About the job:
member of the Private Wealth Management team providing support for our PWM Academy initiative. The ideal candidate should possess industry experience and the desire to support branch leaders, financial advisors and branch support associates via individual and team consulting and facilitated learning during all phases of team and associate development. The individual must be high-energy; reliable; possess strong critical thinking, and problem-solving skills; and enjoy working in a fast-paced environment; and be able to...
Location:
Milwaukee, WI
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
FINRA Series 65
Securities Industry Essentials
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.
Greenville, SC
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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:
Greenville, SC
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 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

Internship – Private Wealth Management (Henderson, KY Summer 2026)

Robert W. Baird & Co.
Henderson, KY
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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 Henderson, KY office. We are seeking a...
Location:
Henderson, KY
Job Type:
Full-Time
Internship
Occupation:
Personal Financial Advisors
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.
Birmingham, MI
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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:
Birmingham, 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 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

PWM Academy Curriculum Design Consultant

Robert W. Baird & Co.
Milwaukee, WI
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About the Role: Baird is an employee-owned wealth management, capital ...
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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:
Instructional Coordinators
Career Level / Education:
Master'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

Retirement Plans Consultant

Robert W. Baird & Co.
Pittsburgh, PA
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About the Role: The Retirement Plans Consultant role services corporate ...
Details
Summary
About the job:
client retirement plan accounts on an ongoing basis. Be responsible for a dedicated list of clients and is point-of contact for the client, plan participants and Advisor for their respective client list. Consultant is responsible for managing and scheduling all client deliverables and coordinating any necessary client projects. The Impact You'll Make: - Oversees conversion of retirement plans to Retirement Plan Services. - Conducts employee enrollment meetings. - Conducts ongoing employee education. - Completes and...
Location:
Pittsburgh, PA
Job Type:
Full-Time
Permanent
Occupation:
Compensation, Benefits, and Job Analysis Specialists
Career Level / Education:
Bachelor's degree
Salary:
Upper Middle Income Jobs ($50K-$79K)
From:
Robert W. Baird & Co.
Certifications / Licenses:
Certified Public Finance Administrator
FINRA Series 66
FINRA Series 7
Workkeys
Applied Math
N/A
Graphic Literacy
N/A
Workplace Documents
N/A
apply
Detailed Job Information

Internship - Operations Risk Data & Analytics (Year-Round)

Robert W. Baird & Co.
Milwaukee, WI
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About the Role: Baird’s Operations Department (“Ops”) is the best kept ...
Details
Summary
About the job:
secret in the financial services industry and plays a critical role to the success and growth or the firm. The Operations Risk team helps protect both client and firm assets by ensuring strong internal controls and meeting key regulatory requirements. They handle tasks like reconciling Baird’s financial records and bank accounts, and they manage important reports such as the annual SOC1 audit and the Custody Rule Surprise Security Count. The team also submits required filings to regulators like FINRA, the SEC, and the...
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:
Financial Industry Regulatory Authority
Workkeys
Applied Math
N/A
Graphic Literacy
N/A
Workplace Documents
N/A
apply
Detailed Job Information

Assistant Municipal Underwriter

Robert W. Baird & Co.
Milwaukee, WI
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About the Role: Baird is seeking a driven and detail-oriented Assistant ...
Details
Summary
About the job:
Municipal Underwriter to join our Municipal Underwriting Desk. This role supports all aspects of institutional municipal underwriting, including primary negotiated and competitive offerings, and assists with the operational and administrative functions essential to the desk’s daily activity. The ideal candidate will collaborate closely with Baird’s Fixed Income Institutional Sales team, Public Finance Department, and external market participants to ensure seamless execution of municipal bond transactions. We’re looking...
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:
FINRA Series 7
Workkeys
Applied Math
N/A
Graphic Literacy
N/A
Workplace Documents
N/A
apply
Detailed Job Information
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