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Results based on filters ( 109 jobs found )

CRT Operations Manager

Robert W. Baird & Co.
Milwaukee, WI
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About the Role: Baird’s Client Resource Team is a dedicated team designed to ...
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Summary
About the job:
service clients that no longer fit the field’s Financial Advisor and team practice objectives, allowing existing Financial Advisor teams more time and resources to service target clients. The team’s objectives are to increase profitability through achieving specific client account resolutions and focus on a core of asset allocation products. The team operates under a culture that promotes teamwork and communication. The CRT Operations Manager is primarily responsible for managing the work of the CRT support staff,...
Location:
Milwaukee, WI
Job Type:
Full-Time
Permanent
Occupation:
Training and Development Specialists
Career Level / Education:
Bachelor's degree
Salary:
Upper Middle Income Jobs ($50K-$79K)
From:
Robert W. Baird & Co.
Certifications / Licenses:
FINRA Series 7
FINRA Series 9
Workkeys
Applied Math
N/A
Graphic Literacy
N/A
Workplace Documents
N/A
apply
Detailed Job Information

Senior Client Specialist

Robert W. Baird & Co.
Wexford, PA
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About the Role: As a Senior Client Specialist at Baird, you’ll be a ...
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Summary
About the job:
strategic partner in delivering exceptional client service and strategic partnership to one or more Financial Advisors. This role goes beyond daily operations—leading complex client onboarding, managing high-touch communications, and orchestrating efficiencies in process. You’ll also drive business development by identifying growth opportunities, enhancing advisor effectiveness, and contributing to long-term practice success. Ideal candidates are licensed professionals with sharp analytical skills, a proactive mindset, and a...
Location:
Wexford, PA
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 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.
Wexford, PA
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About the Role: This professional is responsible for providing the highest ...
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Summary
About the job:
level of support 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. The Impact You’ll Make: - Establishes an ongoing partnership with the dedicated Wealth Center marketing specialist...
Location:
Wexford, PA
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:
FINRA Series 7
Certified Risk Manager
Workkeys
Applied Math
N/A
Graphic Literacy
N/A
Workplace Documents
N/A
apply
Detailed Job Information

Senior Public Relations Specialist

Robert W. Baird & Co.
Milwaukee, WI
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About the Role: At Baird, we believe in doing what’s right—always. As an ...
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Summary
About the job:
employee‑owned, global financial services firm, we are committed to creating meaningful results for our clients, communities, and associates. We’re looking for a strategic, collaborative Public Relations leader to help elevate Baird’s brand and strengthen how we communicate our story both internally and externally. This is an exciting opportunity to work closely with business leaders, partners across Marketing & Communications, and outside PR firms to shape high‑impact communications that support Baird’s continued...
Location:
Milwaukee, WI
Job Type:
Full-Time
Permanent
Occupation:
Public Relations Specialists
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 Specialist new

Robert W. Baird & Co.
Louisville, KY
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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:
Louisville, 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 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

COMPLIANCE ANALYST - CORPORATE COMPLIANCE

Robert W. Baird & Co.
Milwaukee, WI
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About the Role: The Corporate Compliance Analyst will provide assistance and ...
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Summary
About the job:
guidance to Baird associates throughout their journey with the firm regarding compliance issues, firm policies and procedures, and industry regulations. The role will manage associate disclosure obligations and the registration status of individuals, branches, and the firm in securities, investment advisory, municipal advisory, and insurance businesses. The position requires interaction with associates throughout the firm’s five business lines, Compliance, and the firm’s corporate resource groups. This position...
Location:
Milwaukee, WI
Job Type:
Full-Time
Permanent
Occupation:
Compliance Officers
Career Level / Education:
Bachelor's degree
Salary:
High Income Jobs ($80K-$99K)
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

Sr Estate Planner new

Robert W. Baird & Co.
Louisville, KY
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About The Role: Create relationships with Baird Financial Advisors and ...
Details
Summary
About the job:
discuss their most important and complex client estate planning situations. Participate directly in client conference calls and meetings. On your own initiative and at the request of FAs, review documents and research information to answer specific estate planning questions and to create comprehensive, customized estate planning reports for clients using our estate planning tools. Activities and duties require a high level of expertise, organization, and personal initiative. An ideal background would be an estate planning...
Location:
Louisville, KY
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 in Long Term Care
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.
Lake Oswego, OR
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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:
Lake Oswego, OR
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

Temporary - Administrative Assistant - Investment Banking

Robert W. Baird & Co.
Milwaukee, WI
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About the Role: We are looking for a talented Temporary Administrative ...
Details
Summary
About the job:
Assistant (AA) to support our Global Investment Banking team! Join us and discover why we have been recognized as a Fortune Best Place to Work since 2004. This temporary opportunity is ideal for someone who enjoys jumping in, making an immediate impact, and providing high-quality administrative support in a fast‑paced, professional environment. As a Temporary Administrative Assistant, you will proactively perform administrative duties to support mid‑level and senior bankers. Responsibilities include managing bankers’...
Location:
Milwaukee, WI
Job Type:
Full-Time
Temporary
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
apply
Detailed Job Information

Part-Time Branch Operations Assistant

Robert W. Baird & Co.
Sarasota, FL
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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. This role is based on 22.5 hours per week, 3 days per week. The Impact You’ll Make: - Answer inquiries from internal associates and business partners in a professional and pleasant manner. Act as a liaison between...
Location:
Sarasota, FL
Job Type:
Part-Time
Full-Time
Permanent
Occupation:
Customer Service Representatives
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
apply
Detailed Job Information
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