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ASSOCIATE FINANCIAL ADVISOR

Robert W. Baird & Co.
Waukesha, WI
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About the Role: The Associate Financial Advisor provides specialized ...
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Summary
About the job:
services to a Financial Advisor team 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 customized, annual financial plans for clients. - Deliver the financial plan to clients in partnership with the Financial Advisor/Team. - Connect with next...
Location:
Waukesha, 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 7
Certified Financial Planner
Workkeys
Applied Math
N/A
Graphic Literacy
N/A
Workplace Documents
N/A
apply
Detailed Job Information

Technology Solutions Consultant

Robert W. Baird & Co.
Louisville, KY
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About The Role: Baird’s Private Wealth Management (PWM) Technology Best ...
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Summary
About the job:
Practices team is seeking a Technology Solutions Consultant to serve as a trusted technology partner to Financial Advisor teams across Baird’s Central Region. In this role, you’ll work directly with advisors, support staff, and branch leadership to help teams leverage Baird’s technology effectively. Consulting teams on utilizing technology and best practices to create capacity, support growth, and improve client experience. You will support a region of 25 branches across (KY, TX, IA, IN, KS, NE). Flexible travel schedule...
Location:
Louisville, KY
Job Type:
Full-Time
Permanent
Occupation:
Management Analysts
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

Investment Banking Associate, Defense, Space & Government

Robert W. Baird & Co.
Tysons Corner, VA
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Complex deals, real ownership, and career momentum. Grow further at Baird. ...
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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. We are seeking a highly motivated experienced Investment Banking Associate with at least two years of Investment Banking or equivalent experience to join our Defense & Government team in Tysons Corner, VA. Baird’s 20+ person dedicated Defense & Government team is recognized as a...
Location:
Tysons Corner, VA
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
apply
Detailed Job Information

Sr. Trust Officer new

Robert W. Baird & Co.
Cincinnati, OH
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About the Role: Our Trust Officers are experienced fiduciary professionals ...
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Summary
About the job:
responsible for the administration of trust accounts in accordance with the terms specified in the trust instrument, while also providing personalized, high-level service to clients. Our Trust Officers work closely with our Financial Advisors to ensure our clients’ wishes are carried out based on the terms of the trust document. This position requires on-site attendance five days per week in our Cincinnati, OH office for a minimum of six months during the initial training period. Following the successful completion of...
Location:
Cincinnati, OH
Job Type:
Full-Time
Permanent
Occupation:
Financial Managers
Career Level / Education:
Bachelor's degree
Salary:
Six Figure Jobs (more than $100K)
From:
Robert W. Baird & Co.
Certifications / Licenses:
Certified Trust and Financial Advisor
Workkeys
Applied Math
N/A
Graphic Literacy
N/A
Workplace Documents
N/A
apply
Detailed Job Information

Senior Client Specialist new

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

Client Specialist

Robert W. Baird & Co.
Waukesha, WI
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About the Role: As a Client Specialist 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...
Location:
Waukesha, 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

IT Business Analyst

Robert W. Baird & Co.
Milwaukee, WI
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About the Role: Our Business Analysts work collaboratively with ...
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Summary
About the job:
cross-functional team members to perform analysis around/for projects and serve as a conduit in delivering quality results. BA's partner with our business partners to support their growing technology needs, helping mature the business analysis capabilities and provide solutions. Our Advisory Technology team is focused on enabling innovative technology solutions for the fastest-growing area in Private Wealth Management. As a Business Analyst on this team, you’ll have the opportunity to work closely with project management,...
Location:
Milwaukee, WI
Job Type:
Full-Time
Permanent
Occupation:
Computer Systems Analysts
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

Wealth Planner

Robert W. Baird & Co.
Chicago, IL
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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:
N/A
Workkeys
Applied Math
N/A
Graphic Literacy
N/A
Workplace Documents
N/A
apply
Detailed Job Information

Administrative Assistant - Investment Banking

Robert W. Baird & Co.
Charlotte, NC
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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
apply
Detailed Job Information

Investment Banking Associate, Healthcare

Robert W. Baird & Co.
Chicago, IL
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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
apply
Detailed Job Information
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