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Results based on filters ( 60 jobs found )

Senior Client Specialist

Robert W. Baird & Co.
Chicago, IL
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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:
Chicago, IL
Job Type:
Full-Time
Permanent
Occupation:
Credit Counselors
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

Platform Analytics consultant

Robert W. Baird & Co.
Milwaukee, WI
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About the Role: The PWM Analytics roles within Baird’s Private Wealth ...
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Summary
About the job:
Management (PWM) Wealth Solutions Group (WSG) have a mission to support PWM’s growth strategy through effective use of action-oriented data and analytics. We provide the PWM business – both home office associates and the branch network - with trusted, accessible, and relevant information to support the business, encourage better wealth management outcomes for clients, and drive sustainable growth. The role will lead the creation of scalable analytics solutions for PWM’s Technology stack, influencing strategic technology...
Location:
Milwaukee, WI
Job Type:
Full-Time
Permanent
Occupation:
Business Intelligence 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

Client Specialist

Robert W. Baird & Co.
West Palm Beach, FL
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As a Client Specialist, you will: Be responsible for the client service and ...
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Summary
About the job:
business operation functions of one or more Financial Advisors following a wealth management or portfolio management business approach, including any operational functions necessary to meet client service requirements. - Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird and establishing an ongoing communication/client service plan. - Gain...
Location:
West Palm Beach, FL
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 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

Trust Strategist and Legal Assistant new

Robert W. Baird & Co.
Louisville, KY
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About the Role: Baird Trust is growing by introducing Baird financial ...
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Summary
About the job:
advisors and their clients to our first-class trust services. The Trust Strategist and Legal Administrative Assistant primarily supports a team of Trust Strategists who are responsible for helping Baird clients move their trust accounts to Baird Trust or add Baird Trust to their estate plan. This role helps ensure the financial advisor and client’s initial experience with Baird Trust is smooth. The Impact You’ll Make: - Support a team of trust strategists throughout the Baird Trust footprint with a variety of administrative...
Location:
Louisville, KY
Job Type:
Full-Time
Permanent
Occupation:
Correspondence Clerks
Career Level / Education:
High school diploma or equivalent
Salary:
Middle Income Jobs ($30K-$49K)
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

Conference Services Event Planner - Temporary new

Robert W. Baird & Co.
Milwaukee, WI
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About the Role: Join our Conference Services team to support the planning, ...
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Summary
About the job:
coordination, and execution of high-level events for prominent clients. This role is ideal for an energetic, detail-oriented professional who thrives in a fast-paced environment and is passionate about delivering exceptional client experiences. You will contribute to large-scale conferences while independently managing smaller programs, ensuring excellence across all event touchpoints. *This is a temporary position on Baird's Conference Services Team. The Impact You'll Make: - Support larger events by managing...
Location:
Milwaukee, WI
Job Type:
Full-Time
Temporary
Occupation:
Meeting, Convention, and Event Planners
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
apply
Detailed Job Information

Client Specialist

Robert W. Baird & Co.
Merritt Island, FL
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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:
Merritt Island, FL
Job Type:
Full-Time
Permanent
Occupation:
Credit Counselors
Career Level / Education:
Bachelor's degree
Salary:
Middle Income Jobs ($30K-$49K)
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

Marketing Assistant

Robert W. Baird & Co.
Houston, TX
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About the Role: The Marketing Assistant II supports both individual ...
Details
Summary
About the job:
Financial Advisor practices and broader branch marketing initiatives through content creation, digital marketing, and multimedia production. This role works closely with Financial Advisors, Baird Retirement Management leadership, branch leadership and other associates to plan the execution of professional marketing content that strengthens advisor practices, promotes the Baird Retirement Management brand, and enhances client engagement, while adhering to firm standards and compliance requirements. The Impact You’ll Make: -...
Location:
Houston, TX
Job Type:
Full-Time
Permanent
Occupation:
Market Research Analysts and Marketing Specialists
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
apply
Detailed Job Information

Client Relationship Specialist – Investment Banking (FSG Business Development)

Robert W. Baird & Co.
Chicago, IL
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About the Role: We are seeking a talented and motivated individual to work ...
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Summary
About the job:
with the Financial Sponsor Group (FSG) within Global Investment Banking. This person will play an integral role in providing analytical and deal support between Global Investment Banking’s industry and product teams on mergers and acquisitions, public offerings and other financial advisory services we provide to our clients. In addition, the position will require the preparation of client presentations and company research to support new business generation with Baird’s private equity clients. This person will perform...
Location:
Chicago, IL
Job Type:
Full-Time
Permanent
Occupation:
Financial Examiners
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

ASSOCIATE FINANCIAL ADVISOR

Robert W. Baird & Co.
Seattle, WA
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About the Role: The Associate Financial Advisor provides specialized ...
Details
Summary
About the job:
services to an individual Financial Advisor 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 portfolio management and analysis and/or investment analysis. The Impact You’ll Make: - Guide the investment decision process by analyzing existing and potential opportunities and aiding in performance analysis and reporting functions. - Create asset allocation studies utilizing data collected in the...
Location:
Seattle, WA
Job Type:
Full-Time
Permanent
Occupation:
Financial Quantitative Analysts
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

Client Specialist

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
As a Client Specialist, you will: Be responsible for the client service and ...
Details
Summary
About the job:
business operation functions of one or more Financial Advisors following a wealth management or portfolio management business approach, including any operational functions necessary to meet client service requirements. - Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird and establishing an ongoing communication/client service plan. - Gain...
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 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
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