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Results based on filters ( 80 jobs found )

Account Transaction Specialist new

Robert W. Baird & Co.
Milwaukee, WI
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About The Role The Account Transaction Specialist is responsible for ...
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Summary
About the job:
delivering exceptional service and operational support to Financial Advisors, Client Specialists, and clients while ensuring compliance with industry regulations, firm policies, and internal procedures. The successful candidate will process retail and retirement account transactions, resolve account inquiries, and contribute to continuous process improvements that enhance efficiency, mitigate risk, and support a high-quality client experience. Ideal candidates are detail-oriented, service-focused professionals who thrive in...
Location:
Milwaukee, WI
Job Type:
Full-Time
Permanent
Occupation:
Customer Service Representatives
Career Level / Education:
High school diploma or equivalent
Salary:
Middle Income Jobs ($30K-$49K)
From:
Robert W. Baird & Co.
Certifications / Licenses:
FINRA Series 99
Workkeys
Applied Math
N/A
Graphic Literacy
N/A
Workplace Documents
N/A
apply
Detailed Job Information

Senior Compliance Officer - Institutional Fixed Income

Robert W. Baird & Co.
Milwaukee, WI
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Job Posting Template About the Role: We are seeking a seasoned Senior ...
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Summary
About the job:
Compliance Officer – Institutional Fixed Income to serve as a strategic partner to our Institutional Fixed Income Broker Dealer Capital Markets businesses. This is an opportunity to play a key advisory role at the intersection of business and regulation, influencing complex trading and capital markets activity while helping shape a best-in-class compliance program. In this role, you will lead the development, implementation, and ongoing enhancement of policies and procedures, while providing expert regulatory guidance to...
Location:
Milwaukee, WI
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:
Securities Industry Essentials
FINRA Series 7
FINRA Series 24
Financial Industry Regulatory Authority
Workkeys
Applied Math
N/A
Graphic Literacy
N/A
Workplace Documents
N/A
apply
Detailed Job Information

Quality Assurance Analyst

Robert W. Baird & Co.
Milwaukee, WI
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About the Role: As a Quality Assurance / SDET, you will play a critical role ...
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Summary
About the job:
in delivering high‑quality software solutions to our clients by ensuring testing excellence across complex initiatives. You will be aligned to a business‑unit delivery team and partner closely with Product Owners, Business Analysts, and Developers to define, execute, and continuously improve testing strategies. This role balances hands‑on testing with test planning, automation, reporting, and quality advocacy. You will contribute across multiple initiatives, applying risk‑based thinking and strong technical skills to...
Location:
Milwaukee, WI
Job Type:
Full-Time
Permanent
Occupation:
Software Quality Assurance Analysts and Testers
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

Manager of Equity & Fixed Income Research

Robert W. Baird & Co.
Milwaukee, WI
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About The Role: Baird is seeking an experienced investment professional to ...
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Summary
About the job:
serve as Manager of Equity & Fixed Income Research within our Private Wealth Management (PWM) Research team. The PWM Equity & Fixed Income Research team is responsible for consulting on over $125B in individual stocks across Baird’s PWM system and providing investment guidance and support to Baird’s Financial Advisors. This role plays a central part in leading equity research and portfolio management efforts, with additional oversight of fixed income activities within the PWM research platform. This role is designed as...
Location:
Milwaukee, WI
Job Type:
Full-Time
Permanent
Occupation:
Financial Quantitative Analysts
Career Level / Education:
Bachelor's degree
Salary:
Six Figure Jobs (more than $100K)
From:
Robert W. Baird & Co.
Certifications / Licenses:
Chartered Financial Analyst
FINRA Series 7
FINRA / NASD Series 63
Workkeys
Applied Math
N/A
Graphic Literacy
N/A
Workplace Documents
N/A
apply
Detailed Job Information

ASSOCIATE FINANCIAL ADVISOR

Robert W. Baird & Co.
Phoenix, AZ
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About the Role: The Associate Financial Advisor provides specialized ...
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Summary
About the job:
services to an individual Financial Advisor or 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: - Provide or lead financial education, such as long-term planning, social security/Medicare, tax return reviews utilizing our team of experts - Review, research and...
Location:
Phoenix, AZ
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

Client Assistant

Robert W. Baird & Co.
Ann Arbor, MI
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About the Role: As a Client Assistant 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 learn...
Location:
Ann Arbor, MI
Job Type:
Full-Time
Permanent
Occupation:
Credit Counselors
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

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 ...
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:
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 ...
Details
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
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