Jobs at Baird

Serve as a trusted technology partner to financial advisor teams across the Western region, delivering consultative coaching, onboarding, training, and technology rollouts to increase adoption, efficiency, and client experience while partnering with branch leadership and internal teams.

The Associate Financial Advisor assists in delivering wealth management solutions by creating financial plans, managing client relationships, and providing investment strategies while supporting financial advisors with client services.

Support Financial Advisors by coordinating client onboarding, managing CRM and high-touch communications, preparing account paperwork and proposals, executing transactions, organizing events, and ensuring regulatory compliance. Identify growth opportunities to drive advisor business and provide backup support across branch functions.

Provide client service and operational support to Financial Advisors including onboarding, account operations, CRM management, communications, meeting/material preparation, compliance adherence, event coordination, and daily account monitoring to drive advisor business.

Provide client service and operational support to Financial Advisors, including onboarding, account maintenance, CRM management, communications, meeting/material preparation, regulatory compliance, transaction processing support, and organizing client events to enhance advisor productivity and client experience.

Lead on-site transitions of experienced Financial Advisors and their teams to Baird, supporting branch openings and acquisitions, ensuring accurate account setup, compliance adherence, client-focused onboarding, troubleshooting issues, training staff, and coordinating with internal partners to resume normal business operations.