The PWM Transition Specialist will manage the transition of Financial Advisors to Baird, ensuring seamless client onboarding, account setups, compliance, and collaboration with team members, while traveling frequently to meet client needs.

The Client Specialist is responsible for client onboarding, managing communications, supporting account operations, and organizing client events to enhance client service and support Financial Advisors.

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.