Challenge your thinking and build an amazing career with the best people in the financial services industry! Baird’s Financial Advisors provide advice, strategies, and solutions to high-net-worth individuals and families across the United States, serving as true partners. True wealth management goes beyond managing investments. At Baird, we understand it begins with learning all we can about what our clients want for themselves and their families. We work closely with them to prioritize their goals, utilizing Baird’s resources and expertise to create a tailored plan to ensure success as they’ve defined it. Our 1,700+ private wealth associates serve clients coast-to-coast from 160+ locations in over 33 states. We have been recognized on Barron’s Top Wealth Management Firms for 10 consecutive years and hold over $200 billion in client assets.

 

As a Client Specialist, You Will:

Be responsible for the client service & marketing 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. You will also participate in the Financial Advisor(s) business development efforts in alignment with the Financial Advisor(s) long-term business plan.

 

Client Service

 

Marketing

 

Business Development

 

Operations

 

What Makes This Opportunity Great

 

What We Look For

 

Commitment to Inclusion & Diversity

Baird is committed to inclusion & diversity for our clients, our associates, and the communities where we live and work. This commitment stems from our culture of integrity, genuine concern for others, and respect for the individual. We view inclusion & diversity as an ongoing journey – one of shared responsibility, continuous improvement, and a focus on progress. We invite you to join us as we work together to foster an environment where diversity unites rather than divides us.

 

To learn more and apply, click here.