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Pwm Associate Jobs (NOW HIRING)

Robert W Baird & Co

Trust Strategist

Seattle, WA

$91K - $126K/yr

Partner with Baird Financial Advisors, Market Directors, and other PWM associates to answer questions and provide thought leadership for the PWM client base * Make presentations on a variety of ...

Robert W Baird & Co

Trust Strategist

Seattle, WA · On-site

$91K - $126K/yr

Partner with Baird Financial Advisors, Market Directors, and other PWM associates to answer questions and provide thought leadership for the PWM client base * Make presentations on a variety of ...

Robert W Baird & Co

Trust Strategist

Cincinnati, OH · On-site

$116K - $150K/yr

Partner with Baird Financial Advisors, Market Directors, and other PWM associates to answer questions and provide thought leadership for the PWM client base * Make presentations on a variety of ...

Baird

PWM Academy Branch Consultant

Milwaukee, WI · On-site

As a PWM Academy Branch Consultant, you will be a visible member of the Private Wealth Management ... Guide branch leaders, financial advisors and support associates in identifying appropriate academy ...

US Bank

PWM Private Banking Analyst

Portland, OR · On-site

$81K - $95K/yr

Private Wealth Management (PWM) Analysts have shared responsibility for soliciting, developing ... to become an Associate Advisor. On the Job Training will focus on teaching the Analyst the ...

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How much do pwm associate jobs pay per hour?

As of Sep 4, 2026, the average hourly pay for pwm associate in the United States is $19.87, according to ZipRecruiter salary data. Most workers in this role earn between $14.90 and $20.67 per hour, depending on experience, location, and employer.

What is the difference between Pwm Associate vs Financial Advisor?

AspectPwm AssociateFinancial Advisor
CredentialsSeries 7, 66, or 63 licenses; relevant degreesSeries 7, 66, or 63 licenses; CFP certification often preferred
Work EnvironmentSupport role within wealth management teams, client serviceClient-facing, providing personalized financial planning
Employer & IndustryFinancial firms, banks, wealth management firmsIndependent or firm-affiliated financial planning firms

While Pwm Associates primarily support senior advisors and handle client service tasks, Financial Advisors directly manage client portfolios and provide comprehensive financial planning. Both roles require similar licenses, but Financial Advisors typically have more client interaction and decision-making responsibilities.

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Pwm Associate jobs near you
Infographic showing various Pwm Associate job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 70% Full Time, 27% Part Time, 1% Temporary, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $41,327 per year, or $19.9 per hour.

Trust Strategist

Robert W Baird & Co

Seattle, WA

$91K - $126K/yr

Full-time

Re-posted 12 days ago

Job description

About the Role:

As a Trust Strategist, you will review trust and estate planning documents, provide guidance on trust administration and fiduciary matters, and serve as a thought leader for Baird Financial Advisors, Market Directors, and other PWM associates. You will join a unique culture that values diverse backgrounds and perspectives while emphasizing teamwork and a strong sense of partnership, with opportunities to work side by side with the best in the business and the support and flexibility to grow and be your best at work, at home, and in the community.

The Impact You'll Make:

  • Review trust agreements, amendments, restatements, last will and testaments, codicils and other estate planning documents for legal accuracy, trustee powers and administrative provisions, fiduciary responsibilities, risk exposure, tax-sensitivity guidelines, directed trust language, distribution responsibilities, and other pertinent corporate trustee acceptance standards
  • Partner with Baird Financial Advisors, Market Directors, and other PWM associates to answer questions and provide thought leadership for the PWM client base
  • Make presentations on a variety of estate, tax, and trust planning topics for internal associates, and professional continuing education seminars
  • Assist Trust Counsel and Baird Trust associates with trust and estate matters as needed
  • Participate in Trust Company projects and/or introduction of new initiatives, systems, products/services and processes

What You'll Bring to Baird:

  • Juris Doctorate (JD), CFP, CTFA are a plus
  • Bachelor's degree in Economics, Finance, Accounting, or Business Administration
  • 5+ year experience in the trust industry preferred

Compensation and Benefits:

  • Pay range for Seattle, WA: $91,800 - $126,000 annual salary
  • Bonus potential up to 20% of base pay
  • Compensation and bonus are commensurate with location, experience, performance, and/or firm profitability
  • Check out our Total Rewards at Baird, which is a summary of our benefits and compensation

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Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.

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