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Pwm Associate Jobs (NOW HIRING)

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 ...

U.S. Bank

PWM Client Services Team Leader

Scottsdale, AZ · On-site

$75K - $89K/yr

Manages teams of associates that handle day-to-day client calls and transactions and problem resolutions, escalating items beyond specific authority to the assigned PWM Advisor or respective ...

US Bank

PWM Client Services Team Leader

Las Vegas, NV

$75K - $89K/yr

Manages teams of associates that handle day-to-day client calls and transactions and problem resolutions, escalating items beyond specific authority to the assigned PWM Advisor or respective ...

US Bank

PWM Client Services Team Leader

Scottsdale, AZ · On-site

$75K - $89K/yr

Manages teams of associates that handle day-to-day client calls and transactions and problem resolutions, escalating items beyond specific authority to the assigned PWM Advisor or respective ...

US Bank

PWM Client Services Team Leader

Boise, ID

$75K - $89K/yr

Manages teams of associates that handle day-to-day client calls and transactions and problem resolutions, escalating items beyond specific authority to the assigned PWM Advisor or respective ...

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How much do pwm associate jobs pay per hour?

As of Aug 14, 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, 69% Full Time, 28% 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.

PWM Academy Branch Consultant

Baird

Milwaukee, WI • On-site

Full-time

Posted 11 days ago

Baird rating

8.5

Company rating: 8.5 out of 10

Based on 11 frontline employees who took The Breakroom Quiz

Job description

About the Role:
As a PWM Academy Branch Consultant, you will be a visible member of the Private Wealth Management team providing support for our PWM Academy initiative. The ideal candidate should possess industry experience and the desire to support branch leaders, financial advisors and branch support associates via individual and team consulting and facilitated learning during all phases of team and associate development. The individual must be high-energy, reliable, possess strong critical thinking and problem-solving skills and enjoy working in a fast-paced environment and be able to work collaboratively with other associates across PWM and the Firm.
This position requires working from a Baird office 4 days per week.
The Impact You'll Make:
  • Guide branch leaders, financial advisors and support associates in identifying appropriate academy learning and development opportunities
  • Provide coaching to Financial Advisors on a variety of team related topics including team formation, team dissolution, succession planning, adding talent, compensation, communication and team foundation building
  • Facilitate the due diligence process with Financial Advisors exploring teaming/partnership both with new advisor trainees and experienced advisors
  • Lead the succession planning process with teams, including advising on talent needs and facilitating team conversations to transition knowledge from the retiring advisor to the successor(s) to ensure business retention
  • Support the Financial Advisor Training Program via team workshop facilitation and leading follow up meetings with teams after the program ends
  • Partner in development of team and team leader program content for Financial Advisors and their teams
  • Facilitate teams-related content around communication, generations, high performing team behaviors and high performing team playbooks
  • Facilitate High Performing Team summit breakouts and cohort follow-up sessions

What You'll Bring to Baird:
  • 3-5 years financial/professional services experience
  • Experience confidently interacting with advisors in a consulting capacity
  • Coaching experience and/or certification a plus
  • Excellent verbal and written communication skills
  • Workshop and group facilitation skills
  • Critical thinking and proactive problem-solving skills, especially as it relates to people-related opportunities and issues
  • Securities Industry Essentials (SIE) Exam, Series 7 and Series 66 or Series 63 and Series 65 licenses or willingness to become licensed
  • Proficient in Microsoft Office suite (Word, Excel and PowerPoint) with the ability to learn and effectively navigate Baird's Private Wealth Management technology platforms
  • This is an in-office position that requires a minimum of 25% travel
  • Associates in Baird branches will be considered for this opportunity however will be required to work hybrid in office 4 days per week

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