Associate Financial Advisor
Milwaukee, WI · On-site
Review, research and analyze data to create customized, annual financial plans for clients ... Performs other duties and special projects as necessary What You'll Bring to Baird: * Bachelor ...
33 Baird Equity Research Associate Jobs Hiring Near You
Associate Financial Advisor
Milwaukee, WI · On-site
Review, research and analyze data to create customized, annual financial plans for clients ... Performs other duties and special projects as necessary What You'll Bring to Baird: * Bachelor ...
... researching and completing special projects. In addition, the Branch Administrative Supervisor ... Facilitates setting associate goals and ongoing monthly performance coaching to establish proper ...
... researching and completing special projects. In addition, the Branch Administrative Supervisor ... Facilitates setting associate goals and ongoing monthly performance coaching to establish proper ...
Associate Financial Advisor
Phoenix, AZ · On-site
Review, research and analyze data to create customized, annual financial plans for clients ... Performs other duties and special projects as necessary What You'll Bring to Baird: * Must have an ...
Associate Financial Advisor
Phoenix, AZ · On-site
Review, research and analyze data to create customized, annual financial plans for clients ... Performs other duties and special projects as necessary What You'll Bring to Baird: * Must have an ...
Branch Administrative Supervisor I
Denver, CO · On-site
$35.18 - $47.65/hr
... researching and completing special projects. This position will require a comprehensive ... Ensures associates are aware of PWM branch initiatives and communicates administrative and ...
Branch Administrative Supervisor I
Denver, CO · On-site
$35.18 - $47.65/hr
... researching and completing special projects. This position will require a comprehensive ... Ensures associates are aware of PWM branch initiatives and communicates administrative and ...
Associate Financial Advisor
Durango, CO · On-site
$59K - $80K/yr
Review, research and analyze data to create customized, annual financial plans for clients ... Performs other duties and special projects as necessary What You'll Bring to Baird: * Bachelors ...
Associate Financial Advisor
Durango, CO · On-site
$59K - $80K/yr
Review, research and analyze data to create customized, annual financial plans for clients ... Performs other duties and special projects as necessary What You'll Bring to Baird: * Bachelors ...
Trust Associate
Evansville, IN · On-site
$15 - $20/hr
Research, gather, and compile information from various sources to prepare reports and summaries ... to Baird: * High school diploma or equivalent required * 1-3 years of experience as a trust ...
Trust Associate
Evansville, IN · On-site
$15 - $20/hr
Research, gather, and compile information from various sources to prepare reports and summaries ... to Baird: * High school diploma or equivalent required * 1-3 years of experience as a trust ...
... research and surveillance. Success in this role comes from your ability to communicate with clarity ... Proactive education of field associates and policies & procedures in the areas of Compliance ...
... research and surveillance. Success in this role comes from your ability to communicate with clarity ... Proactive education of field associates and policies & procedures in the areas of Compliance ...
... researching and completing special projects. In addition, the Branch Administrative Supervisor ... Facilitates setting associate goals and ongoing monthly performance coaching to establish proper ...
... researching and completing special projects. In addition, the Branch Administrative Supervisor ... Facilitates setting associate goals and ongoing monthly performance coaching to establish proper ...
... researching and completing special projects. In addition, the Branch Administrative Supervisor ... Facilitates setting associate goals and ongoing monthly performance coaching to establish proper ...
... researching and completing special projects. In addition, the Branch Administrative Supervisor ... Facilitates setting associate goals and ongoing monthly performance coaching to establish proper ...
Ensures associates are aware of PWM branch initiatives and communicates administrative and ... Baird: * High school diploma or equivalent required. Bachelor's degree preferred * Must be SIE ...
Ensures associates are aware of PWM branch initiatives and communicates administrative and ... Baird: * High school diploma or equivalent required. Bachelor's degree preferred * Must be SIE ...
You will work closely with associates and business partners across the organization to address ... Actively participate in, research and execute on ad-hoc projects led by the Corporate Compliance ...
You will work closely with associates and business partners across the organization to address ... Actively participate in, research and execute on ad-hoc projects led by the Corporate Compliance ...
Research, analyze, and interpret complex regulatory rule releases, regulatory notices, and ... Write Compliance Notes as needed to communicate new policies and procedures to associates * Develop ...
Research, analyze, and interpret complex regulatory rule releases, regulatory notices, and ... Write Compliance Notes as needed to communicate new policies and procedures to associates * Develop ...
Senior Supervision Officer
Milwaukee, WI · On-site
... research and surveillance. Success in this role comes from your ability to communicate with clarity ... Proactive education of field associates and policies & procedures in the areas of Compliance ...
Senior Supervision Officer
Milwaukee, WI · On-site
... research and surveillance. Success in this role comes from your ability to communicate with clarity ... Proactive education of field associates and policies & procedures in the areas of Compliance ...
Baird Jobs Information
Do workers at Baird get paid breaks?
Sometimes. Only some people get paid breaks.
38% of people say they don’t get paid breaks.
Based on data from 8 people who took the Breakroom Quiz between January 2025 and February 2026.
38% of people say they don’t get paid breaks.
Based on data from 8 people who took the Breakroom Quiz between January 2025 and February 2026.
Does Baird pay people when they’re sick?
Yes. Most people get paid when they’re sick.
73% of people say they would get paid if they were sick but scheduled to work.
Based on data from 11 people who took the Breakroom Quiz between January 2025 and February 2026.
73% of people say they would get paid if they were sick but scheduled to work.
Based on data from 11 people who took the Breakroom Quiz between January 2025 and February 2026.
Is the health insurance from Baird affordable enough for their workers?
Only some people say the health insurance costs are okay.
60% of people say the health insurance costs are okay
Based on data from 5 people who took the Breakroom Quiz between March 2025 and February 2026.
60% of people say the health insurance costs are okay
Based on data from 5 people who took the Breakroom Quiz between March 2025 and February 2026.
Do workers at Baird worry about hours?
Most people don’t worry about getting enough hours.
100% of people report they don’t worry about getting enough hours.
Based on data from 8 people who took the Breakroom Quiz between January 2025 and August 2025.
100% of people report they don’t worry about getting enough hours.
Based on data from 8 people who took the Breakroom Quiz between January 2025 and August 2025.
Do Baird workers get to choose the shifts they work?
Some people don’t get to choose which shifts they work.
40% report that they don’t have enough control over which shifts they work.
Based on data from 5 people who took the Breakroom Quiz between January 2025 and April 2025.
40% report that they don’t have enough control over which shifts they work.
Based on data from 5 people who took the Breakroom Quiz between January 2025 and April 2025.
How easy is it to get time off at Baird?
Most people find it easy to get time off.
100% of people report it’s easy to get time off.
Based on data from 10 people who took the Breakroom Quiz between January 2025 and October 2025.
100% of people report it’s easy to get time off.
Based on data from 10 people who took the Breakroom Quiz between January 2025 and October 2025.
Do Baird managers change schedules at the last minute?
Most managers don’t change people’s schedules at the last minute.
100% of people say their manager doesn’t change their shift schedule at the last minute.
Based on data from 8 people who took the Breakroom Quiz between January 2025 and August 2025.
100% of people say their manager doesn’t change their shift schedule at the last minute.
Based on data from 8 people who took the Breakroom Quiz between January 2025 and August 2025.
Do jobs at Baird spill into time workers aren’t paid for?
Rarely. The job doesn't usually spill into unpaid time.
25% of people report that their job takes up time that they don’t get paid for.
Based on data from 8 people who took the Breakroom Quiz between January 2025 and August 2025.
25% of people report that their job takes up time that they don’t get paid for.
Based on data from 8 people who took the Breakroom Quiz between January 2025 and August 2025.
How easy is it to take sick days at Baird?
Most people find it easy to take sick days.
80% of people report that it’s easy to take time off if they are sick.
Based on data from 10 people who took the Breakroom Quiz between January 2025 and October 2025.
80% of people report that it’s easy to take time off if they are sick.
Based on data from 10 people who took the Breakroom Quiz between January 2025 and October 2025.
Do people at Baird feel treated with respect by their managers?
Most people feel treated with respect by their managers.
80% of people say they’re treated with respect by their managers.
Based on data from 10 people who took the Breakroom Quiz between January 2025 and February 2026.
80% of people say they’re treated with respect by their managers.
Based on data from 10 people who took the Breakroom Quiz between January 2025 and February 2026.
Do people at Baird get to take their breaks without interruption?
Most people get breaks without interruption.
89% of people report that they get to take their breaks without interruption.
Based on data from 9 people who took the Breakroom Quiz between January 2025 and February 2026.
89% of people report that they get to take their breaks without interruption.
Based on data from 9 people who took the Breakroom Quiz between January 2025 and February 2026.
Is it stressful to work at Baird?
Most people feel stressed here.
73% of people say they often feel stressed at work.
Based on data from 11 people who took the Breakroom Quiz between January 2025 and February 2026.
73% of people say they often feel stressed at work.
Based on data from 11 people who took the Breakroom Quiz between January 2025 and February 2026.
Do people at Baird enjoy their jobs?
Most people enjoy their job.
100% of people report they enjoy their job.
Based on data from 8 people who took the Breakroom Quiz between January 2025 and February 2026.
100% of people report they enjoy their job.
Based on data from 8 people who took the Breakroom Quiz between January 2025 and February 2026.
Do people at Baird recommend working with their team?
Only some people recommend working with their team.
45% of people report that they wouldn’t recommend working with their immediate team to a friend.
Based on data from 11 people who took the Breakroom Quiz between January 2025 and February 2026.
45% of people report that they wouldn’t recommend working with their immediate team to a friend.
Based on data from 11 people who took the Breakroom Quiz between January 2025 and February 2026.
Do people get enough training when they start at Baird?
Most people got enough training when they started.
82% of people report they got enough training when they started working here.
Based on data from 11 people who took the Breakroom Quiz between January 2025 and February 2026.
82% of people report they got enough training when they started working here.
Based on data from 11 people who took the Breakroom Quiz between January 2025 and February 2026.
Do people get support to advance at Baird?
Most people are given support to advance their career here.
In the last year, 73% of people report being given support to advance their career here.
Based on data from 11 people who took the Breakroom Quiz between January 2025 and February 2026.
In the last year, 73% of people report being given support to advance their career here.
Based on data from 11 people who took the Breakroom Quiz between January 2025 and February 2026.
Do people think Baird’s headquarters understands what’s happening where they work?
Some people think headquarters doesn’t understand what’s happening where they work.
64% of people think that this employer’s headquarters or owners don’t have a good understanding of what’s really happening where they work.
Based on data from 11 people who took the Breakroom Quiz between January 2025 and February 2026.
64% of people think that this employer’s headquarters or owners don’t have a good understanding of what’s really happening where they work.
Based on data from 11 people who took the Breakroom Quiz between January 2025 and February 2026.
Do workers feel well informed about how Baird is doing?
Most people feel well informed about how the company is doing.
100% of people feel that they are kept well informed about how the company is doing as a whole.
Based on data from 11 people who took the Breakroom Quiz between January 2025 and February 2026.
100% of people feel that they are kept well informed about how the company is doing as a whole.
Based on data from 11 people who took the Breakroom Quiz between January 2025 and February 2026.
What other companies are hiring for Equity Research Associate jobs?
What are the most popular jobs at Baird?
What are the most popular categories at Baird?
Baird rating
8.5
Based on 11 frontline employees who took The Breakroom Quiz
Job description
About the Role:
The Associate Financial Advisor provides specialized services to an individual Financial Advisor to assist in their ability to offer sophisticated wealth management solutions to individuals and families and strategically build the client base. Specialized areas of emphasis include financial planning, portfolio management and analysis and/or investment analysis.
The Impact You'll Make:
What You'll Bring to Baird:
#LI-PWM3
The Associate Financial Advisor provides specialized services to an individual Financial Advisor to assist in their ability to offer sophisticated wealth management solutions to individuals and families and strategically build the client base. Specialized areas of emphasis include financial planning, portfolio management and analysis and/or investment analysis.
The Impact You'll Make:
- Operate within the team's client service and wealth management strategy to ensure high quality client service
- Engage the client/prospect, frame the discussion, and convey the team mission to better position the Advisor for additional business opportunities
- Review, research and analyze data to create customized, annual financial plans for clients
- Deliver the financial plan to clients in partnership with the Financial Advisor/Team
- Connect with next generation clients through planning
- Provide or lead financial education, such as long-term planning, social security/Medicare, tax return reviews utilizing our team of experts
- Take the planning results and identify the best investment solutions to implement the plan in partnership with the Financial Advisor/Team. Assist with marketing efforts, such as a newsletter or LinkedIn presence, to solicit additional planning business with the existing client base and to establish the team as a planning team in front of prospects
- Research relevant news articles related to the topic's covered in a client's plan to share with them as an added touch point
- Document, follow up, and support the closing of opportunities identified from the financial planning process
- Serve as a Team specialist for queries on financial planning topics and consult with the Financial Advisors/Team on specific client scenarios
- Monitor and track client revenues related to financial planning work to ensure sales opportunities are maximized
- Performs other duties and special projects as necessary
What You'll Bring to Baird:
- Bachelor's degree required
- Must have or be capable of and committed to pursuing and achieving specialized professional designations (i.e., CFP, CPWA, JD) or higher-level education equivalent within one year of assuming the Associate Financial Advisor role
- Must hold SIE, Series 7/66 or Series 7/63/65 licenses
- Minimum of three years of investment experience in a client facing role
- Excellent presentation skills, very strong interpersonal and written communication skills
- Proven self-starter, highly motivated, with the ability to work independently
#LI-PWM3