Baird
Baird

41 Baird Senior Data Analyst Jobs Hiring Near You

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 ...

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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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

What are the most popular categories at Baird?

Infographic showing various Senior Data Analyst job openings at Baird in the United States as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% Physical job distribution.

Associate Financial Advisor

Baird

Durango, CO • On-site

$59K - $80K/yr

Full-time

Re-posted 29 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:
The Associate Financial Advisor provides specialized services to an individual Financial Advisor or Financial Advisor team 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:
  • 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
  • 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 mission to better position the Advisor for additional business opportunities
  • Performs other duties and special projects as necessary

What You'll Bring to Baird:
  • Bachelors degree required
  • Must have or be capable of and committed to pursuing and achieving specialized professional designations (ie, 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

Compensation and Benefits:
  • $59,300 -$80,200 annual salary range
  • Compensation is commensurate with experience, performance and/or firm profitability
  • You'll have the opportunity to advance your career while enjoying our comprehensive benefits designed for your life, career and future

Accepting applications on a rolling basis.
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