Begin your journey to becoming a Financial Advisor in Baird's Financial Advisor Training Program-a ... the Baird Wealth Management Experience confidently, competently, and credibly, and 2) proven ...
60 Baird Wealth Management Advisor Jobs Hiring Near You
Begin your journey to becoming a Financial Advisor in Baird's Financial Advisor Training Program-a ... the Baird Wealth Management Experience confidently, competently, and credibly, and 2) proven ...
The Investment Solutions team within Baird Private Wealth Management (PWM) plays a key role in ensuring that Baird Financial Advisors have the tools and capabilities across our investment, liquidity ...
The Investment Solutions team within Baird Private Wealth Management (PWM) plays a key role in ensuring that Baird Financial Advisors have the tools and capabilities across our investment, liquidity ...
Begin your journey to becoming a Financial Advisor in Baird's Financial Advisor Training Program-a ... the Baird Wealth Management Experience confidently, competently, and credibly, and 2) proven ...
Begin your journey to becoming a Financial Advisor in Baird's Financial Advisor Training Program-a ... the Baird Wealth Management Experience confidently, competently, and credibly, and 2) proven ...
The Investment Strategy & Consulting (IS&C) team within Baird Private Wealth Management (PWM) plays a key role in ensuring that Baird Financial Advisors have the tools and capabilities across our ...
The Investment Strategy & Consulting (IS&C) team within Baird Private Wealth Management (PWM) plays a key role in ensuring that Baird Financial Advisors have the tools and capabilities across our ...
Financial Advisor in Training
Rochester, MN · On-site
$60K - $100K/yr
Begin your journey to becoming a Financial Advisor in Baird's Financial Advisor Training Program-a ... the Baird Wealth Management Experience confidently, competently, and credibly, and 2) proven ...
Financial Advisor in Training
Rochester, MN · On-site
$60K - $100K/yr
Begin your journey to becoming a Financial Advisor in Baird's Financial Advisor Training Program-a ... the Baird Wealth Management Experience confidently, competently, and credibly, and 2) proven ...
Financial Planner
Louisville, KY · On-site
$73K - $98K/yr
... Baird Wealth Plan drafts and various financial analyses * Provide education to Financial Advisors ... management and new business development #LI-CM1
Financial Planner
Louisville, KY · On-site
$73K - $98K/yr
... Baird Wealth Plan drafts and various financial analyses * Provide education to Financial Advisors ... management and new business development #LI-CM1
Client Specialist
Wexford, PA · On-site
... Advisors. You'll be at the heart of the client experience-coordinating onboarding, managing ... Your work will directly contribute to the success of Baird's Private Wealth Management business ...
Client Specialist
Wexford, PA · On-site
... Advisors. You'll be at the heart of the client experience-coordinating onboarding, managing ... Your work will directly contribute to the success of Baird's Private Wealth Management business ...
Client Assistant
Cleveland, OH · On-site
$22.16 - $29.29/hr
... Advisors. You'll be at the heart of the client experience-coordinating onboarding, managing ... Your work will directly contribute to the success of Baird's Private Wealth Management business ...
Client Assistant
Cleveland, OH · On-site
$22.16 - $29.29/hr
... Advisors. You'll be at the heart of the client experience-coordinating onboarding, managing ... Your work will directly contribute to the success of Baird's Private Wealth Management business ...
Client Assistant
Ann Arbor, MI · On-site
$17 - $23.25/hr
... Advisors. You'll be at the heart of the client experience-coordinating onboarding, managing ... Your work will directly contribute to the success of Baird's Private Wealth Management business ...
Client Assistant
Ann Arbor, MI · On-site
$17 - $23.25/hr
... Advisors. You'll be at the heart of the client experience-coordinating onboarding, managing ... Your work will directly contribute to the success of Baird's Private Wealth Management business ...
Client Specialist
Pittsburgh, PA · On-site
... Advisors. You'll be at the heart of the client experience-coordinating onboarding, managing ... Your work will directly contribute to the success of Baird's Private Wealth Management business ...
Client Specialist
Pittsburgh, PA · On-site
... Advisors. You'll be at the heart of the client experience-coordinating onboarding, managing ... Your work will directly contribute to the success of Baird's Private Wealth Management business ...
Client Specialist
Anchorage, AK · On-site
... Advisors. You'll be at the heart of the client experience-coordinating onboarding, managing ... Your work will directly contribute to the success of Baird's Private Wealth Management business ...
Client Specialist
Anchorage, AK · On-site
... Advisors. You'll be at the heart of the client experience-coordinating onboarding, managing ... Your work will directly contribute to the success of Baird's Private Wealth Management business ...
Client Specialist
Grand Rapids, MI · On-site
... Advisors. You'll be at the heart of the client experience-coordinating onboarding, managing ... Your work will directly contribute to the success of Baird's Private Wealth Management business ...
Client Specialist
Grand Rapids, MI · On-site
... Advisors. You'll be at the heart of the client experience-coordinating onboarding, managing ... Your work will directly contribute to the success of Baird's Private Wealth Management business ...
Client Specialist
Madison, WI · On-site
... Advisors. You'll be at the heart of the client experience-coordinating onboarding, managing ... Your work will directly contribute to the success of Baird's Private Wealth Management business ...
Client Specialist
Madison, WI · On-site
... Advisors. You'll be at the heart of the client experience-coordinating onboarding, managing ... Your work will directly contribute to the success of Baird's Private Wealth Management business ...
Client Assistant
Cleveland, OH · On-site
$22.16 - $29.29/hr
... Advisors. You'll be at the heart of the client experience-coordinating onboarding, managing ... Your work will directly contribute to the success of Baird's Private Wealth Management business ...
Client Assistant
Cleveland, OH · On-site
$22.16 - $29.29/hr
... Advisors. You'll be at the heart of the client experience-coordinating onboarding, managing ... Your work will directly contribute to the success of Baird's Private Wealth Management business ...
Client Assistant
Santa Clara, CA · On-site
$27.70 - $36.62/hr
... Advisors. You'll be at the heart of the client experience-coordinating onboarding, managing ... Your work will directly contribute to the success of Baird's Private Wealth Management business ...
Client Assistant
Santa Clara, CA · On-site
$27.70 - $36.62/hr
... Advisors. You'll be at the heart of the client experience-coordinating onboarding, managing ... Your work will directly contribute to the success of Baird's Private Wealth Management business ...
Client Specialist
Oconomowoc, WI · On-site
... Advisors. You'll be at the heart of the client experience-coordinating onboarding, managing ... Your work will directly contribute to the success of Baird's Private Wealth Management business ...
Client Specialist
Oconomowoc, WI · On-site
... Advisors. You'll be at the heart of the client experience-coordinating onboarding, managing ... Your work will directly contribute to the success of Baird's Private Wealth Management business ...
Client Specialist
Wausau, WI · On-site
... Advisors. You'll be at the heart of the client experience-coordinating onboarding, managing ... Your work will directly contribute to the success of Baird's Private Wealth Management business ...
Client Specialist
Wausau, WI · On-site
... Advisors. You'll be at the heart of the client experience-coordinating onboarding, managing ... Your work will directly contribute to the success of Baird's Private Wealth Management business ...
AFAT Advisor Associate
Milwaukee, WI · On-site
Baird's Associate Financial Advice Team (AFAT) is a dedicated financial advisor team focused on delivering a full Wealth Management Experience to Baird Associates and their immediate families. The ...
AFAT Advisor Associate
Milwaukee, WI · On-site
Baird's Associate Financial Advice Team (AFAT) is a dedicated financial advisor team focused on delivering a full Wealth Management Experience to Baird Associates and their immediate families. The ...
Client Specialist
Wexford, PA · On-site
... Advisors. You'll be at the heart of the client experience-coordinating onboarding, managing ... Your work will directly contribute to the success of Baird's Private Wealth Management business ...
Client Specialist
Wexford, PA · On-site
... Advisors. You'll be at the heart of the client experience-coordinating onboarding, managing ... Your work will directly contribute to the success of Baird's Private Wealth Management business ...
Client Specialist
Chapel Hill, NC · On-site
... Advisors. You'll be at the heart of the client experience-coordinating onboarding, managing ... Your work will directly contribute to the success of Baird's Private Wealth Management business ...
Client Specialist
Chapel Hill, NC · On-site
... Advisors. You'll be at the heart of the client experience-coordinating onboarding, managing ... Your work will directly contribute to the success of Baird's Private Wealth Management business ...
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 Wealth Management Advisor 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:
Begin your journey to becoming a Financial Advisor in Baird's Financial Advisor Training Program-a structured career development path designed to build confident, competent, and credible advisors. Through hands-on experience and required licensing, you'll master advanced training, and sales strategies, while integrating into a real-world practice. You will have the opportunity to partner with experienced advisor teams, support client planning, and contribute to new business development while learning to deliver an exceptional wealth management experience.
The Impact You'll Make:
Year 1: Practice Immersion (12 Months) The initial Practice Immersion year is a customized entry point for participants, and will include the following, at minimum.
Year 2: Development (4-12 months) Participants are required to be fully licensed prior to entering year two, when they will focus on the Financial Advisor Training program curriculum. Participants will be required to complete all virtual and in-person requirements and pass all skill and knowledge checks. Participants are required to further pass a two-part comprehensive Capstone role play to progress in the program.
Years 3 & 4: Gain Essential Experience (24 Months) In years three and four, participants become Financial Advisor Associates and advance their experience and expertise, while working to earn the title of Financial Advisor (FA). To earn the FA title, participants must meet qualifying criteria that include but are not limited to 1) clearly demonstrated ability to deliver the Baird Wealth Management Experience confidently, competently, and credibly, and 2) proven ability to grow the business through quality new client acquisitions. This includes the following.
What You'll Bring to Baird:
#LI-PWM3
Begin your journey to becoming a Financial Advisor in Baird's Financial Advisor Training Program-a structured career development path designed to build confident, competent, and credible advisors. Through hands-on experience and required licensing, you'll master advanced training, and sales strategies, while integrating into a real-world practice. You will have the opportunity to partner with experienced advisor teams, support client planning, and contribute to new business development while learning to deliver an exceptional wealth management experience.
The Impact You'll Make:
Year 1: Practice Immersion (12 Months) The initial Practice Immersion year is a customized entry point for participants, and will include the following, at minimum.
- Pass all required licensing (Series 7, 66, Life & Health) and train incoming Associate Financial Advisor/Client Specialist successors as applicable
- Prepare for, attend, and shadow senior advisors in client meetings and calls; take meeting notes and complete all follow-up tasks
- Memorialize and support the team service model and Standard of Care, including building performance reports
- Research investment solutions and assist senior advisors with portfolio-related analysis and tasks
- Develop team marketing/branding and value proposition, and lead brokerage-to-fee conversion conversations with clients
Year 2: Development (4-12 months) Participants are required to be fully licensed prior to entering year two, when they will focus on the Financial Advisor Training program curriculum. Participants will be required to complete all virtual and in-person requirements and pass all skill and knowledge checks. Participants are required to further pass a two-part comprehensive Capstone role play to progress in the program.
- Complete FATP curriculum
- Deepen investment knowledge, technology, and planning skills
- Complete skill and knowledge checks
- Expand role in client meetings and planning processes
- Successfully pass Comprehensive Capstone Project
Years 3 & 4: Gain Essential Experience (24 Months) In years three and four, participants become Financial Advisor Associates and advance their experience and expertise, while working to earn the title of Financial Advisor (FA). To earn the FA title, participants must meet qualifying criteria that include but are not limited to 1) clearly demonstrated ability to deliver the Baird Wealth Management Experience confidently, competently, and credibly, and 2) proven ability to grow the business through quality new client acquisitions. This includes the following.
- Complete Baird sales training and consistently achieve new client asset and revenue growth goals
- Independently source, prospect, and close new business through networking, target markets, and referrals
- Deepen existing client relationships by identifying and closing additional assets, including repricing and brokerage-to-fee conversions
- Lead holistic planning engagements and delivering comprehensive financial plans for HNW clients and prospects
- Build long-term growth through COI development, referral and NextGen campaigns, and independently running mid- to top-tier client meetings
What You'll Bring to Baird:
- Bachelor's Degree required
- Minimum 3 years of professional experience prior to entering the four-year development path
- Currently have or ability to obtain SIE, Series 7, Series 66 (or 63 and 65), and Life & Health Insurance
- Pursuit of advanced designations throughout the program preferred (AAMS, CFP, CDFA, CFA, CIMA, SPWA, CWS, TPCP)
- Entrepreneurial mindset with a focus on quality new client acquisition
- Strong interpersonal, communication, and presentation skills
- Coachable and collaborative team approach
- Ability to build trusted relationships with clients and team members
#LI-PWM3