Financial Planner supporting Financial Advisors in drafting wealth plans and analyses. Interacting with clients, performing research, and facilitating education for Financial Advisors and Client Specialists.
BA
Baird
Currently Hiring
About the company
Since 1919, Baird has guided families, businesses, communities and institutions toward their financial goals.
Being privately held enables us to prioritize long-term planning and investment – for our clients and the firm – without having to weigh those against the quarterly expectations of outside shareholders.
Today Baird offers wealth management, investment banking, asset management, fixed income and equity sales and trading, equity research, public finance and private equity services.
This balance of cyclical and counter-cyclical businesses provides financial strength and stability across market environments and enables us to consistently reinvest in our ability to serve clients.
We manage or oversee more than $455 billion in client assets and employ more than 5,200 Associates around the world.
And, because nearly 80% of our associates are Baird stockholders, you can trust we all share a personal stake in your success.
For more than 20 consecutive years, Baird has been one of the FORTUNE 100 Best Companies to Work For®, making us a workplace of choice for some of the most talented, passionate people in financial services.
It also enables us to emphasize cultural compatibility in those we hire, many of whom stay their entire careers.
All of this helps ensure the quality and consistency of our advice for clients and the timeless values that make the Baird Difference every day for our clients, our Associates and the communities we share.
For more information, please visit https://www.rwbaird.com/bairddifference/.
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19 jobs found
Business Development Consultant for Baird aiming to improve profitability and client outcomes in the financial services sector. Collaborating with branch and market leaders to enhance resources and strategies.
Business Development Associate collaborating with teams to drive growth in PWM at Baird. Involves strategic meetings, analytics reporting, and advisor support in the financial services industry.
Investment Banking Analyst providing analytical support across mergers and acquisitions and public offerings. Engaging in meaningful work and gaining hands - on experience in financial advisory services.
Associate Trust Counsel managing and overseeing unique assets in client accounts at Baird. Acting as a liaison between Baird Trust and third - party vendors related to unique assets.
Investment Banking Associate executing public equity offerings and mergers & acquisitions at Baird. Collaborating with senior bankers and clients to drive financial advisory services across sectors.
Executive Assistant supporting the Global Investment Banking team with administrative tasks and client relations. Managing calendars, meetings, and travel while building strong relationships with stakeholders.
Lead .NET Software Developer guiding technical direction within financial services firm. Delivering high - quality applications for a growing team focused on Microsoft Azure technologies.
Public Relations Specialist at Baird, leading strategic communications and media relations initiatives. Collaborating with business leaders and external partners to enhance brand visibility and narrative.
Investment Banking Analyst providing analytical support in mergers, acquisitions, and financial advisory services for Baird. Learning through real transactions and collaboration with experienced bankers.
Portfolio Manager supporting client service initiatives, trading activities, and data analysis at Baird Trust Company. Key contributor in Investment Committee involved in portfolio management and strategic objectives.
Performance Reporting Analyst supporting Private Wealth Management advisors and driving data integrity initiatives. Handling complex process issues and collaborating with financial advisors to enhance client service.