The Client Specialist coordinates client onboarding, manages communications, and supports account operations for Financial Advisors, enhancing client experiences and business effectiveness.

As a Wealth Planner, you'll develop sophisticated financial plans, advise on tax and estate planning, and mentor junior planners while collaborating with specialists and contributing to thought leadership.

The PWM Transition Specialist will manage the transition of Financial Advisors to Baird, ensuring seamless client onboarding, account setups, compliance, and collaboration with team members, while traveling frequently to meet client needs.