Challenge your thinking and build an amazing career with the best people in the financial services industry! Baird’s Financial Advisors provide advice, strategies, and solutions to high-net worth individuals and families across the United States, serving as true partners. True wealth management goes beyond managing investments. At Baird, we understand it begins with learning all we can about what our clients want for themselves and their families. We work closely with them to prioritize their goals, utilizing Baird’s resources and expertise to create a tailored plan to ensure success as they’ve defined it. Our 1,700+ private wealth associates serve clients coast-to-coast from over 160 + locations in over 33 states. We have been recognized on Barron’s Top Wealth Management Firms for 10 consecutive years and hold over $255 billion in client assets. Check out this to learn more about our Private Wealth Management business.

As part of the Baird Family Wealth team, the Consultant serves as client-facing, broad-based wealth specialist to assist Family Wealth leaders and advisors in revenue generating activities with their largest and most complex clients and prospects. Must have an awareness advising individuals with business transition planning, advanced estate planning and wealth transfer techniques, tax planning, executive compensation, philanthropic planning and other advanced planning topics. Must be able to work as part of a team that is geographically diverse, supporting team initiatives while often working independently. Strong verbal and written communication skills required. Activities and duties require a high level of organization and expertise.

Learn more about our team here:

As a Baird Family Wealth Consultant, you will:

Support advisors as they work with their top clients and prospects to deepen existing relationships and engage with prospects.Partner with other Baird Financial Advisors (FAs) to assist with clients and prospects going through major life events that create opportunities of at least $10 million from money in motion.Support Directors of Baird Family Wealth Assist advisors in all steps of the sales process and client meetings, including discovery sessions, plan creation and presentation, implementation and follow-up.Attend in-person and/or virtual meetings with advisors and clients in locations around the country. Role in those meetings will range from supporting the advisors to driving the agenda and leading the discussion, based on expertise of the advisor.Collaborate with other professionals supporting the client, such as their CPA or attorney. Develop relationships with these professionals so they can serve as referrals for other clients and provide referrals to Baird.  Provide deeper assistance to a client’s CPA or attorney when issues are outside of their routine experience.Serve as facilitator and collaborate with other subject matter experts at Baird to develop optimal client strategies.Have an awareness of the products and services offered throughout Baird and be able to work with representatives from different departments within Baird.Recognize when to involve other specialists within the firm in a particular situation, including those in lending, insurance, retirement plans, education planning, executive compensation, global investment banking, Baird Capital, Business Owner Solutions, Baird Trust, etc.Assist other members of the planning team including our wealth strategists in plan construction as needed or building strategy visuals.Expectation of regular travel, up to 50-75% required (typically Tues-Thurs).

What makes this opportunity great:

Be part of a growth-oriented team working with our high performing advisors.Unique culture that values diverse backgrounds and perspectives while emphasizing teamwork and a strong sense of partnership.Team of associates passionate about achieving great results for clients and give back to the communities where we live and work.

What we look for:

Bachelor’s degree plus advanced certification such as CFP®, CPA, CPWA, JD and/or master’s degree preferred.

Minimum of 10 years of experience working in the wealth management industry or with ultra-high net worth clients.

Familiarity with advanced tax and wealth transfer techniques preferred.

Strong interpersonal and communication skills

Strong computer skills, including working knowledge of Microsoft Office products. In particular, experience creating & presenting client analyses in Excel and PowerPoint.

Ability to balance multiple projects and work under strict – and sometimes short – deadlines.

Strong organizational skills and ability to prioritize projects required.

Strong desire for continued education efforts, both as a presenter and learner.

Ability to work independently on projects and effectively relate and collaborate with others in order to accomplish work responsibilities and objectives.

Strong writing and speaking skills.

Ability to act as a team player, assisting others in the department when necessary.

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Commitment to Inclusion & Diversity

Baird is committed to inclusion & diversity for our clients, our associates and the communities where we live and work. This commitment stems from our culture of integrity, genuine concern for others and respect for the individual. We view inclusion & diversity as an ongoing journey – one of shared responsibility, continuous improvement and a focus on progress. We invite you to join us as we work together to foster an environment where diversity unites rather than divides us. .