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Your team.

Baird's Private Wealth Management group is known for the high level of service and client focus we deliver and the variety of investment options we offer. Clients trust Baird because of the talent and resources we dedicate to providing the best possible answers to their questions and solutions to help them meet their financial goals.

We're looking for people who want to work in a team environment with intelligent, highly motivated people – click here to learn more about Baird's excellent compensation and benefit programs. Private Wealth Management's core branch associates include our Financial Advisors and Client Assistants:

Financial Advisors

The foundation of our service to individual investors, Financial Advisors offer clients a wide variety of exceptional products and services and work closely with them to achieve their financial goals. Financial Advisors are supported by experts who specialize in Baird products and services, dedicated Client Assistants and sales and marketing professionals.

Client Assistants

By teaming up with Financial Advisors, Client Assistants play an integral role in the success of Financial Advisors by providing the best financial service and advice for our clients. They receive ongoing training to enhance professional growth and service to clients, which provides opportunities to acquire knowledge and responsibilities as they advance through the career levels of a branch Client Assistant.

Baird offers a wide range of employment opportunities within Private Wealth Management.

Learn more about how you can run with your ambitions at Baird.

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The Baird Advantage

Baird attracts many of the industry’s finest Financial Advisors by supporting their entrepreneurial spirit and helping them build and run their businesses. For more than 90 years, we have provided the tools and environment advisors need to best guide and serve their clients:

  • A partnership culture backed by employee ownership
  • Industry-leading research
  • Significant personal wealth-building opportunities, including stock ownership, deferred compensation, profit sharing and private equity investments
  • A first-person internal service model, where live professionals respond in real time to your operations, compliance, marketing, client event and human capital needs
  • Full-service support and state-of-the-art technology
  • A team of dedicated specialists focused on making your transition to Baird as smooth as possible
  • Deep, in-house expertise for all areas of financial planning, education savings, retirement, tax and estate planning, and risk management

Recent Honors

Baird’s Private Wealth Management Group is known for the high level of service and client focus we deliver and the variety of investment options we offer. Our clients trust Baird because of the talent and resources we dedicate to providing the best possible answers to their questions and solutions to help them meet their financial goals.

  • Recognized as one of the FORTUNE 100 Best Companies to Work For® for the twelfth consecutive year in 2015
  • Ranked No. 1 by small- and mid-cap fund managers for “most trusted research” and “greatest knowledge of companies and industries” since 2004
  • Honored as 2008 “Middle Market Investment Bank of the Year” by Buyouts magazine
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Baird Interns

Every year, Baird runs a successful internship program where top talent is recruited. Interns are given the opportunity to learn more about the financial industry while gaining professional experience in the corporate world. Additionally, the company is given the chance to evaluate a young individual for some time and, often times will provide a job offer if the intern does well.

 

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UW-Madison Wisconsin School of Business and Baird Partner to Develop New Wealth Management Course

 

“Baird is thrilled to be partnering with the Wisconsin School of Business to introduce a formal wealth management and financial planning track for finance majors.” -Mike Schroeder

 


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