The Impact You'll Make:

• Partners with Wealth Centers and Wealth Solutions to develop goals that align with PWM’s Strategic Priorities.
• Works in partnership with Wealth Centers to drive strategic priorities for various markets and branches.
• Operate within the team’s client service and wealth management strategy to ensure high quality client service.
• Engage the client, frame the discussion, and convey the team mission to better position the Advisor for additional business opportunities.
• Deliver the financial plan to clients in partnership with the Financial Advisor/Team.
• Provide or lead financial education, such as long-term planning, social security/Medicare, tax return reviews utilizing our team of experts.
• Take the planning results and identify the best investment solutions to implement the plan in partnership with the Financial Advisor/Team.
• Research relevant news articles related to the topic’s covered in a client’s plan to share with them as an added touch point.
• Document, follow up, and support the closing of opportunities identified from the financial planning process.
• Serve as a Team specialist for queries on financial planning topics and consult with the Financial Advisors/Team on specific client scenarios.
• Monitor and track client revenues related to financial planning work to ensure sales opportunities are maximized.
• Performs other duties and special projects as necessary.

What You'll Bring to Baird:

• Must have an undergraduate degree.
• Must hold SIE, Series 7/66 or Series 7/63/65 licenses.
• Minimum of two years of investment experience in a client facing role preferred.
• Excellent presentation skills, strong interpersonal and written communication skills.
• Proven self-starter, highly motivated, with the ability to work with a team.