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Provide client service and operational support to Financial Advisors: coordinate onboarding, manage CRM and communications, process account transactions, assist with events and social media, and ensure regulatory compliance.

Support execution of high-priority, cross-functional strategic initiatives: coordinate tasks and meetings, draft deliverables and communications, maintain project/change plans, gather and analyze data, and assist stakeholder engagement under manager guidance.

Provide client onboarding and operational support to Financial Advisors, manage CRM and communications, prepare account paperwork and meeting materials, coordinate client events, monitor investment opportunities, and ensure compliance with firm and industry regulations. Support account transactions and social media presence, and back up team and branch functions as needed to drive advisor business.

The Associate Financial Advisor assists in delivering wealth management solutions by creating financial plans, managing client relationships, and providing investment strategies while supporting financial advisors with client services.

Provide client service and operational support to Financial Advisors: coordinate onboarding, manage communications and CRM, prepare account paperwork, place transactions as directed, organize client events, ensure regulatory compliance, and support advisor business development.

Coordinate client onboarding, account servicing, transactions, paperwork, communications, and meeting materials for the Client Resource Team. Maintain CRM records, manage incoming client calls, support Financial Advisors, ensure regulatory compliance and confidentiality, and improve team effectiveness. The role requires strong organization, accuracy, client service, communication, and willingness to obtain the SIE, Series 7, and Series 66 licenses within 18 months.

Supports securities processing operations by handling physical and electronic stock, reviewing documentation, researching exceptions, and ensuring accurate, timely transactions. The intern will learn brokerage operations, financial-system workflows, risk management, and regulatory requirements while collaborating with branches, custodians, transfer agents, and internal teams. The role is full-time during summer and part-time during academic semesters in Baird’s Milwaukee office.

As a Client Specialist, you will support Financial Advisors by coordinating client onboarding, managing communications, and assisting in operational tasks to enhance the client experience in wealth management.

As a Financial Advisor in Training, you will undergo a structured training program, supporting client planning while gaining licensing and sales skills. You'll work closely with experienced advisors to develop marketing strategies and enhance investment knowledge.

The Client Specialist is responsible for client onboarding, account management, coordinating communications, organizing client events, and ensuring compliance with regulatory policies.