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10-week, full-time summer internship in Milwaukee supporting Equity Research Analysts. Interns perform quantitative analysis, field research, data collection, write reports, interact with company management, and discuss findings with sales, trading and institutional clients.

Conduct industry and company coverage supporting senior analysts: build financial models, write reports, perform field research, interact with management and institutional clients, and distribute proprietary research.

Oversee daily supervision of Financial Advisors and PWM branch associates to enforce written supervisory procedures. Investigate, document, escalate, and resolve complex compliance issues; educate field associates; partner with branch managers and CRGs; improve policies and tools; lead projects and perform branch visits (<25%).

Provide client service and operational support to Financial Advisors including onboarding, managing communications and CRM, preparing paperwork and reports, coordinating client events, processing transactions per instructions, monitoring investment opportunities, and ensuring regulatory compliance to enhance advisor effectiveness.

Provide high-touch client service and operational support to Financial Advisors: greet clients, manage phone and scheduling, maintain CRM, prepare meeting materials, coordinate events and vendor interactions, process account paperwork and transactions, monitor investment opportunities, and ensure compliance with firm and industry policies.

Join a structured four-year Financial Advisor Training Program to obtain required licenses, support senior advisors, assist in client planning and portfolio analysis, develop marketing and business development skills, and progress to independently sourcing and closing new high-net-worth client relationships while completing training milestones and capstone assessments.

As a Client Assistant at Baird, you will support Financial Advisors by managing client onboarding, communications, operations, and client events. Your role will focus on enhancing the client experience and ensuring regulatory compliance while maintaining client records and facilitating investment transactions.

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.

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.

Process retail and retirement account transactions, resolve client and advisor inquiries, ensure regulatory and policy compliance, support process improvements, and deliver high-quality client service.