This job is no longer available
There are still lots of open positions. Let's find the one that's right for you.
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. The Client Specialist Training Program is a unique 18-month program designed to attract driven and adaptable individuals to join the Financial Services Industry. The training is focused on becoming a Client Specialist on a Financial Advisor team and fully registered with their SIE, Series 7, and Series 66 licenses. This program will teach individuals the importance of exceptional client service through operational support for Financial Advisors during rotations with teams at the branch. This will allow immersion into Private Wealth Management at Baird. Following successful completion of the program, Baird will work closely to match associates within a long-term Client Specialist position. While we will consider long-term placement at the branch in which the associate completed the program, we cannot guarantee and may require the associate to relocate to a branch within the area they are based.
