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About The Position
The Investment Solutions team within Baird Private Wealth Management (PWM) plays a key role in ensuring that Baird Financial Advisors have the tools and capabilities across our investment, liquidity, and insured solutions’ platforms necessary for delivering great outcomes for our clients. Strategically at Baird, we believe that delivering a great Wealth Management Experience for clients is built upon three pillars: Investment Consulting, Advanced Planning, and Relationship Management. The Investment Solutions Branch Consultant is responsible for partnering with Financial Advisors, Branch Associates, and other key associates in the Wealth Centers and the Wealth Solutions Group to help optimize Investment Consulting practices within the branch network while maintaining a broader strategic lens on sustainably growing the PWM business. The person that successfully fills this role will actively collaborate within Baird’s Wealth Centers to bridge any gaps from Business Development, Financial Planning, and Technical/Branch Productivity to Investment Solutions.
