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. Our 1,700+ private wealth associates serve clients coast-to-coast from 90+ locations in 30 states. We have been recognized on Barron's Top Wealth Management Firms for 10 consecutive years and hold over $200 billion in client assets. Check out this video to learn more about our Private Wealth Management business.
Baird's Branch Financial Advisor Foundations Program is a highly competitive and rigorous up to two-year rotational program that provides work experiences and educational opportunities in select private wealth management functional areas to train NextGen Financial Advisor talent to be prepared for a successful career as a Financial Advisor and earn a full-time role on an existing team. This program aims to provide practical opportunities to achieve progressive mastery of success principles through rotations in the most relevant areas of Private Wealth Management (PWM) for those who are dedicated and driven to become a Financial Advisor. The rotation period is divided between three phases: the Education Phase, the Application Phase and the Rotations Phase.
In the Education Phase, associates complete a critical foundational curriculum, which includes education and training, while shadowing key departments and starting licensing exams.
In the Application Phase, associates will face real, practical, client-facing work on sponsoring wealth management teams that requires individuals to leverage and apply training from the Education Phase. Associates will also complete their licensing exams at the beginning of this phase and initiate the CFP curriculum.
In the Rotations Phase, associates will rotate through several departments that will be relevant to their career as a Financial Advisor with the chance to earn another sponsoring wealth management team rotation on a prospective team with the goal of solidifying a permanent teaming opportunity.
Baird is seeking to hire Top Talent
This top talent will learn how to deliver the highest quality of wealth management advice
Both Baird and Top Talent will experience two-way value every step of the program