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. In turn, the Branch Consultant should expect to partner closely with the Investment Solutions & PWM Research teams to help identify gaps across the platform and engage in strategic planning to help improve the suite of investment solutions available for the Branch Network.
As an Investment Solutions Branch Consultant, you will:
- Partner with Financial Advisors, Branch Associates, and other key associates in the Wealth Centers and the Wealth Solutions Group in an effort to help optimize Advisors’ Investment Consulting practices.
- Become a key resource within the Wealth Centers by integrating Investment Consulting best practices within the group.
- Help Financial Advisors analyze their business models, identify gaps, and develop implementation strategies for the Branch Network.
- Partner closely with the Investment Solutions team to help identify gaps across the platform and engage in strategic planning to help improve the suite of investment and cash flow solutions available for the Branch Network.
- Help Advisors transitioning to Baird understand the Investment Solutions available across the platform and how to ideally utilize them in their book of business.
- Develop training and workshop ideas for Financial Advisors and Corporate Events while service as a resource for Trainees and Foundations Associates.
- Collaborate closely with Investment Solutions & PWM-Research on portfolio strategy ideas and sample plans for the Branch Network.
- Work with Baird’s Marketing & Communication team to promote success stories.
- Perform any other duties as assigned.
What makes this opportunity great:
- Collaborative team that offers professional development and personal flexibility.
- Unique culture that values diverse backgrounds and perspectives while emphasizing teamwork and a strong sense of partnership.
- Opportunities to work with a variety of teams and leaders, proving your ability to be flexible and highly adaptable.
What we look for:
- Bachelor’s degree required or equivalent combination of education and relevant experience.
- 5 years of relevant experience.
- Ability to complete the SIE, Series 7/66 licensing in first eighteen months if not already obtained
- Ability to travel 25-50% of time to Baird branches and/or industry meetings
- Ability to learn and effectively navigate Baird’s Private Wealth Management technology platforms (Thomson ONE, ValueOne, Envestnet, etc.)
- Exceptional client service skills including both written and verbal
- Strong computer skills, including proficient in Microsoft Office suite (Word, Excel, PowerPoint)
- History of delivering consistent, high quality performance
- Strong organizational skills – ability to prioritize and manage multiple tasks simultaneously
- Ability to act as a team player, assisting others in the department when necessary, is mandatory.
- Possesses a high attention to detail
- Strong analytical skills
