Description
Baird is hiring a Client Specialist to support Financial Advisors in the Private Wealth Management business. The role coordinates client onboarding, manages prospect pipelines and account paperwork, handles client communications, maintains CRM records, prepares meeting materials, supports client events, and may enter investment orders. Candidates need at least two years of industry or administrative experience, active SIE, Series 7, and Series 66 or Series 63 and Series 65 licenses, strong Microsoft Office and technology skills, and strong communication, organizational, analytical, and compliance skills.
