Private Wealth Management - Financial Advisors


Financial Advisors

Baird Financial Advisors use comprehensive wealth management to help investors identify and achieve their near-term and long-range financial goals. Depending on a client’s specific situation, this may include: 
  • Developing and implementing investment strategies designed to meet financial goals while controlling risk 
  • Addressing education and retirement planning 
  • Providing portfolio management and/or accessing carefully selected outside money managers 
  • Integrating estate-planning solutions 
  • Providing services to meet the specific needs of executives and corporate clients, including retirement plans, stock option exercise programs, hedging strategies and business transition planning
Supporting Baird Financial Advisors and their clients are experts who specialize in Baird products and services devoted to wealth management. Additionally, Financial Advisors are given a great deal of support: 
  • Support from dedicated branch Client Relationship Assistants
  • Sales and marketing support, in the form of client presentations and marketing materials 
  • Assistance from Retirement Plan Services, offering sales support, enrollment assistance and ongoing services to plan clients 
  • Research information to assist in matching Baird products to client needs 
  • Assistance from financial planning specialists 
  • Support from estate planning specialists
Baird has a Financial Advisor career program suited to you, whether you’re an Experienced Financial Advisor or a successful professional interested in making a career change to the financial services industry through our Financial Advisor Trainee Program.