Financial Advisors

 
Financial AdvisorsBaird is a special place, with an ingrained client focus born of our employee ownership and our distinguished history.

Since opening our doors in 1919, Baird has grown into a world-class financial services firm with global resources and deep expertise. For 88 years we have sustained our commitment to putting clients first. As a Baird Financial Advisor, you will be free to explore your clients’ needs as you see fit. In doing so, you will be supported by a company that understands your relationships and supports them with some of the strongest capabilities in the industry.

Baird’s recognition as one of the “FORTUNE 100 Best Companies to Work For®” demonstrates the way we value our associates’ contributions and facilitate their success.

Support to Help You Thrive
We support our Financial Advisors with the research of some of the nation’s best analysts. Objective authorities such as Forbes.com, Integrity Research and Bespoke have all cited Baird for the excellence of our research. And many of our analysts have been recognized among The Wall Street Journal’s “Best on the Street.”

Additionally, Baird Financial Advisors have access to deep internal expertise on tax strategies, multi-generational financial planning, risk protection, business succession matters and myriad other topics important to high-net-worth clients.

We also support our advisors by investing in state-of-the art technology and a robust administrative support structure so they have the resources they need to provide sophisticated, comprehensive strategies for clients.

Experienced advisors coming into Baird from other firms benefit from our Financial Advisor Transition Program, which provides technology tools and expert personal support to move your business to Baird with minimal client disruption.

Professional Development
Baird offers significant professional development annually for established advisors. We also hire experienced financial professionals such as CPAs and attorneys, and transition them to a financial advisory career through a customized training program.

Financial Advisors are encouraged to achieve professional certifications such as CERTIFIED FINANCIAL PLANNERTM and Certified Investment Management Analyst. Associates pursuing these designations receive, on average, more than 320 training hours per year.

Baird also provides ongoing education and professional development for Client Relationship Assistants who support Baird Financial Advisors and their clients.

Wealth Building Opportunities
Baird offers Financial Advisors many wealth building opportunities beyond a generous payout structure, profit sharing and excellent benefits. Baird advisors can earn additional compensation from business referrals and other incentive programs. As an employee-owned firm, Baird offers its Financial Advisors the opportunity to own stock, allowing you to share in the firm’s business performance. We also offer accredited investors the opportunity to participate in our expanding global private equity business.

Consider opportunities with Baird if you are a Financial Advisor or an experienced financial professional looking for a firm that works with you as a partner, supporting your role as a trusted advisor.
 
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