Wealth Management Analyst (Milwaukee, WI)

Robert W. Baird & Co. Incorporated Milwaukee , WI 53201

Posted 2 months ago

Job Description:

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.

Join a team of highly motivated and service-oriented professionals serving a limited number of ultra-high net worth families. We are looking for candidates that possess a passion for client service along with a skill set to provide a high level of thoughtful advice.

Philosophy

  • Our service model starts with a basic understanding that our clients' interests come first; always. We are looking for candidates that believe in Service Above Self.

  • Our service model relies on a team that can trust each other and can work together on our common mission of serving our clients. Potential candidates should have the willingness and ability to be a positive team member.

  • An ideal candidate will be self-reflective, and have the ability to admit mistakes and work to fix them, rather than come up with excuses or point fingers. Our team culture depends on open and honest communication.

As a Wealth Management Analyst, you will support the needs of the Financial Advisor/Team. Duties include those similar to a Financial Planner, Portfolio Specialist and/or Analyst as follows:

  • Operate within the team's client service and wealth management strategy to ensure high quality client service.

  • Strategic investment portfolio construction and asset allocation

  • Investment portfolio performance monitoring

  • Long-term cash flow projections (i.e. financial plans)

  • Income tax advice, especially as it relates to investment portfolios

  • Retirement and college expense planning

  • Life insurance reviews and adequacy

  • Estate planning and wealth transfer strategies

  • Charitable planning

  • Work on other various projects as assigned.

What makes this opportunity great:

  • Compelling career working side-by-side with some of the best in the business.

  • Opportunity to grow with a driven group that will support your success.

  • Unique culture that values diverse backgrounds and perspectives while emphasizing teamwork and a strong sense of partnership.

  • Support and flexibility to grow and be your best at work, at home, and in the community.

What we look for:

  • Bachelor's degree in Finance, Accounting, Economics or equivalent

  • Must have or be capable of and committed to pursuing and achieving specialized professional designations (i.e., CFP, CIMA, CFA, MBA) or higher level education equivalent within a designated, specified period of time after assuming the Associate Financial Advisor role, depending on specialized area of emphasis, as appropriate.

  • Minimum of three years of experience in a professional service or client facing role.

  • Strong interpersonal and written communication skills.

  • Proven self-starter, highly motivated, with the ability to work independently.

  • Strong mathematical skills, proficient in Microsoft Excel.

Who we are:

Baird is an employee owned, international wealth management, capital markets, private equity and asset management firm with more than 100 offices in the United States, Europe and Asia. Established in 1919, Baird has over $200 billion in client assets and more than 3,400 associates serving the needs of individual, corporate, institutional and municipal clients.

Baird has built an environment of trust, respect and teamwork, where associates are our greatest asset. As stated in our Associate Promise, we are passionate about how we achieve great outcomes together for our clients, communities and each other. Committed to being a great place to work, Baird ranked No. 12 on the Fortune magazine 100 Best Companies to Work For in 2018, our fifteenth consecutive year on the list. Baird has also received a perfect score on the Human Rights Campaign Foundation's 2018 Corporate Equality Index. To learn more about Baird's culture, click here.


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Wealth Management Analyst (Milwaukee, WI)

Robert W. Baird & Co. Incorporated