Job Description
About The Role:
As a Wealth Planner at Baird, you will serve as a trusted technical expert and strategic partner to Financial Advisors (FAs) and clients, delivering advanced financial planning solutions across a broad range of complex scenarios. This role requires deep expertise in tax planning, estate strategies, and wealth management principles, along with the ability to lead initiatives that enhance planning capabilities firmwide.
You will work primarily from one of Baird’s offices in either Chicago, Indianapolis, or the Twin Cities with flexibility for regional travel. This position offers the opportunity to influence planning standards, mentor team members, and contribute to thought leadership in a collaborative, client-focused environment that values integrity and innovation.
The Impact You’ll Make:
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