Baird Family Wealth Consultant
Baird Family Wealth Consultant
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1 Vacancy
Job Description
As part of the Baird Family Wealth team the Consultant serves as clientfacing broadbased wealth specialist to assist Family Wealth leaders and advisors in revenue generating activities with their largest and most complex clients and prospects. Must have an awareness advising individuals with business transition planningadvanced estate planning and wealth transfer techniques tax planning executive compensation philanthropic planning and other advanced planning topics. Must be able to work as part of a team that is geographically diverse supporting team initiatives while often working independently. Strong verbal and written communication skills required. Activities and duties require a high level of organization and expertise.
Learn more about our team here: a Baird Family Wealth Consultant you will:
- Support advisors as they work with their top clients and prospects to deepen existing relationships and engage with prospects.
- Partner with other Baird Financial Advisors (FAs) to assist with clients and prospects going through major life events that create opportunities of at least $10 million from money in motion.
- Support Directors of Baird Family Wealth Assist advisors in all steps of the sales process and client meetings including discovery sessions plan creation and presentation implementation and followup.
- Attend inperson and/or virtual meetings with advisors and clients in locations around the country. Role in those meetings will range from supporting the advisors to driving the agenda and leading the discussion based on expertise of the advisor.
- Collaborate with other professionals supporting the client such as their CPA or attorney. Develop relationships with these professionals so they can serve as referrals for other clients and provide referrals to Baird. Provide deeper assistance to a clients CPA or attorney when issues are outside of their routine experience.
- Serve as facilitator and collaborate with other subject matter experts at Baird to develop optimal client strategies.
- Have an awareness of the products and services offered throughout Baird and be able to work with representatives from different departments within Baird.
- Recognize when to involve other specialists within the firm in a particular situation including those in lending insurance retirement plans education planning executive compensation global investment banking Baird Capital Business Owner Solutions Baird Trust etc.
- Assist other members of the planning team including our wealth strategists in plan construction as needed or building strategy visuals.
- Expectation of regular travel up to 5075 required (typically TuesThurs).
What makes this opportunity great:
- Be part of a growthoriented team working with our high performing advisors.
- Unique culture that values diverse backgrounds and perspectives while emphasizing teamwork and a strong sense of partnership.
- Team of associates passionate about achieving great results for clients and give back to the communities where we live and work.
What we look for:
- Bachelors degree plus advanced certification such as CFP CPA CPWA JD and/or masters degree preferred.
- Minimum of 10 years of experience working in the wealth management industry or with ultrahigh net worth clients.
- Familiarity with advanced tax and wealth transfer techniques preferred.
- Strong interpersonal and communication skills
- Strong computer skills including working knowledge of Microsoft Office products. In particular experience creating & presenting client analyses in Excel and PowerPoint.
- Ability to balance multiple projects and work under strict and sometimes short deadlines.
- Strong organizational skills and ability to prioritize projects required.
- Strong desire for continued education efforts both as a presenter and learner.
- Ability to work independently on projects and effectively relate and collaborate with others in order to accomplish work responsibilities and objectives.
- Strong writing and speaking skills.
- Ability to act as a team player assisting others in the department when necessary.
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Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race color religion sex pregnancy citizenship national origin age disability military service veteran status sexual orientation gender identity or expression genetic information or any other status protected by law.
Required Experience:
Contract
Employment Type
Full-Time
