Investment Solutions Branch Consultant
Investment Solutions Branch Consultant
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1 Vacancy
Job Description
The Investment Solutions team within Baird Private Wealth Management (PWM) plays a key role in ensuring that Baird Financial Advisors have the tools and capabilities across our investment liquidity and insured solutions platforms necessary for delivering great outcomes for our clients. Strategically at Baird we believe that delivering a great Wealth Management Experience for clients is built upon three pillars: Investment Consulting Advanced Planning and Relationship Management. The Investment Solutions Branch Consultant is responsible for partnering with Financial Advisors Branch Associates and other key associates in the Wealth Centers and the Wealth Solutions Group to help optimize Investment Consulting practices within the branch network while maintaining a broader strategic lens on sustainably growing the PWM business.
The person that successfully fills this role will actively collaborate within Bairds Wealth Centers to bridge any gaps from Business Development Financial Planning and Technical/Branch Productivity to Investment Solutions. In turn the Branch Consultant should expect to partner closely with the Investment Solutions & PWM Research teams to help identify gaps across the platform and engage in strategic planning to help improve the suite of investment solutions available for the Branch Network.
As an Investment Solutions Branch Consultant you will:
- Partner with Financial Advisors Branch Associates and other key associates in the Wealth Centers and the Wealth Solutions Group in an effort to help optimize Advisors Investment Consulting practices.
- Become a key resource within the Wealth Centers by integrating Investment Consulting best practices within the group.
- Help Financial Advisors analyze their business models identify gaps and develop implementation strategies for the Branch Network.
- Partner closely with the Investment Solutions team to help identify gaps across the platform and engage in strategic planning to help improve the suite of investment and cash flow solutions available for the Branch Network.
- Help Advisors transitioning to Baird understand the Investment Solutions available across the platform and how to ideally utilize them in their book of business.
- Develop training and workshop ideas for Financial Advisors and Corporate Events while service as a resource for Trainees and Foundations Associates.
- Collaborate closely with Investment Solutions & PWMResearch on portfolio strategy ideas and sample plans for the Branch Network.
- Work with Bairds Marketing & Communication team to promote success stories.
- Perform any other duties as assigned.
What makes this opportunity great:
- Collaborative team that offers professional development and personal flexibility.
- Unique culture that values diverse backgrounds and perspectives while emphasizing teamwork and a strong sense of partnership.
- Position will be based from either Milwaukee WI or Louisville KY where our firm has a large presence.
What we look for:
- Bachelors Degree with 57 years of relevant professional experience in the financial services industry required
- SIE Series 7 & 66 licensed required within 12 months of start date
- Ability to travel 2550% of time to Baird branches and/or industry meetings
- Ability to learn and effectively navigate Bairds Private Wealth Management technology platforms (Thomson ONE ValueOne Envestnet etc.)
- Exceptional client service skills including both written and verbal
- Strong computer skills including proficient in Microsoft Office suite (Word Excel PowerPoint)
- History of delivering consistent high quality performance
- Strong organizational skills ability to prioritize and manage multiple tasks simultaneously
- Ability to act as a team player assisting others in the department when necessary is mandatory.
- Possesses a high attention to detail
- Strong analytical skills
#DI
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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
