Wealth Planner
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Job Location:
Chicago, IL - USA
Yearly Salary:
$ 75000 - 140000
Posted on:
3 days ago
Vacancies:
1 Vacancy
Job Summary
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 Bairds 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 Youll Make:
- Lead the development and delivery of sophisticated financial plans for high-net-worth clients using firm-approved tools and methodologies.
- Provide advanced guidance on income tax estate planning and wealth transfer strategies; research and resolve complex issues.
- Serve as a subject matter expert for Financial Advisors and internal teams on planning concepts and regulatory considerations.
- Mentor and train junior and intermediate planners to build technical expertise and ensure consistency in service delivery.
- Create and present thought leadership content including articles webinars and client presentations on advanced planning topics.
- Collaborate with internal specialists (tax trust investment) to design integrated solutions for clients.
- Partner with leadership to refine planning processes tools and service tiers to meet evolving client needs.
- Support business development efforts by demonstrating the value of planning in client acquisition and retention.
- Represent the Financial & Estate Planning team in cross-functional projects and strategic initiatives.
What Youll Bring to Baird:
- Bachelors degree in Business Finance or equivalent combination of education and experience.
- Minimum of 5 years of financial planning experience including advanced tax and estate planning; brokerage or wealth management experience strongly preferred.
- Certified Financial Planner (CFP) designation required; additional credentials such as CPA EA CLU or CIMA highly desirable.
- Basic brokerage licenses (Series 7 66) required or ability to obtain promptly.
- Demonstrated experience in creating complex planning strategies and leading client-facing engagements.
Compensation and Benefits:
- $75000-$140000 annual salary range.
- Bonus potential up to 20-25%% of basepay.
- Compensation and bonus are commensurate with experience performance and/or firm profitability.
- Check out ourTotal Rewards at Baird which is a summary of our benefits and compensation.
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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.
Key Skills
- GIS
- JAWS
- Military Experience
- Business Management
- Emergency Management
- Joint Operations
- Production Planning
- Relationship Management
- Strategic Planning
- ERP Systems
- Exercise Planning
- MRP
About Company
Baird is an employee-owned wealth management, capital markets, asset management and private equity firm. Leveraging our deep expertise and broad skills, we're dedicated to providing the best advice and service to our individual, corporate, institutional and municipal clients.
