About the Role: Baird’s Associate Financial Advice Team (AFAT) is a dedicated financial advisor team focused on delivering a full Wealth Management Experience to Baird Associates and their immediate families. The team provides personalized guidance across a range of financial topics, including retirement planning, investment consulting, debt management, education funding, and firm-specific benefits. AFAT Advisor Associates play a key role in building strong relationships and helping clients make informed decisions about their financial futures. In this client-facing role, you’ll collaborate with team members and internal partners to create and deliver customized financial plans, lead educational conversations and identify investment solutions tailored to each client’s goals. You’ll also proactively engage with associates to build awareness and support the follow-up and implementation of planning opportunities. This is a unique opportunity to make a meaningful impact while working in a collaborative, service-driven environment. The Impact You’ll Make: Operate within the team’s client service and wealth management strategy to ensure high quality client service Engage with associate clients and their immediate family by understanding their needs and providing education, financial planning and investment advice using our standard of care Review, research and analyze data to create customized, annual financial plans for associate clients Sit in on financial planning meetings with clients in partnership with other team members Support financial education, such as debt management, 401k/retirement planning, Baird benefits and other associate offerings Leverage planning results in partnership with other team members to identify the best investment solutions to implement Assist with marketing efforts, such as educational resources, department presentations and communications to build awareness and engagement with Baird associates Proactively reach out to associates to increase awareness and engagement and offer recommendations on how our team can add more value and how they can maximize Baird benefits Support other team members with meeting prep, documentation, follow up and support the closing of opportunities identified to help associates meet their financial goals Performs other duties and special projects as necessary Directly supporting our associates in building strong financial futures Supportive and collaborative team that values achieving great results for our clients and giving back to the communities where we live and work Competitive benefits and a culture that cares about your well-being What You’ll Bring to Baird: Minimum of one year of industry experience in a client facing role Must hold SIE, Series 7/66 or Series 7/63/65 licenses Committed to pursuing and achieving specialized professional designations (i.e., CFP, CPWA, CPA) or higher-level education equivalent within one year of assuming the role Must have an undergraduate degree Proven self-starter, highly motivated with the ability to work independently and within a team Demonstrated ability to build trusted relationships and influence outcomes across diverse stakeholders Ability to lead client conversations with professionalism, empathy and confidence Great organizational skills with the ability to manage multiple priorities while maintaining attention to detail Collaborative mindset with a commitment to supporting team goals, sharing best practices and fostering a positive culture Excellent presentation skills and written communication skills #LI-PWM2 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. Baird is an employee-owned, international financial services firm specializing in wealth management, capital markets, private equity and asset management. Our mission is straightforward. We strive “to provide the best financial advice and service to our clients and be the best place to work for all.” Our culture is like no other with extraordinary people who make Baird great for our clients and one another. Nationally recognized as a great place to work since 2004, we invite you to learn more about Baird, our culture and our people. Baird is committed to inclusion & diversity for our clients, our associates and the communities where we live and work. This commitment stems from our culture of integrity, genuine concern for others and respect for the individual. We view inclusion & diversity as an ongoing journey – one of shared responsibility, continuous improvement and a focus on progress. We invite you to join us as we work together to foster an environment where diversity unites rather than divides us.