Teams at Baird

Serve as a trusted technology partner to financial advisor teams across the Western region, delivering consultative coaching, onboarding, training, and technology rollouts to increase adoption, efficiency, and client experience while partnering with branch leadership and internal teams.

The Client Specialist coordinates client onboarding, manages communications, supports account operations, and organizes client events, ensuring high-quality client service.

Support a Financial Advisor by analyzing investments, preparing client reports, monitoring and implementing portfolio changes, conducting performance and trade reviews, creating asset allocation studies, and engaging clients to help grow the advisor's book.