
Baird Financial Advisor Opportunities
How We Support Your Growth
Looking To Elevate Your Career? You've Come to the Right Place.
When you work with a firm that supports your ideas, aspirations and personal and professional success, you can tell the difference. At Baird, part of our commitment to our clients is providing them with the best professionals in the industry – and to accomplish that, we owe our exceptional Financial Advisors every reason and resource to enhance their practices with us.
We’re Helping Advisors and Their Clients Reach New Heights
Baird has more than 155 Private Wealth Management offices throughout 33 states. And while we’re not small, we are intentional about the ways we grow our firm so that we can continue providing personalized support to each advisor and team. Below are some of the ways in which we do that while helping to foster growth within your practice.


Business Development Experts
When you work with Baird, you’ll have a team of regionally aligned experts behind you who are devoted to helping you and your branch thrive. A virtual extension of your team, these experts specialize in areas that range from market analysis to technology platforms. They answer the phone when you call and walk you through any questions or concerns you have, because their goal is to help you grow your practice, win new business and create an exceptional client experience. Have a question about your marketing budget? Shoot your assigned marketing consultant an email. Looking for guidance on implementing a new technology? Call up your IT partner.
Accessible Teams With Specialized Areas of Expertise
Our specialized teams are here to support you and your clients when a situation is increasingly complex in a specific area. We provide you with concentrated teams who focus solely on solutions for things like legacy planning, business owner transitions and family wealth planning for high-net-worth individuals. Plus, we have internal market strategy and economic thought leadership experts who provide commentary and analysis to keep advisors and clients informed. These teams commonly sit down with advisors and clients to collaborate on effective solutions.

Best-In-Class Technology
Baird spends approximately $40 million per year on technology for our Private Wealth Management business because we want nothing but the best for our advisors and their clients. When we invest in new technology, we keep two things in mind: the depth of planning insights it provides advisors and the efficiency and accessibility it provides clients.
Keep your client contacts and tasks organized using this tool to help you better communicate with and serve your clients.
Receive access to news, information, tools and services to help inform a more comprehensive wealth management consultation.
Receive an accurate, single view of all your clients’ assets on-demand.
Leverage these robust and condensed client reporting options to navigate the more complex elements of your clients’ financial lives.
Using artificial intelligence, this software reads the data of a client’s tax return to create a customized report.
An online, interactive experience that gives access to high-value practice management analytics and key wealth metrics.
When you’re on the go, this software allows you to use your mobile device to securely access key Wealth Desktop applications, like MoneyGuidePro.
An interactive, online tool that lets clients view their account information anywhere, any time.

A platform bringing all of a client’s financial accounts into a single view, including any accounts held outside of Baird.
Peer-Led Advisory Groups and Councils
Here, we want advisors to feel connected and represented – and our advisory groups and councils are one of the ways in which we do that. Along with being supported by leadership, these groups allow advisors to collaborate and share best practices with one another. Each group and council strive to make Baird a place that advisors are proud to work for and that clients are proud to work with. Below is a list of Baird’s advisory councils, along with their respective missions.

Sound different from what you’re used to?
That’s not by accident. If you want to explore what Baird can do for you and your clients, we’re here to discuss and answer any questions along the way.