PWM Academy Branch Consultant

Baird
Milwaukee
Workplace: HybridFull timeFunction: Customer Success & Account ManagementExperience: 3-5 yearsSkills: ["High-energy","Reliability","Critical thinking","Problem-solving","Facilitation"]

Support Baird’s Private Wealth Management PWM Academy initiative by coaching branch leaders, financial advisors, and support associates. Guide teams in identifying learning opportunities, facilitating workshops, and leading follow-up sessions. Help with due diligence for teaming/partnership opportunities and lead succession planning conversations to transition knowledge from retiring advisors. Partner on program content and facilitate high-performing team summit breakouts.

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Baird
Baird
3 days ago

PWM Academy Branch Consultant

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Job Summary

Support Baird’s Private Wealth Management PWM Academy initiative by coaching branch leaders, financial advisors, and support associates. Guide teams in identifying learning opportunities, facilitating workshops, and leading follow-up sessions. Help with due diligence for teaming/partnership opportunities and lead succession planning conversations to transition knowledge from retiring advisors. Partner on program content and facilitate high-performing team summit breakouts.
Location: Milwaukee
Workplace: Hybrid
Employment Type: Full time
Job Function: Customer Success & Account Management

Key Responsibilities

  • •Guide branch leaders, financial advisors, and support associates in identifying academy learning and development opportunities.
  • •Provide coaching to Financial Advisors on team topics including formation/dissolution, succession planning, compensation, communication, and team foundation building.
  • •Facilitate due diligence for advisor teaming/partnerships for both new trainees and experienced advisors.
  • •Lead succession planning processes with teams to transition knowledge from retiring advisors to successors.
  • •Support the Financial Advisor Training Program through workshop facilitation and leading follow-up meetings; partner on program content and facilitate team-related sessions.
Travel: Medium travel

Key Requirements

  • •3-5 years financial/professional services experience
  • •Experience interacting with advisors in a consulting capacity
  • •Coaching experience and/or certification is a plus
  • •Excellent verbal and written communication skills
  • •Securities licenses: SIE and Series 7/Series 66 or Series 63/Series 65, or willingness to become licensed
Experience:3-5 yearsFinancial servicesPrivate wealth management
Skills:High-energyReliabilityCritical thinkingProblem-solvingFacilitation
Licenses:Securities Industry Essentials (SIE)Series 7Series 66Series 63Series 65
Tech Stack:Microsoft Office (Word)Microsoft Office (Excel)Microsoft Office (PowerPoint)

Company Brief

Baird
Robert W. Baird & Co. is an employee-owned financial services firm providing wealth management, investment banking, asset management, and capital markets services to individuals, institutions, and corporations across the U.S. and internationally.
Industry: Wealth Management
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Established Company
Headquarters: Milwaukee, United States
Founded: 1919
WebsiteLinkedIn