Find Your Fit

Wealth Management

Known for the high level of service we extend to our clients, Baird’s Private Wealth Management associates truly offer "Great outcomes. Done well." Clients depend on our expertise, client focus and range of investment options to give them flexibility in ever-changing markets.

Baird holds its Private Wealth Management associates to high standards. We hire intelligent, creative and highly motivated people who can contribute to and thrive in a team environment. A key benefit is that new associates have the opportunity to share the workday with experienced professionals.

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Making the Move

The Transition to Baird and Beyond
The Transition to Baird and Beyond

Why I Chose Baird
Why I Chose Baird

No matter where you are in life, people who are truly passionate about helping others can achieve their full potential at Baird. Discover your path to Baird Private Wealth Management.

Baird hires experienced Financial Advisors and trains new advisors who have the right backgrounds. A career as a Baird Financial Advisor offers challenging work, ongoing professional development, and rewards and recognition programs. You’ll also experience a culture based on integrity, genuine concern for clients and teamwork.


    • Access to experts
    • Marketing
    • Products & Services
    • Technology
    • Transition Team

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If you’re passionate about helping people and have some personal investing history, sales experience and three to five years in a relevant profession, you could be eligible to get on the fast track to becoming a Baird Financial Advisor.

Our eight-month Financial Advisor Training Program provides intensive, customized and comprehensive training on the day-to-day business of wealth management to Financial Advisor trainees across the nation.

During this immersive process, you will gather the knowledge you need to effectively conduct and develop your business with Baird as you earn your financial licenses, get familiar with financial planning products and services, hone your client service and sales skills, participate in panel discussions, and culminate the experience by presenting your case study capstone project at Baird’s headquarters in Milwaukee, Wisconsin.

Those who graduate from this rigorous program will become Baird Financial Advisors. Are you ready?


    • Self-motivated and hardworking
    • Have a way with people and enjoy building relationships
    • Entrepreneurial
    • Driven to help others achieve their personal goals
    • Superior organizational skills with the ability to prioritize, monitor and complete multiple tasks or projects either independently or with a team
    • Bachelor’s degree
    • Have a demonstrated aptitude for sales

Interviewing with Baird

Interviewing for the Financial Advisor Training Program involves several steps. Please be prepared for the following:

    • Resume review and phone screen
    • Phone and in-person interview with local Branch Manager
    • Personality assessment, background check and preliminary business plan
    • Video or in-person interviews with several directors at the home office


In an effort to see our new FATP associates succeed in their early careers, we have created a very competitive salary structure as our new associates begin the process of building their businesses. We offer 100% of the initial base salary for the first 12 months following the completion of instructor-led training. In months 13 through 18, and then again in months 19 through 24, a sliding scale – determined by hitting previously set goals – is applied to your base salary. Once you are licensed, earned commissions are also a component of your monthly compensation.

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Baird Private Wealth Management is a highly diversified field with plenty of opportunities available for driven individuals with varied talents. To help interested candidates gain a better understanding of PWM and where they may become a good fit, we developed the immersive PWM Foundations Program, a two-year, full-time rotation in the following core components of wealth management areas:

    • Research, Products and Services
    • Operations
    • Branch Operations
    • Transition Team
    • Client Resource Team

Ultimately, successful PWM Foundations Program associates either enter the Financial Advisor Training Program or begin working full-time in one of the wealth management areas included in the rotation. Your destination will depend on what position best matches your preferences and strengths.

Path to Becoming a Financial Advisor

Path to Becoming a Financial Advisor



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