The Pathway to Financial Advisor

Located in Milwaukee and select branches, this two-year rotational program includes three phases of education and hands-on experience in Private Wealth Management. Participants gain practical skills in investment strategy, communication and sales, with the opportunity to join a wealth management team. The program prepares aspiring Financial Advisors to deliver personalized wealth management advice and build lasting client relationships.

Baird’s Financial Advisor Training Program is designed to help aspiring Financial Advisors build the skills and experience needed for long‑term success. The program blends education in financial planning, compliance and marketing with hands‑on learning, including real‑world role plays and practical exercises. Participants learn through a mix of self‑paced content, interactive workshops and live market discussions, while receiving regular feedback along the way. Progress is closely supported and tracked, and the Financial Advisor title is earned by demonstrating strong knowledge, real‑world readiness and the ability to grow lasting client relationships.