Robert W. Baird & Co. Incorporated

Compensation

Full Description

About The Role: As a Wealth Planner at Baird, you will serve as a trusted technical expert and strategic partner to Financial Advisors (FAs) and clients, delivering advanced financial planning solutions across a broad range of complex scenarios. This role requires deep expertise in tax planning, estate strategies, and wealth management principles, along with the ability to lead initiatives that enhance planning capabilities firmwide. You will work primarily from one of Baird’s offices in either Chicago, Indianapolis, or the Twin Cities with flexibility for regional travel. This position offers the opportunity to influence planning standards, mentor team members, and contribute to thought leadership in a collaborative, client-focused environment that values integrity and innovation. The Impact You’ll Make: Lead the development and delivery of sophisticated financial plans for high-net-worth clients using firm-approved tools and methodologies. Provide advanced guidance on income tax, estate planning, and wealth transfer strategies; research and resolve complex issues. Serve as a subject matter expert for Financial Advisors and internal teams on planning concepts and regulatory considerations. Mentor and train junior and intermediate planners to build technical expertise and ensure consistency in service delivery. Create and present thought leadership content, including articles, webinars, and client presentations on advanced planning topics. Collaborate with internal specialists (tax, trust, investment) to design integrated solutions for clients. Partner with leadership to refine planning processes, tools, and service tiers to meet evolving client needs. Support business development efforts by demonstrating the value of planning in client acquisition and retention. Represent the Financial & Estate Planning team in cross-functional projects and strategic initiatives. What You’ll Bring to Baird: Bachelor’s degree in Business, Finance, or equivalent combination of education and experience. Minimum of 5 years of financial planning experience, including advanced tax and estate planning; brokerage or wealth management experience strongly preferred. Certified Financial Planner (CFP) designation required; additional credentials such as CPA, EA, CLU, or CIMA highly desirable. Basic brokerage licenses (Series 7, 66) required or ability to obtain promptly. Demonstrated experience in creating complex planning strategies and leading client-facing engagements. Compensation and Benefits: $75,000-$140,000 annual salary range. Bonus potential up to 20-25%% of base pay. Compensation and bonus are commensurate with experience, performance, and/or firm profitability. Check out our Total Rewards at Baird, which is a summary of our benefits and compensation. #LI-CM1 Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law. Baird is an employee-owned, international financial services firm specializing in wealth management, capital markets, private equity and asset management. Our mission is straightforward. We strive “to provide the best financial advice and service to our clients and be the best place to work for all.” Our culture is like no other with extraordinary people who make Baird great for our clients and one another. Nationally recognized as a great place to work since 2004, we invite you to learn more about Baird, our culture and our people. Baird is committed to inclusion & diversity for our clients, our associates and the communities where we live and work. This commitment stems from our culture of integrity, genuine concern for others and respect for the individual. We view inclusion & diversity as an ongoing journey – one of shared responsibility, continuous improvement and a focus on progress. We invite you to join us as we work together to foster an environment where diversity unites rather than divides us.