Apply on Employer Site

Baird · 1 day ago

PWM Academy Branch Consultant

Milwaukee, WI

Full-time

Hybrid

Mid Level

3+ years exp

Baird is a Private Wealth Management firm, and they are seeking a PWM Academy Branch Consultant to support their PWM Academy initiative. The role involves guiding branch leaders and financial advisors in learning and development opportunities, providing coaching, and facilitating workshops to enhance team performance and succession planning.

Financial Services

Growth Opportunities

H1B Sponsor Likely

Hiring Manager

Stefanie Kivi

Responsibilities

Guide branch leaders, financial advisors, and support associates in identifying appropriate academy learning and development opportunities

Provide coaching to Financial Advisors on a variety of team related topics including team formation, team dissolution, succession planning, adding talent, compensation, communication, and team foundation building

Facilitate the due diligence process with Financial Advisors exploring teaming/partnership both with new advisor trainees and experienced advisors

Lead the succession planning process with teams, including advising on talent needs and facilitating team conversations to transition knowledge from the retiring advisor to the successor(s) to ensure business retention

Support the Financial Advisor Training Program via team workshop facilitation, and leading follow up meetings with teams after the program ends

Partner in development of team and team leader program content for Financial Advisors and their teams

Facilitate teams-related content around communication, generations, high performing team behaviors, and high performing team playbooks

Facilitate High Performing Team summit breakouts, and cohort follow-up sessions

Qualification

Financial services experienceWorkshop facilitation skillsSecurities licensesConsulting experienceMicrosoft Office proficiencyVerbal communicationWritten communicationCritical thinkingProblem-solving skills

Required

3-5 years financial services experience

Experience confidently interacting with advisors in a consulting capacity

Excellent verbal and written communication skills

Workshop and group facilitation skills

Critical thinking and proactive problem-solving skills, especially as it relates to people-related opportunities and issues

Securities Industry Essentials (SIE) Exam, Series 7, and Series 66 or Series 63 and Series 65 licenses or willingness to become licensed

Proficient in Microsoft Office suite (Word, Excel, PowerPoint) with the ability to learn and effectively navigate Baird's Private Wealth Management technology platforms

This is an in-office position that requires a minimum of 25% travel

Associates in Baird branches will be considered for this opportunity however will be required to work hybrid in office

Company

Baird

Glassdoor4.3

Since 1919, Baird has guided families, businesses, communities and institutions toward their financial goals.

Founded in 1919

Milwaukee, Wisconsin, USA

5001-10000 employees

http://www.rwbaird.com

H1B Sponsorship

Baird has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (10)

2024 (13)

2023 (6)

2022 (11)

2021 (4)

2020 (5)