Baird · 4 weeks ago
Wealth Planner
MN-Edina
Full-time
Hybrid
Senior Level
$75K/yr - $140K/yr
5+ years expBaird is a financial services firm seeking a Wealth Planner to serve as a trusted technical expert and strategic partner to Financial Advisors and clients. The role involves delivering advanced financial planning solutions and mentoring team members while collaborating with internal specialists to design integrated solutions for high-net-worth clients.
Financial Services
Responsibilities
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
Qualification
Required
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
Certified Financial Planner (CFP) designation required
Basic brokerage licenses (Series 7, 66) required or ability to obtain promptly
Demonstrated experience in creating complex planning strategies and leading client-facing engagements
Preferred
Brokerage or wealth management experience strongly preferred
Additional credentials such as CPA, EA, CLU, or CIMA highly desirable
Benefits
Bonus potential up to 20-25%% of base pay.
Compensation and bonus are commensurate with experience, performance, and/or firm profitability.
Company
Baird
Since 1919, Baird has guided families, businesses, communities and institutions toward their financial goals.
5001-10000 employees
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)
Funding
Current Stage
Late StageLeadership Team
Ross W. Williams
Chief Operating Officer, Global Investment Banking
Adam W. Czaia
Managing Director
Recent News
2025-11-13
2025-11-11
2025-11-08
Company data provided by crunchbase