PWM Academy Branch Consultant

Baird; Milwaukee (WI); On-site; USD 70,000 - 90,000; Full time

Job summary

Baird is seeking a PWM Academy Branch Consultant to support branch leaders, financial advisors, and branch staff through individual and team consulting and facilitated learning across all development phases. The role requires in-office work four days a week and collaboration across PWM and the Firm.

Ideal candidates have 3–5 years in financial or professional services, strong coaching and facilitation skills, and licenses or willingness to obtain securities licenses.

Qualifications

• 3–5 years financial/professional services experience.
• Experience confidently interacting with advisors in a consulting capacity.
• Coaching experience and/or certification a plus.
• Excellent verbal and written communication skills.
• Workshop and group facilitation skills.
• Strong critical thinking and proactive problem-solving, especially for people-related opportunities.

Responsibilities

• Guide branch leaders, financial advisors, and support associates in identifying academy learning opportunities.
• Provide coaching to Financial Advisors on team topics including formation, dissolution, succession planning, talent addition, and team development.
• Facilitate due diligence with Financial Advisors exploring teaming/partnerships with new trainees and experienced advisors.
• Lead succession planning for teams, advising on talent needs and knowledge transfer from retiring to successors.
• Support the Financial Advisor Training Program via workshops and follow-up meetings with teams after completion.
• Develop team and team leader program content for Financial Advisors and their teams.
• Facilitate content around communication, generations, high performing team behaviors, and playbooks.
• Lead High Performing Team summit breakouts and cohort follow-ups.

Skills

Verbal communication

Written communication

Facilitation

Coaching

Critical thinking

Problem solving

Team collaboration

Tools

Microsoft Office

Job description

As a PWM Academy Branch Consultant, you will be a visible member of the Private Wealth Management team providing support for our PWM Academy initiative. The ideal candidate should possess industry experience and the desire to support branch leaders, financial advisors and branch support associates via individual and team consulting and facilitated learning during all phases of team and associate development. The individual must be high-energy; reliable; possess strong critical thinking, and problem-solving skills; and enjoy working in a fast-paced environment; and be able to work collaboratively with other associates across PWM and the Firm.

This position requires working from a Baird office 4 days per week.

The Impact You’ll Make:

• 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.

What You’ll Bring to Baird:

• 3-5 years financial/professional services experience
• Experience confidently interacting with advisors in a consulting capacity
• Coaching experience and/or certification a plus
• 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

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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.