Wealth Planning & Client Services Lead

Baird; Seattle (WA); Vor Ort; USD 37.000 - 49.000; Vollzeit

Benefits dieser Stelle

Bonus up to 10.5%

Zusammenfassung

Baird is seeking a Client Planning Specialist to provide advanced financial planning and client service support for Financial Advisors and their clients. You will lead financial plan creation with MoneyGuidePro, manage onboarding and account operations, and contribute to broader wealth management activities.

The role supports business development and requires licensed professionals with strong planning expertise, analytical skills, and proactive client engagement in a dynamic wealth management

Qualifikationen

• Licensed financial professional with strong planning expertise.
• Familiarity with wealth management platforms and compliance.

Aufgaben

• Lead creation and delivery of financial plans using MoneyGuidePro.
• Oversee onboarding and account operations for advisory teams.
• Support business development and advisor effectiveness.
• Maintain CRM and client communications.
• Coordinate client meetings and prepare materials.

Kenntnisse

Communication skills

Tech aptitude

Analytical skills

Proactive problem solving

Ausbildung

SIE exam

Series 7, 66 or 63/65 licenses

CFP/WMCP/CPWA certification

Bachelor's degree preferred

Tools

Thomson ONE

Albridge

Envestnet

CRM

Money Guide Pro

LiquidOffice

Microsoft Office

Jobbeschreibung

Baird is seeking a Client Planning Specialist to provide advanced financial planning and client service support for Financial Advisors and their clients. You will lead financial plan creation with MoneyGuidePro, manage onboarding and account operations, and contribute to broader wealth management activities.

The role supports business development and requires licensed professionals with strong planning expertise, analytical skills, and proactive client engagement in a dynamic wealth management