Wealth Planning Specialist - Client Advisory & Planning

Baird Careers; Seattle (WA); On-site; USD 45,000 - 61,000; Full time

Benefits offered by this job

Bonus potential up to 10.5% of basepay

Total Rewards program

Job summary

Baird invites an experienced Client Planning Specialist to join its Private Wealth Management team in Seattle. You will lead complex financial planning for Advisors and clients, deliver plans via MoneyGuide Pro, manage onboarding and ongoing client services, and support business development.

You will use multiple wealth-management platforms, collaborate with teams, and maintain strong client relationships while adhering to firm policies and regulatory requirements.

Qualifications

• 5+ years of industry work experience
• Active Securities Industry Essentials (SIE) Exam, Series 7 and Series 66 or Series 63 and Series 65 licenses
• CFP®, WMCP®, or CPWA® certification
• Strong technology aptitude and ability to adopt AI-enabled solutions
• Proficient with Baird’s Private Wealth Management technology platforms (Money Guide Pro, CRM, Thomson ONE, Albridge, Envestnet, LiquidOffice, MS Office)
• Excellent verbal and written communication skills
• Detail oriented with accuracy
• Critical thinking and proactive problem solving
• Understanding of compliance regulations including client complaint process and correspondence policies
• Bachelor's degree preferred, not required

Responsibilities

• Own and manage portions of Financial Advisors’ planning activities
• Lead creation and delivery of financial plans using MoneyGuidePro
• Assist onboarding and account operations for clients
• Support business development and advisor effectiveness
• Maintain CRM to manage client relations and mailings
• Prepare materials and reports for client meetings
• Coordinate client events and seminars
• Ensure regulatory compliance in all activities
• Provide back-up support to other teams as needed
• Review investment opportunities and notify Advisors for action

Skills

Client service

Financial planning

Analytical skills

Communication

Attention to detail

Problem-solving

Compliance knowledge

Technology aptitude

Education

CFP/WMCP/CPWA certification

Bachelor's degree preferred

Tools

Thomson ONE

Albridge

Envestnet

CRM

MoneyGuide Pro

LiquidOffice

Microsoft Office

Job description

Baird invites an experienced Client Planning Specialist to join its Private Wealth Management team in Seattle. You will lead complex financial planning for Advisors and clients, deliver plans via MoneyGuide Pro, manage onboarding and ongoing client services, and support business development.

You will use multiple wealth-management platforms, collaborate with teams, and maintain strong client relationships while adhering to firm policies and regulatory requirements.