Client Planning Specialist
Core
Provide advanced financial planning and client service support for Financial Advisors and their clients, leading the creation and delivery of financial plans using Baird's technology platforms.
Role type
Client Planning Specialist (Financial Advisor Support)
Builds
Financial plans, tax reviews, estate plans, and client service models
Domain
Wealth Management / Financial Services
Required skills
Financial planning expertise, Securities licensing (SIE, Series 7, 66/63, 65), CFP/WMCP/CPWA certification, CRM management, Investment order entry, Regulatory compliance knowledge, Financial analysis
Preferred skills
AI-enabled solution adoption, Social media management, Seminar coordination, Business development support
Technologies
MoneyGuidePro, Thomson ONE, Albridge, Envestnet, LiquidOffice, Microsoft Office
Responsibilities
Generate and deliver financial plans using MoneyGuidePro, manage client onboarding and account operations, enter security orders, coordinate client seminars and events, maintain CRM systems, review investment opportunities and notify advisors, assist with proposal generation and new account paperwork.
Seniority
Mid-level, hands-on IC