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Private Wealth Transition Lead – Advisor Onboarding
Job in
Milwaukee, Milwaukee County, Wisconsin, 53244, USA
Listed on 2026-07-10
Listing for:
Baird
Full Time
position Listed on 2026-07-10
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Baird in Milwaukee is seeking a PWM Transition Specialist to facilitate seamless transitions for Financial Advisors and their teams. This role requires a strong dedication to client service, the ability to travel extensively, and effective problem-solving skills. You will oversee the transition process aided by your knowledge of firm products and compliance standards.
The ideal candidate will hold a High School Diploma, a Bachelor's degree preferred, and must maintain certain financial licenses or obtain them within 18 months. Join Baird to help ensure success for incoming advisors.
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