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Financial Services Client Specialist Trainee Program

Job in Milwaukee, Milwaukee County, Wisconsin, 53244, USA
Listing for: Baird
Contract, Apprenticeship/Internship position Listed on 2026-11-12
Job specializations:
Salary/Wage Range or Industry Benchmark: 50000 - 65000 USD Yearly USD 50000.00 65000.00 YEAR

Job Description & How to Apply Below

Position: Financial Services Client Specialist Trainee (18‑Month Program)

Baird is seeking candidates for its Client Specialist Training Program in Milwaukee. The 18-month program develops individuals into Client Specialists on a Financial Advisor team, with licensing in SIE, Series 7 and 66.

It emphasizes exceptional client service through operational support with the CRT Team, and may require relocation for a long-term assignment. Successful candidates will learn to manage client accounts, coordinate onboarding, and support advisory teams with regulatory adherence.

We invite applications for the Financial Services Client Specialist Trainee (18‑Month Program) position located in Milwaukee, WI, United States.

We aim to respond to suitable candidates as soon as possible.

Full responsibilities and requirements are described in the listing above.

Learn more about the Financial Services Client Specialist Trainee (18‑Month Program) role in the description above.

We appreciate your interest in this position.

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