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Senior Client Specialist - Wealth Management Onboarding
Job in
Portland, Cumberland County, Maine, 04122, USA
Listed on 2026-08-09
Listing for:
ROBERT W. BAIRD & CO. INCORPORATED
Full Time
position Listed on 2026-08-09
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
ROBERT W. BAIRD & CO. INCORPORATED is seeking a Senior Client Specialist to partner with Financial Advisors in delivering exceptional client service and strategic onboarding.
You will manage complex onboarding, high-touch communications, and business development opportunities to enhance advisor effectiveness and practice growth. The role requires active securities licenses (SIE, Series 7, and Series 66 or Series 63/65), 5+ years of industry experience, and strong Excel/PowerPoint skills.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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