Wealth Planning & Client Services Lead
Listed on 2026-11-04
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Finance & Banking
Wealth Management, Financial Advisor / Consultant
Baird is seeking a Client Planning Specialist to provide advanced financial planning and client service support for Financial Advisors and their clients. You will lead financial plan creation with Money Guide Pro , manage onboarding and account operations, and contribute to broader wealth management activities.
The role supports business development and requires licensed professionals with strong planning expertise, analytical skills, and proactive client engagement in a dynamic wealth management
We are currently recruiting a Wealth Planning & Client Services Lead for our team in Seattle, WA, United States.
Are you ready to take on the Wealth Planning & Client Services Lead role at Baird?
We would love to welcome a new Wealth Planning & Client Services Lead to our team in Seattle, WA, United States.
For the Wealth Planning & Client Services Lead position at Baird, we are reviewing applications now.
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