Client Planning Specialist
WA-Seattleonsitemid$68K – $91K
Posted 2w ago · via Workday
About this role
About the Role: As a Client Planning Specialist at Baird, you’ll provide advanced financial planning and client service support for one or more Financial Advisors and their clients. You’ll lead the creation and delivery of financial plans using Baird’s Private Wealth Management technology platforms, manage onboarding and account operations, and contribute to broader wealth management activities. This role also supports business development efforts by identifying opportunities and enhancing advisor effectiveness. Ideal candidates are licensed professionals with strong planning expertise, analytical skills, and a proactive approach to client engagement in a dynamic wealth management environment.…
What we'd score you on
reqspace match rubricFive dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.
1
Skills match
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2
Level fit
This role is mid-level. We check your trajectory against it.
3
Domain experience
Your work in the role's domain matters more than your years total. We weight recent and direct experience.
4
Recency
A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.
5
Location fit
This role is based in WA-Seattle. We weight your proximity and willingness to relocate.
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