Investment Products Consultant
WI-Milwaukeehybridmid
Posted 2 days ago · via Workday
About this role
About The Role: The Investment Strategy & Consulting (IS&C) team within Baird Private Wealth Management (PWM) plays a key role in ensuring that Baird Financial Advisors have the tools and capabilities across our investment, liquidity, retirement plans, and insurance platforms necessary for delivering great outcomes for our clients. Strategically at Baird, we believe that delivering a great Wealth Management Experience for clients is built upon three pillars: Investment Consulting, Wealth Planning, and Relationship Management.…
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
For this role: teams
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 WI-Milwaukee. We weight your proximity and willingness to relocate.
Score yourself on this role.
Free · no card · written explanation included
Skills in this role
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teams