{"id":2136892,"url":"https://alion.io/job/baird-client-planning-specialist","title":"Client Planning Specialist","company":{"id":1756216,"name":"Baird","domain":"rwbaird.com","url":"https://alion.io/company/rwbaird","size_band":"51-200","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Workday","truth_index":{"grade":"A","score":100,"open_postings":9,"ghost_share":0,"stale_share":0,"repost_share":0,"time_to_fill_p50_days":47,"computed_at":"2026-10-21T05:46:15Z"}},"role":"Sales","role_family":"Sales","seniority":"senior","employment_type":"full_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Seattle, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":{"min_usd":78000,"max_usd":165000,"period":"year","method":"role_seniority_country_remote_cell","sample_n":4086},"experience_years_min":5,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"LinkedIn","optional":false},{"name":"Microsoft Office","optional":false}],"status":"live","first_seen_at":"2026-10-08T00:00:00Z","employer_posted_date":"2026-10-08","last_verified_at":"2026-10-21T07:57:48Z","board_verified":true,"closed_at":null,"days_open":13,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":13},"description":"About the Role:\nAs 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.\nThe Impact You’ll Make:\nOwning and managing all or a portion of the Financial Advisors’ financial planning activities\nLead in the generation and creation of financial plans using MoneyGuidePro to create and deliver financial plans to clients. This may also include the ownership of other wealth management activities including tax reviews, estate plans, etc.\nGain knowledge of and leverage partnership with Baird’s Corporate Resource Groups to provide the best wealth management solutions to clients\nMay schedule client appointments and/or conference room for appointments\nAssemble/generate materials including paperwork and reports for client meetings\nUnderstand and ensure business adherence with firm and financial industry regulatory policies \nMay manage FA and Team’s social media presence (website, LinkedIn, X, etc.)\nMaintain Client Relationship Management (CRM) system for Financial Advisor(s), as well as leverage the platform to manage the client relationship through mailings, reporting, e-mail tracking, and more, with the goal of implementing well-defined client service models\nMay organize and coordinate seminars and client events at the direction of Financial Advisor(s). Develops client lists, designs material and seminar/meeting content, coordinates PowerPoint presentations and follows through with client contact\nSeek ways to enhance FA(s) business effectiveness and marketability\nInitiates and completes all transactions required to fully service client accounts i.e. paperwork, correspondence, client request fulfillment and special projects as needed\nMay enter security orders including stocks, bonds, fixed income, options, annuities and other investment vehicle orders per Financial Advisors’ instructions or upon client’s verbal direction\nMay also provide back-up to other teams and the branch when necessary, as well as perform other duties and special projects as necessary\nProactively review investment opportunities on a daily basis & notify Financial Advisor(s) to take action on those opportunities with the goal of driving the Financial Advisors’ business. Specifically, this may include funds available/money line, maturing securities, reorg items, and previous days’ activities\nAssist with client onboarding coordination, which includes managing Financial Advisors prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird and establishing an ongoing communication/client service plan\nWhat You’ll Bring to Baird:\n5+ years of prior industry work experience\nActive Securities Industry Essentials (SIE) Exam, Series 7, and Series 66 or Series 63 and Series 65 licenses\nAttainment of CFP®, WMCP®, or CPWA® certification\nStrong technology aptitude with the ability to adopt new tools, including AI-enabled solutions, preferred\nProficient in knowledge and use of all major Baird’s Private Wealth Management technology platforms (Thomson ONE, Albridge, Envestnet, CRM, Money Guide Pro, LiquidOffice, Microsoft Office (Word, Excel, PowerPoint), etc.)\nExcellent verbal and written communication skills\nDetail oriented with an emphasis on accuracy\nCritical thinking and proactive problem-solving skills\nGood analytical skills with ability to perform semi-advanced math\nUnderstanding of compliance regulations including the client complaint process and correspondence policies\nBachelor's degree preferred, not required\nCompensation and Benefits:\n$32.57 - $43.70 hourly rate\nBonus potential up to 10.5% of base pay\nCompensation and bonus are commensurate with experience, performance and/or firm profitability\nCheck out our Total Rewards at Baird, which is a summary of our benefits and compensation\nBaird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.","description_format":"text","description_chars":4773,"description_truncated":false,"requirements":{"experience_years_min":5,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":false},"security_clearance":false,"languages":[]},"benefits":[],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Financial Services","Wealth Management & Financial Advisors","Asset Management & Funds"],"lifecycle":[{"event":"open","at":"2026-10-09T02:05:48Z"}],"visa":[],"liveness":{"score":90,"band":"hot","label":"Hiring now","p_open":1,"p_active":0.903,"p_room":1,"age_days":13,"expected_fill_days":47,"reasons":["conf:6","velocity","win:early","comp:brand"],"computed_at":"2026-10-21T05:46:15Z"},"pay":null,"html_url":"https://alion.io/job/baird-client-planning-specialist","json_url":"https://alion.io/job/baird-client-planning-specialist.json","meta":{"generated_at":"2026-10-21T21:34:45Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":30705,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-22T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":1756216},"rest":"https://alion.io/mcp/rest/get_company?id=1756216"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fbaird-client-planning-specialist"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fbaird-client-planning-specialist"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fbaird-client-planning-specialist"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/baird-client-planning-specialist\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fbaird-client-planning-specialist"}]}