Estate Planner - job 2 of 3

Challenge your thinking and build an amazing career with the best people in the financial services industry! Baird’s Financial Advisors provide advice, strategies, and solutions to high-net worth individuals and families across the United States, serving as true partners. True wealth management goes beyond managing investments. At Baird, we understand it begins with learning all we can about what our clients want for themselves and their families. We work closely with them to prioritize their goals, utilizing Baird’s resources and expertise to create a tailored plan to ensure success as they’ve defined it. Our 1,700+ private wealth associates serve clients coast-to-coast from over 160 + locations in over 33 states. We have been recognized on Barron’s Top Wealth Management Firms for 10 consecutive years and hold over $255 billion in client assets. Check out this video to learn more about our Private Wealth Management business.

Create relationships with Baird Financial Advisors and discuss their clients’ estate planning situations. Review documents and research information to answer specific estate planning questions and to create comprehensive, customized estate planning reports for clients. Activities and duties require a high level of expertise, organization, and personal initiative.

• Review client estate planning documents and develop comprehensive, customized estate planning reports and analysis. Help explain the results of the plan to FAs.
• Work directly with FAs to confirm or complete data in the Estate Planning Questionnaire.
• Have a thorough understanding of the formal estate planning process and how it relates to an overall financial plan and be able to explain and adapt the process to apply to numerous scenarios, both with individual FAs and as part of firm-wide initiatives.
• Be able to answer basic estate planning questions from FAs and their clients. For more advanced questions or issues, be able to research an answer and/or direct FAs to the appropriate resources. This includes questions regarding issues such as beneficiary designations, asset titling, the impact of trusts in planning, tax planning, and trust and estate administration. Also be able to provide support to teammates and other internal partners on other tax and financial planning-related questions as available.
• Have an understanding of the products and services offered within a brokerage environment, including life insurance, long-term care insurance, and annuities, and be able to work with representatives of those departments.
• Serve as a contributor to articles on estate planning concepts for internal audiences and external clients.
• Work with our internal resources (Operations, Legal, etc.) to ensure policies and procedures are appropriately designed and correctly applied, and offer suggestions on ways to improve.
• Perform other duties as assigned.

• Support planning needs of a territory of Private Wealth branches.
• Work location will be from Baird's office with a flexible schedule available.
• Unique culture that values diverse backgrounds and perspectives while emphasizing teamwork and a strong sense of partnership.
• No billable hours.

• Bachelor’s degree required; Business or Finance preferred. Working towards or currently hold JD designation. Other advanced degree(s) a plus.
• Strong communication skills, both over the phone and in person.
• Strong computer skills, including working knowledge of word processing and spreadsheet software and internet functions. Understanding of reports from financial planning software also a plus.
• Ability to research answers to estate planning questions timely and accurately.
• Ability to balance multiple projects and work under strict deadlines at times, to work independently on projects, and to effectively relate to others in order to accomplish work responsibilities and objectives, including acting as a team player with others in the department.

Compensation Information:

• $100,000-$150,000 annual salary*
• Bonus potential of up to 25% - 35% of base salary

• Compensation and bonus are commensurate with experience, performance, and/or firm profitability

Additional benefits include:

• Medical/Dental/Vision
• B/Well programs
• Competitive bonding leave
• HSA Contribution
• FMLA
• Employee Assistance Program
• 10 paid holidays and competitive PTO package
• Life and disability insurance
• Retirement – 401k match and profit-sharing
• Tuition Reimbursement

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Baird is committed to inclusion & diversity for our clients, our associates and the communities where we live and work. This commitment stems from our culture of integrity, genuine concern for others and respect for the individual. We view inclusion & diversity as an ongoing journey – one of shared responsibility, continuous improvement and a focus on progress. We invite you to join us as we work together to foster an environment where diversity unites rather than divides us.