Planner
Thank you for your interest in Baird!
People are our most important asset, and each is critical to our continued success. This is why we seek out individuals who embrace the values we live by, the selfless focus of our culture, the ethics that guide us and the results we expect.
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.
As an Estate Planner, you will :
- 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.
What makes this opportunity great :
- 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.
What we look for :
- Bachelor’s degree required; Business or Finance preferred. Working towards or currently hold JD designation. Other advanced degree(s) a plus.
- 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.
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