Manager of Wealth Planning Associates

1 month ago

Nashville, United States Baird Full time

Lead a team of Baird Associates in the development, training and of a client centric wealth management experience. Provide financial planning expertise and support for Baird Financial Advisors across an assigned geographic region. Must be able to lead a team and work as part of a team that is geographically diverse, meaning you must support team initiatives while often working independently. Oversee relationships with outside partners/vendors related to our Wealth Planning platform. Strong verbal and written communication skills required. Activities and duties require a high level of organization and expertise. Position will require a light amount of travel.

As the Manager of Wealth Planning Associates, you will:

Lead a team of Wealth Planning Associates to support and train FAs to delivering a wealth management experience to their clients by supporting our planning platform.  Oversee a team of Financial Planners to increase the Planner’s technical and strategic proficiency to enable financial planning modeling.  Act as an escalation point for Wealth Planning Associates in challenging situations with Branch associates.  Lead the team of Wealth Planning Associates to engage in comprehensive cases with Wealth Planners and other internal planning partners.  Manage the performance, functions and responsibilities of Wealth Planning Associates Partner with Wealth Planning department to develop standard deliverables and service tiers to ensure consistent support across the firm.  Have an understanding of the products and services offered within Wealth Solutions Group, and identify cross referral opportunities within those departments.  Recognize when to involve other specialists within the firm in a particular situation.  Support onboarding and off boarding process for new or departing team members. Lead and coordinate team and individual recurring meetings to stay connected to associates and grow their careers.  Supports the Wealth Planning Advice Desk that assist advisors in planning related questions as well as operating as a liaison to other Wealth Management related areas in Wealth Solutions Group.  Work to coach and mentor Wealth Planning associates with guidance from department director.  Be able to answer basic financial planning questions from clients. For more advanced questions, be able to research solutions and/or work with other department members or professionals to find an answer.  Be introduced to various planning documents, including account statements, annuity contracts, Social Security benefit estimates, life insurance policy documents, tax returns, etc.  Provide training on financial planning software for FAs and CRAs who wish to create plans on their own. Includes explanation of general functionality, point-and-click navigation through the program, and detailed assistance in understanding calculations.  Serve as a liaison for outside strategic partners that provide solutions or support.

What makes this opportunity great:

Team of associates passionate about achieving great results for clients that give back to the communities where we live and work. Unique culture that values diverse backgrounds and perspectives while emphasizing teamwork and a strong sense of partnership A strong, stable employee-owned firm recognized as a great place to work since 2004.

What we look for:

Bachelor’s degree in Business or Finance preferred. Minimum of three years previous financial planning experience required.  Certified Financial Planner (CFP) or similar license required. Basic brokerage licenses (Series 7, 66). Additional licenses (CPA, CLU, CIMA, etc.) a plus but not required. Strong computer skills, including working knowledge of Microsoft Office products. In particular, experience creating client analyses in Excel and PowerPoint from scratch.  Ability to balance multiple projects and work under strict deadlines at times.  Ability to work independently on projects and effectively relate to others in order to accomplish work responsibilities and objectives.  Strong writing and presenting skills.  Ability to act as a team player, assisting others in the department, when necessary, is mandatory.


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