Wealth Planning Specialist - Client Advisory & Planning
Baird Careers
Baird invites an experienced Client Planning Specialist to join its Private Wealth Management team in Seattle. You will lead complex financial planning for Advisors and clients, deliver plans via MoneyGuide Pro, manage onboarding and ongoing client services, and support business development. You will use multiple wealth-management platforms, collaborate with teams, and maintain strong client relationships while adhering to firm policies and regulatory requirements. #J-18808-Ljbffr Baird Careers
Vacancy posted 1 day ago
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