Financial Services Client Specialist Trainee (18‑Month Program)
Baird
Baird is seeking candidates for its Client Specialist Training Program in Milwaukee. The 18-month program develops individuals into Client Specialists on a Financial Advisor team, with licensing in SIE, Series 7 and 66. It emphasizes exceptional client service through operational support with the CRT Team, and may require relocation for a long-term assignment. Successful candidates will learn to manage client accounts, coordinate onboarding, and support advisory teams with regulatory adherence. #J-18808-Ljbffr Baird
Vacancy posted 1 day ago
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