Investment Products Consultant

Baird

Investment Products Consultant at Baird providing expert support on mutual funds and ETFs to Financial Advisors. Collaborating with internal partners and driving outcomes for clients in Private Wealth Management.

Posted 7/9/2026full-timeMilwaukee • Kentucky, Wisconsin • 🇺🇸 United StatesJuniorMid-LevelWebsite

About the role

Key responsibilities & impact

Serve as subject matter expert to Financial Advisors and Branch Associates to articulate information on mutual funds and ETFs
Consult with Financial Advisors and Client Specialists to evaluate clients’ needs while navigating investment solutions including elements of financial planning
Serve as a liaison between internal and external partners to ensure alignment with procedures and policies including but not limited to compliance, supervision and operations
Maintain internal and external relationships and retain an in-depth familiarity with the investment products platform in support of Baird Financial Advisors and Portfolio Managers
Partner internally with Legal/Compliance, Operations, Investment Solutions, Marketing & Communications, and other areas necessary to ensure the consistent application of broader strategic initiatives
Stay informed of industry and regulatory developments to help identify and address gaps within the investment products platform specific to mutual funds and ETFS
Develop and deliver educational content that is relevant to Investment products specific to mutual funds and ETFs
Proactively develop ideas and initiatives to sustainably grow the investment products platform
Enhance internal processes to make investment products’ processes efficient and scalable
Effectively partner on broader initiatives to grow, support and evolve the investment products platform
Occasional travel is required for advisor/branch education and industry symposium education events

Requirements

What you’ll need

Bachelor’s Degree and 2+ years of relevant professional experience in the financial services industry required
SIE, Series 7 & 66 licensed required within 12 months of start date
Ability to learn and effectively navigate Baird’s Private Wealth Management technology platforms (Thomson ONE, ValueOne, Morningstar, etc.)
Exceptional client service skills including both written and verbal
Strong computer skills, including proficient in Microsoft Office suite (Word, Excel, PowerPoint)
Strong organizational skills – ability to prioritize and manage multiple tasks simultaneously
Ability to act as a team player, assisting others in the department, when necessary, is mandatory
Possesses a high attention to detail
Strong analytical skills and research skills

Benefits

Comp & perks

Paid time off
Professional development

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Mutual FundsETFsFinancial PlanningInvestment SolutionsAnalytical SkillsResearch SkillsOrganizational SkillsAttention to Detail

Soft Skills

Team PlayerWritten CommunicationVerbal Communication

Certifications

SIESeries 7Series 66