Company Overview

Baird is an employee-owned, international wealth management, capital markets, private equity and asset management firm with offices in the United States, Europe and Asia. Established in 1919, Baird has more than $100 billion in client assets and over 2,900 associates serving the needs of individual, corporate, institutional and municipal clients.


Committed to being a great place to work, Baird ranked No. 9 on FORTUNE’s 100 Best Companies to Work For® in 2014 – its eleventh consecutive year on the list. Baird’s principal operating subsidiaries are Robert W. Baird & Co. in the United States and Robert W. Baird Group Ltd. in Europe. Baird also has an operating subsidiary in Asia supporting Baird’s investment banking and private equity operations. For more information, please visit Baird’s Web site at www.rwbaird.com. Baird is an equal opportunity employer.

Learn More about Robert W. Baird & Co. Incorporated
Visit Our Website
Senior Estate Planner Apply Now >>
Report this job

Job Description




Baird Private Wealth Management business includes over 700 highly skilled Financial Advisors and teams who manage or oversee more than $91 million in client assets under management from 75 office locations in 25 states. Baird Financial Advisors have been recognized on Barron's Top Wealth Managers list every year since 2007. Supporting these Financial Advisors are over 70 in-house experts, many of whom continue to receive national media recognition for their expertise on tax, estate and investment planning by The New York Times, The Wall Street Journal, USA Today, Business Week and others.

SUMMARY:
Create relationships with Baird Financial Advisors and discuss their most important and complex client estate planning situations. Participate directly in client conference calls and meetings. On your own initiative and at the request of FAs, review documents and research information to answer specific estate planning questions and to create comprehensive, customized estate planning reports for clients using our estate planning tools. Activities and duties require a high level of expertise, organization, and personal initiative. An ideal background would be an estate planning attorney with years of experience dealing with the complex estate issues of clients with $2,000,000 to $20,000,000 or more in assets.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
1. Be able to answer all 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 tax planning, beneficiary designations, asset titling, the impact of trusts in planning, and trust and estate administration. Also be able to provide support on other tax and financial planning-related questions as available.
2. Actively discuss estate planning issues with Baird FAs, offering opinions and implications as appropriate. Communication will be through conference calls, in-person meetings, formal and informal emails, formal memos, and formal estate planning documents. May include occasional travel.
3. Serve as an author of articles on trust and estate planning concepts for internal audiences and external client groups. Be available for occasional public speaking opportunities, including training sessions for FAs or speaking to client groups and centers of influence (attorneys and accountants).
4. Develop comprehensive, customized estate planning reports and analysis using estate planning software. Help explain the results of the plan to FAs prior to, and sometimes during, delivery to the client. Be able to assist FAs in the delivery of estate plans to clients, as well as to engage in a discussion with clients regarding the details and implications of the plans.
5. Work directly with the FAs to confirm or complete data in Estate Planning Questionnaire. Includes review of client documents and interpretation of legal documents.
6. 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. Work with Legal Department to resolve client disputes as needed.
7. 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.
8. 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.
9. Perform other duties as assigned.

QUALIFICATIONS DESIRED:
1. Bachelor's degree required, Business or Finance preferred. JD a strong preference; other advanced degree(s) a plus. Minimum of five years previous estate planning experience required; financial planning experience a plus.
2. Experience drafting estate planning documents, administering estates, serving as trustee and defending estate plans to the IRS preferred.
3. Basic brokerage licenses (Series 7, 66) preferred, or must have the ability to earn such certifications quickly. Certified Financial Planner (CFP) or similar license and experience in the brokerage industry a plus.
4. Strong communication skills, both over the phone and in person, and strong computer skills, including working knowledge of word processing and spreadsheet software and internet functions.
5. 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.


Job Requirements

ESSENTIAL DUTIES AND RESPONSIBILITIES:
1. Be able to answer all 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 tax planning, beneficiary designations, asset titling, the impact of trusts in planning, and trust and estate administration. Also be able to provide support on other tax and financial planning-related questions as available.
2. Actively discuss estate planning issues with Baird FAs, offering opinions and implications as appropriate. Communication will be through conference calls, in-person meetings, formal and informal emails, formal memos, and formal estate planning documents. May include occasional travel.
3. Serve as an author of articles on trust and estate planning concepts for internal audiences and external client groups. Be available for occasional public speaking opportunities, including training sessions for FAs or speaking to client groups and centers of influence (attorneys and accountants).
4. Develop comprehensive, customized estate planning reports and analysis using estate planning software. Help explain the results of the plan to FAs prior to, and sometimes during, delivery to the client. Be able to assist FAs in the delivery of estate plans to clients, as well as to engage in a discussion with clients regarding the details and implications of the plans.
5. Work directly with the FAs to confirm or complete data in Estate Planning Questionnaire. Includes review of client documents and interpretation of legal documents.
6. 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. Work with Legal Department to resolve client disputes as needed.
7. 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.
8. 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.
9. Perform other duties as assigned.
QUALIFICATIONS DESIRED:
1. Bachelor's degree required, Business or Finance preferred. JD a strong preference; other advanced degree(s) a plus. Minimum of five years previous estate planning experience required; financial planning experience a plus.
2. Experience drafting estate planning documents, administering estates, serving as trustee and defending estate plans to the IRS preferred.
3. Basic brokerage licenses (Series 7, 66) preferred, or must have the ability to earn such certifications quickly. Certified Financial Planner (CFP) or similar license and experience in the brokerage industry a plus.
4. Strong communication skills, both over the phone and in person, and strong computer skills, including working knowledge of word processing and spreadsheet software and internet functions.
5. 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.

Apply Now >>
Report this job


CareerBuilder.com's Advice

For your privacy and protection, when applying to a job online:
Never give your social security number to a prospective employer, provide credit card or bank account information, or perform any sort of monetary transaction.  Learn More >>

By applying to a job using CareerBuilder.com you are agreeing to comply with and be subject to the CareerBuilder.com Terms and Conditions for use of our website. To use our website, you must agree with the Terms and Conditions and both meet and comply with their provisions.



Job Overview
Company: Robert W. Baird & Co. Incorporated
Base Pay: N/A
Other Pay: N/A
Employee Type: Full-Time
Industry: Legal
Manages Others: Not Specified
Job Type: Finance
Legal
Required Education: Graduate Degree
Required Experience: Not Specified
Required Travel: Not Specified
Relocation Covered: Not Specified
Reference ID: 3393BR
Location: Wisconsin
Contact: Robert W. Baird & Co.
Phone: Not Available
Email: Send Email Now
Fax: Not Available
  • Apply Now
  • Senior Estate Planner @ Robert W. Baird & Co. Incorporated

Almost there!

Submit your email address to begin the application process for the Senior Estate Planner job. .

Email is invalid Email address is needed

By applying to a job using CareerBuilder.com you are agreeing to comply with and be subject to the CareerBuilder.com Terms and Conditions for use of our website.