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PWM Financial Planner
The PWM Financial Planner provides specialized services to a Baird Family Wealth team to assist in their ability to offer sophisticated wealth management solutions to individuals and families. Specialized areas of emphasis include financial planning, tax planning, estate planning, and business succession/exit planning. As a PWM Financial Planner, you will: Review client tax returns for completeness, accuracy, and tax savings opportunities or other planning opportunities. Document, follow-up, and support the implementation of opportunities identified from the financial planning process. Review estate planning documents for pertinent information and flow chart estate plans. Prepare short-term and long-term tax and cash flow p
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