Since 1919, Baird has guided families, businesses, communities and institutions toward their financial goals. Being privately held enables us to prioritize long-term planning and investment – for our clients and the firm – without having to weigh those against the quarterly expectations of outside shareholders. 

Today Baird offers wealth management, investment banking, asset management, fixed income and equity sales and trading, equity research, public finance and private equity services. This balance of cyclical and counter-cyclical businesses provides financial strength and stability across market environments and enables us to consistently reinvest in our ability to serve clients.

We manage or oversee more than $430 billion in client assets and employ more than 5,100 Associates around the world. And, because nearly 80% of our associates are Baird stockholders, you can trust we all share a personal stake in your success.

For more than 20 consecutive years, Baird has been one of the FORTUNE 100 Best Companies to Work For®, making us a workplace of choice for some of the most talented, passionate people in financial services. It also enables us to emphasize cultural compatibility in those we hire, many of whom stay their entire careers. All of this helps ensure the quality and consistency of our advice for clients and the timeless values that make the Baird Difference every day for our clients, our Associates and the communities we share. 

For more information, please visit https://www.rwbaird.com/bairddifference/.

Industry: Financial Services
Company Size: 5,001-10,000 employees

Baird

Savvy Admin PROD

**Complex deals, real ownership, and career momentum. Grow further at Baird.**

Baird is where investment banking careers gain real traction. Associates take on meaningful responsibility, work closely with senior bankers and clients, and grow in a culture that values performance, collaboration, and long-term success.

We are seeking a highly motivated experienced Investment Banking Associate with at least two years of Investment Banking or equivalent experience to join our Defense & Government team in Tysons Corner, VA. Baird’s 20+ person dedicated Defense & Government team is recognized as a leading M&A advisor to the sector. Since 2021, the team has advised on 60 transactions totaling over $28 billion in transaction value.

**What You’ll Do**

Responsibility that shapes your skill. Work that deepens your impact.

- Play a lead role in executing public equity offerings, mergers and acquisitions, and other strategic financial advisory services across a range of sectors

- Drive the preparation of company valuations, financial models, marketing materials, and client presentations

- Contribute to business development efforts through research and analysis

- Work directly with senior bankers and client executives, gaining insight into leadership-level decision-making

- Oversee deal execution by directing analysts in their use of AI platforms like Rogo for due diligence and research, while using tools like Power BI to synthesize complex data into strategic advice for clients

**What You’ll Gain**

A team that runs on trust, momentum, and shared values .

- Build strong relationships with client leadership and C-suite executives through active involvement in complex M&A transactions

- Take on greater ownership through lean deal teams that offer more responsibility

- Navigate clear paths for progression with mentorship, visibility, and real opportunity

- Advance alongside elite, high-performing peers who hold each other to a high standard

- Collaborate across Baird’s global investment banking platform—500+ banking associates working together to drive results across geographies, sectors, and specialties

- Grow in a culture that values diverse perspectives, welcomes ambition, and builds success through collaboration and shared purpose

**What It Takes**

We’re looking for people ready to lead with focus and integrity .

- At least one year of full-time experience in a solution-focused financial or quantitative role

- Strong analytical skills, attention to detail, and a track record of delivering results

- Clear communication, strong leadership, and the ability to thrive in a collaborative, high-performing team

- Intellectual agility, initiative, and the drive to grow in a fast-paced, client-focused environment

- Experience with AI tools such as Rogo, CoPilot, and Auxi is preferred

- Familiarity with data visualization tools such as Power BI, Tableau, or similar

**Compensation And Benefits**

- $175,000 - $200,000 annual salary with bonus potential

- Compensation and bonus are commensurate with experience, performance and/or GIB profitability

- In addition to a strong culture that is focused on health and well-being, our organization offers competitive total compensation packages and comprehensive benefits including: protected Friday night and Saturdays, periodic sabbaticals during career, shareholder opportunities, mandatory paid time off (PTO) and robust 401k match and profit-sharing contribution

**Note to External Recruiters / Search Firms **: Baird does not accept unsolicited resumes and will not compensate for any placement resulting from such submissions. Any unsolicited resumes received will not be treated as valid applications.

~~Baird is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status. ~~

Investment Banking Associate - Defense, Space & Government

Northwestern Mutual is here for what’s most important—helping families and businesses achieve financial security for over 160 years. Through a distinctive big-picture approach, including both insurance and investments, we’re helping people navigate life and guide them to their goals today, and in the days to come. We combine the expertise of our financial professionals with a personalized digital experience and leading-edge technology to best serve our clients.

With $265.0 billion in assets, $28.1 billion in revenues, and more than $1.8 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than 4.5 million people who rely on us for life, disability income and long-term care insurance, annuities, brokerage and advisory services, trust services, and discretionary portfolio management solutions. The company holds more than $125 billion of client assets as a part of its wealth management company and investment services. 

We are strong supporters of our financial workforce nationwide as well as our home office professionals in Milwaukee, WI. We’re continuing to grow, and we believe diversity makes us stronger as we help shape the future of financial security. 

Help us get to know you by applying for open positions here: https://jobs.northwesternmutual.com/ 

Financial representatives and interns are independent contractors and not employees of Northwestern Mutual.

https://www.northwesternmutual.com/social-media-guidelines

Industry: Financial Services
Company Size: 5,001-10,000 employees

Northwestern Mutual

**Pay: ** $70,000.00 - $200,000.00 per year

**Financial Advisor **

Change your career while making an impact.

Full training and mentorship program in sales, finance, leadership and entrepreneurship

Are you ready to take the reins and lead your own path to success as a business owner? It's time to embrace your entrepreneurial spirit and make a lasting impact through on your community. If you're tired of feeling undervalued, micromanaged or restrained by the limitations of traditional roles, now is your chance to explore being a part of our dynamic team and chart your own course.

At our firm, we believe in empowering individuals like you to drive meaningful change and build a sustainable career as an entrepreneur. If you have a passion for sales, management, leadership, and business ownership with a desire to leave a lasting legacy or if this resonates with you, submit your resume for consideration into our selection process.

As a Financial Advisor:

- Impact - The opportunity to make a tangible difference in your community and the lives of others through your entrepreneurial endeavors, sales, and leadership.

- Educate - Access to a comprehensive Training and Development program designed to foster your growth as a business owner, with a clear trajectory for leadership roles.

- Influence – presenting clients with the opportunity to protect and prosper, you will drive clients to action through honest influence and recommendations.

- Own - Flexibility and independence to shape your own career path and achieve the work-life balance you desire.

- Collaborate - A supportive network of like-minded individuals who are dedicated to pushing boundaries and achieving their best every day.

Your role will involve:

- Receiving personalized coaching and resources to excel in entrepreneurship, finance, sales, and management within our industry.

- Building and nurturing meaningful connections in the community to foster strong referral networks, and grow your business.

- Cultivating long-term relationships with clients by providing them with tailored financial strategies and holistic planning solutions, all while owning your business.

- Continuously enhancing your skill set through ongoing professional development and collaborative experiences, ensuring your success as a business owner.

We're looking for individuals who embody the following qualities:

- Reliability, integrity, and a commitment to ethical practices.

- Exceptional communication skills and a natural ability to build strong relationships.

- A self-driven, goal-oriented mindset with a passion for continuous growth and success as a business owner and leader.

- A willingness to learn, adapt, and thrive in a dynamic and challenging environment.

Join us and become a part of a renowned company that values diversity, teamwork, and work-life balance. Take the next step towards a rewarding career in sales, management, leadership, entrepreneurship, and business ownership, and be a catalyst for positive change in the lives of individuals and communities.

Northwestern Mutual: Asset and Income Protection – Education Funding – Investment and Advisory Services – Trust Services – Retirement Solutions – Business Needs Analysis

Compensation and Benefits

- Compensation and commission structure to support early development.

- Renewable income

- Bonus programs and expense allowances

- Support for insurance licensing, SIE, Series 6, Series 63, Series 7, CFP and more

- Retirement Package and Pension Plan

- Medical, Dental, Vision, Life Insurance and Disability Income Insurance

- Family Financial Planning

You could be right for this opportunity if you have:

- 4-year degree or equivalent professional work experience

- Entrepreneurial ambitions

- Experience building meaningful relationships.

- Interpersonal skills for success in client facing roles.

- Excellent time-management skills

- Desire for continuous learning

- Legal authorization to work in the US without sponsorship.

About Us:For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the care and expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.

Our tailored approach includes multiple financial strategies—insurance, investments, and annuities—built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.

Our Financial Representatives are valued partners, and proud business owners. We are committed to a diverse, inclusive, and belonging environment where everyone’s different viewpoints bring new successes!

Why join Northwestern Mutual:

- Fortune 100 company (2021)

- Forbes' Best Employers for Diversity (2018-2020)

- Top 10 US Independent Broker-Dealers

- #1 Among Life Insurers Most Admired Companies for Financial Soundness

- Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)

- $224 billion3 (retail investment client assets held or managed)

Job Type: Full-time

Benefits:

- 401(k)

- 401(k) matching

- Dental insurance

- Flexible schedule

- Health insurance

- Health savings account

- Life insurance

- Paid time off

- Parental leave

- Retirement plan

- Vision insurance

Ability to Commute:

- McLean, VA 22102 (Required)

Ability to Relocate:

- McLean, VA 22102: Relocate before starting work (Preferred)

Work Location: Hybrid remote in McLean, VA 22102

Financial Advisor - Career Changers Encouraged to Apply

Charles Schwab is a different kind of investment services firm – one that strives to disrupt the status quo of the traditional Wall Street approach on behalf of our clients. We believe today, as we did on Day 1, that when you find ways to improve the investing experience for your clients, then business results will follow. Follow our company culture at #SchwabLife and see how we give back at #Schwab4Good.

Support hours: 7 a.m.–7 p.m. CT or 24/7 at schwab.com/contact-us.

Social Media Disclosures: https://www.aboutschwab.com/social-media 

(#0424-TM8W)

Industry: Financial Services
Company Size: 10,001+ employees

Charles Schwab

Your opportunity

At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.

As a Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab’s approach to investing. You will have a direct impact on the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience. SWA’s advice philosophy will empower you to use a vast array of products (i.e. stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading), setting you up for success to help clients manage complex portfolios and achieve their goals. You’ll grow within an experienced, collaborative team, while deepening relationships with various partners, including industry leading advisors. If you are looking to develop with a firm that will challenge you to deepen your wealth management expertise, within a role that allows you to help clients while doing what you love, this may be the opportunity for you.

**We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations.**

What you have

**Required Qualifications**

- Bachelor’s degree

- Active FINRA Series 7 license (May be obtained with a 120-day condition of employment for certified and current CFP® designation or CFA® designation holders, verified before hire)

- Active FINRA Series 66 license (May be obtained within the first 120 days)

- Three or more years advisory experience, including creating and customizing financial plans and portfolios for clients

- Five or more years in the financial services industry working directly with clients

**Preferred Qualifications**

- CFP or CFA

- Superior relationship management and client retention experience

- Polished interpersonal, communication and presentation skills, attention to detail

**In addition to the salary range, this role is also eligible for bonus or incentive opportunities.**

What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

- 401(k) with company match and Employee stock purchase plan

- Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions

- Paid parental leave and family building benefits

- Tuition reimbursement

- Health, dental, and vision insurance

Wealth Advisor, Schwab Wealth Advisory

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