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Join Baird Charlotte 

What Difference Does a Great Workplace Make?

Baird attracts many of the industry's finest Financial Advisors by supporting their entrepreneurial spirit and helping them build and run their businesses. For over 100 years, we have provided the tools and environment advisors need to best guide and serve their clients:

  • A partnership culture backed by employee ownership
  • Industry-leading research
  • Significant personal wealth-building opportunities, including stock ownership, deferred compensation, profit sharing and private equity investments
  • A first-person internal service model, where live professionals respond in real time to your operations, compliance, marketing, client event and human resource needs
  • Deep, in-house expertise for all areas of financial planning, education savings, retirement, tax and estate planning, and risk management
  • Full-service support and state-of-the-art technology
  • A team of dedicated specialists focused on making your transition to Baird as smooth as possible

As Branch Leaders, we promote a competitive but collaborative client-first culture. We would love the chance to sit down over coffee or lunch and talk conceptually about what we do here at Baird and learn about you and your practice.

Please feel free to email or call us directly. 

Discover Why Baird is a Great Place To Work

Privately Held & Employee Owned

We have approximately 80% associate ownership. 

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Unique "Hiring Rule"

This is the main reason our culture is unmatched.

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Resources & Technology

Deep in-house expertise, with live professionals responding in real time.

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Our Resources

Hear why other financial advisors came to Baird and what their transition was like. 

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The Baird Difference: Employee Ownership

Watch our President and CEO Steve Booth, and others share why ownership is much more than a dividend check at Baird.


Experience Baird Charlotte 

In this video, our branch shares our take on Baird Life—from the city we love to the stereotypes we embrace (yes, pimento cheese is a must!). Discover the camaraderie, joy, and dedication that makes our team proud to serve our clients—and each other—every day.

Connect With Us

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