CRT Advisor Associate

Baird; Louisville (KY); On-site; USD 70,000 - 95,000; Full time

Job summary

Baird’s Client Resource Team focuses on servicing clients who no longer fit field objectives, enabling Advisors to devote more time to target clients. The CRT Advisor Associate will ensure investments stay suitable and coordinate with PWM Wealth Centers to uncover strategic opportunities across the branch network.

The role emphasizes client education, financial planning delivery, and collaboration with Advisors to maximize opportunities while maintaining high service standards.

Qualifications

• Undergraduate degree required.
• SIE and Series 7/66 or Series 7/63/65 licenses required.
• Minimum two years of investment experience in a client-facing role.
• Excellent presentation, interpersonal and written communication skills.
• Proven self-starter with the ability to work in a team.
• Strong technology aptitude, including AI-enabled solutions.

Responsibilities

• Service clients to ensure investments remain suitable and account servicing.
• Partner with Wealth Centers and coordinators to identify opportunities.
• Deliver financial plans in collaboration with Advisors/Team.
• Educate clients on long-term planning, Social Security, Medicare and taxes.
• Support closing opportunities identified from financial planning.
• Act as a specialist for financial planning questions and guidance.

Skills

Client service

Interpersonal skills

Written communication

Presentation skills

Team player

Self-starter

Technology aptitude

Education

Undergraduate degree

SIE license

Series 7/66 or Series 7/63/65 licenses

Tools

AI-enabled solutions

Financial planning tools

Job description

About The Role

Baird’s Client Resource Team is a dedicated team designed to service clients that no longer fit the field’s Financial Advisor and team practice objectives, allowing existing Financial Advisor teams more time and resources to service target clients. The team’s objectives are to increase profitability through achieving specific client account resolutions and focus on a core of asset allocation products. The team operates under a culture that promotes teamwork and communication.

The CRT Advisor Associate will be working with Baird clients to ensure investments remain suitable and servicing their account(s). Additionally, the CRT Advisor Associate will be partnering with the Baird PWM Wealth Centers and coordinating with other PWM Wealth Center associates to identify strategic opportunities in Baird’s branch network.

The Impact You’ll Make

• Partners with Wealth Centers and Wealth Solutions to develop goals that align with PWM’s Strategic Priorities
• Works in partnership with Wealth Centers to drive strategic priorities for various markets and branches
• Operate within the team’s client service and wealth management strategy to ensure high quality client service
• Engage the client, frame the discussion, and convey the team mission to better position the Advisor for additional business opportunities
• Deliver the financial plan to clients in partnership with the Financial Advisor/Team
• Provide or lead financial education, such as long-term planning, social security/Medicare, tax return reviews utilizing our team of experts
• Take the planning results and identify the best investment solutions to implement the plan in partnership with the Financial Advisor/Team
• Research relevant news articles related to the topic’s covered in a client’s plan to share with them as an added touch point
• Document, follow up, and support the closing of opportunities identified from the financial planning process
• Serve as a Team specialist for queries on financial planning topics and consult with the Financial Advisors/Team on specific client scenarios
• Monitor and track client revenues related to financial planning work to ensure sales opportunities are maximized
• Performs other duties and special projects as necessary

What You’ll Bring To Baird

• Must have an undergraduate degree
• Must hold SIE, Series 7/66 or Series 7/63/65 licenses
• Minimum of two years of investment experience in a client facing role preferred
• Excellent presentation skills, strong interpersonal and written communication skills
• Proven self-starter, highly motivated, with the ability to work with a team
• Strong technology aptitude with the ability to adopt new tools, including AI-enabled solutions, preferred