CRT Advisor Associate

Baird; Milwaukee (WI); On-site; USD 60,000 - 100,000; Full time

Job summary

Baird’s CRT Advisor Associate works with clients to ensure investments stay suitable and services their accounts. You will coordinate with Baird PWM Wealth Centers to uncover strategic opportunities in the branch network.

Partners with Wealth Centers to develop goals aligned with PWM priorities, delivering financial planning insights and education while supporting client relationships and revenue growth.

Qualifications

• Undergraduate degree is required.
• SIE and Series 7/66 licenses are required (or 7/63/65).
• Minimum two years of investment experience in a client-facing role preferred.

Responsibilities

• Partner with Wealth Centers and Wealth Solutions to align goals with PWM priorities.
• Drive strategic priorities for markets and branches.
• Ensure high-quality client service within wealth management strategy.
• Engage clients, frame discussions, and convey the team mission to position Advisors for opportunities.
• Deliver financial plans in partnership with Advisors/Team.
• Provide financial education on long-term planning, Social Security, Medicare, and tax basics with experts.

Skills

Client service

Communication skills

Team collaboration

Presentation skills

Interpersonal skills

Financial planning

Education

Undergraduate degree

SIE license

Series 7/66 license

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.

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