CRT Advisor Associate

Baird; Milwaukee (WI); On-site; USD 70,000 - 100,000; Full time

Job summary

Baird is seeking a CRT Advisor Associate to join the Client Resource Team in Milwaukee. You will work with clients to keep investments suitable while coordinating with PWM Wealth Centers to identify strategic opportunities in the branch network.

You will partner with Financial Advisors to deliver financial plans, provide financial education, and support opportunities identified through the planning process, contributing to overall client satisfaction and revenue growth.

Qualifications

• Must have an undergraduate degree.
• Licensed SIE and Series 7/66 or Series 7/63/65.
• Minimum of two years of investment experience in a client-facing role.

Responsibilities

• Collaborate with Wealth Centers to drive strategic priorities for markets and branches.
• Ensure investments remain suitable and service client accounts.
• Deliver financial plans in partnership with Advisors/Team.

Skills

Presentation skills

Interpersonal skills

Written communication

Self-starter

Team collaboration

Education

Undergraduate degree

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 ona coreof 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 ensurehigh qualityclient service
• Engage the client, frame the discussion, and convey theteammission to better position the Advisor foradditionalbusiness 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, taxreturn reviewsutilizingour team of experts
• Take the planning results andidentifythe best investment solutions to implement the plan in partnership with the Financial Advisor/Team
• Research relevant news articles related to thetopic'scovered in a client's plan to share with them as an added touch point
• Document, follow up, and support the closing of opportunitiesidentifiedfrom 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 specialprojectsas necessary

What You'll Bring to Baird:

• Musthave an undergraduate degree
• Must hold SIE, Series7/66or Series 7/63/65 licenses
• Minimum of two years of investment experience in a client facing role preferred
• Excellent presentation skills, stronginterpersonaland written communication skills
• Proven self-starter, highly motivated, withthe ability to work with a team

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Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.