Wealth Planning Associate, Client Resource Team

ROBERT W. BAIRD & CO. INCORPORATED; Louisville (KY); On-site; USD 65,000 - 90,000; Full time

Job summary

ROBERT W. BAIRD & CO. INCORPORATED in Louisville, KY seeks a CRT Advisor Associate to service clients, ensure investments remain suitable, and coordinate with PWM Wealth Centers to identify opportunities.

You will work with Wealth Solutions to align goals with PWM priorities and drive strategic outcomes across markets and branches. Join a team focused on high-quality client service, financial planning delivery, and education, while leveraging AI-enabled solutions and modern tools to enhance

Qualifications

• Undergraduate degree required.
• SIE, Series 7/66 or Series 7/63/65 licenses required.
• Two years of investment experience in a client-facing role preferred.
• Excellent written and verbal communication; strong teamwork.

Responsibilities

• Service clients and ensure investments remain suitable.
• Coordinate with Wealth Centers to identify strategic opportunities.
• Support financial planning delivery and client education.
• Engage clients, frame discussions, and drive opportunities.
• Document follow-up and support closing of opportunities.
• Serve as a team specialist on financial planning topics.

Skills

Interpersonal skills

Presentation skills

Education

Bachelor's degree

Job description

ROBERT W. BAIRD & CO. INCORPORATED in Louisville, KY seeks a CRT Advisor Associate to service clients, ensure investments remain suitable, and coordinate with PWM Wealth Centers to identify opportunities.

You will work with Wealth Solutions to align goals with PWM priorities and drive strategic outcomes across markets and branches. Join a team focused on high-quality client service, financial planning delivery, and education, while leveraging AI-enabled solutions and modern tools to enhance