Wealth Planning & Client Solutions 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

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.