Wealth Planning & Client Solutions 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

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.