Wealth Planning & Client Solutions Associate

Baird Careers; Milwaukee (WI); On-site; USD 70,000 - 110,000; Full time

Job summary

ROBERT W. BAIRD & CO. INCORPORATED is seeking a CRT Advisor Associate in Milwaukee to support client accounts and ensure investments remain suitable. You will collaborate with PWM Wealth Centers to identify strategic opportunities within the branch network.

The role emphasizes financial planning delivery, education, and partnership with Financial Advisors to position clients for growth while delivering high-quality service.

Qualifications

• 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.
• Excellent presentation skills, strong interpersonal and written communication skills.
• Proven self-starter, highly motivated, with the ability to work with a team.

Responsibilities

• Serve as client-facing advisor to ensure investments remain suitable and servicing client accounts.
• Partner with Wealth Centers and PWM Wealth Centers to identify opportunities in Baird’s branch network.
• Deliver the financial plan to clients in partnership with the Financial Advisor/Team.
• Provide or lead financial education on topics like long-term planning, Social Security/Medicare, tax reviews.

Skills

Presentation skills

Interpersonal skills

Written communication

Self-starter

Team player

Education

Undergraduate degree

Job description

ROBERT W. BAIRD & CO. INCORPORATED is seeking a CRT Advisor Associate in Milwaukee to support client accounts and ensure investments remain suitable. You will collaborate with PWM Wealth Centers to identify strategic opportunities within the branch network.

The role emphasizes financial planning delivery, education, and partnership with Financial Advisors to position clients for growth while delivering high-quality service.