Wealth Strategy & Client Advisory 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

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.