CRT Advisor Associate

Baird
Milwaukee
Workplace: OnsiteFull timeFunction: Finance & AccountingEducation: bachelorsSkills: ["Presentation","Interpersonal communication","Written communication","Self-starter","Teamwork"]

Work with Baird clients and PWM Wealth Centers to ensure investment suitability and provide financial planning support. Partner with Wealth Centers to align goals with strategic priorities, deliver financial plans, educate clients on topics like long-term planning and Medicare/Social Security, and research relevant news to support client discussions. Document, follow up, and help close opportunities from the planning process while consulting with Financial Advisors on client scenarios.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
Baird
Baird
4 days ago

CRT Advisor Associate

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 10 hours agoStatus: Live
Reposted: similar role first listed 7 months ago

Job Summary

Work with Baird clients and PWM Wealth Centers to ensure investment suitability and provide financial planning support. Partner with Wealth Centers to align goals with strategic priorities, deliver financial plans, educate clients on topics like long-term planning and Medicare/Social Security, and research relevant news to support client discussions. Document, follow up, and help close opportunities from the planning process while consulting with Financial Advisors on client scenarios.
Location: Milwaukee
Workplace: Onsite
Employment Type: Full time
Job Function: Finance & Accounting
Seniority: Mid level

Key Responsibilities

  • •Partner with Wealth Centers and Wealth Solutions to develop goals aligned with PWM strategic priorities
  • •Work with Wealth Centers to drive strategic priorities across markets and branches
  • •Engage clients, frame discussions, deliver financial plans, and provide/lead financial education
  • •Research relevant news to add touch points to client plans and discussions
  • •Document, follow up, and support closing opportunities; consult with Financial Advisors/Team specialists and monitor planning-related client revenues

Key Requirements

  • •Undergraduate degree
  • •Hold SIE and either Series 7/66 or Series 7/63/65 licenses
  • •Minimum of two years of investment experience in a client-facing role (preferred)
  • •Excellent presentation skills and strong interpersonal and written communication skills
  • •Ability to work with a team and act as a self-starter, highly motivated
Experience:InvestmentWealth managementFinancial planning
Education:Bachelor's
Skills:PresentationInterpersonal communicationWritten communicationSelf-starterTeamwork
Licenses:SIESeries 7/66Series 7/63/65

Company Brief

Baird
Robert W. Baird & Co. is an employee-owned financial services firm providing wealth management, investment banking, asset management, and capital markets services to individuals, institutions, and corporations across the U.S. and internationally.
Industry: Wealth Management
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Established Company
Headquarters: Milwaukee, United States
Founded: 1919
WebsiteLinkedIn