CRT Advisor Associate

Baird
Louisville
Workplace: OnsiteFull timeFunction: SalesEducation: bachelorsSkills: ["Presentation","Interpersonal communication","Written communication","Self-starter","Teamwork"]

Support Baird’s Client Resource Team by working directly with clients to ensure their investments remain suitable and well-serviced. Partner with PWM Wealth Centers to align goals with strategic priorities across markets and branches, deliver financial plans, provide financial education (including planning and benefits topics), and help identify and close opportunities from the planning process. Serve as a specialist for financial planning questions and track related client revenue to maximize sales opportunities.

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 6 months ago

Job Summary

Support Baird’s Client Resource Team by working directly with clients to ensure their investments remain suitable and well-serviced. Partner with PWM Wealth Centers to align goals with strategic priorities across markets and branches, deliver financial plans, provide financial education (including planning and benefits topics), and help identify and close opportunities from the planning process. Serve as a specialist for financial planning questions and track related client revenue to maximize sales opportunities.
Location: Louisville
Workplace: Onsite
Employment Type: Full time
Job Function: Sales

Key Responsibilities

  • •Partner with Wealth Centers and Wealth Solutions to develop goals aligned to PWM’s 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 such as long-term planning, Social Security/Medicare, and tax return reviews.
  • •Research relevant news related to topics in clients’ plans and use it as an additional touch point.
  • •Document, follow up, and support closing opportunities identified through the financial planning process, including acting as a specialist for planning queries and monitoring related client revenues.

Key Requirements

  • •Must have an undergraduate degree.
  • •Must hold SIE, Series 7/66 or Series 7/63/65 licenses.
  • •Minimum two years of investment experience in a client-facing role (preferred).
  • •Excellent presentation skills and strong interpersonal and written communication skills.
  • •Proven self-starter and highly motivated, with the ability to work with a team.
Experience:InvestmentWealth management
Education:Bachelor's
Skills:PresentationInterpersonal communicationWritten communicationSelf-starterTeamwork
Licenses:SIESeries 7/66Series 7/63/65
Certifications: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